1C: Realtor. Real estate sales management. Module for 1C:ERP

Joint solution "1C: Realtor. Real estate sales management. The module for 1C:ERP "is designed to automate management and accounting in companies engaged in the purchase and sale of real estate in both primary and secondary markets. The solution allows you to increase the efficiency of preparing and conducting real estate transactions in construction and development companies, in real estate companies and real estate agencies.

2022: Revision Functionality 2.5

According to information for July 2022, the product provides comprehensive management of real estate transactions at all stages - from the buyer's initial appeal to the signing of the acceptance certificate. Allows you to maintain a database of real estate objects with a wide range of characteristics, provides effective interaction with customers, publish ads on objects on various Internet sites, allows you to manage transactions of various types (sale, purchase, lease), manage settlements under contracts, keep records of expenses and carry out final calculation of the profitability of transactions.

The solution is included in the "1C:BIM 6D" software complex and integrates with typical ERP configurations . Holding Management "and" ERP Enterprise Management, "forming a single comprehensive information system. It is possible to share with other industry solutions developed on the basis of ERP configurations. Holding Management "and" ERP Enterprise Management. "

The industry functionality in version 2.5 has been expanded compared to the current delivery. The following features have been added:

• 3D object visualization subsystem. The subsystem is designed to implement information modeling (/ BIM TIM) technologies and improve the efficiency of managing real estate sales through visualization 3D models of buildings and floors directly in the window "" and 1C: Enterprise integrating model elements with accounting data configurations "Realtor. * Real Estate Sales Management. Module for 1C:. " ERP The subsystem allows you to control the color design of 3D model elements and display related analytical data, as well as provide an operational transition from the model to the corresponding objects accounting system or related information;
• Support in the industry functionality of using the new settlement architecture (Online), in which the distribution of settlements by documents is launched immediately in the transaction of documents. This mode eliminates the need to launch scheduled and background tasks for the distribution of mutual settlements;
• Accounting of settlements under contracts for participation in shared construction using escrow accounts (based on Federal Law No. 214-FZ). The corresponding analytics has been added to the real estate agreement: an escrow account bank, a tripartite escrow account agreement between the developer, bank and buyer, a special bank account of the developer. The buyer's obligations to deposit funds and the balance of funds in the escrow account are recorded;
• Group change in prices and conditions of sale of real estate objects. You can set new prices or change existing prices. The list of real estate objects for which you want to set prices can be filled automatically with the ability to select by arbitrary parameters.
• Compare different price types using the Price List report.

The product contains a set of subsystems that together provide comprehensive management of sales of real estate objects:

• Subsystem Real Estate Base Management;
• CRM subsystem - customer relationship management;
• Subsystem Real Estate Transaction Management;
• Subsystem "Transaction and Financial Result Settlement Management." ^[1]

2015: Purpose and Basic Functionality

Product "Module 1C: Realtor. Real estate sales management for 1C:ERP "is designed to automate management and accounting in companies engaged in the purchase and sale of real estate in both the primary and secondary markets. The solution allows you to increase the efficiency of preparing and conducting real estate transactions in construction and development companies, in real estate companies and real estate agencies.

The product provides comprehensive management of real estate transactions at all stages - from the initial appeal of the buyer to the signing of the acceptance certificate, and also allows you to maintain a database of real estate objects with a wide range of characteristics, provides effective interaction with customers, publish ads on objects on various Internet sites, allows you to conclude transactions and contracts of various types (Sale, Purchase, Lease), Manage Contract Settlements, Maintain Expense Accounting, and Perform Final Transaction Profitability Calculation.

The main functionality of the program for December 2015:

• Maintaining a database of real estate of all types: residential, suburban, elite, commercial;
• Formation and adjustment of the content of apartments for new buildings;
• Accounting of real estate status (on sale, reservation, contract, sold, etc.);
• Accounting of requests (interests) of clients of various types (purchase, sale, rent): registration of request parameters, search for suitable options, control of the status of applications;
• Placement of advertisements for real estate on various Internet sites: Cian.ru, Avito, Hand to hand, Yandex.Real estate, Realty.dmir.ru, ГдеЭтотДом.РУ and many others;
• Planning and registration of contacts with clients: meetings, phone calls, etc.;
• Booking of objects: appointment of the reservation term, paid booking, fixing the cost of the object;
• Accounting of transactions in the primary and secondary markets for the sale, purchase and lease of real estate;
• Accounting of real estate sales transactions in accordance with the requirements of the 214-FZ;
• Registration of the assignment of the right of claim with the transfer of the balance of debt to a new buyer;
• Conclusion of transactions and contracts for both one and several real estate objects;
• Automatic calculation and registration of payment schedules for transactions including interest on installments;
• Possibility of assigning discounts for the purchase of real estate objects;
• Automatic generation of primary documents based on arbitrary Microsoft ® Word ® templates;
• Maintaining settlements with clients in the context of contracts and transactions;
• Automatic calculation of late payment penalty amount;
• Accounting of income and expenses and final calculation of financial results for transactions;
• Real estate transactions are recorded in accounting and tax accounting.

To work with the configuration "Module 1C: Realtor. Real Estate Sales Management for 1C:ERP "requires "platform (at least version 8.3.6). Using the Module 1C: Realtor configuration. Real estate sales management for 1C:ERP "is only possible when integrating with solutions that contain the ERP Enterprise Management 2 configuration.

The software product is protected and contains code fragments that cannot be changed by the user, is protected against unauthorized use. At the same time, the principle of maximum code openness is implemented to ensure the possibility of adapting the product to the needs of end users.

Configuration "Module 1C: Realtor. Real estate sales management for 1C:ERP "was developed using the functionality" 1C:Subsystems Library 8.3. "

Notes