Customers, discounts, bonuses, promotions, and messages.
24 catalog entries
Go to description
Customers
Stores customer contact details, purchase history, and personal terms so you can work with them based on previous sales.
Issue customer cards
Records the issue of loyalty cards and links each card to a customer record.
Customer card
Stores contact details, purchases, discounts, and the history of work with a particular customer.
Import customers
Loads a customer list from Excel into Torgsoft without creating each card manually.
Print customer forms
Helps collect customer details for a discount card by printing forms for them to fill out before the card is issued.
Discount policy
Sets one-time and cumulative discounts based on the amount of the current or previous purchases, so the rules can be applied during a sale.
Bonus system for cumulative discounts
Credits purchase bonuses to a customer's card. Bonus use can begin after a set delay.
Additional rules for cumulative discounts
Adds rules under which buying a certain product changes a customer's cumulative discount.
Birthday discount
Gives a customer a birthday discount within a configured period and under defined usage rules.
Family members
Shows information about family members added to a customer’s record so you can view related details.
Promotions
Sets promotion terms for products so the program can apply them during a sale.
Anniversary customer discount
Sets an extra discount for a receipt or invoice at a specified number in sequence to run a promotion for an anniversary purchase.
Gift certificates
Issues, sells, and tracks gift certificates so they can be included in customer payments.
Bulk messaging
Sends bulk messages to customers selected according to specified criteria, so you can inform the right group of shoppers.
OptionInstructions Video: messaging setupVideo: Viber messaging
Wholesale pricing policy
Sets wholesale pricing rules that the program applies when selling products to wholesale customers.
Discount card type
Creates discount card types so you can assign them to customers and use them in discount rules.
Wholesale discounts by manufacturer
Sets a separate discount for a wholesale customer on products from a selected manufacturer to reflect their sales terms.
Bonus write-off
Shows customers’ unused bonuses and lets you write them off as needed to keep bonus balances accurate.
Customer survey system
Collects customer answers to questions and calculates the results to assess their feedback.
Intermediary
Stores discounts and compensation for intermediaries who sell your products so you can track the terms of cooperation.
Contacts and reminders
Collects contacts and reminders by customer and period so you don’t miss planned follow-ups.
Interests
Stores customer interests and links them to product categories so you can account for their preferences when working with them.
Call log
Shows customers’ call history from the connected Binotel system so you can see previous inquiries.
User tracking
Collects visitor counter data so you can compare store visits with sales.
Go back to the previous step