Key to successful trade: 1C/ERP platforms

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published on 31 March 2020 | reading time approx. 4 minutes

 
A properly organised management and operational reporting system plays a key role in the management of a company.

 

 

 

The main objectives of such systems are to provide timely and complete information on the current state of business, to analyse the company's operations and to assess the profitability of sales. These measures enable companies to react quickly to changes in the external market and make effective strategic decisions.

 

A properly organised operational reporting system allows quickly obtaining correct information:

  • on the levels of stocks of goods, raw materials, consumables etc.;
  • on ratios relevant to manufacturing processes;
  • on the volume of manufactured products, goods and services;
  • on the volumes of the specific types of products (goods, services) to be delivered daily to end buyers;
  • on the receipt of cash for products, goods and services sold;
  • on the values of receivables and liabilities and
  • on profitability, inventory turnover and other financial ratios.

 

With this in mind, it is very important to make the right decision when selecting a programme for the automation of management and operational reporting.  

 

In this article we analyse three configurations developed by 1C company concerning the handling of the management and operational reporting of trading companies and non-complex manufacturing companies:

 

Below we extensively describe the functions and special features of each of the presented solutions:

 

1C: Retail

Solution for automation of retail companies. Fully automates all essential business processes of both a single store and a large retail chain. Allows for effective management of sales and purchases, inventory stocks and warehouses, store personnel, product assortment and pricing, marketing activities and customer loyalty systems. Automates the cashier's desk. Lays the operational foundation for reporting in terms of monitoring and analysis of key figures of sales outlets.

 

Has an intuitive and simple interface for every job position, which enables implementing and mastering the 1C: Retail solution quickly.

 

This solution supports various methods for controlling retail prices of a retail chain. The classification of goods offers the possibility of defining several types of prices using different calculation rules. The solution also offers the possibility of deferring the start date of the application of a retail price – new prices determined by the head office for a certain product group (whole or part) can start to apply at any future date of your choice.

 

The solution supports reporting of the classified goods by batches, features (colour, shelf life etc.). The programme suggests which products from the product assortment should be stocked up on depending on the remaining stock levels and sales trends.

 

1C: Enterprise 8

is a solution ensuring integrated automation of the management reporting system of small and medium-sized enterprises. Used by wholesale/retail and manufacturing companies, as well as service providers and companies carrying out works under contracts for work and services. Has a manufacturing module for planning and reporting the manufacturing operations of a company. As 1C: Retail, this solution, too, has an intuitive and simple interface. Settings for every job position can be adjusted to the employee's standard job description.

 

The solution supports mapping several types of prices (retail/wholesale/purchase prices etc.). Easy mechanism for adjusting prices; they can be set in price lists and adjusted. Price determination possible based on formulas for all products and individual product groups.

 

Comes with a CRM system offering the following features:

  • Order and invoice management;
  • Analysis of completed orders;
  • Sales planning and analysis;
  • Preparation of price lists;
  • Event and task planning and notification;
  • Sending bulk e-mails and text messages;
  • Risk assessment by business partner;
  • Analytical reports;
  • Business partner segmentation (division into categories according to different characteristics) as well as
  • Monitoring of mutual settlements.

 

1C: Trade Management 11

Is a solution developed for automating any trade transactions. Can be used in both small and large enterprises thanks to great scalability and a wide range of functions. Can also serve as a central database for large retail chains (retail shops would then use 1C: Retail).

 

Has a complex interface, which requires greater skills from employees. In order to work effectively with the software, it is necessary to train the staff and to implement and correctly adjust the settings for each employee's job position. Requires concrete recognition which modules “1C: Trade Management” will be used and which should be disabled.

 

Offers broad possibilities for building different pricing models taking into account mark-ups and discounts. Supports dynamic pricing. The analytical module enables comparing the company's prices with those of its competitors and analysing the market situation, and allows adjusting the calculation of retail prices depending on vendor prices.

 

Practical reporting on remaining stock levels for relevant prices with the required level of breakdown and taking into account product characteristics.

 

Enables inventory management by serial number, shelf life and quality of goods, colour, size, dimensions, weight, volume and many other characteristics. Supports a targeted storage system.

 

Thus, this CRM system offers more functions and is more flexible than 1C: Enterprise 8.

 

All three solutions support:

  • Integration of trade and cash register systems;
  • Keeping of accounts taking into account discount cards and loyalty programs;
  • Use of credit and debit cards;
  • Product reservations, placement of orders by buyers and with vendors;
  • Exchange of data with “1C: Accounting 8”;
  • GISM (state information system).

 

Table comparing the three solutions:

Click on the picture to enlarge it.

 

 

Conclusions and recommendations as to the programme selection

Decisive for the selection of the most appropriate programme from the configurations “1C: Retail”, “1C: Enterprise 8” and “1C: Trade Management 11” are the types of activities that a company carries out:

  • Retail or wholesale, or both;
  • Existence of a structure of shops and many legal entities;
  • Existence of a shared retail network;
  • Existence of sales representatives;
  • Provision of services;
  • Existence of manufacturing processes within the company;
  • Existence of e-commerce;
  • Required personalisation of customers;
  • Pricing models (required dynamic pricing depending on many factors)
  • Required targeted storage system;
  • CRM.
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