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Business process "Cyclic formation of the document "Buyer's Order"

Бизнес-процесс «Циклическое формирование заказов покупателей»

Бизнес-процесс организовывает контроль по формированию заказов покупателей согласно установленной цикличности для контрагента. Примеры циклов: каждый месяц/неделю, каждый четверг, каждые две недели в понедельник, каждый месяц и т.д.

Бизнес-процессы автоматически формируются согласно установленной цикличности для контрагента или торговой точки контрагента, при этом сразу стартует и процесс начинает выполняться по заданной схеме – проверяется задолженность контрагента, если задолженности нет, то закрепленному менеджеру назначается задача «Сформировать заказ», на решение которой отводится заданное количество времени. Эту задачу менеджер уже не пропустит или она будет в просроченных задачах, и его руководитель сможет проконтролировать.

Работа может быть интересна

Если необходимо контролировать выставление счетов покупателям согласно периодическим индивидуальным графикам для клиентов.

Ниже будут показаны скрины на базе конфигурации СРМ 1.4 от Рарус – это как пример, подобный процесс можно организовать в любых конфигурациях, где есть понятие счета или заказа покупателя.

Industry ATP, transport management  Production  Printing houses  Wholesale  Medical clinics, medical institutions  Rent of equipment for rent  Service station, car service, sale of spare parts and cars  Online store  Tourism  
Category Common forms  CRM. Business-processes  
Type Management Accounting  
Cofigurations Trade management  Manufacturing enterprise management  Trade Management, edition 2.3  СRМ 1.4 from Rarus  Trade Management, edition 10.3  
Business process "Cyclic formation of the document "Buyer's Order"
UAH 4 000
Full description

Business process "Cyclic formation of customer orders"

The business process organizes control on the formation of customer orders according to the established cycle for the counterparty. Examples of cycles: every month / week, every Thursday, every two weeks on Monday, every month, etc.

Business processes are automatically formed according to the established cyclicality for the counterparty or the counterpart's outlet, immediately starting and the process starts to run according to a predetermined pattern - the counterparty’s debt is checked, if there is no debt, the assigned order task is assigned to the assigned manager, the solution of which is assigned to amount of time. The manager will not miss this task, or she will be in overdue tasks, and his manager will be able to control it.

Jobs may be interesting

If you need to control the billing of customers according to periodic individual schedules for customers.

Screenshots based on the configuration of CRM 1.4 from Rarus will be shown below. As an example, a similar process can be organized in any configurations where there is the concept of an account or a customer’s order.

More in screenshots

Below is a CRM desktop with data on active business processes. Business processes are created automatically according to a given cyclicity for each counterparty. To the right of the list of processes, there is a list of pre-configured selections for the convenience of prompt selection of necessary processes, for example: “Ongoing”, by type of business process, by department, etc..

Fig. 1. Workplace CPM, tab "Business processes", automatically generated processes "Cyclic formation of customer orders".

Fig. 2. The dialogue form of the business process “Cyclic formation of orders” in the background, the list of tasks of the business process in the foreground, to the right is a diagram of the business process.

Fig. 3. Workplace CPM. All tasks of the company.

Fig. 4. Report "Task Analysis". In this setting, we see current, active tasks grouped by process steps, responsible, contractors, and tasks.

Creating a business process for the cyclic formation of orders.

Fig. 5. Reference "cyclical formation of orders", to form a business process.

The frequency of the cycle can be set in the number of days and on a certain day of the week (Fig. 6).

Fig.6. The method of forming a cyclic order.

Cycle indicators are tied to the directory "Contractors" or other data that are associated with the counterparty.

Fig.7. Filling in the data on the counterparty in the directory "Outlets" with the period for the formation of the cyclic order.

After setting the period, the business process is formed cyclically.

Fig.8. Business process "Cyclic formation of Orders to the buyer".

Fig.9. Formation of a task with the task of creating a "Buyer's Order".
At the bottom of the form, enter the document "Customer order".

Fig.10. Document "Buyer's Order", on the example of which, according to the business process, orders will be formed.

Fig.11. Completing the installation task of the formation of the document "Buyer Order.


For tasks to be performed by users, it is necessary to introduce a system of penalties for overdue tasks.

If there is a need to automate any business process.

Our company can automate any process that is logic. We only need to understand the essence of the process. The example above shows the automation of one of the installation control processes for document generation.

Cost of solution: 4000 UAH

Developer: NCT Company

Review for 30 minutes of free work on settings and consultations

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