Retail automation systems. Trade automation. Night sales mode

Chapter 2. Analytical part

2.1 Description of information and technological support of the IS

Chapter 3. Design part. Software module development

3.1 Economic essence of the projected economic problem

3.2 IS software

3.3 Technical support

Chapter 4. Economic efficiency of EIS

4.1 Rationale for usefulness

4.2 Assessing the economic efficiency of the applied information system and calculating the price

Conclusion

List of sources used

Introduction

Kazakhstan stands today at the threshold of a new stage of socio-economic modernization and political democratization.

The foundation of a prosperous and dynamically developing society can only be a modern, competitive and open market economy, not limited to the raw materials sector. This is an economy based on respect and protection of the institution of private property and contractual relations, initiative and entrepreneurship of all members of society.

The Law of the Republic of Kazakhstan dated April 12, 2005 “On the regulation of trading activities” was adopted. The current law in paragraph 2 discusses the procedure for carrying out retail trade.

Retail trade is the most important sector of economic activity. The main indicator of the performance of trading enterprises is retail turnover. Retail trade is the sale of goods directly to the public for personal consumption.

The operation of a modern self-service store or supermarket is impossible without a well-functioning and effective retail automation system. This is due, at a minimum, to the presence of a bar coding system, which leads to the need to use computerized retail equipment (POS terminals, fiscal recorders, barcode printers (labels), barcode scanners, data collection terminals, etc.), which should be integrated into the retail automation system.

In retail trade, a huge number of different resources are connected into a single system: people, money, goods, retail space, specialized technological equipment, software. It is during the sale of goods that a huge flow of information is processed. Here events unfold with lightning speed, requiring almost instantaneous reactions.

Sales are the main volumetric indicator of the enterprise's activity. The sales process is a set of business transactions related to the marketing and sale of products.

The use of computer technology in the field of sales of goods allows one to abandon the maintenance of warehouse cards, keep records of the shipment of goods, and operational control over the implementation of supply contracts and profits.

The main goal of the current stage of economic transformations carried out in trade is to create favorable conditions for the effective operation of retail enterprises.

Achieving this goal, on the one hand, involves improving the legislative and financial tax environment in which trading enterprises operate, and on the other, requires a radical improvement in the work of the enterprises themselves in market conditions.

The maximum use of market and financial mechanisms, in which the independence of enterprises in carrying out the trade and production process in accordance with consumer demand is greatest, is typical, first of all, for industries whose enterprises satisfy the needs of the population for goods and services, namely for trade.

The activities of trading enterprises have a number of characteristic features:

the range of goods largely depends on the nature of demand and the characteristics of the population served, its professional, national, age composition, purchasing power, working and living conditions;

enterprises are organizationally, commercially and technologically quite autonomous and independent in the process of selling goods, and each has its own income and expenses, which can be taken into account and compared;

enterprises are as close as possible to consumers and are relatively small in size, which allows them to quickly respond to changes in the market situation;

the demand for goods and services of trading enterprises, taking into account the profile of their activities, is subject to significant fluctuations by season, day of the week and even hour of the day;

Along with the sale of goods, enterprises provide a large volume of additional services in order to attract customers.

To make informed and effective decisions in production activities, in economic management and in politics, a modern specialist must be able to use computers and communications to receive, accumulate, store and process data, presenting the result in the form of visual documents.

The use of computer technology in the field of sales of goods dramatically increases the accounting and control of this area of ​​activity.

This became possible due to the fact that working information is permanently stored in computer storage devices; Due to automated accounting, it became possible to daily develop the most important indicators that reflect the actual state of the production and commercial activities of the enterprise. Based on accounting data, the computer automatically compares the current performance indicators of the enterprise with planned targets for the corresponding period.

If deviations in the implementation of the trading process from the specified ones are identified in terms of such indicators as sales of products, receipt of products, level of product inventories, ratio of deliveries under contracts, etc., then the necessary information is transferred to the management of retail facilities to take appropriate measures.

Operational management of an enterprise's activities can be such if there is continuous operational control over the object of management, based on the constant collection, processing, analysis, and transformation of information about it.

It is the accounting of sales of goods that is very important for any enterprise, because Sales of goods constitute the bulk of the enterprise's profit.

Today, many enterprises and firms still do not use automated accounting in their activities, which significantly increases the amount of time spent on filling out various accounting documents, which significantly complicates the work of the accounting department.

The purpose of the course work is to improve the current information system based on new information technologies and telecommunications, to create a software product that ensures the sale of goods, which also involves its accounting. This software product must be compatible with any version of Windows OS, have a user-friendly interface and be easy to use.

In connection with the goal of the work, it is necessary to consider the following tasks:

Study the current system as an object of automation and implementation of new information technologies;

Consider the current system for processing information on the sale of goods and identify its shortcomings, as well as ways to eliminate them;

Describe the software used;

Develop ways to improve the software product Luke. Supermarket, in particular for the sale of goods;

Justify the choice of software, hardware and information support for the designed system;

Calculate the economic efficiency of the design solutions proposed in the work.

The implementation of the assigned tasks in the work will improve the functions of the current system and improve the quality of sales of goods to the population.

The work used articles, orders, presidential decrees, monographs on the use of modern telecommunications tools and new computer technologies.

The relevance of the course work lies in the fact that in the age of new technologies, automation and computerization are the main components of the effective functioning of a trading enterprise and increasing labor productivity.

Chapter 1. Theoretical part. Study of the current data processing system

1.1 Characteristics of the automation object

The process of formation of market infrastructure, carried out during the years of reforms in Kazakhstan, was especially active in the consumer market and was characterized by a high level of competition and business activity. The modern consumer market of the republic is characterized by relatively high saturation and a wide range of goods. The dynamics of sales of goods and services are gradually becoming more and more stable.

Currently, the volume of retail trade turnover is formed almost entirely by the non-state sector (trading enterprises of non-state ownership, supermarkets). In 2001, its turnover reached 719.2 billion tenge (99.5%), while in 1991 it was only 35.3%. In Kazakhstan, until 1994 inclusive, there was a decline in the volume of sales of goods, at the same time significantly value volumes increased due to the high level of inflation in these years. In subsequent years, the state of the republic's consumer market is characterized by a fairly high and stable supply of goods, which to a certain extent allows maintaining the growth trend in real volumes of retail trade turnover. Recently, along with trade in markets, trade in shops (supermarkets) has also been developing; the population of the republic is increasingly turning to shops (supermarkets) to purchase goods, which leads to stabilization of their sales by trading organizations, and, accordingly, higher growth compared to sales goods in markets (Figure 1).

According to Federal Law No. 54-FZ “On the use of cash register systems,” stores selling retail are required to use new-style cash register equipment. This means that almost any store (except for the exceptions specified in the text of the Law) must be equipped with an online cash register with a fiscal drive and have a contract with a fiscal data operator (FDO) for transmitting information to the Federal Tax Service. The use of new cash register equipment will allow entrepreneurs not only to comply with 54-FZ and avoid hefty fines, but also to automate business processes, increase customer loyalty and increase profits.

Retail automation equipment

Half of the success in automation depends on the correct choice of cash register equipment. The choice of an entrepreneur when purchasing a cash register is influenced by:

  • load on the retail outlet (number of customers, checkout areas);
  • compliance of the cash register with 54-FZ;
  • ease of use of the cash register (for example, no training of cashiers is required, spare parts of the cash register are easily replaced, the manufacturing company helps in matters related to the operation of the cash register);
  • cost of equipment;
  • reputation of the manufacturer and reviews of entrepreneurs about CCP.

Especially for retail stores, ATOL has developed a range of cash register equipment that fully complies with the requirements of 54-FZ and is designed for retail outlets with different customer flows. Depending on business requirements, an entrepreneur can choose:

  • fiscal registrar or online cash register;
  • newger;
  • SIGMA smart terminal with the SIGMA trade program;
  • POS system.

Each type of cash register equipment has its own model range, allowing you to most accurately select a cash register for any retail store - from a large grocery retailer to a small souvenir shop.

Advantages of using CCP

The laconic design makes it easy to fit the device into the interior of any retail outlet, and its compact size allows it to be placed even in a small checkout area. High data processing speed and an automatic cutter allow you to save time on issuing a receipt to the buyer and reduce his time in line, which will increase loyalty to the store. The entrepreneur has access to all transactions performed at the checkout, which eliminates the risk of errors and increases control over turnover. The software installed on ATOL cash desks does not require special training for cashiers, and the interface of the SIGMA smart terminal is intuitive even for a novice user.

If you decide to automate a retail store, then to optimize costs, you first need to decide what will be automated and to what extent. Let's consider the main objects and the degree of automation of retail trade.

In retail automation there are 3 main areas:

· Store automation

· Office automation

· Warehouse automation

Retail store automation

Automation of a retail store is aimed at increasing sales volumes due to the quality and speed of customer service, effective accounting of goods and demand analysis, division of sales accounting by managers and the creation of additional mechanisms to increase customer interest (discount cards, gift certificates, flexible system of discounts, kits, gifts ...).

In order to implement such tasks, it is necessary to install hardware and software on the cashier’s workstation, as a rule, this is a regular computer, a program for accounting for retail sales is installed on it (for example, 1C: Retail) and then a fiscal registrar (cash register, cash register, cash register) is connected.

After this, an assortment of goods is entered into the program and prices are assigned - this is the minimum set of actions for accounting for sales in the program.

If there is one computer in a store, and it is also a workplace, then it can be shown schematically like this.

If the store has several cash registers, or there is a separate computer in the back room, then they are all connected to a single database.

In order to speed up the sales process, reduce cashier errors when selecting goods and increase the speed of customer service, we will need to organize the accounting of goods using barcodes. To do this, we will install a barcode scanner, and in the accounting program we will assign each product its own barcode (the formation of internal product barcodes in the program is automated).

If a product arrives to us with a barcode already applied and this barcode is generated according to an international standard, then you can use it rather than assigning your own barcodes. This will save on consumables and time for gluing the goods.


In addition to sales in the program, it is convenient to see the remaining goods in the store; for this it is necessary to generate documents on the arrival of goods in the store, movements, inventory and other movements. To do this, we will appoint a person in charge and set the appropriate rights for him in the program.

We organize data exchange between the office base and the store. This will allow you to see sales, movements of goods and funds directly from the office, as well as manage the rights and settings of the store database.


You can also add in the store:

· Visitor counting system,

· Data collection terminal - for inventory,

· Bank terminal - for accepting non-cash payments,

· Magnetic card reader (card reader) - for a system of discounts

· Buyer's display - to display the cost of purchases

Office automation for retail stores

In a retail trade organization, as a rule, in addition to the sales accounting system, there are other accounting systems, such as Accounting, Management, and Warehouse accounting. And of course, sales data should be reflected in these systems.

Based on the 1C program system, it is possible to organize automatic data exchange between databases according to various schemes.

An example of a database interaction scheme using central retail.


This scheme is the main one, it allows:

· see the current state of trade in stores,

· create and adjust document flow and store directories directly from the office,

· exchange data every 10 minutes,

· sellers of each store can see balances in other stores,

· configure 1C configuration centrally for all stores,

· manage the settings of user rights,

· if necessary, restore the database of any store from the central database.

· Launch the next store as soon as possible, from 1 day.

The following stages can be distinguished in retail office automation:

Automation of accounting in trade

One of the key activities of the company is the automation of management and accounting in trade.

Goals and objectives of accounting automation.

The main goals of automation are to reduce labor costs, add new tools for assessing trade processes, effectively manage purchases, sales, inventory, and qualitative analysis of accounting.

Most management accounting documents are also used in accounting, for example, goods receipts, sales, returns, cash receipts and expenditures, etc. Therefore, one of the tasks of automation in trade is the high-quality setup of data exchange between systems.

For example, in an organization, accounting objects are retail stores, an online store, a warehouse, an office, and of course accounting is maintained. Let us schematically depict the interaction between these objects.


Also, automation of accounting in trade allows you to systematize and organize internal processes in the organization. Define areas of responsibility and establish access control. Each employee works with his own set of documents.

Mechanisms and methods of trade automation

Software

We choose 1C-based software products as the main automation platform because:

1. Specialized 1C accounting systems meet the needs of enterprises with various specifics.

2. The cost of 1C software products is lower than the cost of foreign analogues.

3. Exchange between standard accounting systems in 1C is created and supported by 1C.

4. Our company’s specialists have extensive experience in accounting automation in retail and wholesale trade based on 1C.

To automate retail trade, 1C and its partners have developed many configurations. Particular attention should be paid to the 1C: Retail product line; they are intended both for small stores and large retail chains. Small stores will appreciate their low cost and simplicity, while retail chains will appreciate the speed of data exchange with the central office and the ability to integrate into a one-level or two-level network.

Solutions based on 1C:Retail are delivered as part of a software and hardware complex, which includes a computer with pre-installed software, already configured to work at a retail outlet. Such a complex can be assembled on the basis of POS systems, desktop computers or laptops.

Equipment for automation of trade and accounting.

Barcode scanners

To automate the selection of goods during sales. Also, using the ShK scanner, you can select goods into various accounting documents for goods receipt, movement, and inventory.

Cash registers (cash registers), Receipt printers (CHP)

Cash register with EKLZ for registering sales and printing receipts. Receipt printing machines or receipt printers are used in organizations using UTII.

POS systems

A set of equipment, including in an ergonomic design or in a single case, consisting of a system unit, a cash register (CPM), a monitor

Data collection terminals

To carry out a quick inventory using barcodes of goods, it can also be used when filling out other documents (receipts, movements, sales...)

Magnetic card readers

To automate sales at a discount using discount cards with a magnetic stripe, or other actions related to magnetic card identification.

People counters

Automate counting of store visitors. Counter data is received in 1C and displayed in various reports to analyze the ratio of the number of sales completed

Label Printers

To automate the printing of labels with product barcodes, it is convenient to use with a large number of products and an internal barcode.

Accounting automation problems

When launching stores, shifting deadlines, as a rule, entails additional costs associated with renting premises, salaries, etc. Therefore, the main criteria for the success of a project in retail trade is compliance with the system implementation schedule and planning of automation stages taking into account the start date of the store.

The company's management needs to participate in the automation process or allocate a responsible, competent employee with the authority to resolve most administrative issues.

When you start working in the system, you enter initial data, directories, balances, and additional information. product information. The volume of initial data can be quite large, and errors are possible, the time to correct which is comparable to the time of data entry. In order to avoid this, it is necessary to take a more serious approach to training and selecting employees for this area of ​​work.

At retail outlets, at the time of equipment installation, all necessary communications, electrical outlets, Internet, and local network must be working. All equipment, software, and security keys have been delivered.

Before the organization completely switches to an automated accounting system, a certain period of time (1-6 months) passes; during this time, personnel may partially change; accordingly, it is necessary to promptly train new employees to work in the system.

Automation based on 1C: Retail 8.2

“1C: Retail 8” is intended for automation of both single retail outlets and retail chains.

The functionality of “1C: Retail 8” allows you to automate the accounting of sales, inventory in sales areas and warehouses, as well as cash accounting. A store can belong to one organization or several, with each warehouse and sales area belonging to one organization. For each cash register, you can specify the trading floors to which it belongs. This interaction can be shown schematically as follows:

Automation of trade using “1C: Retail 8” allows you to simplify the accounting of such operations as:

· Sale of goods - selection by barcode scanner;

· Receipt of goods to the store warehouse from an external supplier;

· Moving goods from a central warehouse to a store, between store warehouses or between retail chain stores;

· Sales of goods and services to an external counterparty;

· Sale of sets of goods - sets are created either at the time of sale or in advance;

· Return of goods from customers - 2 return modes are used, return on the day of sale before the close of the cash register shift and return not on the day of sale, after the close of the shift;

· Return of goods to the supplier;

· Inventory - can be filled out from a data collection terminal, a barcode scanner, or manually;

· Receipt of funds from customers;

· Transfer of funds between cash desks;

· Closing a cash register shift - generating a summary report for the cash register (CR), taking into account returned goods during the shift.

Accepting payments supported:

· in cash,

· bank cards,

· gift certificates;

Goods movement operations


In "1C: Retail 8" operations for moving goods can be processed in 2 stages, shipment of goods and receipt. This movement is called an order accounting scheme; it allows you to control the quantities of goods sent and received and the division of responsibility when discrepancies are identified. Movements according to the order scheme are carried out using 2 additional documents “Incoming order for goods”, “Outgoing order for goods”. You can also use orders to register the receipt of goods from the supplier and the sale of goods.

Receipt of goods to the store can be carried out from the central office, from another store or from an external supplier. A mechanism has been implemented to analyze the needs of the sales floor, taking into account previous sales and the formation of movements from store warehouses.

Each sales floor (warehouse) of a store belongs to one organization; the taxation system (General, STS, UTII) and the cash desks that serve the sales area are indicated for it.

Automation of retail with the help of our program ensures reliable registration of sales and printing of receipts, as well as constant access to up-to-date statistics in the context of retail outlets, product groups and specific products. Its operation is possible without an Internet connection, which is especially convenient for retail facilities with a small area, where it is not always possible to ensure uninterrupted Internet access. Our program, similar to 1C, is compatible with various types of retail and warehouse equipment, in particular:

  • with fiscal registrars;
  • with barcode scanners;
  • with printers that print labels and receipts.

Conducting business using our program, which is similar to 1C, will help free up time and resources for new projects without losing control over current activities.

Automation of a retail store: maximum possibilities

The program with which retail automation is carried out, like 1C, solves many problems. The application, which automates business processes, provides the ability to perform the following actions:

  • receive sales reports online. To get up-to-date information in real time, just connect to the Internet.
  • Monitor revenue and analyze sales dynamics from anywhere in the world where there is an Internet connection. In addition, the program, like 1C, provides the manager with all the information about product balances, the quantity of products sold, as well as unprofitable or, conversely, profitable positions.
  • Equip the store with everything necessary for efficient work. The seller is able to master the retail program within 15 minutes - it has an intuitive interface and is a kind of virtual cash register, where everything is thought out and convenient. Full automation of all cash and trade operations will save staff time and labor costs.
  • Print receipts and record sales even when you are not connected to the Internet.

It is relevant to use the system from the MoySklad service, as well as the 1C program, not only in retail, but also in wholesale trade. The application, which automates many processes, will provide the user with maximum reliable information about the quantity of goods and their movement in the warehouse. Just like the 1C service, our program helps you print various primary documents and edit prices. In addition, it contains ready-made templates that you just need to fill in with the required company details.

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