1C:Trade Management
"1C:Enterprise 8. Trade Management" provides accounting, planning, and sales data analysis, improving a company's management efficiency.
"1C:Enterprise 8. Trade Management" has many more functions than "1C:Trade and Warehouse 7.7" and automates the following activities
- Sales management (wholesale, retail, commission trade)
- Delivery management
- Stock management (including web extension "Remote warehouse")
- Sales and purchase orders management
- CRM Sales and purchase planning
- Price management (including analysis)
- Main activities analysis for top management
- Integration with trade equipment (scales, POS, barcode scanners)
"1C:Enterprise 8. Trade Management" automates all base trade and warehouse operations, bank and cash operations, basic data acquisition for financial accounting (for further transferring to 1C:Accounting 8 and 1C:Accounting 7.7 application). An upgrade from "1C:Trade and Warehouse 7.7" is also available.
There are two versions of "1C:Enterprise 8. Trade Management"
- "1C:Enterprise 8. Trade Management" base version
- "1C:Enterprise 8. Trade Management" professional version
"1C:Enterprise 8. Trade Management"
- Improves efficiency of all company services
- Work with real time information
- Includes a fast and flexible report system for different levels of company management
"1C:Enterprise 8. Trade Management" includes special report for top management, which includes
- Cash balance and turnovers
- Payables and receivables
- Stock statement
- Inbound and outbound payments schedule
- Cost of goods in stock
- Sales personnel efficiency
- Marketing campaigns efficiency
This report may be setup to run automatically and be sent by email permitting company management to receive actual information and make decisions wherever they are.
"1C:Enterprise 8. Trade Management" helps to manage
- Goods turnover and prices
- Sales order management
- Stock balance optimization
- Turnover analysis
- Purchases and deliveries planning
"1C:Enterprise 8. Trade Management" is a powerful tool, which handles routine processes and enables managers to focus on business development.
Modules
CRM (Customer Relationship Management)
- Sales process management
- Business processes mechanism
- АВС/XYZ analysis
- CRM Reporting
Sales Rules Management, Marketing
- Price calculation mechanism as arbitrary formulas
- Mechanism for automatic calculation of discounts or margins
- Individual control of specific items (discounts for marketing campaigns)
- Segmentation mechanism to identify stable group of customers
Sales Management
- Quotation based on data of primary interest to the client
- Possible flows of sales documents are presented in the following figure
- Customer order status
- Order confirmation process
- Payment schedule per order
- Debt control
Sales Representatives (Agents) Management
- Assigning agents to clients
- Scheduling client visits
- Assisting in order preparation
- Analysis of sales representatives` efficiency
- PDA Extension
Financial resources
- Payments calendar
- Automatic recording of all payments
- Confirming completion of bank payments
- Generating reports on bank transactions
Inventory Management
- Warehouse efficiency, maintaining balances of goods in the context of "storage sites" (cells, shelves, shelving), and packaging of goods
- Allocation management upon receiving
- Inventory control
- Goods Provisioning Mechanism
- Automatic order generation
Procurement Management
- Supplier price list management
- Automated order control
- Monitor payment progress
- Analysis of payments to suppliers
Financial Accounting
- Tracks intercompany operations
- Accounting for financial results (profit and losses) is tailored to specific company’ needs
- Customer definable rules for distribution of costs and revenues from sales activities
- Cost control
1C Trade Management solution is fully developed on the web-application of 1C: Enterprise 8.2 platform.
Several subsystems developed in the web-application
-
- Remote equipment (trade and etc.) integrations
- Printing
- Export to .doc (Microsoft Word) and .odt (OpenOffice) formats
- Typical file operations
- Revision control
Functional description
CRM (Customer Relationship Management)
- Sales process management
- Business processes mechanism
- АВС/XYZ analysis
- CRM Reporting
Sales Rules Management, Marketing
- Price calculation mechanism as arbitrary formulas
- Mechanism for automatic calculation of discounts or margins
- Individual control of specific items (discounts for marketing campaigns)
- Segmentation mechanism to identify stable group of customers
Sales Management
- Quotation based on data of primary interest to the client
- Possible flows of sales documents are presented in the following figure.
- Customer order status
- Order confirmation process
- Payment schedule per order
- Debt control
Sales Representatives (Agents) Management
- Assigning agents to clients
- Scheduling client visits
- Assisting in order preparation
- Analysis of sales representatives` efficiency
- PDA Extension
Financial resources
- Payments calendar
- Automatic recording of all payments
- Confirming completion of bank payments
- Generating reports on bank transactions
Inventory Management
- Warehouse efficiency, maintaining balances of goods in the context of "storage sites" (cells, shelves, shelving), and packaging of goods
- Allocation management upon receiving
- Inventory control
- Goods Provisioning Mechanism
- Automatic order generation
Procurement Management
- Supplier price list management
- Automated order control
- Monitor payment progress
- Analysis of payments to suppliers
Financial Accounting
- Tracks intercompany operations
- Accounting for financial results (profit and losses) is tailored to specific company’ needs
- Customer definable rules for distribution of costs and revenues from sales activities
- Cost control
1C Trade Management solution is fully developed on the web-application of 1C: Enterprise 8.2 platform.
Several subsystems developed in the web-application
-
- Remote equipment (trade and etc.) integrations
- Printing
- Export to .doc (Microsoft Word) and .odt (OpenOffice) formats
- Typical file operations
- Revision control