This video is from 2022. The program design has changed considerably, and more functions are available. However, the way many modes work has stayed the same or very similar. We are updating our knowledge base and video lessons. Since 2022, videos have been available only in Ukrainian.
Prepare the software and keys
This full video lesson covers the process from checking your Torgsoft version and activating the “Software Cash Register” option to adding a registered cash register. Before setup, prepare the business and cashier keys and verify the registration status with the State Tax Service. The minimum version number shown in the video, which was recorded in early 2022, should not be treated as a current requirement: use a currently supported version.
Set up sales and receipts
In Settings → Software Cash Register, check the business, cashiers, and payment methods. For items that need to be fiscalized, enter the tax settings and required details. The video shows how to set up printed paper receipts, examples of payments and returns, and how to use electronic receipts. Before proceeding, compare these screens with the current Torgsoft help documentation.
Check the shift and reporting
After setup, check that you can open a shift, make a sale with a fiscal receipt, process a return, and close the shift with a Z-report. Compare the documents generated with the software cash register records and check the register status. The video provides an overview of the process; use current instructions for specific fiscalization and software cash register tasks.
Video timestamps
- 00:00 Introduction
- 00:27 Requirements for using the software cash register: registering the register and cashiers in the taxpayer account
- 01:21 Where to find the video lesson on registering a software cash register
- 01:49 Who can be a cashier?
- 02:13 Checking the Torgsoft version. To use the software cash register, the version must be at least 2022.0.5
- 02:55 What to do if an old version of Torgsoft is installed
- 03:32 Activating the “Software Cash Register” option
- 04:47 Where to store cashier keys
- 06:07 Where to set up the software cash register in Torgsoft? → Settings menu → Software Cash Register
- 06:44 Installing the cryptographic libraries directory
- 09:23 Access denied: how to grant access
- 10:43 Adding a software cash register to Torgsoft: setup window and automatic data entry
- 13:29 Why you should not manage software cash register settings manually
- 14:29 Taxes in the software cash register settings: what to do if they are not needed
- 15:44 Setting up payment types for the software cash register
- 16:26 How to connect several cash registers
- 17:12 Software cash register service operations: setting the initial receipt number, opening and closing shifts, voiding a receipt, X- and Z-reports, online session status
- 18:07 Software cash register icons: when it is online and whether a shift is open
- 19:04 How to sell a fiscalized item? → setting the fiscal status in Product Management → Item Type
- 20:31 How to set up taxes for items in Torgsoft
- 21:45 How to confirm that an item is fiscalized: Warehouse → Warehouse Status
- 22:59 Setting up fiscal receipt printing: Settings → Preferences → Receipt
- 24:30 Receipt printing rule: at the customer's request or for every sale. The receipt is sent to the tax authority when printed
- 25:36 Rounding the receipt amount. What happens if rounding to 10 kopecks is not set
- 28:27 Selecting a fiscal registrar: a unique required setting for each workstation
- 30:08 Automatically sending an electronic receipt copy by SMS, Viber, or email
- 31:35 How to disable paper receipt printing while still sending the data to the tax authority
- 32:24 Sending bank terminal payment information
- 33:10 What to do if the terminal is not connected to the software but its parameters need to be sent
- 34:53 Short name for a fiscal receipt
- 35:16 “Prepayment for” — accepting money from a customer without issuing the item
- 36:00 Why the software cash register is connected to a workstation rather than an accounting center
- 37:45 Selecting a printer for fiscal receipt printing
- 38:50 Selecting a fiscal receipt print template: Preferences → Print Template Settings
- 41:14 Selecting a printer and fiscal receipt templates for a salesperson
- 42:06 How to set up and use the software cash register for different workstations
- 43:31 Fiscal registrar actions in Sales mode
- 44:04 How to open a software cash register shift in Sales mode
- 47:58 Why record cash deposits and withdrawals
- 50:21 Selling an item through the software cash register
- 53:20 Viewing amounts sent through the software cash register
- 53:55 Cashless payment in Sales mode
- 54:55 Returning a fiscalized item and mandatory receipt printing
- 57:07 Voiding a receipt — canceling the last receipt. Only the last receipt sent to the tax authority can be voided
- 60:18 Printing a Z-report = closing the software cash register shift
- 62:12 End-of-day summary
- 62:42 Viewing all fiscal receipts: Settings → Software Cash Register → Software Cash Register Analytics
- 64:45 How to print a copy of a fiscal document
- 66:15 Setting access to the required actions for the salesperson role
More details: Software Cash Register Launch Procedure; Adding a Software Cash Register in Torgsoft; Cashier Operations and Software Cash Register Receipts
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