Referral Program — is an additional Torgsoft option that manages an affiliate program with referral tracking: it records which partner brought each customer and helps calculate mutual settlements. It is needed when you attract buyers through external partners and want to see each partner’s result. As a result, you know how many customers each partner brought and pay remuneration based on actual results.
An option for businesses that build an acquisition channel through stylists, consultants, influencers, realtors, related stores, and other entrepreneurs. It solves the pain point when referrals come in, but it is difficult to calculate exactly who brought the customer and how much is owed to them: notes in a notebook or Excel get confused, and agreements rely on words.
With the option, each referred customer is linked to a specific referrer partner. In the partner report, you see the number of attracted customers, accrue remuneration, run joint promotions, and provide personal discounts for the partner’s customers.
Partner and referral accounting in one system
Link customers to partners, calculate each partner’s acquisition results, and pay remuneration based on actual results.
What is a referral program
Unlike a one-time «Refer a Friend» promotion, a referral program is a permanent mechanism for working with external partners. A referrer is a partner or a partner’s employee whose recommendation brought a customer to the store. In Torgsoft, you link such a customer to a specific referrer, then view the attracted customers report and calculate the partner’s remuneration.
Basic concepts
Referrer
A partner whose recommendation brought the customer. Added in Settings → Referrer Partner.
Referrer employee
A specific person at the partner’s company who handles referrals. Enables accounting by employee.
Customer linking
The connection between a customer card and a referrer. Created in Marketing → Customers → Other.
Partner promo code
A tag for bloggers and influencers that links a customer to a partner during the sale.
Intermediary
Torgsoft mode for regular payments to a partner as a percentage of the customer’s purchases.
Referrer report
Shows how many customers each partner and their employees brought.
Who this option is for
Stores with specialist partners
Cosmetics and stylists, building materials and foremen, pharmacy and doctor — products are recommended by specialized professionals.
Brands working with bloggers
Mentions on social media, YouTube, and TikTok with promo codes that link the customer to the partner.
Related businesses nearby
An auto parts store and a service center, a coffee shop and coffee machine sales — those you do not compete with, but recommend to each other.
Online trade through intermediaries
Sales with invoicing, where the partner needs to be paid a percentage after each customer purchase.
Who does not need it. If you attract buyers only through your own advertising without external partners, or want to run a single one-time «refer a friend» promotion, a separate promotion is enough for this, without full referrer accounting.
When to activate it immediately
- you already have several partners who regularly bring customers;
- partner remuneration is calculated manually and disputes arise;
- you plan to pay the partner a percentage of each purchase made by their customer;
- you want to run joint promotions and personal discounts for the customers of a specific partner.
What tasks the option solves
What it looks like before and after
Before
Partners bring customers, but accounting is handled verbally and in a separate file. At the end of the month, it is unclear who is owed how much, and which partner is actually working is also not visible.
After
Each customer is linked to a partner. The report shows the number of attracted customers for each referrer, and the remuneration amount is calculated based on actual purchases.
How it works: 5 steps
Add partners. Add referrers to the list: Settings → Referrer Partner. If needed, add them in Settings → Counterparty and Marketing → Intermediaries if you plan regular payments.
Add partner employees. If different people at the partner’s company handle referrals, add them in Settings → Referrer Employee.
Link the customer. When a customer comes by referral, create a card, issue a discount card, and link the customer to the referrer: Marketing → Customers → Other.
View the report. In Marketing → Customers, you see how many customers each partner and their employees brought.
Settle with the partner. Pay remuneration based on actual results: as a one-time payment linked to the sales invoice, as a percentage through Intermediaries mode, or as bonuses through the «Refer a Friend» promotion.
Important. For regular percentage payments, select the «Customer through intermediary» option in the invoice form. After the invoice is paid and the sales invoice is created, you will see the amount payable in Marketing → Intermediary → Balance with intermediaries.
Try it in your business
Download the Torgsoft demo version and test partner and referral accounting using your own data. The demo works for 30 days, and the data remains on your computer.
Option capabilities
Scenarios by niche
Cosmetics and stylists
Stylists recommend products from your store. Each referred customer is linked to the stylist, and at the end of the month you see who brought more buyers and pay remuneration based on actual results.
Brand and bloggers
Influencers give promo codes to their followers. By promo code, the customer is linked to the blogger during the sale, and you see each partner’s acquisition results and accrue bonuses or payments.
Building materials and foremen
Foremen bring customers. Through Intermediaries mode, you set the partner’s percentage depending on the product type, and the Balance with intermediaries shows the amount payable.
Example
The scenario is illustrative. A cosmetics store works with several stylists. Previously, accounting was kept in a shared file: who brought whom got confused, and remuneration amounts had to be agreed again every month.
After activating the option, a referrer card was created for each stylist. Referred customers are linked to the stylist when issuing a discount card. In the partner report, the owner sees the number of attracted customers for each stylist and pays remuneration based on actual results, while joint promotions are launched for active customers.
Which options and equipment it works with
- «Refer a Friend» promotion — automates the customer discount and partner bonuses by promo code.
- Discount club — connects partner customers to the club discount system.
- Bulk customer mailings — sends personalized messages to customers of a specific partner.
- Customer profile and Binotel calls — accumulates purchase data for personal offers.
Comprehensive automation. For mutual settlements with partners, the option uses built-in Torgsoft modes: Intermediaries, sales through an intermediary in Trade with invoicing, and the «Refer a Friend» promotion. Together, they cover the entire path: from linking the customer to paying remuneration and working with loyalty.
Price and activation terms
- Licenses. Works with Torgsoft Ultra or Terminal.
- Activation. The option is purchased for each workstation for standalone versions, or one for a local network, or one for a terminal license server.
- Compatibility. Available starting from Torgsoft version 7.9.2 (DB 402) and later.
- Demo version. Free for 30 days, data remains on your computer.
How to activate
- Download the Torgsoft demo version and test the option for 30 days.
- Select the Ultra or Terminal license and purchase the option for the required number of workstations.
- Activate the option and add partners in Settings → Referrer Partner.
Frequently asked questions
How does the referral program differ from the «Refer a Friend» promotion?
«Refer a Friend» is a one-time promotion with promo codes. The referral program is a permanent mechanism for partner and referral accounting: you maintain a list of referrers, link customers to them, and calculate mutual settlements.
Who can be a referrer?
Any partner who brings customers: bloggers and influencers, specialized professionals (stylists, foremen), media, related stores, and partner companies.
How to link a customer to a partner?
Create a customer card, issue a discount card, and link the customer to the referrer in Marketing → Customers → Other.
Where can I see how many customers a partner brought?
In Marketing → Customers, there is a report by referrer partners and their employees with the number of attracted customers for each.
How to pay a partner a percentage of each purchase?
In Marketing → Intermediaries, set the referrer’s percentage depending on the product type, and in the invoice form select «Customer through intermediary». The Balance with intermediaries will show the amount payable.
How to make a one-time partner payment?
Link the remuneration payment as an expense to the customer’s sales invoice — this way you will see the real profit by invoice, and payment amounts in Marketing → Intermediaries.
Which licenses does the option work with?
With Torgsoft Ultra or Terminal licenses.
How much does the option cost, and should it be purchased for each workstation?
The cost is indicated above. The option is purchased for each workstation for standalone versions, or one for a local network, or one for a terminal license server.
Can I test it first?
Yes, download the Torgsoft demo version and test partner accounting using your own data for 30 days.
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