Setting up the structure of the retail network: stores and warehouses

To set up the structure of your chain in Torgsoft (add stores and a warehouse), you need to work with the Retail Network directory. In the program’s terminology, each store, warehouse, or sales point is called an Accounting Center.

Below is a step-by-step guide on how to do it:

1. How to add a new retail point (Store)

To add a new store, you need the Ultra or Terminal license (in the Start version, only one accounting center is available).

1. Go to the menu item Settings — Retail Network.

2. You will see a tree structure of your network. Select the main record (the root of the tree, usually the name of your network).

3. Click Add and choose Add subordinate.

4. In the window that opens, fill in the information about the new point:

•    General tab. Enter the Store name (for example, "Khreshchatyk Store"), address, and phone number (these details will be printed on the receipt). You can also select the entrepreneur (Sole Proprietorship) on whose behalf this location will operate.

•    Settings tab:

•    Type of trade. Choose Retail for a store or Wholesale/Warehouse for a warehouse.

•    Region. If you have regional price lists enabled, specify the region for pricing.

•    Cash Registers tab. Be sure to create at least one cash register for this store (click Add, enter a name, for example, "Register Store 2", and specify the currency). Without a cash register, you will not be able to sell goods.

2. How to add the Central Warehouse

The central warehouse is added the same way as a store — it is also an Accounting Center.

1. In Settings — Retail Network, click Add subordinate.

2. Name it "Central Warehouse" (or "Main Warehouse").

3. On the Settings tab, in the Type of trade field, you can choose a specific type if no retail sales are made from there (for example, wholesale), or leave retail if sales are possible.

4. On the Cash Registers tab, create a cash register (for example, "Warehouse Safe") to track the warehouse finances.

3. How to set a warehouse as “Central” (for price synchronization)

To make the program understand which object is the main one (from which prices and discounts are propagated to other points), configure the parameters:

1. Go to Settings — Parameters.

2. Open the Retail Network tab.

3. In the Central accounting object field, select your "Central Warehouse" (or the main store) from the list.

4. If you want prices to be the same across the entire network, enable "Maintain the same prices at all retail points".

4. Configuring employee access

After creating the points, do not forget to configure access for sales staff:

• Go to Settings — Employee.

• For each employee, specify their Workplace (select the created store from the list) and the Cash register they will use.

This way, you will build a structure with separate stores for sales and a central warehouse for receiving and distributing goods. Goods are moved between them using the "Internal Transfer" document.