Trading with an invoice: a commercial offer

We continue our series of video casts with a technical specialist from Torgsoft. In this video, we will analyze in detail how to create a commercial offer in the "Trade with invoice" mode.

Trade with invoicing is a mode of the Torgsoft program for accounting for orders: creating commercial offers, invoices, expense invoices, and product rental.

Invoice trading is ideal for online trading, wholesale trade, customer order management and processing. It is often used in situations where you need to generate an invoice and send it to the customer for payment using bank details.

This mode provides the convenience of creating invoices for the sale of goods and services. In addition, in Trade with invoice statement, you can make payments in full and in parts, download PrivatBank and Monobank statements, control the shipment of goods, reserve goods, make returns, analyze the results of online trading, sell goods and services through a cash register, etc.

00:00 — Intro

01:10 — Why invoice-based trading is suitable for online trading and how it differs from realization

05:40 — Is it possible to automatically select an employee's name

08:20 — How to add products to a quote: view tabs

10:35 — How to add services

19:50 — What can be added to the proposal template

25:00 — How to create an email account and send a commercial email

26:30 — Why do you need an FTP action

29:50 — Is it possible to send offers if you do not have a website

34:30 — How to quickly edit a customer card

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Selling goods in an online store