Accounting of orders in the online store

Torgsoft is a modern solution for integrated order management that allows you to simplify the work in the online store, clearly control payments to customers and automate the process of generating orders to suppliers.

Torgsoft provides the ability to keep track of orders in real time, which allows you to respond to customer requests in a timely manner - accept orders, generate an invoice for payment, send a message, print a bill of lading, and immediately ship the goods. The program manages and synchronizes order statuses. Torgsoft automatically reserves the goods ordered by the customer.

Torgsoft integrates with Prom, Rozetka, Nova Poshta, Ukrposhta in such a way that all information about the warehouse, goods, orders, their statuses, and payments, delivery methods, and parcel parameters can be entered in one program - in Torgsoft. This allows you not to switch between services, not to worry about the relevance of your warehouse on the marketplace, and mark goods for shipment directly from the Torgsoft order accounting program.

Torgsoft allows you to inform customers via e-mail, SMS, and Viber messages about orders placed, which significantly increases the level of service. There is a possibility of synchronization with Binotel IP telephony so that you do not lose any incoming calls and quickly find information about the client during the conversation.

In Torgsoft, you can easily customize document templates by adding elements of corporate style such as a logo, images, contacts, stamp, facsimile, and more. You can customize any template from the available documents in "Trade with an Invoice," including:

   

• commercial proposal,
• invoice,
• printing of a commercial proposal and invoice with a dimensional range,
• expense invoice,
• tax invoice,
• work completion certificate,
• TTN (Transport Waybill),
• documents for the storekeeper,
• product receipt,
• storekeeper's receipt,
• return receipt and invoice,
• corrective invoice for the tax invoice,
• fiscal receipt for prepayment,
• rental agreement, certificate, and expense.

The program monitors payments to customers, intermediaries, and suppliers - it records each fact of payment, the form of payment in cash or non-cash; when, who, and where the payment was made. In Torgsoft, you can reconcile data on invoices.

To detail payments in Torgsoft, use the "Card of mutual settlements", which will provide a detailed report on all transactions for the specified period, including information on the movement of money and bonuses, as well as changes in debts. You can print a report of financial settlements with details and bonuses by selecting the required currency.

1. Torgsoft Ultra or Terminal Software
2. Additional option "Software ECR" for selling fiscal goods

Useful additional options for comprehensive automation of online trade:

• CRM: customer interaction - for recording contacts and reminders, customer segmentation by interests, synchronization with Binotel.
• Mass mailing for sending messages to customers via SMS and Viber.
• Synchronization with Nova Poshta or Ukrposhta for sending parcels and marking TTN directly in the store.
• Bank Statements for Privat24 and Monobank Accounts for importing payments directly into the accounting program, without the need to check payments in the bank's application.
• Synchronization with Prom or Rozetka for selling products on marketplaces.
• Torgsoft Online Market for creating an online store in 1 day.
• Goods rental for accounting for rental services.

Order Document Creation:

commercial offers,

invoices for payment,

expenditure invoices,

returns,

tax invoices,

acts of completed works,

warranty cards,

fiscal and commodity receipts,

variable templates for documents.

Pricing:

editing selling prices,

reconciliation with price list prices,

providing manual and automatic discounts to customers,

adjusting invoice prices for VAT printing.

Financial Accounting:

control of cash and cashless payments, 

import of PrivatBank and Monobank statements,

control of prepayments, 

entering payments in parts,

shipping goods without payment,

control of debts and post-payments,

cancellation of payments and return of prepayments,

selling goods with VAT,

payment with a gift certificate,

accrual, write-off, and payment with bonuses

cash collection,

handover of revenue,

accounting for expenses by invoice.

Warehouse Accounting:

reserve — reserving goods for a specific client,

rental goods accounting,

working with postal services Nova Poshta and Ukrposhta,

printing waybills for sending goods.

Online Trading:

automatic synchronization of orders with the online store, Prom and Rozetka

notifications about new orders in the online store,

importing customer data from the online store,

synchronization of order statuses,

verification of order payments.

Marketing and Customer Base Work:

maintaining a customer database with all necessary information about them,

sending SMS, email, and Viber messages,

templates for SMS and Viber messages, including payment details,

sending links to invoices and commercial offers in Viber,

reminders to contact the client,

recording contacts and each stage of the order,

monitoring sent messages,

statuses of commercial offers and invoices — at which stage the deal is.

Analysis of Work with Orders:

employee who issued the invoice,

amount of issued invoices,

amount by expenditure invoices,

amount of received payments and prepayments,

debt — the amount owed by the client,

expenses by expenditure invoices,

planned and actual revenue.

Sale of Fiscal Goods:

sales of goods and services through ECR,

sending fiscal receipts in SMS and Viber,

printing fiscal receipts for prepayments.

Convenient Search of Information Using Filters: 

period, 

contractor, 

recipient,

enterprise,

accounting centers,

currency.

The list of functions and capabilities is not final and exhaustive, but it provides an idea of the automation cycle of working with orders.