Customer Management and Marketing
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VIP clients: why the debt does not converge and how to find discrepancies
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Setting up an invoice with wholesale and retail prices
How to set up a wholesale and retail invoice in Torgsoft, show a customer discount and work with regional price lists
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Buyer identification at the checkout: bonuses, VIP clients and verification
How to identify a buyer at the checkout: bonuses, VIP clients, SMS verification, debts and prepayments in Torgsoft
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Loyalty at the checkout: how to apply promotions, manual discounts, and sell gift certificates
How to apply promotions in Torgsoft, control manual discounts, sell gift certificates and prevent sales below cost
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Fixed customer discount: why it doesn't work and how to set it up correctly
How to set a fixed customer discount in Torgsoft and check why it is not applied in sales or invoices
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Accumulative discount system: the principle of operation and analysis of the most frequently asked questions of entrepreneurs
How Torgsoft cumulative discounts work, why a purchase may not increase the discount total and where to check the conditions
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How to limit discounts in Torgsoft: maximum discount per product type and prohibitions
How to limit discounts in Torgsoft, prevent loss-making sales and set seller permissions for price control
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Discount priorities: what is more important - a promotion, a customer discount or a product discount
How to set discount priorities in Torgsoft so promotions, product discounts and customer discounts apply without conflicts
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Bonus burn: how to set expiration dates and mass alert mailings
How to set bonus expiration, automatic write-off and SMS notifications about expiring customer bonuses in Torgsoft
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Mass migration of customers to a new discount system: instructions without data loss
How to bulk update discount card types in Torgsoft, switch to a new loyalty system and recalculate customer discounts
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Torgsoft bonus system with an expiration date: automatic write-off and customer notification
How to set up expiring bonuses in Torgsoft: automatic write-off, customer notifications, returned bonuses, and error prevention
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Payment for goods with bonuses: combined checks, prepayments and cancellation of purchases
How partial bonus payment, prepayment, combined receipts, returns, and bonus write-offs work in Torgsoft
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Gift certificates and bonuses: how to avoid double counting and losses
How to set up gift certificates, bonuses and discounts in Torgsoft to avoid double charges and financial losses
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Why the promotion does not apply to the product: non-obvious reasons
Why a promotion may not work in Torgsoft: check product groups, discount priorities, customers, accounting centers and active dates
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Setting up the “Bring a Friend” promotion: reward conditions, promo codes and rules for calculating bonuses upon returns
How to set up the “Bring a Friend” promotion in Torgsoft: promo codes, discounts for friends, referrer bonuses and calculation upon return
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Referral and club programs in retail: partner accounting, status confirmation and customer activity analysis
How to set up club discounts and referral programs in Torgsoft: membership rules, referral partners, and customer activity analysis
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Intermediaries and referrals: how to set up referral accounting, commission payments, and attract new clients
How to set up intermediaries and referrals in Torgsoft: recommendations, commissions, partner balances and Bring a Friend
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Setting up complex promotions in Torgsoft
How to set up complex promotions in Torgsoft: 1+1=3, discount on the cheapest item, activating groups, and discount priorities
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Viber and SMS mass mailings: notification automation and technical settings
How to set up bulk SMS and Viber messages in Torgsoft: templates, variables, scheduled tasks, and duplicate message fixes
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Scenario guide: setting up an accumulation system and individual wholesale discounts for the manufacturer
How to set up cumulative discounts, initial discount amount, wholesale manufacturer discounts, and discount priorities in Torgsoft
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Verification of discount card via SMS when writing off bonuses
How to set up SMS verification for discount cards when redeeming bonuses and restrict manual card entry by cashiers
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Blocking a customer's discount card: loss, fraud, debtors
How to block a discount card, mark a risky client and limit seller rights when working with the client database
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Deleting a customer's personal data: what the program allows and what the store is responsible for
How to delete or anonymize customer data in Torgsoft, check debt and keep the store’s financial history intact
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Promotion and discount settings
Setting up marketing promotions in Torgsoft: activating "Advanced" mode, creating discount cards, configuring sales conditions, and verifying promotions at the checkout.
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How to edit, join and delete customer cards in Torgsoft?
Work with clients in the accounting program: how to edit a card, how to delete a client in Torgsoft? Two cards per customer: transferring bonuses, joining cards
Torgsoft is a ready-made solution for warehouse, financial, and inventory management for small and medium-sized businesses
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