Each accounting system for your company, like any other product, has its own set of consumer properties and these properties you have clear idea. Before proceeding to analyze the proposals of suppliers of automation systems to uniquely decide for themselves what was originally to be able to do selectable system, and how and what can be refined later. Do not forget that the requirements for the acquired system should be described taking into account the anticipated growth of your company - albeit, some features of the system are not needed now but may come in handy tomorrow. I am absolutely confident that the introduction of the accounting system will be less painful if you advance, make sure that the proposed system is able to qualitatively solve your key challenges today. Free advice - do not believe the promises of vendors programs. After all, their main purpose for profit and for her sake, we are ready "vparit" any software prefabricated, hoping to still make money on adapting it for your business. Believe assurances "Revised to your basic requirements during the implementation process" means risking their financial investments, and most importantly "the loss of precious time." The level of compliance software to your expectations should be the main criterion in choosing a software system. The more the system now meets your requirements, the less your risk of an unsuccessful deployment. Considerations are very serious. Fact - only 30% of buyers "1C: Trade Management" fully satisfied with the data acquisition (survey was carried out after a year of "real" operation of the product). I do not want to say that below the reduced set of requirements is ideal, but you can get it "sample" and done on the basis of its own list of requirements for the system with which you can safely proceed to the selection of automation solutions. It is always easier to get something ready and change for themselves, doing all the work from scratch. If the system solves the memo, then mark it with a cross. For example, already marked by features of the free universal registration system "KIS Lack». And most importantly - ask and demand clear answers from the "merchants of programs, if you do something is unclear or as implemented in" their system "for you every important property of software. Here is a suggested list of requirements to the area marks: ... Working with buyers of your products and services. [X] [] [] [] The possibility of incorporating a number of outlets one entity. Maintain and control the availability of an address list of deliveries at the customer. Analysis of the settlement in the context of the buyer in whole or in each of its outlet. [X] [] [] [] Separation of buyers and suppliers on ABC / XYZ categories according to various criteria, such as grouping customers by "brought by income." [X] [] [] [] Setting up pricing schemes and discounts depending on the "return" the buyer and the discipline of his payments. [X] [] [] [] Browse all bills, invoices, payments and other documents related to the customer directly with his card and / or "soft" report. [X] [] [] [] Control of activity of the buyer, in the presence of methods to stimulate buying activity. [X] [] [] [] Securing a commercial agent for the client. Monitoring and analysis of sales managers. Analysis of accounts receivable (debts) in the context of sales representatives. [X] [] [] [] Formation of the price - sheets, depending on the type of customer, pricing and other attributes of individual customers or group of buyers. [X] [] [] [] Install and limit control of accounts receivable to the client, as well as the availability of other methods of control and restriction of leave, such as "overdue payment" or the number of unpaid bills. [X] [] [] [] Registration and control of gifts, bonuses, kickbacks to clients. Accounting for these transactions as business expenses. [] [] [] [] The organization and analysis of the effectiveness of sales, promotions, marketing events. [X] [] [] [] shipped the goods on "deferred payment" or the implementation, monitoring discipline of payment. [X] [] [] [] Diversified management sampling and analysis of customers, such as ratings by groups of goods. [] [] [] [] - [] [] [] [] - ... Work with suppliers of goods, operating system, raw materials, and services. [X] [] [] [] Recording and monitoring delivery schedules for each supplier and product group. Analysis of the proceeds of goods and goods in transit. [X] [] [] [] Cost Accounting for goods and raw materials, the inclusion of costs in cost of goods and finished products. [X] [] [] [] Supplies of goods "to order" customers, control the passage of the order. [X] [] [] [] Accounting GTE products, licenses, certificates and certificates. [X] [] [] [] Plan payments to suppliers, monitoring and analysis of accounts payable, account trade credit from the supplier. [X] [] [] [] planning and forecasting requirements in the procurement of goods, raw materials, depending on the sale or production. [X] [] [] [] Taking into account all types of members, from the suppliers of primary documents. [] [] [] [] - [] [] [] [] - ... Management agreements with contractors. [] [] [] [] Forming and maintaining a database of contracts with customers, suppliers and contractors. [] [] [] [] Procedure and approval of contracts. [X] [] [] [] Formation of the texts of treaties on the basis of templates. [] [] [] [] Storage of the scanned contract and other files in the database. [X] [] [] [] control treaty deadlines, typing contracts. [] [] [] [] Travel in negotiating a treaty. Levels of financial authority to officers to sign contracts. [] [] [] [] - [] [] [] [] - ... Classifier of the goods. [] [] [] [] Ability to organize tree-like sections. [X] [] [] [] Viewing the current slide or the real cost of goods and history of the changes cost. [X] [] [] [] View balances, planned supply, reserves to the card products. Motion Analysis and residue of goods in warehouses [] [] [] [] Restrict User to view the cost and other information on this product. [] [] [] [] Customize analog, accessories, compatibility and other relationships headings. [] [] [] [] Stored in a database image of the product, instructions and other files. [X] [] [] [] Search for primary documents relating to the goods. [] [] [] [] - [] [] [] [] - ... Pricing. [X] [] [] [] Automatic calculation of the cost of the arrival of the goods at the warehouse by a custom algorithm. [X] [] [] [] Turning to the cost of acquisition costs. [] [] [] [] Setting up currency cost. The expected cost. [X] [] [] [] Adjusting costs and maintaining a "conditional costs. [X] [] [] [] Setting different mechanisms depending on the selling price of the cost for different product groups and customers. [] [] [] [] Setting up office at the lowest possible prices (or the maximum discount) for different users. [X] [] [] [] Setting the recommended discounts for clients, categories, customers, products, product groups, terms, discounts on quantity and other parameters. [] [] [] [] - [] [] [] [] - ... Transparent accounting of the goods. [X] [] [] [] Accounting parties, series, serial numbers and other attributes. [X] [] [] [] Visual tracking the history of the party, the semifinished product. [] [] [] [] - [] [] [] [] - ... Workflow. [] [] [] [] Electronic copies of documents and their routes of movement. [X] [] [] [] correctly stated TBG invoices for different batches of goods. [X] [] [] [] The formation of such documents as invoices, invoice, report of completion, 1T, bargaining-12, power of attorney, an act of reconciliation, a treaty [x] [] [] [] Accounting for the return of primary documents from customers and business units. [] [] [] [] Electronic coordination and harmonization of documents routes. [X] [] [] [] Ability to configure and correction of document templates, or multi-variant formats of primary documentation. [X] [] [] [] Discharge of any document in an arbitrary computer formats. [] [] [] [] Stored in a database of source documents, scanned documents, and files. [] [] [] [] - [] [] [] [] - ... Warehouse. [X] [] [] [] Accounting for serial numbers and arbitrary attributes of goods, analysis of the history of changes in the attribute. [X] [] [] [] entry in the information database via the barcode scanner. [X] [] [] [] Reservation of goods to the client or the order is in stock. [X] [] [] [] Ability to partial, to order shipment. [X] [] [] [] History of the movement of goods in warehouses of the enterprise. [X] [] [] [] selection of goods in a warehouse on Arbitrary its characteristics. [X] [] [] [] Control of the expected arrivals of shipments. [X] [] [] [] address storage (warehouse logistics) and the shipment of goods in a warehouse in accordance with its allocation scheme. [X] [] [] [] Moving goods between warehouses and processing of primary documentation on the movement. [] [] [] [] - [] [] [] [] - ... Logging operations and user access. [X] [] [] [] Setting the functional roles of users type of work performed with the programs. [] [] [] [] Bind roles to the staffing company. [X] [] [] [] limit user access to processes, regimes (tasks) and system objects. [X] [] [] [] Ability to restrict user access to documents. [] [] [] [] Restrict access storekeepers only to "own" the warehouse, cashiers only to "their" hand, limitation of access to documents by departments and clients. [X] [] [] [] Fixing the fact that operations with the document, preserve the image of the "old" document. [X] [] [] [] control, limitation and fixation of attempts to access "forbidden" information. [X] [] [] [] Reconstruction of the destroyed information. [] [] [] [] - [] [] [] [] - ... Cost management company. [X] [] [] [] structure cost items by type and unit. Control costs on workers and facilities. [] [] [] [] Maintain route approvals of applications for costs. [] [] [] [] Planning and Budgeting costs and fees. [X] [] [] [] Automatic calculation of costs. [X] [] [] [] accounting and depreciation of fixed assets, securing them for employees, inventory OS. [X] [] [] [] Automatic write-off of materials, goods, operating on a given custom rules. [] [] [] [] - [] [] [] [] - ... Financial Management. [X] [] [] [] Standard reports on the income statement, cash flow, balance sheet management. [X] [] [] [] Separate figures for debt providers before us, our suppliers and to "overlap" of debt. A similar analysis for customers. [X] [] [] [] An analysis of the performance reporting in the context of transactions, customers, managers, commodities, commodity groups, countries of origin and other attributes of goods (products) and customers (buyers and suppliers). [X] [] [] [] History of all indicators for the business over the past periods of "relative", for example the story of department store sales for the year by month, or the same analysis of the "return" customer. [] [] [] [] Ability to generate financial reports in different currencies, currency conversion. Multi-currency accounting and financial reporting. [X] [] [] [] Management and control of bank loans, overdrafts. Accounting for factoring operations, the "correct" execution of the primary. [X] [] [] [] a loan from "their" firms and other clients. [] [] [] [] Find and control "unidentified" payments. [] [] [] [] Integration with the client - the bank. [] [] [] [] - [] [] [] [] - ... Production, food and drinks. [X] [] [] [] The formation of a complex and hierarchical structure of products and convenience foods. [X] [] [] [] planned cost and actual cost of products. [X] [] [] [] The formation of the consolidated demand for manufactured products in shifts, employees, offices. [] [] [] [] The formation and dispatch of replacement jobs. The route of the product. [X] [] [] [] Definition and formation of material requirements. Forecasting the price of finished products. [X] [] [] [] Production of "custom" and mass production. [] [] [] [] - [] [] [] [] ... Instructions for use instructions: Take this list and add to it what do you think is missing, or remove the "extra" items (rows). Having such a list, you can safely proceed to the selection, analysis and testing, "appropriate" accounting systems, in which Take notes "podhodimosti" specific system for each requirement of the list. Also, if something in the test system is not decided or do not understand - ask "solution providers" prices, dates and reality the implementation of this requirement. The answer is desired, in writing, what to avoid misunderstandings when you pay money for this system or its implementation. Other articles on the topic of business automation that will help you determine the list of proposed systems and the requirements they can be read on the web page
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