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Changing the version of Torgsoft 9.1.11.0

09.10.2015 18:00
Maria Hladkykh
Maria Hladkykh

Developer of technical documentation, author of video tutorials, host of Torgsoft Podcast

The main features of Torgsoft®

Marketing - Customers

In the new version, it will be possible to import a list of customers from Excel with the automatic assignment of a bar code.
In the client card, added separate fields Last Name, First Name and Patronymic Name, and renamed the field Last Name, Patronymic Name to the Name of the client. Now, if one of the fields, for example, Customer Name, is not filled completely, you can automatically fill in the rest by pressing one button, and vice versa. In addition, the data from the Last Name, First Name and Middle Name fields can participate in mass mailing.
You will also be able to specify the maximum debt amount for VIP clients.

Warehouse - Stock status

With the release of the new version, the standard product filter will become more flexible and convenient: it is possible to select several types of goods and several manufacturers, as well as dimensions (piece, weight, metric).

Payment

Financials
Previously, all financial analysis items were displayed regardless of whether they were used or not. Now it is possible to hide any items in the Handbook - this will make the display more compact and easy to read.

Balance with partners

The Torgsoft® 9.1.11.0 version allows splitting reports into two categories: debts and bonuses. This will help you automatically calculate the specified amounts by period and selected counterparty.
Analysis

Period
If you need to make changes to an invoice that was closed a year ago, now all you have to do is click the Unlock Period button. Previously, you had to open all periods up to the right month one by one, which is an unnecessary waste of time.

Analysis of Trade Revenues

This analysis now has a scalable column for a photo of goods, the ability to move the image, and print the report along with it. Thanks to these innovations, the display of information has improved significantly.

Remainder analysis

Torgsoft® allows you to automatically recalculate the retail price when the cost or the purchase price changes, but sometimes you need to change it manually, after the release of the new version it will be possible.
The document

Arrival of goods
For some categories of commerce, it is important to know not only their own reference number, and the code of the supplier (this applies to auto parts, furniture accessories and other products) - in version 9.1.11.0 a column appeared designed for such purposes.
In addition, we have added a collapsible, scalable, and relocatable (manually) picture of an item, so you do not have to open the item record for its identification every time.

Creating an order for a supplier

Sometimes you need to order a fractional amount from a supplier - now you can easily enter fractional numbers ( 1,25; 23,458; 67,9, etc.) in the My Order column.

Customer's order for a product

Here you can set the date when the order is ready and automatically add the date of its delivery. Using the added filters, you can find the stale goods, as well as find the required order in the list of customer orders.

Tax invoice accounting

In printed form of tax invoice and "addendum" (attachment to the invoice) increased max. number of characters (from 100 to 150) - now you can use full customer name with no problem, there should be enough space.

Merchandising - Packaged Goods

Fields have been added for flexibility in configuring universal weights: Multiplier (to form the correct cost) and Rounding (integer/ to one decimal place/ to two decimal places).

Configure

Parameters
Sometimes users of Torgsoft® need to have the price with more than two decimal places. Therefore, in this new version there is the Number of decimal places in the product price setting: 2, 3, 6.
At this, the amount in the check with these products will still be rounded to a hundredth, in addition, in this case requires manual configuration templates.

Parameters - Access

With the release Torgsoft ® 9.1.11.0 will have the option Enter the reason for unpacking, which will allow you to always be aware of why the product was unpacked - this is an additional control over subordinates.

Employee

Added the Price by Price list field. Will become useful if the seller is allowed to set discounts manually. With its help you will be able to trace how often the staff in your store sells goods at a discount, what is its size, and how much the final cost differs from the price.
You will be able to filter all employees according to their status: All, Employed, Fired.
Setting up payments on bank accounts
Now with the Account Name column, Search Bar and Search Field (Card Number or Card Name) you will be able to find the cardholder faster in the general list.

Additional options

Bulk SMS and e-mail

This option will enable you to filter the mass mailings by type (contact, invoice, waybill, standard), language and type (email or sms). In addition to the filters, each of the above options has its own icons, which will allow you to visually determine the type and type of the mailing.
Additionally, for SMS messages it will be possible to determine the sending status - when you click on the Refresh sending status button, you will see which "messages" have been delivered, and which have not.

Gift certificates

Gift certificates are usually bought as a gift, not all of them are used, and some of them are kept in the drawers of the person you are going to give as a present. For you to be able to track which certificates are paid, but not used, we added a corresponding filter and an icon.

Salary Calculation for Salespersons + Incentive, Penalties and Incentives System

In Torgsoft® there is a very flexible setup of the roles of the Master and Salesman, in the new version will also be added the ability to restrict access to the display of work schedules.
In addition, there will be a menu item My Payroll, which allows employees to view and print their payroll for a selected period.

Accounting for warranty goods by serial number

In the general list of goods, it will become easier to identify those that have serial numbers. This feature will be available with the checkbox Display serial numbers.

Product Metric Specifications (Tile Calculator)

Similar to the previous update, our programmers saved a handy feature for metric products - added Product Filter - Metric Product. It is designed to simplify the search and viewing of such items in the general list.

Multi-currency sales.

For those who have this additional option activated, a field will appear, in which the amount of change in national currency will be displayed. Now you won't have to calculate it using a calculator - it will save time for the cashier and the buyer.


Програма обліку товару | Торгсофт



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