The customer card stores buyer information the store needs to provide service: contact details, a discount card, and configured discount terms. The video shows how to create and find a card, as well as how to use it during a sale. Enter only the personal data needed to work with the customer.
What the customer card contains
When a customer is selected in a sales document, Torgsoft applies the terms configured for them. Check the contact details and discount type before saving the card. Review purchase history and accruals in related documents and reports to understand how the amount was calculated.
Video contents
- 00:00 — Introduction
- 00:50 — Working with the customer database in Torgsoft
- 02:40 — “Клієнти” tab
- 04:45 — Creating a customer range
- 06:10 — Quickly adding a customer
- 08:05 — Information contained in the customer card
- 08:55 — The “Увага” and “Блок” icons. What is this feature for?
- 14:15 — Can you refuse to sell to a customer?
- 15:18 — “VIP клієнт” form
- 20:00 — Where to enter information about discounts and bonuses
- 24:15 — Settings in the “Вид торгівлі” form
- 26:45 — How the pink fields in the customer card are populated
- 29:25 — “Склад сім’ї” tab
- 32:50 — Setting up a birthday promotion
- 37:05 — How the greeting works in a sales document
- 41:30 — “Придбання” tab
- 43:45 — Information by accounting center
- 45:33 — “Інше” tab
- 51:00 — Contacts and reminders
- 55:20 — Creating a Contact tab in the customer card
- 01:02:30 — Discount reduction
- 01:04:10 — “Соціальні мережі” tab
- 01:06:05 — “Документи” tab
- 01:07:45 — Additional customer information
- 01:12:05 — Delivery parameters
- 01:16:25 — Summary
More details: Customer interaction system
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