Callback
  • From a market stall to a store

  • -

  • From a store to a retail chain

  • -

  • From retail to manufacturing

Personal Sales by Salespeople

21.05.2018 00:00

This video is from 2018. The program's design has changed considerably, and it has gained more features. However, the way many modes work has stayed the same or is very similar. We are updating our knowledge base and video lessons. Since 2022, videos have been available exclusively in Ukrainian.

Who sold the item

In Torgsoft, you can link not only an entire receipt but also individual items to a specific salesperson. This is useful when several employees worked on a sale or when a bonus depends on each person's contribution. First, create users and set up how the salesperson is registered. Then check a test receipt to see which salesperson each item is assigned to.

Checking the calculations

Additional payment and bonus rules are set in the payroll settings. After a sale, open the salesperson performance analysis for the period and the payslip. The figures should match the actual sales. If the salesperson is not registered at the required time, the personal sale may not be included in their performance figures. The old video retains the timecodes for setup and review.

Video contents

  • 00:29 Activating the option.
  • 00:46 Setting up the module.
  • 01:07 Creating a user.
  • 03:01 Setting up additional payments.
  • 03:41 Processing sales.
  • 04:26 Analyzing salesperson performance for a period.

More details: Salesperson payroll and incentives; Payroll calculation video lessons