This video is from 2013. The program’s design has changed significantly, and it has more features. However, the way many modes work has stayed the same or is very similar. We are updating the knowledge base and video lessons. Since 2022, videos have been in Ukrainian only.
What the discount system tracks
A discount card links sales to a specific customer. Torgsoft stores the total amount of their purchases and applies a discount according to the store’s rules. In the customer record, you can check the card type, discount percentage, and accumulated purchases. Before issuing a new card, check whether the customer is already in the database so their purchase history stays in one record.
One-time and cumulative discounts
Set amount thresholds and percentages in the “Marketing — Discount Policy” menu. A one-time discount depends on the amount of a specific sale. A cumulative discount takes the customer’s previous purchases into account: when the total reaches the next threshold, the discount changes according to the store’s policy. You can link rules to a discount card type; for each type, check the starting threshold and transition conditions. The bonus system works separately from the regular cumulative discount.
Check discounts during a sale
In “Sales” mode, find the customer by card or select them from the list, add an item, and check the calculated discount before payment. If a promotion, an item discount, and the customer’s card apply at the same time, the result depends on the configured priorities and combination rules. Make a test sale for each card type and check the final price and accumulated amount. The video shows the 2013 interface; check current field and setting names in the up-to-date help.
More information: Customer card in Help; Setting up promotions and discounts; Lesson on setting up discounts
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