Trade with statement of account: mode "Account" | Part 2

00:00 — Intro

00:35 — Where in the Torgsoft accounting program is the "Trade with invoice" mode located?

02:23 — Accounts by accounting center

05:10 — Settings for bill payment

06:24 — Can I set up automatic bill payments?

08:35 — Where the form "Adding a product" is displayed

10:00 — Adding services

12:25 — Legal information

15:30 — Information on serial numbers

17:00 — Barcode Znizki

21:35 — Customized barcodes

22:35 — Bonuses

23:25 — Payment by invoice, cash and how to create an invoice

33:40 — How to reserve a product

34:50 — Contacts and reminders

35:40 — How to update prices

36:35 — How to edit account information

37:07 — How to edit a customer card

37:23 — Bottom line

The main features of the Account mode for online trading:

1. Create accounts:

• Based on the commercial offer: automatic filling of fields, including goods (services) with the possibility of editing.

• Manual creation: flexible customization of all invoice fields from scratch.

• Copy an existing account: quickly create a new account based on a previously created one.

2. Adding goods and services:

• Adding by scanning barcodes, importing from Excel, picking from a warehouse, and more.

• Support for serial numbers and warranty accounting.

3. Manage the status of accounts:

• Displays the status of invoices in different colors (unpaid, partially paid, fully paid, overpaid).

• Use of icons to indicate different statuses (delivery, payment, re-issue, etc.).

4. Filters and sorting:

• Filters by account status, payment, contacts, dates, delivery, and payment method.

• Sort invoices by various parameters (date of creation, invoice number, recipient, amount, etc.).

5. Create an expense invoice:

• After confirmation, a window opens to enter the invoice parameters (number, date, company, intermediary, payment to, customer card).

• Automatic tracking and reconciliation of the invoice.

6. Sending messages:

• Automatically and manually send notifications to customers about the creation of an invoice and delivery status.

• Ability to change the recipient's phone number when sending.

7. Reservation of goods:

• Moving goods from the main warehouse to the reserve warehouse to avoid duplication of orders.

• Automatic display of reserved products in the list.

8. Price adjustments:

• Setting up the adjustment of invoice prices for printing with VAT.

• Automatic warning of price adjustments.

9. Payment and refund of prepayment:

• Support for various forms of payment (cash, non-cash).

• Automated turnover of prepayment and acquiring processing.

10. Partial shipment of goods:

• Ability to create multiple invoices for one account, with a choice of goods for each invoice.

Additional features:

• Control over payment and delivery status: automatic updates of invoice status, including deferred payments, returns of goods.

• Integration with marketing campaigns: support for promotions such as "Bring a friend".

• Profit forecasting: calculation of the planned profit based on the actual price, cost of goods, and expenses on the account.

• Printing fiscal checks: the ability to print fiscal and financial checks on a prepaid basis.

• Sending documents: selecting a document delivery method, adding warehouse document files.

The "Trade with invoice" mode in the Torgsoft program provides comprehensive control and management of the sales and accounting process. It allows you to automate the processes of creating invoices and expense invoices, reserving goods, sending notifications to customers, managing payments, and adjusting prices, making it an indispensable tool for any online store.

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Accounting of orders in the online store