This video is from 2016. The program design has changed considerably, and more features have been added. 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 exclusively in Ukrainian.
Receive goods and make a sale
Start working with a new delivery in the “Документ — Прихід товару” mode: create an invoice, select a supplier, add the goods, and check quantities and prices. Select existing goods from the directory, and fill in a product card for new ones. In the “Документ — Реалізація” mode, create a receipt from the goods, check the total and payment method. The seller’s permissions determine whether they can change prices and discounts.
Process a return and a certificate
Process a customer return as a separate operation. If the receipt was saved, find the sale by its receipt and check the goods and refund amount. A gift certificate must be entered in the program and sold to the customer; during a later purchase, apply it as a payment method according to the certificate settings. Check the current fiscalization rules for the specific payment method.
Reconcile stock and totals
The product report shows item movements for the selected period, while the cash register report helps reconcile cash transactions for the day. To transfer goods to another store, create an internal transfer; to remove goods without a sale, use a write-off document with the appropriate reason. The 2016 video shows an earlier interface, so check button names against the current help materials. The timestamps below link to sections of the webinar.
Video timestamps
- 00:16 Brief webinar outline
- 00:55 Receiving goods in Torgsoft
- 21:15 Sale
- 26:33 Customer return
- 30:36 Gift certificate: how to sell and redeem it?
- 36:08 Daily reports: product report, cash register report
- 39:04 Transferring goods between stores
- 44:36 Writing off goods from a warehouse
More information: Quick start; Goods receipt; Goods sale
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