CRM for business: Renting coffee machines, organizing their regular maintenance, selling coffee, coffee machines and related products
The configuration is designed to automate the business of leasing coffee machines, as well as accounting for sales of coffee beans for rented coffee machines, taking into account sales norms, depending on the type of coffee machine.
Also the configuration allows you to automate:
- Vacation accounting when renting coffee machines;
- Organization of service for servicing the leased coffee machines.
In addition, the configuration can be used to account for any other nomenclature.
Basic functions:
- The account of operations on the transferred nomenclature - "transfer", "return", "replacement" (Fig. 1).
- Accounting for "vacations".
- Accounting for service maintenance (maintenance of coffee machines). Accounting of planned service terms.
- Calculating the average number of sales based on vacations.
- Report on the analysis of sales by the transferred nomenclature with the calculation of the average number of sales and comparison with the set sales norms established for the model of the transferred nomenclature (Fig. 5).
- Report on the accounting of the nomenclature transferred to the custody (Figure 7).
- Organization of the most rapid access to the necessary data from the counterparty card.
The information system is built on without the typical configurations "Managing a small firm". In addition, the settings can be transferred to the configuration "Trade Management" and other configurations on managed forms.
Examples of interactive forms.
Fig.1. To automate the accounting of the transfer of the rental of coffee machines, a separate subsystem "Transferred Nomenclature".
The main documents are "Operation of the transferred nomenclature". The document "Transaction on transferred nomenclature" contains several types of operations under the contract of the counterparty: issuance for safe custody, replacement of the coffee machine and closing of the card of the transferred nomenclature.
Fig.2. A contract of the counterparty may provide for a vacation for a certain number of days, during which the rate of purchase of coffee on these days will not be accrued. To register vacation days, the document "Accounting of vacations" is added.
Fig.4. The norms of sales are used to control and calculate the norms of buying coffee.
Fig.5. The report "Sales according to the transferred nomenclature according to the norms" is intended for the possibility of controlling the purchase of coffee, according to the established norms for coffee machines.
Fig.6. The report "Stocks transferred" shows the movements and balances of the rented coffee machines with details to the counterparties and settlements.
Fig.7. The report "Transactions on the transferred nomenclature" shows what transactions were performed on the transferred nomenclature to counterparties, as well as the balances of this nomenclature from the counterparty with the details to the premises of the counterparty.
Fig.8. The report "Transferred nomenclature" shows the unit of the leased coffee machine to the counterpart, indicating the amount and balance.
Fig.9. The directory "Units of the transferred nomenclature" describes the transferred nomenclature: to whom it is leased, to which room, which nomenclature.
Fig.10. Directory "Types of premises" -the list of premises of the counterpart where coffee machines are installed
Cost of configuration: 25000 UAH (without integration into the existing information system)
Developer: NCT
www.nct.ua
info@nct.ua
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