This video is from 2014. The program’s design has changed significantly, and it has more features. However, the way many modes work has stayed the same or remains very similar. We are updating our knowledge base and video lessons. Since 2022, videos have been in Ukrainian only.
Define the rules first
Before printing cards, decide who receives a discount and under what conditions. In Torgsoft, you can set up a one-time discount linked to a card or a cumulative discount whose amount depends on the customer’s total purchases. For a cumulative system, set thresholds and the corresponding percentages. Bonuses follow separate rules, so do not treat them as the same as a card discount.
Prepare the cards
In the settings, define the discount card types and the rules for how they work. Each physical card needs a unique number or barcode so the cashier can find the customer during a sale. Prepare the card design for printing after checking the number format and how it will be scanned at the checkout. If you use several card types, check each type’s terms before issuing cards to customers.
Issue the card and check a sale
Create or find the customer’s record, link a discount card to it, and save the details. In a test sale, scan the card and check that the correct customer was found and the configured discount rule was applied. View purchase history and the accumulated amount in the customer record. The video shows an old interface, so check the current field names in the help.
More information: Customer card in Help; Bonus system in Help; Discount system and discount accounting
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