Document flow Finance

In this section, we show the rest of the features and capabilities that your client can use.

As we said, after sending the order, the client immediately bills himself, without the intervention of the manager. In addition to the fact that the account can be downloaded / saved immediately on the thanks page, this document is automatically placed in the Journal section, in the menu of the client’s personal account. The journal section contains statements of the entire complete package of documents on the order. After a period of time, the client can see the expenditure invoice, for him it will be a signal that the order has already been formed and is being shipped to the warehouse, the invoice appears as the manager has issued it, plus the time that is provided for updating the information on the site. Sometimes it can be immediately, and sometimes with a delay. The interchange of information between the site and 1C for each type of information is provided evenly something is updated instantly, something every 15 minutes, every 1 hour, 1 day. This is done specifically for the stable operation of the system. A tax invoice is available to the client as needed, all of the above listed documents can be opened in .pdf format and are available for download. Sometimes the supplier company in the form of tabular information publishes on the site return invoices, fix the number, date, counterparty name, contract and amount of the return made.

Also in the Journal section, the movement of money is also recorded, in the Payment tab the information on the Cashier’s order of the supplier’s company is available to the client. As practice has shown such a function has become very convenient that clients once again did not bother the accounting department to control the funds credited to the client. Information about incoming payments is updated fairly quickly on the site.

The next function, though not entirely related to document flow, but plays a significant role in the life of the client. In most cases, if we are talking about b2b, the supplier company may enter into agreements with the customer for a deferment. In such contracts, the trading conditions are usually prescribed under which the customer will settle with his supplier, namely, how he will pay the receivables. Usually, information about the state of the current balance under the contract is told to the client by his manager, about the size of the credit limit, the amount of delay that you urgently need to repay, etc. So, in the B2B store, we embodied the display of information about the current state of affairs of the client in a personal account. As we have said, this possibility is due to the integration of the site with the accounting system 1C. Due to this, information on debts is drawn out and transmitted on the side of the site. The client, always in the panel on whatever page he is, sees the size of the total debt under the contract and the overdue amount highlighted in bright color.

As practice has shown, due to such awareness, the rate of repayment of delinquencies has increased significantly. If the client needs to understand and verify the receivables, he can open a section in the Balance menu, where all information will be displayed in a table before the document. On the page in a tabular form, you can see the following columns: the name of the document, which contract, the date of the order, the date of the necessary payment, the amount and the document itself in .pdf format to look for what positions the client should. Terms of deferrals in the accounting system may not be conducted, they are configured on the site side and the default period is set, for example 2 weeks. For individual cases, the delay period can be set individually. Separately, the supplier company may also block access to the client’s personal account, this is done as a last resort, when it is necessary to perform some actions with the client so that he fulfills his obligations to the supplier and settles the debt. In each case, the blocking scenario may be different, from the crudest - to block access to the personal account, to, more loyal - to whatever page the client will go to, he is always redirected to the Balance page.

The last function that I would like to analyze here is an opportunity for the client for any period, choosing the necessary contract to form an act of mutual settlements with the supplier. At this point, the team enters 1C, forms the necessary information and returns the necessary information to the client on the site. The document opens in the form of a web document, which can be downloaded in .pdf format or immediately printed. As you can see, the client also assumes this function on himself and once again does not bother either his manager or your accounting department.

In this and the previous block, we showed you the main functions and capabilities of the client’s work in the B2B store system. Having taken small interviews with our customers later, they all say in one voice that customers use this opportunity to work from the place where they get all the necessary information, they are very pleased with the service provided to them, because it is very convenient.

In the next block, we will show and tell you about what features and capabilities you have for yourself, working in the B2B store system.

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