1c mobile trade. Implementation of mobile trading solutions
For automation trading activities There are many solutions in use. The most popular products in our country are the products of the 1C company.
The 1C company has a software product for automating sales representatives working with clients remotely outside the office. This product is called 1C: Mobile commerce. The program is installed on Apple or Android mobile devices.
With this mobile application You can simplify your work with clients and always have in your pocket up-to-date information about product balances, prices, discounts and client debt.
Main features of 1C: Mobile trading.
The 1C software package is computer and information solutions to simplify the management of accounting and automation of processes in the enterprise. The history of the development of this software product goes back about 20 years. From a simple accounting program, 1C has evolved into a complex software package for working with databases.
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1C programs are very universal, suitable for various industries, and allow you to increase labor productivity several times by automating many routine operations in enterprise warehouses and during the development and production of products. Based on this system, individual software solutions are developed to improve the efficiency of business processes and automation of accounting at the enterprise. For relatively little money, you can purchase ready-made solutions or order the development of databases and interfaces for the work of any employee at any enterprise.
Recently, it has become possible to automate the work of remote sales representatives working or collecting orders outside the office, at customer retail outlets in the city and region. This became possible with the advent of the new product 1C: Mobile Commerce. This program is installed on a mobile device: tablet or phone based on Android or iOS. The cost of 1C: Mobile trading at the time of writing is 6,000 rubles.
Program 1C: Mobile trading.
The peculiarity of the program is that it stores in the phone all the main 1C: Enterprise database: product range, prices, warehouse balances. And it allows you to work with this database, place orders, write off goods, even if there is no Internet connection. As soon as access to the network appears, the database is automatically synchronized with the main one, with the office inventory and with balances in warehouses. And if Mobile Internet(wifi, gprs, 3G, LTE) is always available, it becomes possible to do all this online: view contracts concluded with the client, receive up-to-date data on product balances and payment.
But mobile capabilities don't stop there. The 1C: Mobile Commerce program has a convenient and intuitive interface. Which allows you to display a map of retail outlets and the ability to create a convenient and optimal route for visiting them. When placing an order, you can take a photo of the location trading enterprise the client, to simplify the access to him by the delivery service.
In the application, you can immediately call up the menu for concluding an agreement with a new client, print it and sign it. In this case, you do not waste time visiting the office and you can receive your order immediately.
The sales representative always sees how much money the client owes to the company and what limit he has left to receive the goods on deferred payment.
The 1C mobile program allows you to correctly keep track of discounts and provide them for a specific client, taking into account the current promotions and sales.
1C: Mobile trade increases labor productivity by eliminating unnecessary operations when passing goods from the supplier to the client. The following sales agent operations are canceled: printing price lists and traveling to pick up tasks, creating a route, clarifying customer debt and searching for past orders, clarifying a discount for a specific client, clarifying product balances and searching for the optimal warehouse for shipping goods, traveling to the office at the end of the working day and entering new orders into the computer. All these operations no longer need to be done, they are performed automatically. This saves time and money.
Another advantage of the 1C:Mobile Commerce mobile solution is that it requires a minimum of effort to integrate it into other solutions 1C:Enterprise, 1C:Accounting, 1C:Comprehensive Automation and others. Because this is the same 1C system.
1C: Mobile trade is intended for automation of mobile trading using mobile devices (smartphones, tablet computers) running iOS and Android operating systems. The product allows you to automate different kinds activities of sales representatives of wholesale and distribution companies using accounting systems on the 1C:Enterprise 8 platform, such as 1C: Trade Management ed.
11", "1C:ERP Enterprise Management 2.0".
Possibilities
Using the 1C: Mobile Commerce product, a sales representative receives a tool that helps him do his job more efficiently - with minimal time spent and with fewer intermediate operations. This is clearly shown in the diagram below.
Comparison of business processes for ordering goods in the field of mobile commerce in options with and without the use of mobile devices.
Collection and processing of orders for the supply of goods
Using the 1C: Mobile Commerce product, a sales representative places an order for the supply of goods to mobile device, being directly with the client and clarifying the client’s wishes. After placing the order, it is sent to the office remotely, via the device’s Internet connection via GSM or Wi-Fi. When placing an order, the sales representative takes into account the following current data received from the office accounting system:
- Remaining goods;
- Prices of goods;
- Discounts on goods;
- Information about the client's debts.
Working with contracts
Several contracts can be concluded simultaneously between a wholesale or distribution company and a client, which specify the terms and conditions of delivery, the pricing mechanism, the terms and conditions of payment, and so on. The product "1C: Mobile Commerce" provides the ability to draw up documents taking into account the terms of contracts. Also additional opportunity is to view documents in the context of contracts.
Multi-warehouse accounting
Using the 1C: Mobile Commerce product, a sales representative will be able to operate with current data on balances in all warehouses of his company and place orders linking the order to a specific warehouse or even a list of warehouses. For example, such a task is relevant when it is necessary to take into account the proximity of a warehouse to a client.
Accounting for mutual settlements
There are various financial obligations between the wholesale or distribution company and the customer. They may arise as a result of a permissible deferred payment, delivery of goods for sale, or returns of goods from the client. The product "1C: Mobile trading" will allow the sales representative to have up-to-date information about mutual settlements for the clients assigned to him.
Using the 1C: Mobile Commerce product, a sales representative receives a tool that helps him do his job more efficiently - with minimal time spent and with fewer intermediate operations. This is clearly shown in the diagram below.
Comparison of business processes for ordering goods in the field of mobile commerce in options with and without the use of mobile devices.
Collection and processing of orders for the supply of goods.
Placing a buyer's order Using the 1C: Mobile Commerce product, a sales representative places an order for the supply of goods in a mobile device, being directly at the client's place and specifying the client's wishes. After placing the order, it is sent to the office remotely, via the device’s Internet connection via GSM or Wi-Fi. When placing an order, the sales representative takes into account the following current data received from the office accounting system:
- Remaining goods;
- Prices of goods;
- Discounts on goods;
- Information about the client's debts.
Several contracts can be concluded simultaneously between a wholesale or distribution company and a client, which specify the terms and conditions of delivery, the pricing mechanism, the terms and conditions of payment, and so on. The product "1C: Mobile Commerce" provides the ability to draw up documents taking into account the terms of contracts. Also, an additional option is to view documents by agreement.
Multi-warehouse accounting
Using the 1C: Mobile Commerce product, a sales representative will be able to operate with current data on balances in all warehouses of his company and place orders linking the order to a specific warehouse or even a list of warehouses. For example, such a task is relevant when it is necessary to take into account the proximity of a warehouse to a client.
Accounting for mutual settlements
There are various financial obligations between the wholesale or distribution company and the customer. They may arise as a result of a permissible deferred payment, delivery of goods for sale, or returns of goods from the client. The product "1C: Mobile trading" will allow the sales representative to have up-to-date information about mutual settlements for the clients assigned to him.
Accounting for cash transactions
Cash transactions The product "1C: Mobile Commerce" provides the ability to keep records of receipts and expenses Money. A sales representative can record expenses for accountable amounts immediately in a mobile device (expenses for transport, fuel, food), as well as record receipts of funds (prepayment of orders).
Working with price types and discounts
A wholesale or distribution company can use Various types prices, depending on the terms of the contract with the client, marketing promotions. Additionally, the company may allow the sales representative to provide various discounts to customers. In the product "1C: Mobile Commerce" it is possible to use an unlimited number of price types, incl. and taking into account discounts.
Additional features of the product "1C: Mobile Commerce":
- Text search for products, customers and outlets;
- Creation of clients, retail outlets, goods, contracts;
- Filtering the list of documents by various criteria;
- Creating photographs on a mobile device and then assigning them to various documents;
- Viewing the location of retail outlets on geographic maps on a mobile device;
- Work with various reports generated both on a mobile device and downloaded from the accounting system;
- Setting up access rights for sales representatives.
Mobile trading covers the following areas of activity of wholesale and distribution companies:
- collecting and processing orders for the supply of goods;
- accounting of balances by warehouses and groups of goods;
- accounting for mutual settlements, displaying payments and debts of each counterparty;
- accounting for cash transactions, recording payment for orders in cash.
Mobile trading is based on two-way exchange of information via wireless communication channels (GPRS, 3G, LTE, Wi-Fi) with 1C:Enterprise installed in the office.
Data is transmitted using web services. A sales agent, while visiting clients, exchanges data with installed programs, has access to the necessary information about prices and stock of goods. Using a mobile device, a sales representative fills out requests for the supply of goods to customers, which are received at the office, from where data on current balances is periodically received.
"Mobile trading" - an independent solution with its own database. This allows you to synchronize it with different accounting systems. On this moment There are data exchange modules for "Trade Management". To integrate with other configurations, it is necessary to integrate web services into them that allow data exchange.Collection and processing of orders for the supply of goods
The employee places an order for delivery to the client in a mobile device, being directly at the client’s place and taking into account all his wishes. After placing the order online, it is transferred to the office. The program in the office provides up-to-date data that sales representatives use in their work:
- Remaining goods;
- Prices of goods;
- Discounts and bonuses;
- Accounts receivable information.
Accounting for contracts
It is possible to simultaneously conclude several contracts between the company and the client, which specify the terms and conditions of delivery, pricing, payment, etc. In the development of Mobile Trading, the terms of contracts are taken into account when preparing documents, and an additional option is to display documents by contract.
Accounting by warehouse
A sales agent uses fresh data on balances in all warehouses of his company and generates orders linked to a specific warehouse or even several warehouses. This is very convenient when you need to take into account the warehouse closest to the client.
Accounting for mutual settlements
There are various schemes of work between the company and distributors. "Mobile trading" allows the sales agent to quickly receive information about the maximum deferred payment, existing debts, delivery of goods for sale, returns of goods from clients assigned to him
Accounting for cash transactions
The "Mobile trading" solution adds accounting for cash income and expenses. The sales representative records expenses for accountable money in a mobile device (expenses for transport, gasoline, food), and also records receipts of funds (prepayment of orders).
Working with prices and discounts
In its activities, the company uses different variants prices, based on the terms of the contract with the client, marketing activities. The sales representative, with the permission of the company, can give any discount to the client. Mobile trading allows the use large quantity types of prices incl. and using discounts.Mobile application “1C:Enterprise Mobile trade”- development for the effective execution of trading operations on site at the client for any mobile devices for Android and iOS. Mobile application “1C:Add. Mobile trading is an effective tool in the work of sales agents, managers and business merchandisers wholesale trade and distributors. Using software“Mobile trading” sales agents, managers and merchandisers receive the benefit of using the advantages of mobility when traveling to clients, performing their functions directly using mobile devices: mobile phones, tablets, smartphones, netbooks. What is made possible by having up-to-date information about goods, prices, financial settlements and other primary information directly at the time of meetings with customers and clients at retail outlets and stores.
“Mobile trade” is intended to automate the process of work on the road for sales representatives, managers and merchandisers of wholesale trade enterprises and distributors who use for accounting their main business activities software products 1C:Enterprise lines 8.
Standard solution"Mobile trading", not adapted for all versions of 1C:Enterprise configurations (requires developer work for localization for the client)
For Ukraine, the product description is here - (integrated with UT for Ukraine, USP for Ukraine, if necessary, - synchronized with others, supported, maintained and updated)
What operating system does 1C:Enterprise Mobile commerce work under?
In terms of operating systems, the mobile application “Mobile trading” is universal: suitable for both iOS and Android.
How is the data from the Mobile Commerce application and the central office database updated?
"1C:Enterprise 8: Mobile trading" is a self-sufficient database that can, if necessary, be synchronized with other automated systems, primarily with products of the 1C:Enterprise 8 line. To integrate Mobile trading with other 1C:Enterprise programs, web-based services that allow data exchange.
Further on certain rules two-way exchange of Mobile trade and the corresponding configuration of 1C:Enterprise 8 of the central office are configured in accordance with the requirements and business tasks. Channels are used directly for data transmission wireless communication(GSM, Wi-Fi, GPRS, 3G/4G/5G, LTE).
Which 1C:Enterprise 8 configurations support exchange with Mobile commerce.
Built-in standard exchange rules contain such configurations as " " and " " (version no lower than version 11). Other products require adaptation and customization.
General concept of 1C:Pidpr functionality. Mobile trading:
A sales agent or merchandiser processes requests from clients directly on the road on his mobile phone. When filling out applications, he has access to updated data on prices, possible discounts, product balances for each warehouse and current state mutual settlements with the client under each of the contracts. After registering the application in the system, it is sent to the central office via web services. In turn, updated data on balances and mutual settlements is received from the central office.
Functionality of 1C:Enterprise Mobile trading
Using the Mobile Commerce mobile application, a sales representative receives modern instrument, which makes it possible to online mode in real time, perform your work duties with greater efficiency: the mobile application allows you to work quickly, perform more work in the same time, doing a minimum of intermediate operations. What is clearly presented in the diagram below: the cycle of the business process of working with applications for goods in the case of using mobile devices, and in the absence of them, clearly demonstrating the advantages of working with Mobile commerce.
Description of the main functions of the Mobile Trading mobile application for Android and iOS:
Working with orders in Mobile commerce
Using the mobile application “Mobile commerce”, sales representatives fill out product requests for the supply of goods immediately on site at the client directly on mobile phone or other mobile devices.
Once the order is clarified and agreed with the client, it is sent via the Internet to the office via a GSM or Wi-Fi network. The main advantage of the system is that if the central office uses one of the programs in the 1C:Enterprise 8 line for accounting, then when placing an order the sales representative uses the updated operational mode data from the central accounting system. Among them:
- Remaining goods in warehouses;
- Current prices;
- Offers for discounts on goods;
- Information about mutual settlements with the counterparty: the presence of debts and prepayments.
Accounting for contracts using the mobile application Mobile trading
In the case of contractual relations between a wholesale or distribution company and its counterparties, there is a need to reflect trade transactions and analyze them in the context of several contracts with different types conditions: according to delivery times, price conditions, payment terms, etc. The “Mobile Commerce” application implements the functionality of accounting for several types of conditions under contracts, as well as analysis and processing of documents in the context of contracts.
Multiwarehouse accounting in Mobile commerce
Using in your daily work mobile application "1C: Mobile trade", the sales representative receives the benefits of access to updated data on warehouse balances for each warehouse of the company, as well as the ability to create orders linked to a specific storage location of goods or to several warehouses, which is a necessary function when it is necessary to take into account location of the warehouse in relation to the client.
Mutual settlements in Mobile trading
One of the popular functions, along with current warehouse balances, is the availability of a sales representative to the current state of mutual settlements with their clients at the time of placing an order: accounts receivable, permissible deferred payment, deliveries of goods for sale, returns.
Accounting for cash transactions in mobile commerce
The Mobile Commerce application implements the functionality of displaying household items. cash transactions: formation of cash receipts and expenditures.
Using the “Mobile Commerce” application, sales representatives can reflect their additional representative expenses, such as travel, transportation, gasoline, food, using their mobile phone. And also reflect the receipt of money from customers, for example, prepayments for orders.
Prices and discounts in Mobile commerce
The mobile application "Mobile trading" provides tools for building and using flexible system prices: different price prices depending on the terms of the contract with the counterparty, as well as promotional offers and discounts in accordance with current marketing campaigns. With the help of “Mobile trading”, the manager, accepting an application for a product from a counterparty, offers clients available discounts set by the central office, and price prices that he can specify when placing an order in the system. In the Mobile Commerce application, you can use an unlimited number of price types, including discounts.
Other user service functions for ease of use in the Mobile Commerce mobile application:
- Search for goods, contractors and retail outlets “by text”;
- Filters system objects by different keys;
- The ability to create and attach photos on the spot to any objects: documents, customer and product cards;
- Viewing the location of retail locations on Internet maps on a mobile device, such as google maps, yandex maps;
- Analytics using various reports;
- Setting up access rights for application users: sales agents, managers and merchandisers.
Price for mobile application Mobile trading and licenses
Configuration updates Mobile commerce
Version 3.1.13.3 dated 03/17/16
New in version 3.1.13.3 Mobile trading
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