Tulfor (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 Tulfor LLC

LLC "" Tulfor carries out sales professional hand tools, represents the largest factories. Europe It has been operating on the Russian market for 10 years.

In the fall of 2020, the management of Tulfor LLC turned to 1C-Rarus with the task of automating the company's operational activities. In a difficult time for business, it was important to keep each client, increasing his loyalty.

Previously, accounting in the company was kept in an outdated trading program, invoices were issued, and sales were drawn up. There was no opportunity to fix preliminary agreements, plan work with the client, as well as deployed sales analytics.

The results of the negotiations, contact information for customers were stored in personal records and manager files. The management was not satisfied with such an organization of work.

It was decided to build the accounting system on the basis of the configuration "1C:Enterprise 8. Trade and Customer Relationship Management (CRM). " The choice was made in favor of this configuration, because it combines the capabilities of managing trading processes and working to build relationships with buyers and partners.

The program has been put into operation. Each appeal of a potential buyer to the company is recorded in the information base, the "Interest" document is created, in it the manager records the agreements reached, plans to work with the client. Based on the document, the "Customer Order" is drawn up, payment and shipment are recorded. The entire business process of the work is transparent and reflected in the system by the document chain.

The program is used as a store of information on Customers: contact information, external documents and files are uploaded to the system. Nothing is lost or limited to the responsible manager.

The management received a tool for managing the company's work. Now it is possible not only to see the sales that happened, but also to analyze how many requests are received, how many successfully end, what reasons there are for refusing to cooperate.

Delivery and Setup Work "1C:Enterprise 8. Trade and Customer Relationship Management (CRM) "performed by 1C-Rarus specialists . The cooperation continued with an agreement to support and update the information base.

Functions

The following functions are automated:

• ABC/XYZ Sales Analysis
• Settlements with customers
• Settlements with suppliers
• Customer Ordering
• Ordering suppliers
• Calculation of standard cost of orders
• Retail trade
• 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
• Individual training at 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
• Installing Software on Customer Computers