OMK Market (1C:Enterprise 8. Trade and Customer Relationship Management (CRM))

2020: Automation of accounting using PP "1C:Enterprise 8. Trade and Customer Relations Management (CRM) "at OMK Market JSC

About Customer and Project

United Steel Company (OMK JSC, Moscow) opened its own network distributions of pipes, flat and long rolled products for small and medium-sized consumers of the regional market. As Russia part of the OMK Group, the distribution function is assigned to the new company. " OMK Market OMK Market offers customers a comprehensive supply of products from both OMK plants and third-party manufacturers, including small retail batches, in a short time.

The management set the task of introducing a modern comprehensive accounting management system in OMK Market JSC to sale metal products from a regional network warehouses with a customer relations management unit (). CRM

Before the introduction of the unified accounting system, the Company used the software product "1C: Accounting 8," as a temporary solution - to start work. The situation was complicated by the fact that the Company is a startup and the work regulations were not worked out within the company.

VC 1C-Rarus was chosen as an integrated company as a highly professional and reliable partner with extensive experience in automating accounting systems, having a certificate on the ISO 9001:2015 quality management system.

It was decided to build a unified accounting system on the basis of the software product "1C: Trade and Customer Relationship Management (CRM) 8."

The following accounting functions are automated:

• Customer Relationship Management (CRM);
• Warehouse;
• Sales (sales)
• Purchasing (procurement).

During the project, 1C-Rarus specialists performed the following works:

• Collection and analysis of the customer's requirements for the automated system
• Planning of work stages, preparation of work schedule
• Interfaces and sets of user rights created
• Methodical support and technical implementation of specific accounting and control features were implemented in the automation system: functional requirements were developed and the system was configured in accordance with the Customer's requirements.
• Setup and partial refinement of the standard integration of the system with the program "1C: Accounting 8" in both directions was carried out
• You have made initial program settings to start accounting
• Initial residues transferred
• System Users Created
• Personnel has been trained to work in the system. Provided video courses for user training
• The accounting system is being maintained.

The introduction of the accounting information system allowed the Company's managers to conduct operational purchases of goods. Flexible reporting allows you to receive real-time information about the availability of an item in a warehouse. Quick processing of documents during the sale of goods contributes to customer loyalty, and the various analytical and synthetic reporting received in the system allows the Company's management to make effective and timely management decisions.

Functions

The following functions are automated:

• Settlements with customers
• Settlements with suppliers
• Complete and disassembly of materials
• Wholesale trade
• Customer Ordering
• Ordering suppliers
• Product Redundancy
• Order Warehouse Management
• Customer Relationship Management (CRM)
• Supplier Relationship Management
• Accounting for Unpackaged Deliveries
• Inventory Receipt Accounting
• Inventory Sales Accounting
• Generation of payment schedule for suppliers
• Generation of payment receipt schedule

Maintenance

• The Internet version of ITS and ITS Internet services are used
• Consulting is carried out on methodological issues of working with the 1C program
• Consulting is carried out on technical issues of working with 1C software products
• Preferential support has been issued 1S:ITS

Works performed

The following works were performed:

• Entry of initial residues/help in entering initial residues
• User Distance Learning
• Integration with other 1C: Enterprise-based systems
• Consulting on the choice of software and options for its maintenance
• Methodical provision of specific accounting and control features in the automation system (adaptation requirements)
• Initial Settings for Standard/Industry Solution (Program) to Start Accounting
• Phase Planning, Scheduling
• Selling Selected Products
• Collect and analyze customer requirements for the automated system
• Creating User Rights Interfaces and Sets
• Technical implementation of specific accounting and control features in the automation system (adaptation)

Customer Feedback

70 workplaces have been automated. The system has been put into commercial operation since 01.08.2020.

The introduction of the accounting information system allowed the Company's managers to carry out operational purchases and accounting of goods. Updated reports allow you to obtain information about the availability of goods in stock in the breakdown of "goods in stock "/" goods in transit "/" goods in responsible storage," profitability and sales volumes, current orders from suppliers.

Separately, we thank you for developing and implementing the "Responsible Storage" unit (automated workplace), which is not typical for this software product. This revision is extremely important, since it allows you to maintain high-quality operational accounting of goods according to the storage scheme, which is characterized by high complexity, labor costs and is accompanied by tremendous document flow.

I hereby express my gratitude to VC "1C-Rarus" for mutually beneficial cooperation and qualified assistance in solving problems. High professionalism, extensive experience of employees of VC "1C-Rarus" became the key to the success of this project, implemented at a high level.