„1C: Company Management for the Baltics“ supports managing production processes, task execution, and service delivery.

Information about the composition and technology of the work performed and products produced is managed through specifications.

Production schedules are formed based on production orders; work and service schedules — based on production orders and job orders.

Enterprise resource load planning is performed using production orders and job orders.

Features of registered production orders include:

• they can serve as sources to meet customer order requirements;

• material and component needs are calculated based on production orders;

• open production orders can include requirements generated by new customer orders.

The system allows recording the actual production of goods. Production can be carried out in a production unit or warehouse (e.g., packaging, kit assembly). The product is assigned to the producing unit and can be moved to another unit — e.g., to a warehouse for subsequent sale or to the next workshop along the technological route.

Completion of work and service delivery to the customer is recorded via a work completion act and directly in job orders. Barcodes can be used to select services and tasks in documents.

Two functions are available for employee task planning:

• Piecework orders — used to assign tasks to employees on a piece-rate basis; orders can be individual or team-based;

• Work assignments — used to plan employee workload within internal or external projects.

Actual execution data is recorded for orders and assignments. This information can be used for payroll calculation, performance evaluation, and plan-versus-actual analysis.

To account for enterprise costs and calculate actual production costs, the following functions are supported:

• actual cost accounting — in required dimensions, both monetary and physical;

• allocation of material and non-material costs to production — based on a specific period or a specific production document;

• regulatory calculation of actual production costs at period close;

• report on the cost of produced goods and completed works.

A simple mechanism for performing tasks and services in small companies is implemented using job orders (documents combining customer order, invoice, work completion act, and service expense functions).

„1C: Company Management for the Baltics“ supports managing product assortment, pricing and discounts, sales planning, and working with customers and clients.

The system automates operations with:

• product assortment;

• registration and storage of company goods and services;

• registration and storage of different price types, company price lists;

• registration of discounts, markups, and discount cards;

• setting and changing prices, calculating prices based on base, product, or customer prices, rounding, recalculation using custom formulas.

Additionally, the program supports:

• storing the price calculation method, supporting dynamic and calculated prices;

• storing formats for price types used in price lists;

• storing information about the user who changed the product price.

Sales plans can be formed in quantity and value terms, for the whole company or individual departments.

For sales performance analysis, plan-versus-actual analysis is performed by department, product group, and item.

Sales preparation and customer management in the system include:

• registration and storage of customer contact information;

• registration of contracts with customers;

• registration and storage of contacts and contact information of counterparties;

• registration of customer interaction events — incoming/outgoing calls, letters, meetings, mass email, SMS, etc.;

• registration of events, work tasks, and arbitrary employee entries in personal calendars;

• registration of customer orders (order acts as a specification to the contract, containing goods, works, delivery timelines, and costs);

• registration of job orders (job order serves both as a planning document for work/service execution and as an actual document confirming completion, sale, and accounting of material and labor costs);

• grouping customer orders into projects;

• scheduling delivery of goods, completion of work, and service provision;

• ensuring customer order fulfillment through stock reservation, placement in supplier or production orders;

• tracking customer order fulfillment with goods, products, work, and services.

Supported sales schemes include:

• sale from stock or on order;

• shipment on credit or prepayment;

• sale of goods accepted on commission;

• transfer of goods for commission sale.

Documenting sales of products, works, and services is done via delivery notes, work completion acts, and job orders. Based on sales documents, invoices are generated.

„1C: Company Management for the Baltics“ can be used in both automated and non-automated retail points. Supports quantity-value or value-only accounting.

The system allows generating the following reports:

• report on goods movement and balances at retail prices;

• report on sales at retail prices.

Supports connection of retail equipment, creation and printing of labels and price tags.

Cashier Workplace (CW) is provided. The profile “Cashier Workplace” includes:

• catalog of products and counterparties;

• interface for selecting items and creating receipts;

• all necessary journals for retail operations.

The form is designed for fast and convenient sales registration (including order-based), cash handling, returns processing, and end-of-shift closing.

„1C: Company Management for the Baltics“ provides support for enterprise inventory management processes.

It implements real-time information for determining and fulfilling internal and external needs for goods and services: information on unmet needs in material inventories, works, and services, actual purchases, open supplier orders, and production orders.

Needs are fulfilled by reserving goods from available stock in storage locations, as well as placing them in supplier orders and production orders.

To support the process of purchasing goods, services, and works from suppliers, the following operations are automated:

• registration of suppliers and their contact information;

• storing supplier and competitor prices, printing the counterparty price list;

• storing counterparty price type according to contract;

• tracking the user who modified the counterparty item price;

• registering and storing a list of counterparty contacts and their contact information;

• logging events when interacting with suppliers and contractors — incoming and outgoing calls, emails, meetings, etc.;

• issuing supplier orders and controlling their execution;

• forming delivery schedules;

• calculating inventory needs, identifying shortages, and generating recommendations for replenishment via production orders or supplier orders.

Receipt of goods and materials into the enterprise can occur under different schemes:

• paid receipt from a counterparty;

• purchase by accountable person;

• acceptance of goods on consignment;

• receipt of tolling raw materials and materials for processing.

The system supports recording additional expenses incurred for the acquisition of inventory and materials.

For managing enterprise inventories across multiple warehouses, „1C: Company Management for the Baltics“ provides the following capabilities:

• separate inventory accounting — for own goods, materials, products, as well as goods received and transferred on consignment, and materials received and sent for processing;

• accounting for arbitrary item characteristics (color, size, etc.) and inventory batches;

• accounting by storage location cells (zones, shelves, racks, etc.);

• inventory movements (between storage locations, issuance for use and return from use, write-offs for internal needs);

• inventory reservation (tracking inventory and costs by customer orders);

• order-based inventory accounting scheme (incoming and outgoing warehouse orders);

• printing of labels and price tags.

Functions for stocktaking and recording inventory results — receipt and write-off of inventory — are supported.

„1C: Company Management for the Baltics“ ensures support for the enterprise inventory management process.

Receipt of goods and materials into the enterprise can occur under various schemes:

• paid receipt from a counterparty;

• purchase by accountable person;

• acceptance of goods on consignment;

• receipt of tolling raw materials and materials for processing.

The system supports recording additional expenses incurred for the acquisition of inventory and materials.

„1C: Company Management for the Baltics“ allows tracking cash and bank balances, as well as generating an operational payment calendar.

Cash management includes:

• accounting for cash and bank account movements;

• accounting for payment card transactions (acquiring operations);

• processing primary bank and cash documents;

• settlements with accountable persons;

• creating a payment calendar;

• integration with the “Bank Client” system;

• accounting for received loans and loans issued to employees.

The system provides a “Bank and Cash” workstation, allowing users to work with bank and cash documents in a single interface. All necessary tools for convenient work are included — adding, searching, exporting, and filtering documents.

„1C: Company Management for the Baltics“ provides accounting for assets (fixed and intangible assets) of an organization:

• recording and changing asset parameters;

• calculating depreciation;

• sale and disposal.

In „1C: Company Management for the Baltics“, it is possible to manage managerial accounting, generate management balance sheets, and analyze financial results. The system includes a management chart of accounts and a mechanism for creating management entries from documents.

With reports such as trial balance, cash flow, and income and expenses, the solution allows generating financial statements for any period.

For income and expense accounting, either the accrual method or a combination of accrual and cash methods can be used.

Analytical accounting is conducted by business direction, divisions, customer orders, and income/expense accounts.

Based on managerial accounting data, users can generate main financial reports:

• management balance sheet;

• profit and loss statement;

• cash flow statement.

The system also supports registration of financial plans (budgets):

• forecast balance;

• profit and loss budget;

• cash flow budget.

Additionally, the system provides tools for tax calculation, entry and allocation of other expenses, and month-end closing procedures.

For enterprise control, there is a “Manager Monitor”, consolidating key indicators:

• cash balances in accounts and cash registers;

• accounts receivable — total and overdue;

• accounts payable — total and overdue;

• profits and losses;

• overdue obligations to customers for goods and services;

• overdue obligations to suppliers and contractors for goods and services.

Additional available information includes:

• general indicators: sales, income and expenses, working capital status (cash, inventory, and receivables);

• cash flow: balances and movements by category over the period;

• accounts receivable: balances and dynamics over the period, by debt age;

• accounts payable: balances and dynamics over the period, by debt age.

The system provides operational information for identifying and fulfilling internal and external needs for goods and services: uncovered needs in inventories, works, and services; actual purchases; open supplier orders; and production orders.

Needs fulfillment is carried out by reserving goods in available stock locations and by placing orders with suppliers or in production orders.

To support the procurement process and supplier management, the system automates the following operations:

• registration of suppliers and their contact information;

• storage of supplier and competitor prices, printing supplier price lists;

• storing contract-based supplier price types;

• recording information about the user who changed the supplier item price;

• registration and storage of contact persons and their contact details;

• recording interactions with suppliers and contractors — incoming and outgoing calls, emails, meetings, etc.;

• creating supplier orders and monitoring their execution;

• generating delivery schedules;

• calculating inventory needs, identifying stock shortages, and generating recommendations for replenishment via production orders or supplier orders.

The program provides service capabilities:

• full-text data search — searching for any text across all configuration objects (documents, directories, etc.);

• data import from spreadsheets;

• import of bank classifiers;

• preparation of a message to the technical support department;

• and other features.