This video is from 2019. The program’s design has changed considerably, and it has more features. However, many modes still work the same way or in a very similar way. We are updating the knowledge base and video lessons. Since 2022, videos have been exclusively in Ukrainian.
Customer record
Customer records are stored under “Marketing — Customers.” A record can include contact details, a discount card and discount terms, as well as purchase and payment history. Before creating a new record, check whether the customer is already in the database. This helps keep their purchases and accruals in one record.
Discounts and promotions
Discount cards and configured discount rules can be applied to regular customers. Promotion terms can be set by product, customer group and validity period. Before launching a promotion, check which rules can be combined and make a test sale to see the final price and discount in the document. Gift certificates and bonuses are configured separately; check that they work according to the store’s current rules.
VIP customers and settlements
When a customer is allowed to pay for goods later or in installments, link the sale to their record. Torgsoft keeps the debt, payments made and outstanding balance. “Balance with Partners” shows the overall settlement status. Details of unpaid sales depend on the selected method for recording VIP payments. The video shows the old interface; check the help pages for current field and setting names.
Video contents
- 00:00 “Customers” mode
- 00:55 Customer record — main tab
- 03:32 Customer record — additional tabs
- 05:26 Customer list table
- 05:53 Tools
- 09:04 VIP customers
- 11:02 How to sell goods to a customer
- 12:10 Balance with partners
- 13:20 Unpaid sales for VIP customers
More information: Customer record in Help; Customer identification at checkout; Settlements with VIP customers
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