Customers: Grossen Group Perm Contractors: Aytiterra of group of companies Product: 1C:Enterprise 8. Trade management and customer relations (CRM)На базе: 1C:Enterprise 8.3 Project date: 2013/02
Number of licenses: 20
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The Following Functions Were Automated:
- Purchases (supply) and vendor relationship management
- Settlement with suppliers
- Order placement to suppliers
- Purchase planning
- Vendor relationship 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
- Calculation of normative cost value of orders
- Sales accounting of Inventories
- Formation of the diagram of receipt of payments
- Pricing, price lists
- Warehouse and logistics
- Stock analysis of ABC/XYZ
- Complete set and disassembling of Inventories
- Control and accounting of serial numbers, expiration dates and certificates
- Logistics of an address warehouse
- Connection of the warehouse equipment
- Reservation of Inventories
- Management of warehouse stocks
Work on the Adaptation of the Standard Solution
- The technical specifications on implementation of the "1C: Trade Management and customer relations (CRM)" software product were developed and approved. Works on adaptation of the standard solution were performed, according to these technical specifications.
- Realizvovana integration into the MS Lync software product;
- A number of reports under individual requirements of customers is developed;
- The mechanism of direct import of data from external sources to table parts of some document types is developed;
- Existing are changed and new printed forms of standard documents (the account, the commercial offer, the consignment note, etc.) according to the corporate style are developed for
kazchik.
Maintenance:
- Preferential support of 1C:ITS is issued (for the first 3/6 months since the beginning of operation of 1C: Enterprise of PROF version)
- Delivery and installation of the delivery of ITS to a workplace of the user is monthly performed
- Consultation on methodical questions of work with the program of 1C is performed
- 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
In the course of implementation integration of the "1C: Trade Management and customer relations (CRM)" software product into the Microsoft Lync software product was performed. The module of integration was developed specially by the staff of Aytiterra company. This integration gave to Grossen Group company following features: at an incoming call the card with that company which performs this call automatically opens; in the absence of the employee in a workplace the incoming call is sent or to the mobile number of the employee, or to voice mail (depending on the choice by the employee of convenient option), all calls (as proceeding and entering) are traced and form in the corresponding report in a 1C system (even if the call was not received). The head can create reports in any way: on the employee, incoming calls, outgoing calls, on the organization, for certain periods.
This functionality allowed to fix all calls that helps not to miss new clients and to provide loyalty of constants, also became possible to monitor work of managers of the company on work with the current clients. One more advantage is that the employee can be not tied to a stationary workplace, calls will be recorded in a system, or will be readdressed on mobile numbers, but at the same time too will remain in a 1C system. And the call gets to that manager for whom the client is fixed in a 1C system.
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
- Methodical ensuring specific features of accounting and management in the automation system (the requirement to adaptation)
- Creation of interfaces and sets of user rights
- Technical implementation of specific features of accounting and management in the automation system (adaptation)
- Connection of the specialized equipment (for example, retail store equipment)
- Integration with other systems based on 1C: Enterprise
- Initial settings of standard/industry solution (program) to start accounting
- Input of opening balances / the help when entering opening balances
- Data transfer from the previous automation systems
- Training in group in an educational class of the partner of 1C
- Installation and setup of the DBMS server
- Installation and setup system and network software
- Installation and setup of servers, workstations and peripheral equipment