This video is from 2018. The program’s design has changed considerably, and it has more features. However, how many modes work has stayed the same or very similar. We are updating the knowledge base and video lessons. Since 2022, videos have been exclusively in Ukrainian.
Intermediary in sales
In Torgsoft, add an intermediary as a separate counterparty and define the terms of their work. When a customer comes through a recommendation or an order is placed through a dealer, specify the intermediary in the sales document. This lets you see which sales are linked to the partner and what compensation is предусмотрено.
Orders and settlements
For dropshipping, it is important to distinguish between the buyer, the intermediary, and the actual shipment of goods. Check the “Торгівля з випискою рахунку” documents, payment status, and agreements on a discount or commission. After the sale, reconcile settlements with the intermediary based on completed transactions. The 2018 video shows old windows; current guidelines are described in materials about intermediaries.
More details: Accounting for intermediaries; Working with suppliers and intermediaries
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