In Torgsoft, sales are processed in “Document — Realization” mode. Add a product with a barcode scanner or select it from the stock list, then check the quantity and price. If needed, select a customer to apply their terms and bonuses. Discounts depend on the store settings and the salesperson’s access rights. After creating the receipt, open payment and choose cash, card, or a mixed payment.
How to process a sale in the program
The video also shows selling on credit, orders with prepayment, returns, and daily reporting. Selling on credit is available for a customer with the relevant status; use the linked document for a prepayment and order. Process returns separately in “Document — Return” mode and link them to the sale. If the sale was fiscalized, the return must also be processed as a fiscal transaction. At the end of the shift, reconcile paid sales, cash movements, and the daily reports.
Video contents
- 00:35 — How to sell products in the realization form
- 08:11 — How to give a customer a discount
- 11:38 — How to pay for a product by cash or card
- 16:50 — How to sell on credit
- 17:47 — How to create an order with prepayment
- 20:37 — How to return a product
- 22:00 — Daily reporting
More details: Step-by-step product sale; Processing a return; Salesperson discount access rights
Go back to the previous step