Enterprise 8″ for retail chains
Anna Astakhova, commercial director of the White Code IT integrator, is in touch. Over the past 3 years, companies have acquired more channels of communication with customers. Today, many people have a website, a channel on Telegram, a group on VKontakte, and so on. Here's a discount, here's points – how can you easily manage this using 1C?
Since 2021, the number of sales channels and communications with customers has been growing. Companies began to create online stores under different brands, maintain groups on social networks and offer additional discounts. So the need arose to automate:
managing promotional conditions for different channels,
collecting a client base,
integration with messengers,
reporting system for analysis.
Companies that needed tools started contacting us. There were certain requirements:
Automation must be done within the existing IT landscape.
Calculation of points, discounts, and cashbacks should not slow down the work of the central accounting system.
Information about clients and purchase history should be saved automatically; you can quickly download the desired group of clients based on certain characteristics.
The proposed solution should not have a subscription fee.
The terms of the loyalty program should be reflected on the website, when visiting a store, or when requesting via SMS.
We proposed the following solution architecture:
How it works in the 1C:Billing system
To calculate the terms of the loyalty program, we suggested using “1C:Billing”. The program has advantages over other similar solutions. For example, easy integration with 1C:Enterprise 8, as well as Bitrix24, website, services for sending SMS and push notifications. Another important argument is that the terms of the loyalty program are established and calculated in the 1C:Billing database; this does not load the main accounting system.
The 1C:Billing configuration consists of two main blocks.
Billing block. Here you can configure the rules for accruing, writing off and accumulating bonuses.
You can set up bonus system rules for the site, each store / group of stores, as well as for product line item / product group.
You can also configure the types of bonus programs.
It is possible to accrue bonuses under special scenarios, for example, when a client registers in the system.
The second block is “Administration”. These are technical settings for integrations with external systems (CRM, SMS provider, BI system, etc.).
Verification Features
When automating the loyalty program, we pay special attention to the convenience and completeness of the data reflected in the cashier’s RMK, as well as customer verification. At the stage of developing the technical specifications, the analyst goes step by step and describes the path of registration and verification of the client.
Using the example of one of the latest projects, we will show how registration and verification were performed.
Step 1. The seller explains to the client the benefits of registering in the loyalty system, receives verbal consent, clicks on the “Discount” button and selects the “Register a new client” button in the window that appears.
The new client registration form opens.
Step 2. The seller fills out all the fields and clicks the “Send confirmation code via SMS” button. The client receives a message of consent to the processing of personal data. The text is set in the 1C:Billing settings and contains a confirmation code.
Step 3. If the client agrees to the processing of personal data, he gives the code from the SMS to the seller. After this, his profile is considered verified, and the client gets the opportunity to accumulate and spend bonuses.
After paying for the purchase, the client receives a receipt, where he can see:
– telephone number;
– how many bonuses have been accrued;
– how much was paid in bonuses;
– total balance of existing bonuses, including promotional ones;
– future bonus accruals with the date of accrual.
Data reporting system
It is being developed at the last stage of loyalty program automation.
If the company has a BI system, then we implement two dashboards.
Dashboard “Clients”. This is general information for registered clients.
Dashboard “New clients”. Here you can see information about the number of customer registrations in various sections.
Also, a reporting system can be developed in the company's accounting system.
Implementation of a project to automate an omnichannel loyalty program takes from 3.5 to 6 months. The period depends on the number of integrations, the technical capabilities of the accounting system and the types of loyalty programs. As a result, the company receives a tool that helps both clients and managers.
