Refinement of the CRM in 1C: displaying the client's bonus balance

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It is necessary to refine the cashier's workplace in the configuration 1C:Enterprise

After entering the client's phone number and their identification in the RMC, it is necessary to automatically display on the main form:

Full name or first name of the client;
Total number of bonus points;
Number of active points available for redemption;
Maximum number of bonuses that can be used in the current check.

The information should be constantly visible to the cashier without opening additional windows. Optimal placement: above the product table or in the right part of the RMC form.

The balance must be automatically updated after:

Entering or changing the phone number;
Selecting another client;
Adding or removing a product;
Changing the amount of the check;
Calculating discounts;
Redeeming bonuses;
Returning a product.

If the client is not participating in the bonus program, a message should be displayed:

“Bonus card not issued”

Technical requirements

Implement through configuration extension;
Do not change the standard logic of accrual and redemption of bonuses;
Check correct operation after restarting the RMC;
Provide a brief installation and verification guide for the extension.

Before starting work, please evaluate:

Whether this can be implemented without changing the main configuration;
Estimated completion time;
Fixed cost;
What accesses and backups are needed.

Expected result

After entering the phone number, the cashier immediately sees, for example:

Client: Ivanenko Olena
Balance: 1,250 bonuses
Available for redemption: 600 bonuses

Proposals 6 Discussions

Igor Manchuk

3 0

Budget: 15000 UAH Deadline: 5 days

I will start immediately: on the first day, I will create a block on the RMK form and check the connection to the current bonus logic. I will implement it through an extension without changing the accruals/deductions: full name, all bonus indicators, auto-updating based on the listed actions, notifications for non-participants, a test after restart, and a short instruction. I work with 1C form extensions and business logic. The deadline is 5 days. Please clarify: what configuration/version of 1C is being used and where is the bonus subsystem implemented?

Oleg Grigoryev

33 0

Budget: 18000 UAH Deadline: 5 days

Yes, this can most likely be implemented through an extension without changing the main configuration. Approximately 4-5 working days, fixed cost - 18,000 UAH for modifications, testing, and a brief installation and verification guide.

For implementation, I see this as a neat extension of the RMK form - adding a block with the client and bonuses, linking updates to changes in phone, client, warehouse of the check, amount, discounts, bonus write-offs, and returns. It’s better not to touch the standard logic of accrual and write-off, just to read the calculated values and show them to the cashier. Here’s the nuance - the maximum number of bonuses in the current check must be calculated according to the rules of your bonus program, not just as the entire active balance.

To start, access to the 1C test database is needed, the version of the platform and configuration, an example of a client with bonuses, an example of a client without a bonus card, and a backup of the database before work. It’s better not to develop such things on the production database - an old rule lives for a reason =)

I would like to clarify 2 questions:
> which specific 1C configuration is used - Retail, UT, UNF, or custom
> are bonuses stored in the typical loyalty subsystem or in your own development

Relevant examples of our experience:
> https://business.ingello.com/forma-crm - business system with roles, client data, and working scenarios
> https://business.ingello.com/forma-wms - warehouse and operational logic, where process stability is important
> https://business.ingello.com/eva - retail and processes around sales

Main page of Ingello for the exchange:
> https://systems-fl.ingello.com/ua

Similar project: BuzzPost

Tetyana S.

75 4

Budget: 2000 UAH Deadline: 1 day

Good day! I am ready to complete it, I have experience, but I need more information! Write to me, we will discuss!

Oleh Kostyliev

13 0

Budget: 1200 UAH Deadline: 7 days

Good day, Ruslan!

I need to understand the technical details of your project in 1C to assess the feasibility of implementation. The automatic display of the client's bonus balance is an important element for improving the cashier's work.

Your task is to optimize the cashier's workplace, which will allow for the prompt display of bonus information. This will enhance the efficiency of customer service.

To propose a specific solution, I need:
1. Access to the 1C configuration for analysis.
2. To understand which specific data needs to be displayed and updated.
3. To clarify which changes in the configuration are permissible.

The preliminary estimate of my services is from $400 per month. The time for implementation depends on the complexity, but it usually takes from 2 to 4 weeks.

You can review my previous work and cases on my profile: Freelancehunt

I suggest discussing the details in private messages to determine the next steps and project requirements.

Daria Kratofil

0 0

Projects -
Rating -
Rating 196

Budget: 15000 UAH Deadline: 5 days

We have a practically ready similar solution for the cash interface and bonus logic, we can quickly adapt it to your 1C configuration and discuss the details here on the marketplace, I am available.

Implementation through an extension is usually possible without changing the main configuration, but before starting, I will check the RMK form and the sources of bonuses in your database.

The timeline estimate is 5 working days after access to the test database.

Fixed cost - 15,000 UAH for the option with displaying the full name, total balance, available bonuses, maximum write-off in the current check, auto-updating on key cashier actions, and a short instruction.

Required accesses - test database or copy, backup .dt, platform version and configuration, rights to install the extension, a brief description of the current bonus scheme.

I will clarify 2 points for an accurate estimate.

What is your configuration and version of the 1C platform, standard or already modified?

Are bonuses stored in standard registers or is there a custom logic for accrual and write-off?

Relevant examples from Ingello Systems.

https://business.ingello.com/eva - retail and automation of accounting processes.

https://business.ingello.com/forma-bpm - corporate business logic, roles, and processes.

More about the Ingello Systems approach - https://systems-fl.ingello.com/ua

We can keep it simple - first, create a stable extension for the cashier, and after that, if needed, suggest how to add an AI report on write-offs and errors in the bonus program.