Mobile 1C: Trade Management optimizes settlements with Omnisan Group customers

2021: Implementation of 1C: Trade Management

On August 23, 2021, 1C announced that the distribution company OMNISAN Group automated the operation of couriers using the 1C: Trade Management mobile client. As a result, it is easier to receive and fix payments under various settlement scenarios, including advances, overpayments, full and partial returns. Forwarders work from smartphones directly in the 1C: Trade Management office system. Real-time management monitors the execution of orders and the receipt of payments.

According to the company, OMNISAN Group delivers orders to customers from its own warehouse and from supplier warehouses. Delivery is carried out both by its own forwarding drivers and with the involvement of transport companies. The company uses various scenarios of mutual settlements with customers: partial or full prepayment, advances to future orders, actual payment with the possibility of partial return of goods. Therefore, it is important that the forwarding agent can quickly and correctly pay for the order at the time of its delivery, if necessary - change the list of goods in the check, take into account overpayment or partial return as an advance.

To manage orders, sales and mutual settlements, the company uses 1C: Trade Management solutions and a specialized cloudy CRM system for Internet-magazines, between which two-way order exchange is set up. Remote payments were received and fiscal using a virtual system online cash desks connected to the CRM system. This cash service had a number of restrictions. For example, it was not possible to record the receipt of advance payments without linking funds to a specific order; There were difficulties in allocating money when an individual pays several orders with a single payment order; with the processing of checks in case of overpayments and partial returns. Often, in order to fix the receipt of payment, the CRM system needed to change the type of payment in the order, which constantly caused difficulties for drivers.

The company needed a solution that would help simplify settlements with customers, allow you to quickly take into account and process all possible payment options, including full or partial advances, overpayments and refunds.

To solve the tasks, the mobile client "1C: Trade Management" was chosen, which contains the function of managing courier delivery, ensures that any cash receipt transactions are reflected in the accounting and allows you to work online from mobile devices in the "1C: Trade Management" system installed in the office.

The project was completed in just 8 days, since the typical functionality of the mobile client "1C: Trade Management" practically did not need to be finalized. At the pilot stage of the project, a corporate smartphone was purchased for the driver, on which the necessary set of programs and a mobile client connected to the 1C: Trade Management office were installed. The project team tested the operation of this scheme during the week, monitored the receipt of payment and order fulfillment data, collected information about possible settlement scenarios and automated them. After that, in two days, a new work scheme was launched for all couriers.

Key project results:

• The client part works online with a cash register that is connected to 1C: Trade Management in the office. Drivers and office employees work with the same cash desk, there is no need to use additional cloud services.
• The simple 1C: Trade Management mobile customer interface helps drivers quickly and correctly capture payment receipt and order fulfillment. Despite the fact that the company sells goods through several legal entities and uses different settlement options, everything is simple for drivers: the application displays only the information that is currently needed. The step-by-step scenario on the screen does not allow you to make a mistake: the driver can quickly complete the delivery if the order is prepaid; accept cash or non-cash payments if money is needed; print a check at the office cash desk that the customer receives by mail or SMS.
• All data is sent in real time to the office system for registration and processing. Management quickly monitors the execution of orders and the receipt of payments.
• In addition, the organization of mobile jobs in corporate smartphones has made it possible to administer devices more flexibly. Drivers now have a work phone with the necessary set of programs, into which is inserted, connected to FMC SIM card the corporate telephone network with the function of transferring calls to the employee's internal number. Drivers are always in touch and can call at tariffs. IP telephony

Mobile client "1C: Trade Management" optimized the work of couriers and mutual settlements with customers. The most pleasant thing is that the entire interface can be customized to suit your needs. We are no longer limited by the capabilities of cloud solutions that are created for the most common use cases, and if something needs to be castomized, it is often simply impossible even for money. Implementation was quite economical: one 1C license and a phone for a courier are cheaper than any cloud solutions. In addition, working with a mobile client allows us to build in one system the processes of assembling and picking orders, in the near future we plan to use these capabilities. Future plans include closer integration with the office system and routing service. As of August 2021, drivers only display customer orders in the application, we want there to be also receiving goods from suppliers. said Igor Kalinovsky, project manager at OMNISAN Group