In the example, the revision for one of our clients is considered. The customer company is engaged in the fruit purchase on the world market and import of products to Ukraine. The task was set: Automate and optimize work with market offers, planning of purchases and goods transportation. Maintain each market offer, according to a given set of conditions with the actual cost calculation at the recipient’s warehouse.
1) Setting the task for the goods purchase (by container)
The work is carried out in batches. A week of the year is taken as a batch. After switching on with a new week (batch), a plan for the goods purchase by directions (recipient countries) is set. To do this, the appropriate form is called. The purchase plan is set by container. The number of containers specified in the application will be displayed as a task for loading for a specific week.
2) Adding market offers
Further, market offers are entered. The responsible manager opens the document form “Market offer” and enters data for each product, from each supplier (Producer). The price for 1 fruit box, the number of boxes that can be provided by a particular supplier, the stacking of boxes in a container (to calculate the number of full cotners) and the delivery terms are entered. The delivery conditions offered by the supplier may differ, which affects the final cost of the goods in the destination country. The calculation of the planned cost is carried out in two directions for the 1st box of goods.
When working with the “Market Analysis” form, the data of this document are included in the total table of market offers. The market supply table is presented in two versions: short and extended. The short form is displayed on the main form of work
The extended form of market offers is displayed in the corresponding tab “MARKET OFFERS”. This form has a number of filters that allows you to display only the necessary offers for work. (Filters by country of sender, supplier, product, class of goods
3) Market offers processing. Preparation of load plans.
Double-clicking on the market offer opens a dialog box that allows you to choose further action to work with a specific offer: edit the offer or create a load plan based on it. The “Load plan” document is intended for reservation of specific market offers and execution of the purchase plan for the current workweek with the market.
The document is partially filled with market supply data and supplemented with more extensive data on the calculation of the goods cost. The document “selects” the market supply, forming the balance of the market supply.
4) Displaying the actual loading of containers.
The container loading plan document is closed by the loading fact, which is filled in the corresponding tab of the document. Here, the foreign trade manager fills in information about the containers that were actually loaded and confirmed by the relevant transport documents (bills of lading)
The actual loading of containers creates the corresponding documents in the 1C database. For each container, a document “Work with container” is created, as well as for the transport document, a separate document “Work with bill of lading” is created in the database, which allows you to work with the containers included in it. This work form is designed to account for planned and actual costs, which are carried out both in the context of containers and for each specific bill of lading. (More details will be discussed in further examples)
5) Report generation of the load plan.
Based on the processed market offers and formed loading plans, the corresponding reports are built. Report “Plan / fact of container loading”