With regard to small and medium-sized businesses, such an important characteristic as mobility can be attributed. And this is no accident, since these companies can react very quickly to any changes. In addition, 1C has developed a special solution for such companies "Management of a small company", providing it with a version for mobile devices (phones, tablets). In this review I will tell you about the capabilities of a typical solution Mobile application "1C: Management of a small company".
Mobile version capabilities
The first release 1.2.3.1 appeared on September 18, 2015. At the time of this writing, 9 releases have been released. This suggests that the functionality of the program is constantly expanding and improving.
Let's see what are the benefits of the mobile version of UNF.
Maintaining a database of goods, services and customers. You can fill in and edit guides directly on your phone or tablet.
For each item from the stock list, you can specify:
- Vendor code;
- Barcode;
- Selling price;
- Purchase price (calculated automatically based on the entered purchase data);
- Main supplier;
- Current balance (the program calculates automatically);
- Notes.
Directory of Accounts can be synchronized with contacts on the device. Those. when creating a new customer, the program will perform a search and substitute the data into the counterparty card from the phone book. When editing the directory Contractors, the following fields are available:
- Balance (who owes whom, is calculated automatically);
- Phone;
- E-mail;
- The address;
- Notes.
Registration of customer orders on the spot. It is possible to implement a scenario when a sales representative being at a client (at a point of sale) registers the customer's need and after a few seconds the document "Buyer's order" appears in the central database. This allows you to very quickly start processing the Buyer's Order, for example, start collecting goods for shipment or planning the provision of a service.
When registering in the Buyer's order application, you can immediately see the warehouse balances of goods and the current retail prices. When you select orders, you can filter them according to the following criteria: in progress, completed, unpaid, paid, unshipped and shipped.
Registration of purchases and sales
In the application, you can register the purchase and sale of goods or services.
Making payments
On the basis of the Buyer's Order documents (it is possible without reason), enter the Money Income document, thereby fixing the fact of payment by the client for a specific order or advance payment for the upcoming delivery of goods or services.
Reporting system
The mobile application provides a set of reports:
- Money movement;
- Debts;
- Remains of goods;
- Sales.
Of course, multi-user work is provided, i.e. the base can be operated simultaneously on several mobile devices and on several stationary computers.
Let's dwell on one more functionality of the "Tax Calendar" program. It is relevant only if you are an individual entrepreneur on a simplified taxation system or on an imputed one. Very simple settings are provided. You can tell the program what taxes you pay. It is also possible to turn on the reminder mode, in which case the mobile application will notify you about the timing of tax payments.
Where can I download
The 1C: Small Business Management mobile application is distributed free of charge. It can be downloaded from Google play or the App Store.
Licensing
You do not need to purchase any additional licenses to use the program. For example, if you have one license for UNF PROF for a stationary computer, then you can connect an unlimited number of mobile versions of the program to it.
How to set up synchronization with a database on a computer
Earlier, I already mentioned that in addition to the mobile version of the program, there is a version of the UNF for a stationary computer, in which there are significantly more opportunities for accounting. Therefore, it is possible to implement not an autonomous operation of a mobile application, but, so to speak, in conjunction with a "big brother".
An enlarged scheme for setting up data synchronization is as follows:
- On a computer with a central database, you need to install and configure the Apache web server;
- Select a database user under whose name the data exchange will take place;
- Then you need to start the database in the configurator mode and publish it on the web server;
- At the final step, it is necessary to indicate in the mobile version the Internet address on which the central UNF database is published.
You can find detailed instructions on setting up data exchange in the documentation for 1C: UNF PROF or Basic.
As a result of the exchange, the following information is uploaded from the UNF mobile application to the central database:
- Elements of the "Nomenclature" directory (including the established retail prices);
- Elements of the "Contractors" directory;
- Documents "Buyer's order", "Goods receipt", "Goods shipment", "Money receipt" and "Money expenditure".
The following data is transmitted in the opposite direction:
- Elements of the reference books "Nomenclature" and "Contractors";
- Buyer's order documents;
- As well as data on prices and stock balances.
It is important to remember that the exchange of nomenclature and documents in which it is present occurs only for the type "Stock" and "Service". You also need to take into account that in the mobile application, according to the nomenclature, it is not possible to keep records in the context of characteristics and batches.
Free to use in the cloud
The 1C company supports small and medium-sized businesses not with words, but with deeds. For novice entrepreneurs, a completely free option for 3 users to work in the 1CFresh cloud service is available.
The bottom line is as follows. You can deploy the 1C: UNF base for your account for free on the cloud service and connect three UNF mobile applications to it. Thus, get the basic functionality for keeping records at the start of your business.
There is one limitation. The functionality of the UNF program on the cloud service is limited by the capabilities of the mobile application. Those. both in the cloud and on a mobile device in this scenario, the functionality of the programs will be the same.
If necessary, you can switch to the paid version of using UNF in the cloud, in this case you will have access to all the features of the program (i.e. you can remove the restriction described above).
This video demonstrates the work of the mobile application + UNF bundle in the cloud.
In the era of modern technology, the ability to manage a company from anywhere in the world is essential. That is why the 1C: Management of Our Firm (UNF) mobile application is very popular, it has been downloaded more than 220 thousand times. In the article we will tell you about how the application appeared, developed and what it is at the moment.
In the era of modern technology, the ability to manage a company from anywhere in the world is essential. That is why the 1C: Management of Our Firm (UNF) mobile application is very popular, it has been downloaded more than 220 thousand times. In the article we will tell you about how the application appeared, developed and what it is at the moment.
For the first time a mobile application was offered to users in 2012, it was executed on the 1C: Enterprise mobile platform. UNF successfully operates on the main operating systems: Android, iOS and Windows.
The developers of the mobile application were given the following task: to develop an application that is capable of supporting the basic capabilities of the client-server version of the UNF. The mobile application can work independently, or it can be synchronized with the client-server version (in this case, the scripts of the employees of the mobile version must be supported).
The first mobile version of UNF was developed in one month. Some metadata objects were created based on the client-server version of the UNF. Some of the functions needed to be developed from scratch. Many interface components were taken by developers from the 1C platform, for example, tabular and hierarchical lists, reporting tables, various types of diagrams, etc.
Mobile version and its features
Exists two approaches to mobile app development... According to the first, each application has its own function. For example, an application whose function is to scan barcodes is used when receiving or shipping goods. The second approach involves the creation of multifunctional applications. When creating the UNF, the developers relied on the principles of the second approach. Therefore, the mobile application is capable of performing many functions, thereby providing the ability to manage a small company.
The mobile application actively uses the functions of the mobile phone.
- The camera is used for reading QR codes and barcodes.
- SMS and email service will help in sending messages or invoices to the client.
- Sending letters or making calls to a counterparty is carried out in one click, provided that a phone number or email address is specified.
- Using WiFi and Bluetooth, you can send documents to print.
The mobile application has a backup function, as well as the ability to restore the base of the mobile UNF to Yandex.Disk and sending the database by e-mail.
Here are some characteristics of the mobile application. For comparison, the characteristics of the large version of the UNF are given in parentheses:
- eight reference books (273);
- seven documents (125);
- three journals of documents (24);
- three registers of information (357);
- four accumulation registers (64).
As you can see, there are few applied objects, but this does not in any way affect the functionality of the UNF. The simplicity and functionality of the application attracts novice users who often did not even work with 1C. The mobile application is free (except for some specialized functions) and is available for download on Google Play and AppStore. This is another reason why the app is popular with users.
Work offline
Doing business exclusively using a mobile application, without being tied to 1C, is possible and even convenient. True, this option is suitable for very small companies or individual entrepreneurs, for example, artisans who sell their products through social networks, or owners of small shops selling the same type of product. As mentioned above, with the help of a mobile UNF, you can solve the main tasks: accounting of goods, processing orders, sending invoices and even printing documents via WiFi and Bluetooth.
The first versions of the UNF
Server sync mode
The first versions of the UNF mobile application made it possible to comfortably work with orders and their support, for example, managing directories of goods, services, and contractors. But earlier versions lacked accounting functionality. Synchronization with the client-server version of the UNF was possible only in the function of directories and orders.
Data exchange function with large UNF
Let us tell you how the data exchange with the large UNF was carried out. For example, orders were entered into the mobile version, then synchronized with the UNF, and then sent to the mobile applications of those who were appointed responsible for a particular order. But documents, such as receipt at the cashier's office, sale of goods, were only uploaded to the UNF, but they were not exchanged when synchronizing mobile devices. That is, the first versions of the mobile UNF were focused on working with orders, but full accounting could be carried out only on a computer in the client-server version of the UNF.
Not very convenient, right? That is why the developers took into account these shortcomings in later versions, which made it possible to expand the list of functions and improve the quality of work with the mobile application.
A little about data synchronization
The web service deployed in the client-server version of the UNF allows data exchange. This web server is called when needed by the mobile version. And since the data structure is different in the UNF versions, the question arose how the data exchange would be carried out. Two options were proposed.
The first involved the creation of a structure in a large UNF that would duplicate the structure of the mobile version, in this case the data exchange would be "one-to-one". After changing the data in the client-server version, they are transferred to a duplicate structure, then data is exchanged with the mobile version, and then the received information is converted in the "mobile" format back to the client-server UNF format.
The second option allows you to exchange data with the structures of the client-server UNF, converting them according to the exchange rules.
After evaluating all the pros and cons of both options, it was decided to work according to the second option. The first, despite the advantages in the form of simplicity of data exchange, did not work well when changing the data structure. And to update the server version to implement the principle of one-to-one exchange every time is problematic.
The data exchange mechanisms inherent in the platform are mainly involved in the formation of the data synchronization package, so writing the code took a minimum of time. The data exchange function is based on the 1C: Enterprise mechanism. In the client-server version of the UNF, a data exchange node is created for all mobile versions, and the change registration service tracks all data transformations.
When exchanging data, the mobile application, using platform mechanisms, creates a package of information and transfers it to the client-server UNF. Taking into account the data from the start package, the client-server version of the UNF prepares the information that has been changed in the large UNF after the last synchronization to the mobile version. Data is transmitted in packets in the formatXDTO (1C data that has been serialized in XML). The size of each package must not exceed 500 objects.
Packages are transferred to the mobile version one after another. Data processing begins only after the last packet has been received. If during the transmission of packets the connection was interrupted, the data will be transferred after the connection is restored thanks to the resuming mechanism, which, by the way, was added by the developers specifically for the mobile version.
It is worth noting that you cannot work in a mobile UNF only during the first synchronization, you will be reminded of this by a modal window, in which you can follow the progress of the synchronization process. Subsequent synchronization does not interfere with the work with the mobile UNF.
Data that can be exchanged between mobile and client-server versions of UNF:
- reference books;
- documents;
- registers (only basic prices of suppliers and goods);
- information about the organization.
The product card in the client-server version contains pictures in most cases. In order not to waste traffic unnecessarily, in the mobile version, images are loaded when the product card is opened.
Mobile application use cases
Over time, users begin to notice that the functions of the mobile application are no longer enough. There was only one way out - to move from the mobile version to the client-server version, the possibilities of which are much wider. The first versions of the mobile version did not provide the user with a choice: after transferring all the information to the client-server room, in the mobile version there was only work with orders, all other operations were carried out only in the large version. This option did not suit everyone, because having felt the freedom when using the mobile version, the user could hardly move to a stationary computer.
The developers have corrected the situation with the help of a cloud servicehttp://1cfresh.comwhich was based on cloud technology1cFresh ... Now the client-server version could be hosted on a cloud server without being tied to a stationary one.
Let's take a look at the use cases for a mobile app.
1. Small business controlled by a mobile application.
2. Small team ... A mobile application is installed for each employee. It will be used to exchange data during synchronization. Data exchange is carried out not through files, but through the cloud version of the client-server UNF. When using this function, another version of the UNF is created in the cloud, which will be used when synchronizing data via mobile devices. This method of data exchange is free when using one mobile device; you will have to pay a little extra for using one or two more. The maximum number of devices should not exceed three. Users can choose specific roles (salesperson, sales representative, etc.), thereby customizing the functionality of the application for specific tasks. It is possible, through a web or thin client, to work with the cloud version of the client-server UNF, but it is impractical to do this, since its functionality will be the same as the functionality of the mobile version.
3. Medium-sized company. For a business of this size, it is advisable to consider renting a full-fledged version of the UNF in the cloud, since in this case you will have a CRM function that is not yet available in the mobile application. The number of mobile devices when choosing this option is not limited, each user is charged depending on the tariff that you choose.
Mobile app monetization
Using the mobile application, as noted earlier, is absolutely free. But if you want more features (production, synchronization with a large number of mobile devices), you can purchase them for an additional fee. The "Production" feature is purchased once, the ability to sync with additional mobile devices is billed every month. By the way, version8.3.8 of the 1C: Enterprise mobile application, in which paid content was implemented, was included in the Top 15 best-selling business applications on Google Play.
Instead of a conclusion
As you can see, the UNF mobile application is quite popular. We hope that the information presented in the article will be useful for application developers not only on the 1C platform, but also on other platforms.
By the way, on the 1C mobile platform, you can create not only applications that work with a 1C server backend. This is possible due to the fact that the protocols used for data exchange are platform independent (web or HTTP services, XML and JSON support, etc.). In what cases can the 1C mobile platform be used? When you need to develop Android, Windows, iOS mobile client that can work offline without a constant connection to the Internet.
06.06.2018
June 20, 2018 (Wednesday) 1C company holds a free webinar “1C Mobile Application: Managing Our Firm for Business”.
The webinar will be of interest to those who want to easily manage a business from a mobile phone, quickly gain access to the system of accounting for sales, goods and money, synchronize the work of managers without being tied to an office. It will be useful for the director, entrepreneur, startup, manager, marketer, company owner.
The host of the webinar is Yuri Pavlov, head of the successful IT company RAU IT, an expert in the automation of management accounting in business, a trainer at the 1C Training Center, the author of books on small business automation.
Watch the video invitation: https://youtu.be/pLSGVHgWc28
In a programme:
- Review of the 1C mobile application: Management of our company.
- Usage scenarios. We work only in the application.
2.1. Accounting for goods in production using the example of a mini-bakery:- purchase of material;
- baking production;
- sale;
- analysis of residues of materials and finished products.
2.2. Accounting for sales in a retail outlet using the example of a mobile coffee shop
- analysis of the movement of money;
- sales analysis;
- receiving payment and issuing a cash register check.
2.3. Collaboration - in the mode of using a single database by several employees.
- Usage scenarios. Sharing application and main base.
3.1. Outbound trade:- work with the catalog of goods;
- placing an order in a smartphone;
- order processing in the local / cloud UNF;
- goods delivery.
3.2. Shipment of goods at points of self-pickup of the online store:
- receiving an order from an online store;
- delivery of goods at the point of self-pickup;
- payment acceptance.
3.3. Delivery of goods by courier for a previously placed order.
- Setting up synchronization with the main database.
- Terms of Use.
Participation in the webinar is free.
To participate in the webinar, register using the link. Instructions for connecting to the webinar. If you have any questions about the webinar, please contact 1C at [email protected]
"1C: Management of a small company" for mobile work is an application designed to work on mobile devices running iOS and Android operating systems.
The application implements the basic accounting capabilities for an enterprise with a small volume of documents and the ability to work with orders together with a boxed or cloud solution "1C: Management of a small company 8".
The application allows you to:
- store information about goods, their stocks, sales and purchase prices
- enter orders taking into account current balances and prices
- perform basic warehouse and cash transactions
- work in a mode of joint use with a boxed or cloud solution "1C: Management of a small company"
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Data exchange features
The following data is transferred from the mobile application to the central database:
The following data is transferred from the central base to the mobile client:
When transferring data from the central database to the mobile client, the following conditions and restrictions must be taken into account:
Connecting a mobile client to a central base
At the first data synchronization, the application will offer to connect to the central database.
How to use the 1C mobile application: Management of a small company
During the first synchronization, you will need to specify the following connection parameters:
After entering the parameters, it is necessary to close the settings form, after which the data will be synchronized with the central database.
In the future, the settings form can be opened by the button Settingsin chapter Service.
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Mobile application "1C: Management of our company"
So, in order:
(1) a marvelous comment fully revealing the question in (0), "thank you very much."
(2) yes, I will definitely come here, thank you, I looked for a long time, now I am doing everything according to a book from 1c with development on a mobile platform (by the way, what was really surprising that they were considering examples on 8.3.6, and not some ancient conference)
(3) (4) - Reeb exchange mechanisms - are you probably talking about Exchange Plans, with tickets for sending and receiving packets? Yes, this is how the exchange will work, the question was essentially - how or through what to form packages - XML \u200b\u200bor JSON.
There is an amendment to (3), on the resource "Notes from the Looking Glass" 1c describes the extension of the exchange mechanism (serialization of application objects) to JSON, especially for exchanges between various information systems (including 1s - 1s). I myself have not read much yet, but I thought that they would give a kick in the right direction and the question would have to be smoked deeper.
And right away, after (6) - it is not always true, even if the "mobile" reference book is "truncated" in comparison with the same reference book in the "main" one - it is stupid to write the CML in one place and read it in another - it will not work, because the structure data is heterogeneous.
And of course, I welcome in this thread the trainer of courses on the mobile platform (7) :) RIB to build, although really it is not necessary and nafik (although it all depends on the delusional customer).
Serialization and deserialization - I know only in theory, in practice I had to write a parser - the exchange was between the zup and the intranet portal (definitely not Bitrix, some kind of "black box"), and the exchange structure could change as you like - the entity could have certain fields, but could not be.
I had to "manually" collect "everything that arrived" and change the data in the zup (or not change it). - By counterparty group (access group) as in the central database
- According to their documents (order - sale)
- Close access to purchasing documents
- Close access to money transactions. (PKORKO)
- Modify the functionality (invoice selection) official
when synchronizing to the central database (the company from which the sale is going is selected)
if usual from firm # 1
if official from firm # 2
-To improve the functionality (sales plan) so that the sales agent can see the plan and deviations from the plan
- Modify the invoice to automatically set the date +1 day, Friday to Monday
-To modify the standard report of counterparties' debt, taking into account the filter only by its own.
More details in the attachment.
"1C: Management of a small company" for mobile work is an application designed to work on mobile devices running iOS and Android operating systems.
Application features
The application implements basic accounting capabilities for an enterprise with a small volume of documents and the ability to work with orders together with a boxed or cloud solution "1C: Management of a small company 8".
The application allows you to:
- store information about goods, their stocks, sales and purchase prices
- enter orders taking into account current balances and prices
- perform basic warehouse and cash transactions
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- work in a mode of joint use with a boxed or cloud solution "1C: Management of a small company"
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App download
You can download the app (free) from the Google play app store.
Data exchange features
The following data is transferred from the mobile application to the central database:
- Nomenclature
- Item prices
- Contractors
- Buyer orders
- Arrivals of goods
- Shipment of goods
- Payment receipts from buyers
- Payment to suppliers.
- Nomenclature
- Contractors
- Buyer orders
- Leftovers.
- The mobile app only supports the use of an item with types stockor service... Accordingly, only items with these types are transferred from the central database. Also, customer orders are not transferred from the central database if they contain an item with the type job.
- The mobile app does not support partial shipment or pay-as-you-go. Accordingly, signs paidor shippedwhen loaded into the mobile application, will be installed only for fully paid and shipped orders.
- The mobile app does not support item specifications and batches. Accordingly, in the order loaded into the mobile application, these details will be absent.
- If Buyer's order created in the central database, it will not be possible to edit it in the mobile application, except for the possibility of setting payment and shipment signs.
- If the payment or shipment of the order was made in the central database, then you cannot remove the signs of shipment and payment in the mobile application.
- Warehouse and payment documents are transferred only from the mobile application to the central database. Accordingly, editing them in the central database does not affect documents in the mobile application.
At the first data synchronization, the application will offer to connect to the central database.
During the first synchronization, you will need to specify the following connection parameters: - In field Application address you must specify the URL to connect to the central database, as if you were logging in through a browser.
- In field Userapplication, the username is specified in the central database, under which the connection will be performed. To successfully connect to the central database, it is necessary that the username contains only letters and the “_” sign and does not contain such characters as “@”.
- In field User password the password of the user in the central database is specified under which the connection will be made.
- In field Store documents for the period for which documents will be stored in the mobile device.
- Field Device name contains a brief description of the device. This field can be left blank.
In the future, the settings form can be opened by the button Settingsin chapter Service.
Mobile app 1C: Management of our company for mobile work can be used in conjunction with desktop ( PROF or Basic) or cloud version of the application 1C: Management of our company 8.
In order to be able to synchronize the mobile application with the desktop version, you need to perform a number of actions in the desktop version.
These steps are shown below. They need to be executed on the local computer. The example is a computer running an operating system Windows:
- You need to make sure that a web server is installed and running on your computer Apache or IIS, and Firewall does not block incoming connections to the port used by the web server (usually 80 or 8080). For more information on configuring web servers, see the documentation supplied with them.
A desktop app needs to be deployed 1C: Management of our company 8 on your computer. We recommend using the latest version of the desktop app. Fit Basic or PROF version.
Synchronization with the mobile application will be carried out on behalf of the user who has access to the desktop application.
By default, a user is already present in the desktop application Administrator, you can use it or create a new one (section Administration – User and rights settings – Users) by setting the minimum rights necessary for synchronization - Sales, Procurement and Money.
- Need to publish web service MobileService to exchange data with a mobile application. This operation is performed in the desktop application configurator 1C: Management of our company 8... To do this, use the item from the menu Administration.
In the window that appears, you need to specify the name of the publication, select the web service to use, specify the publication directory and make sure that the checkboxes are checked Publish Web Services and MobileService.
After entering the username and password, a link should appear in the browser to WSDL scheme.
In the mobile application, you must enter the address where the web service was published, as well as the username and password. The address should look like http: /// [PublicationName]. If the local computer and the mobile device are connected to the same network, then as IP addresses the computer uses its local IP address.
If a mobile device connects to a central infobase from another network via the Internet, then an external static IP address computer. This service can be provided by an Internet service provider. If for some reason the external static IP address cannot be used, then you can use the service 1C: Link (except for users of basic versions for whom the service is not available).
After completing the above steps, set up synchronization of the mobile application with the desktop version of the application 1C: Management of our company 8 It will be completed.
| ← Working with the list of infobases |