Creating a product card

Creating a product card in the Torgsoft program is a fundamental step in inventory accounting. According to the provided sources, there are several ways to create a product card, but the main and most recommended method is to create it directly during stock receipt.

Below is a detailed guide on how to do it correctly, based on the documentation.

1. Creating a card via «Goods Receipt» mode (Recommended method)

This method lets you create a product card and add the item to stock at the same time.

Step 1: Opening the invoice 

Go to the main menu Document — Goods Receipt.

1. Click Add or New receipt to create the invoice header.

2. Select the Supplier and the purchase Currency. Click Save.

Step 2: Adding the product 

You have two ways to open the card creation form:

• Scanning: if the item has a manufacturer barcode, scan it. If the item is not in the database, the program will prompt you to create a new card.

• Manually: if there is no barcode, click Add (or press F4).

Step 3: Filling in the product card (the «Product» form) 

In the window that opens, fill in the following fields:

1. Product type (Required): this is a key parameter. Click Directory next to the «Product type» field. Choose the needed category from the tree (for example, «Clothing — Jeans — Men’s») or create a new branch. The product type defines the default markup, price rounding, and the parameters included in the name (size, material, etc.).

2. Manufacturer and Country: choose from the list or add a new manufacturer via the directory.

3. Characteristics: fill in fields such as Collection, Description, Color, Material, Size, Gender, Season. Which fields are available and required is configured in the «Product type» card.

4. SKU: enter the SKU manually or click the button for automatic generation (if configured).

5. Barcode:

•    If you scanned a manufacturer barcode, it will be filled in automatically.

•    If the product has no barcode, leave the field empty — the program will generate its own unique barcode after saving (usually starting with 29...).

6. Prices:

•    Enter the Purchase price.

•    Specify the Markup (%) or enter the Retail price right away. The program will automatically recalculate the related fields.

7. Quantity: specify the quantity received.

Step 4: Adding a photo (Optional) 

Go to the Photo tab. You can upload a photo from a file or take a picture with a webcam (if the corresponding option is available).

Step 5: Saving 

Click Save. The product will be added to the invoice and created in the directory.

2. Creating a card via «Merchandising» (Preparation stage)

Use this method if the product is not in stock yet, but you want to add the item list in advance.

1. Go to Merchandising — Full list of goods and services.

2. Click Add.

3. A product card similar to the one used in receipt will open. Fill in the fields (Type, Name, SKU, Barcode).

4. Click Save. The product will appear in the database, but its stock quantity will remain zero until it is received into stock.

3. Important nuances and tips

• Size run: if you add clothing or shoes, enable the «Model size run» switch in the product card. This lets you save the first size (for example, S) and immediately open the card for the next one (M), copying all other data (price, photo, description), which significantly speeds up entry.

• «Copy» button: if you receive a similar item (for example, the same jeans but blue instead of black), find the already created item in the list, click Copy, change only the difference (color), and save. This saves time.

• Barcode generation: if the product has no manufacturer barcode, the program will generate an internal one. If you want to print labels, make sure the Print labels switch is enabled in the product card before saving.

• Import from Excel: if you have a large supplier invoice in electronic form, it is better to use the Product import function (via Document - Goods Receipt - Import) instead of creating cards one by one manually.

4. Product card structure

The product card also has additional tabs for specific settings:

• Analogs: for specifying substitute products.

• Add. (Additional): this is where the UCFEA code is specified (important for tax invoices) and the supplier’s internal code.

• Metric characteristics: for products sold in tiles/meters (if the option is enabled).

• Bill of materials: if the product is a kit, you can define its components here.