Снабфонд.рф (Shvetsov Evgeny Eduardovich IP) (1C:Enterprise 8. Trade and Customer Relationship Management (CRM))

2022: Automation of accounting using PP "1C:Enterprise 8. Management of Trade and Customer Relations (CRM) "at Evgeny Eduardovich Shvetsov Individual Entrepreneur

Automation of operational accounting in the Company Снабфонд.рф on the basis of the software product "1C: Trade and Customer Relations Management (CRM)" helped to consolidate information on customers and increase the efficiency of internal processes.

The company Снабфонд.рф (IP Shvetsov Evgeny Eduardovich) is engaged in the supply of construction organizations and private builders with various metalware.

Spreadsheets were used to organize accounting in the enterprise, at Excel some point there were problems with sales management and information consolidation.

It was decided to overcome difficulties and reach a new level of development of the company using an automated accounting system. We turned to professionals in the field of introducing digital solutions on the 1C: Enterprise 8 platform - 1C-Rarus companies. At the negotiations, they determined the goals and requirements, outlined the procedure for achieving them.

Project objectives:

• Accounting for interactions with customers, improving the efficiency of managers, reducing the percentage of customer dumps;
• Strengthening of accounts receivable control, cost optimization;
• Availability of management reporting.

It was decided to realize the set goals using the program "1C:Enterprise 8. Trade and Customer Relationship Management (CRM). "

1C-Rarus specialists helped to transfer reference information from existing accounting files, advised on entering initial balances. During the transition period, partner consultants were in touch and helped users quickly adapt to work in the new accounting system.

Project results:

• All information on the company's clients was collected together, the loss of counterparties during the dismissal of employees was excluded;
• The new accounting system is planning meetings, negotiations, preparation of the CP. Each stage of working with customers is transparent, the customer dump has decreased due to non-compliance with agreements or loss of contacts;
• The ability to set up a flexible pricing system in the program helps to change prices based on market realities and successfully attract new buyers;
• Accounting and control of settlements with customers has been simplified, managers see the timing of payments and work with buyers. Accounts receivable decreased by 30%;
• The preparation of management reports takes only 5 minutes, which allows management to be aware of the slightest problems in the company and quickly solve them.

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