Polymer Expert (1C:Enterprise 8. Trade and Customer Relationship Management (CRM))

2021: Automation of accounting using PP "1C:Enterprise 8. Trade and Customer Relations Management (CRM) "at Polymer Expert LLC

The launch of the CRM system in the enterprise helped reduce the volume of manual operations and simplified communications between employees of different departments.

Polymer Expert LLC - sells polymer materials and leases construction equipment. To automate the accounting of internal business processes, representatives of Polymer Expert LLC contacted 1C-Rarus. The decision to upgrade the accounting system is related to the purpose of management to use uniform standards for working with customers, simplify the interaction of employees of different departments, and have mechanisms for managing and controlling the work of the company.

Work with the customer is arranged as follows: independent requirements are recorded, an order is created, a sale is made, a contract is concluded or the next meeting is scheduled. 1C-Rarus managers demonstrated how to conduct these processes in the 1C:Enterprise 8 program . Trade and Customer Relationship Management (CRM). " Work has begun on the implementation of this configuration.

Interaction of 1C-Rarus specialists with Polymer Expert LLC took place remotely. Consulting assistance was provided in mastering the functionality of the software product, consultations were provided in the settings of the accounting policy.

As a result of implementation "1C:Enterprise 8. Trade and Customer Relationship Management (CRM) "employees of the company have freed up time from routine operations to perform direct duties and focused on effective work with customers. Communications between departments are built using internal CRM mechanisms, deadlines for tasks have been determined, orders have begun to be executed faster, and documents are always agreed on time.

The program reflects purchasing activities and inventory accounting. The warehouse inventory process is faster. The purchasing department issues orders to suppliers based on the analysis of demand and recorded customer needs.

Management notes an increase in sales and expects an increase in business profitability in the coming years.

Functions

The following functions are automated:

• ABC/XYZ Sales Analysis
• Settlements with customers
• Settlements with suppliers
• Wholesale trade
• Customer Ordering
• Ordering suppliers
• Calculation of standard cost of orders
• Supplier Relationship Management
• Warehouse Inventory Management
• Pricing, Price Lists

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:

• Delivery of software products to the customer's office
• Consulting on the choice of software and options for its maintenance
• Initial Settings for Standard/Industry Solution (Program) to Start Accounting
• Selling Selected Products