How to edit, join and delete customer cards in Torgsoft?

All described actions are performed in the main menu section Marketing ⟶ Clients.

1. How to edit a client card

1. Select the desired client in the list and click the Edit button.
2. The "Client" form will open, where you can edit any fields.
3. Note regarding full name: if you enter data into the general "Client name" field, you can click the corresponding button with an arrow next to it, and the program will automatically distribute this data into the separate "Last Name", "First Name", "Patronymic" fields (and vice versa).
4. To save all changes made, click the Save button.

2. How to delete (clear) a client card

Used if the card needs to be unlinked from a person and made empty. Attention: the purchase and return history of this client will be permanently deleted.

1. Select a client from the list.
2. Click the Clear discount card button.
3. The program will completely delete personal information, as well as the transaction history of this client.
4. Instead of the client, a new empty record will appear with the same barcode, which can be reissued to another buyer.

(If you want to remove a client from the list but keep their purchase history in the database, instead of clearing, use the Deactivate button. Then the card will simply move to the list of inactive contractors).

3. How to merge client cards

Used if two cards were accidentally created in the database for the same person (or for members of the same family), and their history and discounts need to be combined into one. It is impossible to cancel this action once completed.

1. Select the client in the list you want to attach and delete (their history will be transferred, and the card itself will become empty).
2. Click the Merge client with another button.
3. The "Client selection" window will open. Select the main client in it, to whose card the data should be added.
4. Click the Select button.
5. The system will ask you to confirm the action — click Continue.
6. After that, the program will recalculate the discount taking into account the joint history, and the first selected card will become free (empty), keeping only its barcode.