Accounting for orders in Excel. Accounting for orders and their execution of registration of orders is carried out in the system

Order Management

Orders, like any other type of work in the enterprise, requires separate attention and accuracy in accounting. Our management system and accounting will be an excellent solution for you in this matter. A universal order management system will help you automate reception management, order management and orders control. Your actions with orders will be quick, accurate, and most importantly systematized. This control program for the manager allows you to celebrate each action with the order from the initial stage of its design to the final result. One of the main advantages of the program for applications is its small size and the ability to work with a large amount of data. By purchasing a program for applications and managing them, you will be able to keep records of the years, while working with each client who came to you at any time period. Let's consider more carefully the ability of the order accounting system. Starting work with the program for applications, you will see ease of use, ease of understanding and navigation laconicity. For your convenience, we have divided the menu of the program to maintain and manage orders for three main modules, the module for frequent use, where you can make accounting orders and accounting for applications every day. Module with reference books, where you fill in the main base and criteria, and the connection of reference books with other tables will allow you to bring the automation to a qualitative result. And the reporting module, which is very important both for the head and for the employee. With all modules you will exercise reliable control in the management system.

The program for certificates and order management allows each user to work under its personal login and password. This will keep the story of actions in the order for conducting orders. And the user with limited access, see only the information you should edit only.

Our entire program for applications and management orders is built on simplicity, conciseness, but at the same time the capacity of accounting. In this regard, working with the management program for ordering, you will very often encounter the search window. If you encountered such a window in the order subcategory by filling it with the search will give you orders specified on your criteria. I do not filling out the search data, you can withdraw the full table of orders. Convenient interface in the form of a table with different fields for which you can search. You can add a new order or if the order has similar these with any other, copy it and change only some data.

Returning to ease of use, when adding an order, you can control and manage management and trace each stage of work on the order, from its preliminary stage before implementing. That is, to fully manage orders in your institution. You can adjust the composition of the order and payment. Display reports in the form of a commercial offer or order distribution that are performed automatically in the management program.

By organization, you can keep records for every detail of the order, for money, counterparties and profit of the enterprise. It is important to know that every action you can see as a relatively separate day and the whole period. The program for taking into account the time and management of orders will help you control the work of employees over orders.

The order accounting system also allows you to keep records in the warehouse, buy and work with the goods, and maintain orders. In the Program, orders can also have a different type management accounting: reports on money, customers, organization and warehouse. All of this has an automated system of orders. To add a special report of your organization, just contact our specialist who will make individual settings for you.

Automation, analytics and reporting, work with each client, individually every customer - all this is our program to organize work to manage orders! Program for managing and conducting orders, which will be supported for you in doing business!

After seeing the next video, you can quickly familiarize yourself with the possibilities of the Usa-Universal Accounting System. If you do not see the video downloaded on Youtube, be sure to write to us, we will find another way to show a demonstration video!

In addition to opinions about the USU program of ordinary users, the opinions of experts are now presented to your attention. Anatoly Wasserman was born December 9, 1952. By education, an engineer graduated from the Odessa Technological Institute of the Refrigeration Industry. After the end of the institute, it was settled to work by a programmer, then a system programmer. For the first time on the screen appeared in 1989, taking part in the club "What? Where? When?" And on "Brain Ring". The television "his game" won fifteen victories in a row for two years, from 2001 to 2002. And he became the best decade player in 2004. According to the sports version of "his game" became the five-time champion of Ukraine. The four-stroke champion of Moscow on the sports version of the "His Game", the Bronze and Silver Cameral of 2017. Silver medalist "Experts", worldwide games of connoisseurs in 2010 on "their game".

Supplement to the program for professional managers: for business development and income increase. A unique product designed at the junction of two sciences: Economics and Information Technologies. No analogs

With the development of technologies, life is accelerated. Everywhere you need to have time - after all, the faster you do business, the more you earn. For this reason, it is very important to have a multifunctional mobile application at hand.

In addition to opinions about the USU program of ordinary users, the opinions of experts are now presented to your attention. Among them, the first master's intellectual game "ChGK" Alexander is friends. Six times he was awarded the prize "Crystal Owl" as the best player of the club. The owner of the "Diamond Owl" - prize the best player. He received the title of champion of the television version of "Brain Ring". In the television program "Own Game" won "Linear Games", "Super Cup", won with the "III Cup" team, put an absolute performance record for one game. The author and host of intellectual games and cognitive programs on various television channels.

In addition to opinions about the USU program of ordinary users, the opinions of experts are now presented to your attention. Maxim Potashev - Master of the game "What? Where? When? ", Four times became the owner of the prize" Crystal owl ", twice the world champion, three times the champion of Russia, the six-time champion of Moscow, the three-time winner of the open championship of Moscow on the game" ChGK ". Following the results of the universal audience in 2000, he was recognized as the best player for all the years of the elite club created in 1975. For the candidacy of Maxim Potashev voted 50 thousand program viewers. Awarded "Big Crystal Owl" and the main prize of the jubilee games - the "Diamond Star" of the Master of the game. Member of the Board and since 2001 - Vice-President of the International Association of Clubs. By profession - mathematician, marketer, business coach. He graduated from the Faculty of Management and Applied Mathematics, taught at the Department of General and Applied Economics at the Moscow Institute of Physics and Technology. In August 2010, he was appointed president of the All-Russian Public Organization "Federation of Sports Bridge of Russia". He heads a consulting company that helps to various organizations to solve problems associated with sales, marketing, client service and optimization of business processes.

In addition to opinions about the USU program of ordinary users, the opinions of experts are now presented to your attention. Sergey Karyakin. At the age of 12, he became the youngest grandmaster in world history, which entered the Guinness Book of Records. Winned in the tournament of applicants. Awarded FIDE World Cup. World champion in fast chess game, world champion in Blitz. Honored Master of Sports of Ukraine. Honored Master of Sports of Russia, Grossmaster of Russia. He received the Order "For Merit" of the III degree. Member of the Public Chamber of the Russian Federation in the sixth composition. The repeated winner of the children's and youth world championships and European countries. Winner and winner of many major tournaments. The champion of the XXXVI of the World Chess Olympiad in the national team of Ukraine, the silver medalist of the Olympiad in the Russian national team. On his board, the tournament showed the best result and received the first individual prize (on 4 chalkboard). Champion of Russia with the best result on the 1st board. World champion in the Russian national team. Entered the semifinals of the World Cup. The winner of a number of international tournaments.

Program capabilities for manager

Below is a brief list of the capabilities of the USU - universal accounting system. Depending on the software configuration, the list of features may vary - it becomes less or more.

  • The client control and management program supports simultaneous operation of several users.
  • Each user login to the client management program is password protected.
  • Managing orders management program, each employee can periodically change its password.
  • The order management program will provide you with reliable accounting and control of all customers.
  • The Customer Control and Management Program provides work on a local network through various network protocols.
  • It is possible to manage the application via the Internet, in the presence of a network of branches or if the head wants to watch management reporting from the house.
  • Working with customer accounting management in the program you can choose from the list of billets you like the color scheme to display windows.
  • The title of the main window of the order management system will be displayed the name of your organization.
  • When taking into account customers, each report will be formed with the logo and details of your enterprise.
  • The management program that automates the accounting of clients supports work with several open windows, between which you can easily switch using tabs.
  • We care about our customers!
  • Working with customer control, you can in the settings of the management program and accounting to set the name of your organization, contact details and details.
  • You will not work much work with the application management program and automate your organization. The main menu of the management program and accounting is simply implemented and understandable. It consists of only three points: modules, reference books and reports. Modules are needed for everyday work, reference books - to configure the program for the features of their company, and with the help of reports, you can analyze the results of work for any period of time.
  • Given the possible holidays, in the program you can congratulate customers happy birthday or with any other holidays.
  • When monitoring customers, with the help of mass distribution management, you can notify customers about the shares or discounts.
  • The SMS newsletter can be performed on cellular operators around the world so that customers can receive your notifications where they are not.
  • Automation allows the manager to create a whole list of managerial reports.
  • In customer management software, audit is conducted on the actions of each user.
  • Automating computer control and client accounting, you will use the lock when editing any table entry so that several simultaneously working employees have been overwritten by another person information.
  • The client base is simple and convenient. The certificate management program works quick search on first letters.
  • The management and accounting program takes into account and supports data filtering.
  • Considering the data, you can easily group them, and the obtained groups are folded and deployed. In the software, add a new data, not only by adding, but also by copying the existing string.
  • When managing customer consideration, it is impossible to remove anything in the program, it will always be a message confirming.
  • In the Customer Account Control Program, when removing information from the system, the company's employee will have to specify the reason for the removal.
  • By controlling the company's work, any information can be updated independently or set an automatic update to always see current data.
  • The program supports data import. For example, you can at the beginning of working with the accounting and control system download clients list.
  • Any analytical report can be printed.
  • You can control the work of your organization at the new level. Each report can be exported to many well-known formats.
  • When exporting information to the MS Excel program, you can use the old and new file formats.
  • Almost all reports in the management of the Customer Management Program are formed for the specified period of time, which allows to analyze a certain day, month or year.
  • The Customer Accounting and Management Automation Program may form a report on each city in the presence of branches in different cities.
  • Let's start the automation of your company together!
  • Usa Software - Universal Accounting System also includes many other options to manage your business!

Universal accounting program Your data. Such as customers, sales, orders, partners, suppliers, contracts, shipments, payment, income, expenses, goods, finance, products, machinery, materials, components, etc. For any data that you have, you can customize accounting. You will receive a program in which only the data you need and will not be anything superfluous. For any fields that you add, you can search, restrict access to users, build reports and much more. With multiplayer work, different users can be allowed or prohibited to see certain fields, columns, strings, functions, menu items, etc. The report designer allows you to create a variety of reports on all data that is in your database.

Main features:

Setting the data structure. Develop your configuration from scratch.
Adding your own fields. The program will only need the fields you need.
Creating your own formulas. For example, to calculate VAT, discounts, profits, salaries, etc.
Setting cards. Place the fields on the card as you like.
Setting tables. Turn on the tables only the columns you need.
Filters. Search for data in tables on any fields.
Access rights. Data access rights by users and user groups: reading, modification, deletion.
Document templates. Such as an account, contract, act, overhead, estimate, etc.
Reports. Almost like summary tables in Excel. For any data in the database.
Import data. Any data you have can be imported into the base you created.
Export data. Any data can be exported.
Reminders. For any date type fields, you can configure reminders.
Multiple accounting. If you use several currencies in your work, then you can configure it.

Changes in the program Universal accounting program 1.13.0.76 (07/08/2019):

  • When removing the mouse element of the formula having child elements, the Access Violation error occurs sometimes.
  • Dmitriev Vladislav Leonidovich, Candidate of Science, Associate Professor, Associate Professor
  • Tugizbaeva Angelica Rafailovna, student
  • Bashkir State University
  • INFORMATION SYSTEM
  • PROGRAMMING
  • Accounting and processing of orders

The paper discusses the information system developed by the authors, allowing to keep records of applications and orders for a small private enterprise. The program has an intuitively understandable friendly interface, easy to use, has been tested at the Furniture Manufacturing Enterprise.

  • Software implementation of the method of approximate solutions of matrix games
  • Implementing a telephone directory in Pascalabc.net with MS Access Database Connection
  • On some iStream class methods in C ++ programming language
  • Working with arbitrary access files in C ++ programming language
  • Development of an assistant for systems providing e-learning

Currently, there are a huge number of programs that allow us to work with clients and give the opportunity to accompany the order at any stage of its implementation. However, most of them are or too complicated for an ordinary user, or use complex functions, or on the contrary, many of their functions are not needed when forming orders. Often it is necessary to spend a lot of time in order to train staff, which leads to significant time spending. All this indicates the need to create a program that provides a small enterprise the opportunity to fulfill the actions necessary for it in a simpler way, especially in terms of receiving orders.

To account for customers of a private enterprise, it is usually not required for large and complex databases and programs working with them. There is a sufficiently small toolkit that allows you to perform basic customer operations, such as ordering, adding and changing information about the client, tracking the execution of the order and information about it.

In such cases, writing a separate program, on the contrary, allows you to take into account the various features of the enterprise, and, thereby, it is essential to facilitate data entry into the database of orders. In this regard, in the proposed work, an attempt was made to develop such a specific program for taking orders at a small enterprise. The program is implemented in the Delphi visual programming environment, some ideas and approaches discussed in the works are used.

When developing a program, it is taken into account that the sequence of working with it must correspond to the steps of acceptance and execution of the received order, so the following sequence of data entry steps are implemented in the program:

  • Forming a pre-order. At this stage, a summary of the customer is indicated, including the name, name, patronymic of the customer, his address and telephone, the composition of the order (possibly, wishes by order), the time of departure time. After entering information, the order is saved in the list of orders.
  • Registration of the contract for the manufacture and installation. At this stage, if the Customer agrees with the conditions for the provision of the service, the order for work is made. Additional information about the Customer is specified, the Treaty Time is recorded and delivery times. After that, the executed order is transferred to the client list.
  • Fixing order execution. At this stage, marks are made on the execution of the order and its movement is carried out in the category of orders.

When forming an order, as well as in the process of ordering, a situation is possible when some adjustments must be introduced. Therefore, it is necessary to envisage that our program can provide such capabilities at any stage of production, starting from the moment of ordering.

It is also necessary to add to the program the possibility of tracking expenses and the arrival of money, at least in the simplest form.

To implement such features, it is convenient to describe the structure for storing various data:

ClientDate \u003d Record Number: String; Data_beg, Data_end: String; FIO: String; ADRES: String; Summ_all, Summ_beg: Longint; Status: Integer; Sostav, Prim: String; End; (Record) Zakazdate \u003d Record Data_beg: String; FIO: String; ADRES: String; Summ: Longint; Zamertime: String; Sostav, Prim: String; End; (Record) BalansDate \u003d Record Data_beg: String; Summ: Longint; Vidzatrat: Integer; Prim: String; End; (Record)

In addition, when working with data, it is more convenient to present them in the form of a class structure, because In this case, it will be more convenient to perform various operations with them. Below are three classes that allow you to work with clients, orders and money:

TCLient \u003d Class Public CD: ClientDate; Constructor Create; End; (Record) Tzakaz \u003d Class Public ZD: Zakazdate; Constructor Create; End; TBALANS \u003d Class Public BD: Balansdate; Constructor Create; End;

Since nothing can be said in advance about the number of orders and customers, it is best not easy to work with individual customers, but with their lists. To do this, we describe the following classes structure:

TLISTClient \u003d Class Public List: TLIST; COUNT: LONGINT; Constructor Create; Procedure Add; Procedure LoadFromBase; End; TLISTZAKAZ \u003d Class Public List: TLIST; COUNT: LONGINT; Constructor Create; Procedure Add; Procedure LoadFromBase; End; TLISTBALANS \u003d Class Public List: TLIST; COUNT: LONGINT; Constructor Create; Procedure Add; Procedure LoadFromBase; End;

Thus, the program will immediately after the start forming a list of clients and orders (directly from the database) in RAM. If the free amount of RAM will not be enough, you can implement a partial database load (for example, you can not download already executed orders). At the same time, when loading databases, you must ensure that the database files are available.

At the end of working with the program, it should save all the results of the work in the databases on the hard disk.

It is also desirable to provide for the work of the program from interchangeable media, which was implemented in the submitted work. The implementation idea is very simple - it is enough to determine the location of the executable program file, after which you can already find out the structure of the program directories (their location on the carrier).

The main program window can, of course, contain a standard top menu, but it is much more convenient and more profitable to refuse it in favor of several buttons that perform its functions. There will be quite enough buttons: "New Order" (for designing a pre-order), "Order List" (button for concluding contracts), "Customer List" (Full List of Customers and Owners, View Active and Completed Orders), "Balance of funds" (viewing cash costs). For convenience and transition between individual pages, we will use a component that allows you to work with separate tabs - PageControl.

When implementing the ability to track monetary balance, it will not be superimposed its graphical representation. However, when implementing such an opportunity, a problem arises - it is necessary to distribute income in the figure by day. However, prisoners later than a certain term of the contract can be performed earlier than the concluded contracts before them. Therefore, it is necessary from the entire list of contracts at the beginning to choose a contract based on the deadlines of the end specified in them.

In this version of the program, the graphic view is implemented as a diagram or a regular line (one of the ways can be selected).

Also to speed up the input of information on the costs that the enterprise bears in order to fulfill its obligations under the order contract, it is necessary to provide a standard list of expenses. For example, for a furniture enterprise, such a list may contain the following items: sawing, payments to workers, gasoline, purchase of materials, delivery services and other expenses.

We now consider the version of the program focused on working with the enterprise for the production of furniture products. The program window is represented in Fig. 1. At the top of the program, four already marked the above buttons are contained, as well as the "Save database" buttons, an "enterprise Internet page", "Calculator".

Fig. 1. The program window with an open tab "Client List"

At the time of start, the program displays the "Client List" tab with the currently active orders (Fig. 1). The tab contains information about the clients of the company (with which an agreement has already been concluded) and the composition of each order. Information can be changed as needed. In addition to active orders, here you can display orders: completed, overdue, 3 days before installation, all orders.

When you receive a new order, it must first register in the system, for which the new order button is used. The required data is entered into the form shown in Fig. 2.

Fig. 2. Window of the program with an open tab "New Order"

After confirming the order (the "Save Order" button) the order will be displayed in the tab "Order List" (Fig. 3). Here you can make changes to order, as well as delete it in case the client refuses the services of the enterprise. If the customer wants to use the services of the enterprise, then it must be translated into the category of customers, for which you need to click the "Checkout" button. As a result, the order window will open (Fig. 4), in which you need to specify the contract number, the starting and ending date and the end of the contract, and other information provided. After ordering the order, the customer goes into the category of customers and can be seen in the "Client List" tab.

Fig. 3. The program window with an open tab "Order List"

Fig. 4. Program window "Ordering"

Tab "Balance of funds" (Fig. 5) makes it possible to take into account the costs associated with production.

Fig. 5. Window of the program with an open tab "Balance of funds"

From the description of the program it is clear that it easily allows you to record the clients of the company and easy to use (you can train any manager to use it). Nevertheless, it has everything you need to keep registering a client base, viewing and changing orders. Compared to other software products, the written program has the following positive features: Allows high levels and relatively easy to keep records of customers; convenient work with all orders at the same time; an overview of active and inactive orders, individual wishes of the client; Counting cash flow and income of the enterprise.

The described program is very convenient and mobile in terms of organizing orders on Online on the Internet. The attached potential client is immediately made by the consultant to the list of customers. The work of the program was tested at a small enterprise for the production of furniture, and has proven itself well.

Bibliography

  1. Bobrovsky S.I. Delphi 7. Training course. - SPb.: Peter, 2004. - 562 p.
  2. Dmitriev V.L. Theory and practice of programming on C ++. - Sterlitamak: Rio SF Bashmu, 2013. - 308 p.
  3. Dmitriev V.L. Phased development of classes in the Delphi environment when learning Programming // Smalta. 2014. No. 3. - P. 70-76.
  4. Dmitriev V.L. Information system for accounting for the performance of students of the correspondence form of training // Modern technique and technology. 2014. № 12 (40). - P. 90-95.

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solution for customer accounting and manufacturers (Excel)

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Warehouse accounting in Excel (need help creating materials database)

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Creating a database in Excel for customers with examples and templates

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Database Structure - Excel Table

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Creating a database in Excel: Step-by-step instructions

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How to conduct customer database in Excel

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The procedure for working with financial information in the database:

It turned out the program "Warehouse". And the point of registration. Only in that further did not have to (for example, with the help of orders), when the name of the goods was tightened, and the link remained in the database

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Creating automation of registration of orders and goods in Ekel

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Excel Range of values

Initially, "electronic order" was developed to automate orders processing process. Therefore, it is one of the strengths of Ezcatalogcms.

Thanks to her, you do not need to constantly enter the administrative panel of the site, they are afraid of browser errors, disabling the Internet and other network troubles. You can process online store orders through a clear program interface and distribute clients by managers.

Processing of orders consists of 5 important features:

  • Client magazine;
  • Mailing to customers;
  • Sales representatives;
  • Orders magazine;
  • Exchange with server.

Client log

All buyers are displayed in the client magazine. It can be obtained list of all customers and sort For specific parameters (number, status, city, and so on). Each buyer has a card in which you can change information, details, add discounts and charges. Through the log, you can still add a client manually.

Customer service

Using this feature you can Create a newsletter for specific customers. The mailing list indicates the theme, stylized text and the files are attached. Before sending, you need to configure mail in the "electronic order".

Journal of Orders

You can sort all orders For a period, cities, statuses, number and other parameters. It is possible to attach contracts to orders and proceeds to detailed information about the client. You can form an invoice, change the status and unload data (Save) to Excel.

Trade representatives Used in Android applications and client programs and do not apply in the online store. Most often, this is used for wholesale sales.

Exchange with the server allows you to upload new orders.

If you need (or already there) several online stores, then all orders can get and process through one program. It's comfortable.

You have questions?Do you lack some functions? You can tell us about it!

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