Project: implementation of a management system for an electrical installation company based on Microsoft 365. Tools: Outlook, Microsoft To Do, Planner, SharePoint, Power Automate, possibly Teams, access from iPhone and Windows. Goal: to create a unified system for managing projects, tasks, documents, and employees with automatic reminders and a manager's control panel. Implement the creation of a new project with a standard task template (estimate, contract, procurement, installation, control, acts, invoice, closure). Each task has an assigned person, deadlines, status, and comments. Auto-reminders: 3 days and 1 day before the deadline, as well as on the due date. Delays are escalated to the manager. Documents are stored in SharePoint with folders for each project. The manager sees a dashboard with all active projects, completion percentage, overdue tasks, and employee workload. Integration with Outlook Calendar, To Do, Planner, and notifications on iPhone. Staff training after implementation 2-3 hours, plus video instructions.
It is necessary to set up a connection between the tables, delineate access rights, and automate the calculation of net profit and commissions. What needs to be done: Order database and auto-distribution: The manager enters orders into the Main Table. Order data is automatically transferred to the personal tab/table of the master (each sees only their own orders). Automatic saving of customer history by phone number. Master's report in the table: The master marks the order status and enters actual figures (work volume, total amount, material costs, parking, etc.) directly in their table/row. Status and data are automatically saved. Automatic financial calculations: Auto-calculation of net profit for each order. Critically: The manager's commission is calculated only from the net profit. Consolidated financial report: A separate tab with summaries for the period (revenue, payments to masters, manager commissions, net profit of the company).
Hello! I am looking for a BAS / 1C programmer to create a simple and convenient program "for myself".We are building a 9-story apartment building. The accounting works separately, so the program is needed not for taxes, but for my personal control of finances and construction.What the program should do (main features):Money: see how much has come in, how much has been spent, and how much is available (cash / non-cash).Expenses for the building: clear accounting of where the money went (materials, salaries for builders, equipment, projects, permits, etc.).Materials: what was purchased and what it was used for.Contractors and teams: how much we owe them for the work done and how much has already been paid.Simple reports: so that I can open it at any moment and see the real cost of construction and the overall financial status.I am looking for a specialist who can explain everything in simple terms and make the program convenient for daily use.Please write if you have done similar financial modules and what the estimated cost of such work would be.
A centralized server system for collecting and storing data from Planfix, 1C, Meta Ads, and Google Ads is needed, as well as a web dashboard for displaying and analyzing this data. All data, change history, calculations, and aggregated metrics must be stored exclusively in the server database. The dashboard should not store or duplicate business data. It must retrieve the necessary information from the server database via API according to user requests and display it in the form of KPIs, charts, tables, and detailed reports.
The store on Etsy is filled with products automatically. We are looking for someone who can automatically fill the store with products on Etsy. A clothing store with prints. We are engaged in printing anime on clothing, but there have been a lot of strikes on Etsy regarding IP, so we are changing our niche and will focus on printing on clothing. The task is to avoid IP issues and fill the store with products. We need help with this and some basic automation.
Goal: Replace 1C with a flexible open-source ERP. Basic trading logic is needed + integration with Ukrainian services + the ability to connect our AI agent.Mandatory functionality Basic ERP logic Counterparties, invoices, incoming/outgoing waybills, inventory accounting. Sales, orders, pricing. Integration with Nova Poshta Two-way exchange: creation of EN, printing waybill, delivery statuses. Cost calculation. Integration with marketplaces (two-way) Prom.ua – products, orders, stock. Rozetka – the same. Epicentr – the same (if there is an API – use it, if not – through a universal connector). Synchronization of nomenclature from an external database Products and prices are automatically pulled from another database (for example, via REST API or SQL connection). Periodic synchronization is needed. Integration with our AI agent Via REST API Odoo. The agent will be able to read/write data (for example, generate product descriptions, forecast stock, process orders). Localization for Ukraine Chart of accounts, tax invoices, PRRO (Checkbox), reporting.
I'm looking for a attentive and systematic assistant to manage the client database of a small coffee business. I need help organizing a simple and clear client accounting system. At the initial stage, this could be a well-set-up Google Sheet, Notion, or an inexpensive CRM. I will consider your suggestions for the most convenient and budget-friendly solution. What needs to be considered for each client: name and contact details; source of inquiry, such as advertising, Instagram, recommendation; date of first contact; what the client purchased; which types and flavor profiles of coffee they liked; method of coffee preparation; history and approximate frequency of orders; date of next contact; comments and important details of correspondence. I'm primarily looking for a reasonable and economical solution for a small business, so expensive and complex CRMs are not being considered at this stage. At the first stage, the main focus is on systematizing information and reminders. Later, we can discuss the independent sending of agreed messages to clients.
Hello everyone I need to set up AI (your choice) for the automatic posting of comments I have prepared in the groups on FB that I belong to. Set the frequency and publish one of the comment options. Please also suggest a price
We are looking for an experienced specialist in 1C BAS KUP who can help integrate the work with a mobile application turnkey.Currently, we have not yet decided on the software and mobile application for the TSD, so we are looking for a specialist who has practical experience, is familiar with modern solutions on the market, and can not only recommend the optimal option but also fully implement it. What needs to be done:install and configure the mobile application and integrate it with BAS KUP;select and propose a TSD;set up correct data exchange between BAS and the mobile application;test the system's operation and, if necessary, fix errors or make necessary adjustments.conduct training for BAS KUP and TSD users.The project needs to be implemented urgently, so it is important for us to find a specialist who is ready to start work promptly and bring the implementation to a fully operational state. Requirements for the candidate:experience working with BAS KUP and integrating mobile applications;knowledge of modern solutions for warehouse automation;experience in implementing similar turnkey projects;ability to start work in the near future. In your response, please briefly describe your experience, indicate which solution you recommend for our case, provide examples of similar projects, and let us know when you are ready to start working.
It is necessary to configure the CRM system according to the company's business processes: import the contact database from Excel, set up sales funnels, lead and deal cards, statuses, automation, analytics, reporting, user access rights, and other necessary functions for the full operation of the company.
Implementation of BAS
TECHNICAL TASKImplementation and Integration of BAS Accounting + BAS Trade Management with Websites and Services1. General Information It is necessary to combine and configure the joint operation of the BAS Accounting and BAS Trade Management systems, as well as connect 3 websites to the BAS with correct data synchronization.2. Project Tasks2.1. BAS Integration Combine BAS Accounting with BAS Trade Management Set up correct data exchange between the systems Ensure a unified logic for accounting sales, inventory, and finances2.2. Website Connection Connect 3 websites to the BAS: Website on WordPress Website on OpenCart Website on the Khoroshop platform Integration functionality: transfer orders from websites to the BAS synchronize order statuses account for payments synchronize customers (optional) synchronize products and prices2.3. Inventory Accounting Currently, there is 1 general warehouse in the BAS It is necessary to divide it into 3 separate warehouses Set up: correct accounting of balances linking orders from websites to the corresponding warehouses write-off of goods from the warehouse during sales2.4. Service Connection Checkbox: fiscalization of sales transfer of receipts correct operation with the BAS Nova Poshta (NP): creation of TTH from the BAS transfer of order data synchronize delivery statuses