UTsSB (1C:Enterprise 8. Trade management and customer relations (CRM)

The Following Functions Were Automated:

• Purchases (supply) and vendor relationship management
• Settlement with suppliers
• Order placement to suppliers
• Purchase planning
• Vendor relationship management
• Supply chain management
• Accounting of arrival of Inventories
• Formation of the payment schedule to suppliers
• Sales management, logistics and transport (SFM, WMS, TMS)
• Sales (sale), service, marketing
• Analysis of sales of ABC/XYZ
• Settlement with buyers
• Wholesale
• Order placement of buyers
• Sales planning
• Sales accounting of Inventories
• Pricing, price lists
• Warehouse and logistics
• Reservation of Inventories
• Management of warehouse stocks
• Work on the Adaptation of the Standard Solution

Setup of exchange of delivery notes with 1C: Accounting is implemented, setup on work in progress is added (the remained amount at the end of the month, is scattered in the program automatically).

Maintenance:

• The paid agreement 1C:ITS is issued
• Delivery and installation of the delivery of ITS to a workplace of the user is monthly performed
• The Internet version of ITS and Internet services of ITS is used
• Consultation on methodical questions of work with the program of 1C is performed
• Setup and check of access to the website of user support users.v8.1c.ru is made
• Works on updating of the platform and standard configurations, diagnostics of a status of information base, creation of archive copies are monthly performed
• Consultation on technical issues of work with software products of 1C is performed

Description

• The "Ural Center of Security Systems" company decided to automate a trading activity based on - "1C: Trade Management and CRM". As the partner in automation TechnoLink company was selected.

• During the project functions of control of all chain of work with clients from the first contact to an after-sale service are automated. Exchange of delivery notes from "1C: Trade Management and CRM" in "1C: Accounting 8" is implemented.

In a project deliverable:

• management of trade processes is conducted in the unified information system;
• handmade volume decreased;
• the volume of paper document flow decreased;
• errors in accounting were excluded;
• holding time of clients was reduced.

Personnel training to work in the program "1C: Trade Management and customer relations" was provided. Today in the work the program is used by accounting, department of logistics, sales managers.

Further implementation of a management subsystem is planned by customer relations (CRM).

The Following Tasks Were Performed:

• Consultations on the choice of the software and options of its maintenance
• Sale of the selected software products
• Delivery of software products in office of the customer
• Software installation on the customer's computers
• Collecting and requirement analysis of the customer to an automated system
• Planning of stages of works, drawing up job schedule
• Creation of interfaces and sets of user rights
• Technical implementation of specific features of accounting and management in the automation system (adaptation)
• Initial settings of standard/industry solution (program) to start accounting
• Input of opening balances / the help when entering opening balances