Electronic catalog for ordering goods — this is a Torgsoft option that creates a separate customer catalog with goods, photos, prices and stock balances. The customer independently browses the assortment, specifies the quantity and sends the order, while the manager receives it in Torgsoft without manually rewriting the items. The option is suitable for wholesale warehouses, distributors, manufacturers, suppliers and businesses with regular customers.
What the Electronic Catalog for Ordering Goods option can do
Product catalog for the customer
- Shows the assortment — the customer sees the product type tree, names, descriptions, photos, prices and stock balances after synchronization with Torgsoft.
- Transfers product photos — during upload, you can transfer new and changed photos or all photos during the first synchronization.
- Shows new arrivals — the customer can view goods received during the selected number of days.
- Searches for products — search by name and item number is available in the customer application.
- Shows news — an rtf file with news, delivery terms or information for customers can be uploaded to the catalog.
Order placement by the customer
- Calculates the order amount — after entering the quantity, the program shows the amount for the item and the total order amount.
- Saves contact details — the customer enters last name, first name, patronymic, discount card code, address, city, email and phone number.
- Sends the order to the server — the completed order is transferred for further processing by the manager in Torgsoft.
- Prints the order — the customer can view the created order and print it for themselves.
- Clears the current order — the customer can remove previously selected goods and create the order again.
Order processing in Torgsoft
- Receives orders — the manager opens the «Document — Remote Customer Order» mode, selects the synchronization object and clicks «Accept order».
- Identifies the customer — if the customer already exists in the database, Torgsoft inserts the data from their card; if the customer does not exist, the manager can save or correct their data.
- Creates an invoice — after accepting the order, the manager issues an invoice in the «Trade with Invoice Issuing» mode and continues the standard sales processing.
- Changes the order status — after the invoice is issued, the order receives the completed status so that it is not processed again.
- Loads the order file manually — if there is no access to FTP, the order can be transferred as a .sal file and loaded into Torgsoft from a computer or removable drive.
Customer catalog setup
- Works through an FTP server — Torgsoft uploads goods, prices, photos and receives order files through the configured information delivery address.
- Does not require a website — basic operation does not require your own online store, marketplace or website admin panel.
- Supports separate folders — in the configuration, you can specify an FTP directory for data and a separate directory for product photos.
- Supports SSL/TLS — encryption can be enabled in the information delivery address settings if supported by the FTP server.
- Personalizes the appearance — in the TorgSoftClient.ini file, you can specify the company logo, a website link and service images for products without photos or while photos are loading.
The customer application can be provided to regular customers, wholesale customers or intermediaries. They place orders independently, while the manager works with a ready order in Torgsoft.
More about the option: torgsoft.ua/options/order-catalog/
