1C:Trade Management

Functional description

"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

"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

Registration reports from banks on crediting payments, write-off returns, withholding commissions

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