Service center management. Service center management 1s 8 configuration service center warehouse

25.10.2023 -

The "Service Center Management" configuration was developed on the basis of the standard "Small Firm Management" configuration, edition 1.4 of the "1C:Enterprise 8" program system, preserving all the capabilities and mechanisms of the standard solution.

Allows you to organize a unified information system to manage various aspects of its activities:

marketing and sales;
supply and procurement, interaction with manufacturers;
warehouse and production;
replacement fund;
mutual settlements and deliveries;
planning, preparation and accounting of repair activities;
retail sales;
in cash;
salary and personnel;
property;
finances.

The system is intended for management accounting only. To maintain accounting and tax records, it is recommended to purchase the 1C: Accounting 8 program. For joint use with this program, the application solution implements data exchange at the level of uploaded documents. For enterprises consisting of several legal entities or individual entrepreneurs (organizations), it is possible to set up management accounting either for all organizations (for a company) or for each organization separately. Management accounting is maintained according to the data recorded in the documents. The fact of transactions is entered once and is subsequently reflected in various sections of management accounting with the formation of a management balance sheet. Thus, the “Service Center Management” configuration provides the following capabilities:

enterprise management and managers responsible for business development - opportunities for analysis, planning and flexible management of company resources to increase its competitiveness;

heads of departments, managers and employees directly involved in production, sales, supply and other activities to support the production process - tools to increase the efficiency of daily work in their areas.

It is expected that the implementation of the Service Center Management configuration can have the greatest effect at enterprises engaged in the following areas of activity:

equipment maintenance,
provision of warranty and non-warranty repair services,
servicing various household and computer equipment,
trade.

These enterprises are characterized by the following features:

due to the need to process large volumes of data, the tasks of planning, preparing and recording repair activities become significantly more complicated;
a fairly large volume of unique requirements.

The system has the ability to register and generate primary documents of the enterprise’s economic activities: trade and purchasing, financial, warehouse, production. Electronic analogues of paper documents allow you to register business transactions in the system in an understandable form. For enterprises, end-to-end management accounting can be maintained for all organizations included in the company or for a separate organization. Analytical reports available in the application solution allow users to obtain information on all aspects of accounting .The user can independently set (customize) the level of detail, grouping parameters and criteria for selecting data in reports in accordance with the specifics of the tasks being solved, as well as create their own options and settings for reports.

Detailed description of the functionality of the software product

Marketing and Sales

"1C: Service Center Management" supports maintaining the product range, prices and discounts of the enterprise, sales planning, as well as working with customers and clients. The program automates operations with the product range:

registration and storage of product range (goods and services) of the enterprise;
registration and storage of various types of item prices, printing of price lists;
registration of types of discounts and markups;
setting and changing prices, calculating prices based on the basic price type, item prices or counterparty prices, rounding.

The program supports:

storing the price calculation method (basic price type and markup percentage), support for dynamic and calculated prices;
storing the format for the item price type used when displaying prices in the price list;
storing information about the user who changed the price of the item.

Sales plans can be formed in physical and monetary terms and drawn up for the enterprise as a whole or for individual divisions. To analyze the effectiveness of sales, a plan-fact analysis of sales is generated for individual divisions, product groups and products. Preparation of sales and work with clients in the program is carried out by the following operations :

registration and storage of customer contact information;
registration of events when interacting with customers and clients - incoming and outgoing calls, letters, meetings, etc.;
registration of contracts with customers;
registration of customer orders (an order is actually a specification for a contract, which reflects the types of goods, work, delivery/fulfillment dates, as well as cost);
registration of work orders (a work order is both a planning document for the execution of work and the provision of services, as well as an actual document confirming the fact of the completion of work, the provision of services, the sale of goods, and the accounting of material and labor costs);
combining customer orders into projects;
formation of a schedule for the shipment of goods, performance of work, provision of services;
meeting the need for goods, works, and services formed by customer orders by reserving free balances of goods in warehouses, placing them in orders to suppliers and/or production orders;
tracking the provision of the buyer's order with goods, products, works and services.

The program supports the following sales schemes:

sales from warehouse and to order;
shipment on credit or prepayment;
sale of goods accepted for commission;
transfer of goods for sale to a commission agent.

Documentation of sales of products, works and services is carried out by waybills or certificates of completed work, as well as in work orders. Invoices are generated based on sales documents.

Retail sales

Wholesale trading companies often have automated and manual retail points of sale. Retail outlets can be located remotely (on the territory of a market, shopping complex, etc.) or located directly on the territory of the company’s office. At retail outlets, quantitative or total accounting can be maintained. For quantitative and total accounting the following are used:

central office accounting systems (in cases where the store is located on the company’s premises or has remote access online);
A notebook in which salespeople periodically manually enter sales records.

In cases where an organization does not have special automation tools that allow keeping quantitative and total records of goods, or there is no possibility of periodically conducting inventory, total records are maintained at the outlet. The subsystem allows you to automate work at the following types of outlets:

retail sales points in the office of a wholesale company with a fiscal registrar (KKM Online);
retail outlets with autonomous cash register (accounting in a “notebook”, accounting with periodic inventory);
retail outlets with total accounting.

The subsystem provides the ability to obtain the necessary reporting:

according to receipt/transfer documents - invoices at retail prices;
TORG-29;
report on movements and balances of goods at retail prices;
sales report at retail prices;
printing of labels and price tags.

Supply and procurement

"1C: Service Center Management" provides support for the enterprise inventory management process. The supply service is promptly provided with information to determine and provide internal and external needs for goods and services. In particular, the service is informed about the presence of unmet needs for inventories, works and services; actual purchases; open orders to suppliers and orders for production. Requirements are met by reserving goods in the free balance in storage areas, as well as placing them in orders to suppliers and in orders for production. To ensure the process of purchasing goods, services and working with suppliers, the following operations are automated:

registration of suppliers and contact information;
storing prices of suppliers and competitors, printing the counterparty’s price list;
storing the type of prices, type of discount, type of prices of the counterparty under the contract;
storing information about the user who changed the price of the counterparty’s item;
registration and storage of a list of contact persons of counterparties and their contact information;
registration of events when interacting with suppliers and contractors - incoming and outgoing calls, letters, meetings, etc.;
placing orders with suppliers and monitoring their execution;
formation of a delivery schedule;
calculation of inventory needs, determination of inventory shortages, generation of recommendations for replenishment of inventories by generating production orders or orders to suppliers.

The receipt of inventories at an enterprise can be reflected according to various schemes:

receipt for payment from the counterparty;
acquisition by an accountable person;
acceptance for sale from the commission agent;
receiving customer-supplied raw materials and materials for processing.

The function of recording the receipt of additional expenses for the acquisition of inventory is supported.

Inventory and warehouse

To keep track of an enterprise's inventory in multiple warehouses, the following options are provided:

separate accounting of inventories - own goods, materials, products, as well as goods accepted and transferred to the commission, and materials accepted and transferred for processing;
taking into account arbitrary characteristics of the item (color, size, etc.), as well as inventory lots;
accounting by cells of storage locations (zones, racks, shelves, etc.);
movement of inventories (between storage locations, commissioning and return from service, write-off for internal needs);
inventory reservation (accounting for inventories and costs in the context of customer orders);
inventory accounting by gas customs declaration;
use of an order scheme for inventory accounting (receipt warehouse orders, outgoing warehouse orders);
printing of labels and price tags.

The functions of inventory counting and reflecting inventory results are supported - capitalization and write-off of inventories.

Repair and service

In the "Service Center Management" configuration, the processes of planning, managing and accounting for equipment maintenance and repair activities are automated. The following operations related to repair and maintenance are automated in the program:

Inventory (piece) accounting of goods;
Possibility of automatic printing of warranty cards upon sale for goods subject to warranty service;
Preparation of documents for the receipt, movement and return of goods from repair;
Preparation of documents for the transfer and return of goods sent to a third-party service center for repair;
Preparation of documents for calling a master;
Preparation of documents for the issuance and return of goods transferred as replacement (issuance of own goods for temporary use during repairs).

The configuration implements a mechanism for inventory (piecemeal) accounting of goods. When capitalizing, moving, selling, etc., inventory goods are used in single quantities. The characteristics of the item are used as an identifier of the inventory item. The configuration implements a mechanism for issuing a guarantee for the sold item. When selling wholesale or retail, it is possible to print a warranty card, incl. on your own forms. The configuration implements a mechanism for recording goods under repair. Control of goods accepted for repair, transferred to third-party service centers and issued as replacements has been implemented. Accounting for repairs is carried out both for customer goods and for the company’s own goods. A mechanism has been implemented that allows you to accumulate the total cost of repairs depending on the operations performed. It is possible to register your own repair stages, reflecting the characteristics of repairs in the company. Payment for repairs can be made using cash register or cash register check. There is an option to account for repairs when calling a repairman “at home”. In this case, the technician diagnoses and performs repairs without the client visiting the service center.

Works, services, production

"1C: Service Center Management" supports the management of the processes of production of products, performance of work, provision of services. Data management on the composition and technology of the work performed and the products produced is carried out using specifications. The production schedule is formed by production orders; schedule for the execution of work and provision of services - by customer orders and work orders. Planning of the loading of enterprise resources is carried out by production orders and work orders. Registered production orders have the following features:

may be sources of meeting the needs of customer orders;
based on production orders, the need for materials and components is calculated;
Requirements generated by new customer orders can be placed in open production orders.

"1C: Service Center Management" allows you to register the fact of production of products. The release can be issued both in the production department and in the warehouse (for example, packaging, assembly of kits). The product is registered with the structural unit that produced it and can be moved to another structural unit - for example, to a warehouse for subsequent sale or to the next workshop along the technological route. The fact of performing the work (providing a service) and handing it over to the customer is reflected in the act of completion, as well as directly in work orders. Two functions are used to plan employee work:

piecework orders - used to issue tasks for performing technological operations of the production cycle to performers with piecework wages; outfits can be individual or team;
work assignments – used to plan the workload of employees within internal or external projects.

Provides for the registration of actual information about the performance of work on orders and tasks. This information can be used in the future when calculating wages, as well as for assessing work efficiency and conducting a plan-fact analysis of personnel work. The following functions are supported to account for enterprise costs and calculate actual costs:

accounting of actual costs - carried out in the necessary sections in value and physical terms;
distribution of material and intangible costs incurred for the release can be made both for a specified period and on the basis of a specific release document;
routine calculation of the actual cost of production at the close of the period;
report on the cost of manufactured products and work performed.

A simple mechanism has been implemented for performing work and providing services in small companies using work orders (documents that combine the functions of a buyer’s order, an invoice for payment, a certificate of completion of work and an invoice for the service sector).

Cash

"1C: Service Center Management" allows you to keep track of funds, as well as create an operational payment calendar. Cash management includes:

accounting for cash flows in cash and bank accounts;
registration of primary documents for the bank and cash desk;
calculations with accountable persons;
formation of a payment calendar;
integration with the client-bank system.

Salary and personnel

The capabilities of the section include personnel records of personnel, including employees working part-time, recording of working hours (timesheets), registration of the results of automatic calculation of wages for employees of the enterprise. Personnel records include the following functions:

job application,
personnel transfer,
dismissal of personnel.

Payroll capabilities:

payroll calculation is carried out in the context of types of accruals and deductions;
generation of payrolls for the payment of salaries and advances to employees;
working time recording – a working time sheet is used, which allows you to keep track of time both by day and cumulatively for a period.

The section provides the ability to generate analytical reports on settlements with personnel, accruals and employee deductions.

The application solution "Service Center Management" implements the ability to maintain management accounting, obtain a management balance sheet, generate and analyze financial results. For these purposes, the system provides a management chart of accounts and a mechanism for generating management document entries. Thanks to the presence of reports such as the balance sheet , the application solution allows you to obtain financial statements for an arbitrary period of time. To account for income and expenses, the accrual method or the accrual method and the cash method can be used. Analytical accounting of income and expenses using the accrual method is carried out in the context of areas of activity, divisions, customer orders, items (accounts) income and expenses. According to management accounting data, the user is able to generate basic financial reports:

management balance,
Profits and Losses Report,
cash flow statement.

The system allows you to register financial plans (budgets):

forecast balance,
profit and loss budget,
cash flow budget.

The section also provides tools for calculating taxes, entering and distributing other expenses, and calling the month-end closing procedure to automatically generate financial results.

Property

The configuration supports maintaining records of property - fixed assets and intangible assets of the organization. The mechanism for working with property allows you to:

keep records of property and calculate depreciation;
accept property for accounting, change its parameters;
sell and write off property.

Performance indicators

To monitor the activities of the enterprise on the part of the manager, the "Manager's Monitor" is intended, where the main summary indicators are displayed:

cash balances in the accounts and cash registers of the enterprise;
accounts receivable – total, overdue;
accounts payable – total, overdue;
profit and loss;
unfulfilled obligations to buyers and customers for the shipment of goods and provision of services;
unfulfilled obligations of suppliers and contractors for the supply of goods and services.

Additionally, you can obtain the following information:

general indicators: sales, income and expenses, state of working capital (cash, inventories and accounts receivable);
cash: balances and cash flows by item, for the period;
accounts receivable: balances and dynamics for the period, by debt period;
accounts payable: balances and dynamics for the period, by debt period.

Data protection

The 1C company received a certificate of conformity No. 2137 dated July 20, 2010, issued by the FSTEC of Russia, which confirms that the secure software package (ZPK) "1C: Enterprise, version 8.2z" is recognized as a general-purpose software with built-in means of protecting information from unauthorized access (NAA) to information that does not contain information constituting a state secret. Based on the certification results, compliance with the requirements of the guidelines for protection against non-impaired activities of class 5 was confirmed, according to the level of monitoring the absence of undeclared capabilities (NDC) at level 4 of control, the possibility of using for creating automated systems (AS) up to security class 1G (i.e. AC) was confirmed , ensuring the protection of confidential information on a LAN) inclusive, as well as to protect information in personal data information systems (ISPDn) up to class K1 inclusive. Certified copies of the platform are marked with marks of conformity from No. G 420000 to No. G 429999. All configurations developed on the platform " 1C:Enterprise 8.2" (for example, "Salaries and personnel management", "Enterprise accounting", "Service center management", etc.) can be used to create a personal data information system of any class and additional certification of application solutions is not required.

Data exchange

In the "Service Center Management" configuration, two-way data exchange is implemented with the "Enterprise Accounting" configuration, edition 2.0. All basic reference information is exchanged between the configurations: organizations, structural units, counterparties, items, etc.

Connected retail equipment

The application solution supports the following types of external equipment:

barcode scanners,
fiscal registrars,
data collection terminals,
buyer displays,
magnetic card readers,
electronic balance,
acquiring terminals.

Configuration "Service center management" is a comprehensive solution covering the main tasks of service center management and accounting.

Allows you to organize a unified information system to manage various aspects of its activities:

marketing and sales;

supply and procurement, interaction with manufacturers;

warehouse and production;

replacement fund;

mutual settlements and deliveries;

planning, preparation and accounting of repair activities;

retail sales;

in cash;

salary and personnel;

property;

finances.

For enterprises consisting of several legal entities or individual entrepreneurs (organizations), it is possible to set up management accounting either for all organizations (for the company), or for each organization separately.

Management accounting is maintained according to data recorded in documents. The fact of transactions is entered once and is subsequently reflected in various sections of management accounting with the formation of a management balance sheet.

Thus, the "Service Center Management" configuration provides the following capabilities:

for the management of the enterprise and managers responsible for business development - opportunities for analysis, planning and flexible management of the company's resources to increase its competitiveness;

heads of departments, managers and employees directly involved in production, sales, supply and other activities to support the production process - tools that allow them to increase the efficiency of daily work in their areas.

It is expected that the implementation of the Service Center Management configuration can have the greatest effect at enterprises engaged in the following areas of activity:

equipment maintenance,

provision of warranty and non-warranty repair services,

servicing various household and computer equipment,

trade.

These enterprises are characterized by the following features:

due to the need to process large volumes of data, the tasks of planning, preparing and recording repair activities become significantly more complicated;

a fairly large volume of unique requirements.

For enterprises, end-to-end management accounting can be maintained for all organizations included in the company, or for a separate organization.

Analytical reports available in the application solution allow users to obtain information on all accounting sections.

The user can independently set (customize) the level of detail, grouping parameters and criteria for selecting data in reports in accordance with the specifics of the tasks being solved, as well as create their own options and settings for reports.

Detailed description of the functionality of the software product Marketing and Sales

"1C: Service Center Management" supports maintaining the product range, prices and discounts of the enterprise, sales planning, as well as working with customers and clients.

The program automates operations with the product range:

registration and storage of product range (goods and services) of the enterprise;
registration and storage of various types of item prices, printing of price lists;
registration of types of discounts and markups;
setting and changing prices, calculating prices based on the basic price type, item prices or counterparty prices, rounding.

The program supports:

storing the price calculation method (basic price type and markup percentage), support for dynamic and calculated prices;
storing the format for the item price type used when displaying prices in the price list;
storing information about the user who changed the price of the item.

Sales plans can be formed in physical and monetary terms and drawn up for the enterprise as a whole or for individual divisions.

To analyze sales efficiency, a plan-fact analysis of sales is generated for individual divisions, product groups and products.

Preparation of sales and work with clients in the program is carried out by the following operations:

registration and storage of customer contact information;
registration of events when interacting with customers and clients - incoming and outgoing calls, letters, meetings, etc.;
registration of contracts with customers;
registration of customer orders (an order is actually a specification for a contract, which reflects the types of goods, work, delivery/fulfillment dates, as well as cost);
registration of work orders (a work order is both a planning document for the execution of work and the provision of services, as well as an actual document confirming the fact of the completion of work, the provision of services, the sale of goods, and the accounting of material and labor costs);
combining customer orders into projects;
formation of a schedule for the shipment of goods, performance of work, provision of services;
meeting the need for goods, works, and services formed by customer orders by reserving free balances of goods in warehouses, placing them in orders to suppliers and/or production orders;
tracking the provision of the buyer's order with goods, products, works and services.

The program supports the following sales schemes:

sales from warehouse and to order;
shipment on credit or prepayment;
sale of goods accepted for commission;
transfer of goods for sale to a commission agent.

Documentation of sales of products, works and services is carried out by waybills or certificates of completed work, as well as in work orders. Invoices are generated based on sales documents.

Retail sales

At retail outlets, quantitative or total accounting can be maintained. For quantitative and total accounting the following are used:

central office accounting systems (in cases where the store is located on the company’s premises or has remote access online);
A notebook in which salespeople periodically manually enter sales records.

In cases where an organization does not have special automation tools that allow it to maintain quantitative and total accounting of goods, or there is no opportunity to periodically carry out inventory, total accounting is maintained at the point of sale.

The subsystem allows you to automate work in the following types of retail outlets:

retail sales points in the office of a wholesale company with a fiscal registrar (KKM Online);
retail outlets with autonomous cash register (accounting in a “notebook”, accounting with periodic inventory);
retail outlets with total accounting.

The subsystem provides the ability to obtain the necessary reporting:

according to receipt/transfer documents - invoices at retail prices;
TORG-29;
report on movements and balances of goods at retail prices;
sales report at retail prices;
printing of labels and price tags.

Supply and procurement

"1C: Service Center Management" provides support for the enterprise inventory management process.

The supply service is promptly provided with information to determine and meet internal and external needs for goods and services. In particular, the service is informed about the presence of unmet needs for inventories, works and services; actual purchases; open orders to suppliers and production orders.

Satisfaction of needs is carried out by reserving goods in the free balance at storage locations, as well as placing them in orders to suppliers and in orders for production.

To ensure the process of purchasing goods, services and working with suppliers, the following operations are automated:

registration of suppliers and contact information;
storing prices of suppliers and competitors, printing the counterparty’s price list;
storing the type of prices, type of discount, type of prices of the counterparty under the contract;
storing information about the user who changed the price of the counterparty’s item;
registration and storage of a list of contact persons of counterparties and their contact information;
registration of events when interacting with suppliers and contractors - incoming and outgoing calls, letters, meetings, etc.;
placing orders with suppliers and monitoring their execution;
formation of a delivery schedule;
calculation of inventory needs, determination of inventory shortages, generation of recommendations for replenishment of inventories by generating production orders or orders to suppliers.

The receipt of inventories at an enterprise can be reflected according to various schemes:

receipt for payment from the counterparty;
acquisition by an accountable person;
acceptance for sale from the commission agent;
receiving customer-supplied raw materials and materials for processing.

The function of recording the receipt of additional expenses for the acquisition of inventory is supported.

Inventory and warehouse

To keep track of an enterprise's inventory in multiple warehouses, the following options are provided:

separate accounting of inventories - own goods, materials, products, as well as goods accepted and transferred to the commission, and materials accepted and transferred for processing;
taking into account arbitrary characteristics of the item (color, size, etc.), as well as inventory lots;
accounting by cells of storage locations (zones, racks, shelves, etc.);
movement of inventories (between storage locations, commissioning and return from service, write-off for internal needs);
inventory reservation (accounting for inventories and costs in the context of customer orders);
inventory accounting by gas customs declaration;
use of an order scheme for inventory accounting (receipt warehouse orders, outgoing warehouse orders);
printing of labels and price tags.

The functions of inventory counting and reflecting inventory results are supported - capitalization and write-off of inventories.

Repair and service

In the "Service Center Management" configuration, the processes of planning, managing and accounting for equipment maintenance and repair activities are automated.

The program automates the following operations related to repair and maintenance:

Inventory (piece) accounting of goods;
Possibility of automatic printing of warranty cards upon sale for goods subject to warranty service;
Preparation of documents for the receipt, movement and return of goods from repair;
Preparation of documents for the transfer and return of goods sent to a third-party service center for repair;
Preparation of documents for calling a master;
Preparation of documents for the issuance and return of goods transferred as replacement (issuance of own goods for temporary use during repairs).

The configuration implements a mechanism for issuing a guarantee for goods sold. When selling wholesale or retail, it is possible to print a warranty card, incl. on your own forms.

The configuration implements a mechanism for recording goods under repair. Control of goods accepted for repair, transferred to third-party service centers and issued as replacements has been implemented. Accounting for repairs is carried out both for customer goods and for the company’s own goods. A mechanism has been implemented that allows you to accumulate the total cost of repairs depending on the operations performed. It is possible to register your own repair stages, reflecting the characteristics of repairs in the company. Payment for repairs can be made using cash register or cash register check.

There is an option for accounting for repairs when calling a specialist “at home”. In this case, the technician diagnoses and performs repairs without the client visiting the service center.

Works, services, production

"1C: Service Center Management" supports the management of the processes of production of products, performance of work, and provision of services.

Data management on the composition and technology of the work performed and the products manufactured is carried out using specifications.

The production schedule is formed by production orders; schedule for the execution of work, provision of services - customer orders and work orders.

Planning the load of enterprise resources is carried out by production orders and work orders.

Registered production orders have the following features:

may be sources of meeting the needs of customer orders;
based on production orders, the need for materials and components is calculated;
Requirements generated by new customer orders can be placed in open production orders.

The fact of performing the work (providing a service) and handing it over to the customer is reflected in the act of completion, as well as directly in the work orders.

There are two functions for scheduling employee work:

piecework orders - used to issue tasks for performing technological operations of the production cycle to performers with piecework wages; outfits can be individual or team;
work assignments - used to plan the workload of employees within internal or external projects.

Provides for the registration of actual information about the performance of work on orders and tasks. This information can be used in the future when calculating wages, as well as to evaluate work efficiency and conduct a plan-fact analysis of personnel performance.

The following functions are supported to account for enterprise costs and calculate actual costs:

accounting of actual costs is carried out in the necessary sections in value and physical terms;
distribution of material and intangible costs incurred for the release can be made both for a specified period and on the basis of a specific release document;
routine calculation of the actual cost of production at the close of the period;
report on the cost of manufactured products and work performed.

Cash

"1C: Service Center Management" allows you to keep track of funds, as well as create an operational payment calendar.

Cash management includes:

accounting for cash flows in cash and bank accounts;
registration of primary documents for the bank and cash desk;
calculations with accountable persons;
formation of a payment calendar;
integration with the client-bank system.

Salary and personnel

The section's capabilities include personnel records, including part-time employees, working time records (timesheets), and registration of the results of automatic payroll calculation for company employees.

Personnel accounting includes the following functions:

job application,
personnel transfer,
dismissal of personnel.

Payroll capabilities:

payroll calculation is carried out in the context of types of accruals and deductions;
generation of payrolls for the payment of salaries and advances to employees;
working time recording - a working time sheet is used, which allows you to keep track of time both by day and cumulatively for a period.

The section provides the ability to generate analytical reports on settlements with personnel, accruals and employee deductions.

Finance

The application solution "Service Center Management" implements the ability to maintain management accounting, obtain a management balance sheet, and generate and analyze financial results.

For these purposes, the system provides a management chart of accounts and a mechanism for generating management document entries.

Thanks to the availability of reports such as the balance sheet, the application solution allows you to obtain financial statements for an arbitrary period of time.

To record income and expenses, the accrual method or the accrual method and the cash method can be used.

Analytical accounting of income and expenses using the accrual method is carried out in the context of areas of activity, divisions, customer orders, items (accounts) of income and expenses.

Based on management accounting data, the user is able to generate basic financial reports:

management balance,
Profits and Losses Report,
cash flow statement.

The system allows you to register financial plans (budgets):

forecast balance,
profit and loss budget,
cash flow budget.

The section also provides tools for calculating taxes, entering and distributing other expenses, and calling the month-end closing procedure to automatically generate financial results.

Property

The configuration supports maintaining records of property - fixed assets and intangible assets of the organization.

The mechanism for working with property allows you to:

keep records of property and calculate depreciation;
accept property for accounting, change its parameters;
sell and write off property.

Performance indicators

To monitor the activities of the enterprise on the part of the manager, the "Manager's Monitor" is intended, where the main summary indicators are displayed:

cash balances in the accounts and cash registers of the enterprise;
accounts receivable - general, overdue;
accounts payable - general, overdue;
profit and loss;
unfulfilled obligations to buyers and customers for the shipment of goods and provision of services;
unfulfilled obligations of suppliers and contractors for the supply of goods and services.

Additionally, you can obtain the following information:

general indicators: sales, income and expenses, state of working capital (cash, inventories and accounts receivable);
cash: balances and cash flows by item, for the period;
accounts receivable: balances and dynamics for the period, by debt period;
accounts payable: balances and dynamics for the period, by debt period.

Data protection

Certified copies of the platform are marked with marks of conformity from No. G 420000 to No. G 429999.

All configurations developed on the 1C:Enterprise 8.2 platform (for example, “Salaries and personnel management”, “Enterprise accounting”, “Service center management”, etc.) can be used to create a personal data information system of any class and additional certification no application solutions required.

Data exchange

In the "Service Center Management" configuration, two-way data exchange with the "Enterprise Accounting" configuration, edition 2.0 is implemented.

The exchange of all basic reference information is implemented between the configurations: organizations, structural units, counterparties, nomenclature, etc.

Connected retail equipment

The application solution supports the following types of external equipment:

barcode scanners,
fiscal registrars,
data collection terminals,
buyer displays,
magnetic card readers,
electronic balance,
acquiring terminals.

Contents of delivery

Product "1C:Enterprise 8. Service center management" includes:

Distributions:
- platforms "1C:Enterprise 8";
- standard configuration "Management of a small company";
- industry configuration "Service Center Management";
A set of documentation for the 1C:Enterprise 8 platform;
A set of documentation for standard and industry configurations;
Envelope with PIN codes for the software license "1C:Enterprise 8.2";
Licenses to use the 1C:Enterprise 8 system, the Small Firm Management configuration and the Service Center Management configuration on one workstation.

The "Service Center Management" configuration does not contain any closed code fragments and is fully accessible for changes.

Expansion of the number of automated workstations is carried out by purchasing client licenses for the 1C:Enterprise 8 platform (for 1, 5, 10, 20 or more workstations).

The number of purchased licenses of the 1C:Enterprise 8 platform is determined based on the need for the maximum number of concurrent users.

Attention! To scale and expand the number of workstations, you can purchase additional licenses.

The "Service Center Management" configuration is a comprehensive solution that covers the main tasks of service center management and accounting.

The "Service Center Management" configuration is developed based on the standard configuration " Small company management", edition 1.4 of the 1C:Enterprise 8 software system, preserving all the capabilities and mechanisms of the standard solution.

Allows you to organize a unified information system to manage various aspects of its activities:

marketing and sales;

supply and procurement, interaction with manufacturers;

warehouse and production;

replacement fund;

mutual settlements and deliveries;

planning, preparation and accounting of repair activities;

retail sales;

in cash;

salary and personnel;

property;

finances.

The system is intended for management accounting only. To maintain accounting and tax records, it is recommended to purchase the 1C: Accounting 8 program. For joint use with this program, the application solution implements data exchange at the level of uploaded documents.
For enterprises consisting of several legal entities or individual entrepreneurs (organizations), it is possible to set up management accounting either for all organizations (for the company), or for each organization separately.
Management accounting is maintained according to data recorded in documents. The fact of transactions is entered once and is subsequently reflected in various sections of management accounting with the formation of a management balance sheet.
Thus, the "Service Center Management" configuration provides the following capabilities:

enterprise management and managers responsible for business development - opportunities for analysis, planning and flexible management of company resources to increase its competitiveness;

It is expected that the implementation of the Service Center Management configuration can have the greatest effect at enterprises engaged in the following areas of activity:

equipment maintenance,

provision of warranty and non-warranty repair services,

servicing various household and computer equipment,

trade.

These enterprises are characterized by the following features:

due to the need to process large volumes of data, the tasks of planning, preparing and recording repair activities become significantly more complicated;

a fairly large volume of unique requirements.

The system has the ability to register and generate primary documents of the enterprise’s economic activities: trade and purchasing, financial, warehouse, production. Electronic analogues of paper documents allow you to clearly register business transactions in the system.
For enterprises, end-to-end management accounting can be maintained for all organizations included in the company, or for a separate organization.
Analytical reports available in the application solution allow users to obtain information on all accounting sections.
The user can independently set (customize) the level of detail, grouping parameters and criteria for selecting data in reports in accordance with the specifics of the tasks being solved, as well as create their own options and settings for reports.

Detailed description of the functionality of the software product

Marketing and Sales

"1C: Service Center Management" supports maintaining the product range, prices and discounts of the enterprise, sales planning, as well as working with customers and clients.
The program automates operations with the product range:

registration and storage of product range (goods and services) of the enterprise;
registration and storage of various types of item prices, printing of price lists;
registration of types of discounts and markups;
setting and changing prices, calculating prices based on the basic price type, item prices or counterparty prices, rounding.

The program supports:

storing the price calculation method (basic price type and markup percentage), support for dynamic and calculated prices;
storing the format for the item price type used when displaying prices in the price list;
storing information about the user who changed the price of the item.

Sales plans can be formed in physical and monetary terms and drawn up for the enterprise as a whole or for individual divisions.
To analyze sales efficiency, a plan-fact analysis of sales is generated for individual divisions, product groups and products.
Preparation of sales and work with clients in the program is carried out by the following operations:

registration and storage of customer contact information;
registration of events when interacting with customers and clients - incoming and outgoing calls, letters, meetings, etc.;
registration of contracts with customers;
registration of customer orders (an order is actually a specification for a contract, which reflects the types of goods, work, delivery/fulfillment dates, as well as cost);
registration of work orders (a work order is both a planning document for the execution of work and the provision of services, as well as an actual document confirming the fact of the completion of work, the provision of services, the sale of goods, and the accounting of material and labor costs);
combining customer orders into projects;
formation of a schedule for the shipment of goods, performance of work, provision of services;
meeting the need for goods, works, and services formed by customer orders by reserving free balances of goods in warehouses, placing them in orders to suppliers and/or production orders;
tracking the provision of the buyer's order with goods, products, works and services.

The program supports the following sales schemes:

sales from warehouse and to order;
shipment on credit or prepayment;
sale of goods accepted for commission;
transfer of goods for sale to a commission agent.

Documentation of sales of products, works and services is carried out by waybills or certificates of completed work, as well as in work orders. Invoices are generated based on sales documents.

Retail sales

Wholesale trading companies often have automated and manual retail points of sale. Retail outlets can be located remotely (on the territory of a market, shopping complex, etc.) or located directly on the territory of the company’s office.
At retail outlets, quantitative or total accounting can be maintained. For quantitative and total accounting the following are used:

central office accounting systems (in cases where the store is located on the company’s premises or has remote access online);
A notebook in which salespeople periodically manually enter sales records.

retail sales points in the office of a wholesale company with a fiscal registrar (KKM Online);
retail outlets with autonomous cash register (accounting in a “notebook”, accounting with periodic inventory);
retail outlets with total accounting.

The subsystem provides the ability to obtain the necessary reporting:

according to receipt/transfer documents - invoices at retail prices;
TORG-29;
report on movements and balances of goods at retail prices;
sales report at retail prices;
printing of labels and price tags.

Supply and procurement

"1C: Service Center Management" provides support for the enterprise inventory management process.
The supply service is promptly provided with information to determine and meet internal and external needs for goods and services. In particular, the service is informed about the presence of unmet needs for inventories, works and services; actual purchases; open orders to suppliers and production orders.
Satisfaction of needs is carried out by reserving goods in the free balance at storage locations, as well as placing them in orders to suppliers and in orders for production.
To ensure the process of purchasing goods, services and working with suppliers, the following operations are automated:

registration of suppliers and contact information;
storing prices of suppliers and competitors, printing the counterparty’s price list;
storing the type of prices, type of discount, type of prices of the counterparty under the contract;
storing information about the user who changed the price of the counterparty’s item;
registration and storage of a list of contact persons of counterparties and their contact information;
registration of events when interacting with suppliers and contractors - incoming and outgoing calls, letters, meetings, etc.;
placing orders with suppliers and monitoring their execution;
formation of a delivery schedule;
calculation of inventory needs, determination of inventory shortages, generation of recommendations for replenishment of inventories by generating production orders or orders to suppliers.

The receipt of inventories at an enterprise can be reflected according to various schemes:

receipt for payment from the counterparty;
acquisition by an accountable person;
acceptance for sale from the commission agent;
receiving customer-supplied raw materials and materials for processing.

The function of recording the receipt of additional expenses for the acquisition of inventory is supported.

Inventory and warehouse

To keep track of an enterprise's inventory in multiple warehouses, the following options are provided:

separate accounting of inventories - own goods, materials, products, as well as goods accepted and transferred to the commission, and materials accepted and transferred for processing;
taking into account arbitrary characteristics of the item (color, size, etc.), as well as inventory lots;
accounting by cells of storage locations (zones, racks, shelves, etc.);
movement of inventories (between storage locations, commissioning and return from service, write-off for internal needs);
inventory reservation (accounting for inventories and costs in the context of customer orders);
inventory accounting by gas customs declaration;
use of an order scheme for inventory accounting (receipt warehouse orders, outgoing warehouse orders);
printing of labels and price tags.

The functions of inventory counting and reflecting inventory results are supported - capitalization and write-off of inventories.

Repair and service

In the "Service Center Management" configuration, the processes of planning, managing and accounting for equipment maintenance and repair activities are automated.
The program automates the following operations related to repair and maintenance:

Inventory (piece) accounting of goods;
Possibility of automatic printing of warranty cards upon sale for goods subject to warranty service;
Preparation of documents for the receipt, movement and return of goods from repair;
Preparation of documents for the transfer and return of goods sent to a third-party service center for repair;
Preparation of documents for calling a master;
Preparation of documents for the issuance and return of goods transferred as replacement (issuance of own goods for temporary use during repairs).

The configuration implements a mechanism for inventory (piecemeal) accounting of goods. When capitalizing, moving, selling, etc., inventory goods are used in single quantities. The characteristics of the item are used as an inventory item identifier.
The configuration implements a mechanism for issuing a guarantee for goods sold. When selling wholesale or retail, it is possible to print a warranty card, incl. on your own forms.
The configuration implements a mechanism for recording goods under repair. Control of goods accepted for repair, transferred to third-party service centers and issued as replacements has been implemented. Accounting for repairs is carried out both for customer goods and for the company’s own goods. A mechanism has been implemented that allows you to accumulate the total cost of repairs depending on the operations performed. It is possible to register your own repair stages, reflecting the characteristics of repairs in the company. Payment for repairs can be made using cash register or cash register check.
There is an option for accounting for repairs when calling a specialist “at home”. In this case, the technician diagnoses and performs repairs without the client visiting the service center.

Works, services, production

"1C: Service Center Management" supports the management of the processes of production of products, performance of work, and provision of services.
Data management on the composition and technology of the work performed and the products manufactured is carried out using specifications.
The production schedule is formed by production orders; schedule for the execution of work, provision of services - customer orders and work orders.
Planning the load of enterprise resources is carried out by production orders and work orders.
Registered production orders have the following features:

may be sources of meeting the needs of customer orders;
based on production orders, the need for materials and components is calculated;
Requirements generated by new customer orders can be placed in open production orders.

"1C: Service Center Management" allows you to register the fact of production of products. The release can be issued both in the production department and in the warehouse (for example, packaging, assembly of kits). The product is registered with the structural unit that produced it and can be moved to another structural unit - for example, to a warehouse for subsequent sale or to the next workshop along the technological route.
The fact of performing the work (providing a service) and handing it over to the customer is reflected in the act of completion, as well as directly in the work orders.
There are two functions for scheduling employee work:

piecework orders - used to issue tasks for performing technological operations of the production cycle to performers with piecework wages; outfits can be individual or team;
work assignments – used to plan the workload of employees within internal or external projects.

Provides for the registration of actual information about the performance of work on orders and tasks. This information can be used in the future when calculating wages, as well as to evaluate work efficiency and conduct a plan-fact analysis of personnel performance.
The following functions are supported to account for enterprise costs and calculate actual costs:

accounting of actual costs - carried out in the necessary sections in value and physical terms;
distribution of material and intangible costs incurred for the release can be made both for a specified period and on the basis of a specific release document;
routine calculation of the actual cost of production at the close of the period;
report on the cost of manufactured products and work performed.

Cash

"1C: Service Center Management" allows you to keep track of funds, as well as create an operational payment calendar.
Cash management includes:

accounting for cash flows in cash and bank accounts;
registration of primary documents for the bank and cash desk;
calculations with accountable persons;
formation of a payment calendar;
integration with the client-bank system.

Salary and personnel

job application,
personnel transfer,
dismissal of personnel.

Payroll capabilities:

payroll calculation is carried out in the context of types of accruals and deductions;
generation of payrolls for the payment of salaries and advances to employees;
working time recording – a working time sheet is used, which allows you to keep track of time both by day and cumulatively for a period.

The section provides the ability to generate analytical reports on settlements with personnel, accruals and employee deductions.

Finance

The application solution "Service Center Management" implements the ability to maintain management accounting, obtain a management balance sheet, and generate and analyze financial results.
For these purposes, the system provides a management chart of accounts and a mechanism for generating management document entries.
Thanks to the availability of reports such as the balance sheet, the application solution allows you to obtain financial statements for an arbitrary period of time.
To record income and expenses, the accrual method or the accrual method and the cash method can be used.
Analytical accounting of income and expenses using the accrual method is carried out in the context of areas of activity, divisions, customer orders, items (accounts) of income and expenses.
Based on management accounting data, the user is able to generate basic financial reports:

management balance,
Profits and Losses Report,
cash flow statement.

The system allows you to register financial plans (budgets):

forecast balance,
profit and loss budget,
cash flow budget.

The section also provides tools for calculating taxes, entering and distributing other expenses, and calling the month-end closing procedure to automatically generate financial results.

Property

The configuration supports maintaining records of property - fixed assets and intangible assets of the organization.
The mechanism for working with property allows you to:

keep records of property and calculate depreciation;
accept property for accounting, change its parameters;
sell and write off property.

Performance indicators

To monitor the activities of the enterprise on the part of the manager, the "Manager's Monitor" is intended, where the main summary indicators are displayed:

cash balances in the accounts and cash registers of the enterprise;
accounts receivable – total, overdue;
accounts payable – total, overdue;
profit and loss;
unfulfilled obligations to buyers and customers for the shipment of goods and provision of services;
unfulfilled obligations of suppliers and contractors for the supply of goods and services.

Additionally, you can obtain the following information:

general indicators: sales, income and expenses, state of working capital (cash, inventories and accounts receivable);
cash: balances and cash flows by item, for the period;
accounts receivable: balances and dynamics for the period, by debt period;
accounts payable: balances and dynamics for the period, by debt period.

Data protection

The 1C company received a certificate of conformity No. 2137 dated July 20, 2010, issued by the FSTEC of Russia, which confirms that the secure software package (ZPK) "1C: Enterprise, version 8.2z" is recognized as a general-purpose software with built-in means of protecting information from unauthorized access (NAA) to information that does not contain information constituting a state secret. Based on the certification results, compliance with the requirements of the guidelines for protection against non-impaired activities of class 5 was confirmed, according to the level of monitoring the absence of undeclared capabilities (NDC) at level 4 of control, the possibility of using for creating automated systems (AS) up to security class 1G (i.e. AC) was confirmed , ensuring the protection of confidential information on a LAN) inclusive, as well as to protect information in personal data information systems (PDIS) up to class K1 inclusive.
Certified copies of the platform are marked with marks of conformity from No. G 420000 to No. G 429999.
All configurations developed on the 1C:Enterprise 8.2 platform (for example, “Salaries and personnel management”, “Enterprise accounting”, “Service center management”, etc.) can be used to create a personal data information system of any class and additional certification no application solutions required.

Data exchange

In the "Service Center Management" configuration, two-way data exchange with the "Enterprise Accounting" configuration, edition 2.0 is implemented.
The exchange of all basic reference information is implemented between the configurations: organizations, structural units, counterparties, nomenclature, etc.

Connected retail equipment

The application solution supports the following types of external equipment:

barcode scanners,
fiscal registrars,
data collection terminals,
buyer displays,
magnetic card readers,
electronic balance,
acquiring terminals.

Product cost

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Attention! A specialized website for automation of service centers has been opened:

The Service Center Management program is a comprehensive solution designed to automate the company's service activities.

The solution can be used to automate organizations involved in the repair and installation of various types of products. The configuration is also suitable for automating service centers with a distributed structure, for example, several reception points, or a regional network.

Configuration capabilities allow you to automate the activities of the service center from the moment of receiving an application for repair or installation of equipment to the generation of reports by brand.

The configuration was developed on the 1C:Enterprise 8 platform and requires an installed platform to work. The system implements the following modules:

Equipment collection point
Dispatching service
Manufacturing process
Spare parts warehouse
Equipment warehouse
Delivery service
Supply of spare parts and accessories
Generating brand reports
Management reports
Additional features

Equipment collection point

The "Technician Reception Point" module is designed to automate the point (company division) that accepts defective equipment into the workshop. The company's clients can be both individuals and legal entities; the company can work with third-party service centers.

The central document of the subsystem is the “Order-Work Order” document, which serves to formalize the operation of receiving defective equipment from the client to the workshop. The location of the "Equipment Reception Point" module within the "Service Center Management" system is shown in the figure. As can be seen from the figure, the subsystem is closely connected with other modules of the system:

Call - center;
Delivery service;
Manufacturing process;

The "Order-Work Order" document can be entered on the basis of the "Service Request" document issued in the Call Center. This may be necessary for equipment that could not be repaired at the client’s premises and requires transportation to the workshop. If the documents are completed correctly, the user can view the chain of documents related to the Work Order and evaluate the delays at each stage.

Main functionality of the subsystem:

Acceptance of equipment from counterparties (individuals or legal entities):

Working with a list of special clients (VIP, blacklist)
- maintaining a list of special clients
- automatic informing of the dispatcher upon receipt of the Work Order that the client is on a special list, indicating the work that was carried out for the client
Quick search for a model in the directory (by barcode, by name, by part of the name);
Checking and informing the receiver for the presence of previous repairs is carried out by the serial number of the product;
Checking the product model for warranty repair;
Verifying the authenticity of the guarantee number;
The ability to indicate the source of the client’s appearance in order to assess the impact of advertising campaigns;

Informing the client about the progress of product repair:

Informing about the current state of the product (under repair, parts ordered, repaired, beyond repair, not under warranty) – a free list of states can be specified at the directory level;
Monitoring the timing of equipment being repaired;
Current location of equipment (device warehouse with cell indication, master)

Working with third party service centers:

Reception of equipment from third-party service centers

Transfer of equipment to third-party service centers
Formation of accompanying documents

Delivery of equipment to the client:

Formation of a package of documents (Certificates of completed work, Return invoices) by reading the barcode from the Work Order

For the convenience of entering documents, the system organizes auxiliary reference books: models, types of repairs, completeness, appearance and others. The system also has a convenient search engine that allows you to find Work Orders by almost any characteristic or part of a characteristic.

Screen forms of the subsystem:

Production process (black, white service)

Distribution of devices among masters
Extracting certificates of completed work based on the documents “Order-Work Orders” and “Application”
- entry of acts by masters;
- approval by site managers;
- automatic write-off of spare parts;

Management salary calculation

Extracting acts on the replacement (writing off) of devices

Monitoring the timing of repairs

Reservation of spare parts in the warehouse for a specific document "Order-Work Order" and "Request"

Preparation of documents for repairs with delivery (BO1, BO2 in the case of paid repairs, and in the case of warranty repairs there are forms by brand)

Ordering spare parts to the supply department

Maintaining a history of repairs with the ability to view:

by device;
by client.

Search system for Order-Work Order fields (with the ability to search by occurrence)

Dispatching service

Storing reference information for masters:
- current master schedule;
- its maximum loading rate;
- service areas;
- types of work performed by the master.

Designing an application in user mode:

design of unlimited types of applications (installation, repair)
specifying any number of details of various types for each type of application
setting a dialogue map for each type of request: sequence, possible answers, importance of the question;
the ability to organize help for each question (supporting documents of any type, opening any applications)

Step-by-step application entry assistant:

sequence of questions determined by the dialogue map;
checking the authenticity of the warranty card number;
checking the model for warranty repair;
informing that the client is on the list of special clients (VIP, black);
information about previous calls

Distribution of applications (assignment to masters):

initial assignment of applications for masters depending on a fixed list of parameters defined in the masters’ reference data;
expanded distribution (redistribution) of masters.

Registration of application refusals

Tracking application statuses

Preparation of technical specifications for ordering spare parts

Preparation of the necessary reports on the work of the dispatch service:

control room summary report;
hourly distribution of applications;
failure report;
report on unclosed requests;
accounting for advertising requests.

Service center management. Service center management 1s 8 configuration service center warehouse

Contents of delivery

Detailed description of the functionality of the software product

Product cost

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