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Accounting software and trade equipment

#2: Warehouse accounting | Torgsoft management accounting course

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Warehouse accounting course

If you have no time to deal with the accounting program yourself, take a training course with an automation specialist.

What does the full accounting course from Torgsoft include?

The training is divided into four parts:

  1. How to properly start the process of automating a business. Receipt of goods. Classification and record keeping: types of goods, manufacturers.
  2. How to manage and control the warehouse accounting.
  3. The correct financial accounting and control of settlements with contractors, suppliers, buyers and employees.
  4. How to attract customers: marketing tools and loyalty systems for the store. How to analyze the profitability of the business.

Module 2: Warehouse documents.

The complete sales cycle of an item

  • Implementation: adding an item and selecting a customer:

by barcode,
article code,
from the state of the warehouse,
from the stock by type of product,
manual customer selection, by barcode of the discount card or by phone number.

  • Cashless payment: how to set up a default checking account.
  • VIP customer. Creating a customer in the implementation and in the Marketing menu.
  • Mutual settlements with VIP clients: how to sell in debt and control client debt.
  • Bonus system and gift vouchers: how to pay with bonuses, sell and accept gift vouchers.
  • Collection, cashing out, depositing and withdrawal.
  • Commodity report for the period and report on the cash register for the day. Demonstration with basic reports and analysis for the entrepreneur.
  • Online commerce and work with orders.
  • Return of goods from the customer:

by check,
check selection,
creating a new return, sales selection,
manual returns from a named customer,
returns from VIP clients,
refund of bonuses and markdowns.

  • Trade with invoice: work in the Internet-shop, with Nova Poshta and Ukrposhta, wholesale for dimensional rows and other.
  • Return of the goods to the supplier, the return of defective goods.
  • Write-off of goods: shortage, theft, fighting, for business or for their own needs.

State of the warehouse

  • Product retrieval: what are the filters and how to use them.
  • Inventory: Where to start and how to properly inventory.
  • Analysis of the movement of goods - a tool for controlling stock balances.
  • How to quickly re-evaluate the goods.
  • Printing of price lists, labels, necessary warehouse documents. Setting up the appearance of the label.

What do I need for the class?

  1. Skype,
  2. TeamViewer,
  3. Torgsoft accounting software installed,
  4. Headphones and a microphone.

How does the training go?

  • At an agreed upon day and time, a Torgsoft specialist contacts you via Skype.
  • The manager connects via TeamViewer to your computer, which has a preinstalled Torgsoft.
  • You see both the specialist and the actions in the program on your monitor.
  • You train as you go along and enter the data into the program yourself. This gives you or your employees real practical skills.
  • The specialist saves the training video with screen capture and sound on your computer. You can watch the video at any time and remember what you've forgotten.

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