Change of individual entrepreneur at a point of sale in Torgsoft

Instructions for an administrator or business owner on how to correctly change the Sole Proprietorship (business entity) at a retail location in Torgsoft without disrupting fiscalization, bank payments, or staff access.

When changing the Sole Proprietorship is mandatory

• Change of business owner or re-registration of the Sole Proprietorship

• Transfer of the retail location to another business entity

• Working with several Sole Proprietorships within one database

What problems arise if the Sole Proprietorship is changed incorrectly

• The old Sole Proprietorship is indicated in the fiscal receipt

• Funds from the bank terminal are credited to the old IBAN

• pECR errors when opening a shift or making a sale

• It is impossible to open a shift at the cash desk

What usually breaks when changing the Sole Proprietorship

• The shift is not closed on the old pECR

• The old company details remain in the program

• The bank terminal is linked to the old merchant

• The pECR keys do not match the selected company

How to correctly change the Sole Proprietorship at a retail location

Stage 1. Preparation (mandatory)

1. Close the shift for the old Sole Proprietorship

•    Run the Z-report

•    Make sure the shift is closed on the current pECR

2. Check the registration of the new Sole Proprietorship with the State Tax Service

•    Submitted and accepted forms: 20-OPP, 1-pECR, 5-pECR

•    There are receipts confirming successful registration

3. Obtain the data from the bank

•    New Merchant ID for «Payment» and «Refund» operations

•    Confirmation of whether the physical terminal is being changed

Stage 2. Creating a new Company

1. Menu Settings → Company

2. Click Add

3. Fill in the details of the new Sole Proprietorship:

•    Name

•    TIN / EDRPOU

•    Address

•    Tax parameters

Stage 3. Settlement account

1. Settings → Bank → Settlement account

2. Create a new account (IBAN)

3. Specify that the account belongs to the new Company

4. In the Company card, set this account as the primary one

Stage 4. pECR setup

1. Save the new QES keys of the new Sole Proprietorship on the PC

2. Settings → Software ECR

3. Create a new pECR:

•    Select the key of the new Sole Proprietorship (path + password)

•    Perform «Business unit selection»

•    Select the required point of sale from the State Tax Service list

4. Link the pECR to the cash desk (to the workstation):

•    Settings → Parameters → Receipt

•    Fiscal registrar type: software ECR

•    Select the newly created pECR

5. Check receipt templates (sale, refund, service)

Stage 5. Bank terminal

1. Settings → Parameters → Additional functions → Bank terminal

2. Select the terminal → Merchants table

3. For «Payment» and «Refund» operations:

•    Specify the new settlement account

•    Enter new Merchant ID

4. If the terminal has been physically replaced — check the IP or COM port

Stage 6. Access and products

1. Users

•    Grant sales staff access to the new Company

•    Check access to the account

•    If necessary — update the cashier key

2. Products

•    If separation by Sole Proprietorship is used — check the linking of product groups in the Product type card

How to verify that the retail location is already operating under the new Sole Proprietorship

1. Open a new shift

2. Make a test sale (UAH 1)

3. Check:

•    The Sole Proprietorship in the fiscal receipt

•    The account in the terminal slip receipt

4. Make a test refund

How to avoid mistakes when changing the Sole Proprietorship

• Do not change the Sole Proprietorship without a Z-report

• Do not use the terminal until the merchants have been changed

• Always verify with a test receipt