Automating daily email distribution
The setting allows you to automatically send out E-mail newsletters to contractors and contact persons of counterparties according to specified text templates and "1С:Підприємство" database data, when conducting various documents, sending reports and attached files for the head, as well as creating tasks and reminders for responsible managers.
Basic functionality:
- group or single sending of e-mails to contractors, contact persons of counterparties and users of "1С:Підприємство" manually, or automatically after a specified period;- sending e-mail messages to contractors and contact persons of counteragents during carrying out of various documents with given text template and data base "1С:Підприємство";
- regular e-mail sending messages to users "1С:Підприємство" with different reminders or tasks;
- regular e-mail distribution of messages with different reports and attachments to the company's head or counterparties.
Possibilities of e-mail distribution:
Fig.1. Create a template for an e-mail message.
Fig.2. Creating an autotext to fill the text with data based on a template.
Fig. 3. Setting AutoText.
Examples of e-mail messages to contractors:
Fig. 4. A photo report on the shipment of goods by the counterparty.
Fig. 5. The receipt of a payment order is included.
Fig. 6. Report on counterparty debt.
Fig. 7. A message about completing the reservation period for a product.
Example e-mail message to the manager:
Fig. 8. Weekly report to product salesman.
Fig.9. Reporting Overdue Tasks.
Solution cost: from 8000 UAH
Developer: NCT Company
Online store of plumbing and heating equipment "Santechsklad"
Solved problems within the project:
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Work with customers' orders is organized, warehouse and commodity accounting is set up;
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Fully organized automatic download price lists suppliers and goods balances from suppliers;
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Automated transport logistics;
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Integration of BAS with the site on "Bitrix24";
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Site support works;
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Implemented CRM 1.4 configuration from Rarus;
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Done integration with virtual ATC "Binotel";
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Automated lead management process;
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Configure SMS distribution counterparties when changing document statuses;
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Customization Email-distribution;
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Automated management salary calculation.
Configuration: "Management of trade enterprise (MTE)" + "CPM 1.4 from "Rarus"".
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