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Automation of a coffee shop (accounting for materials and customers)

The client has a coffee shop (coffee business).
The main task is to keep a record of ingredients, components for finished products, as well as accounting for the finished product itself in order to understand the cost of a particular product in order to understand revenue and further take this data into account for calculating salaries. Also, keeping records of customers by phone number, so that there is a bonus system and the ability to do various types of information (mailing).
1. Warehouse accounting of goods.
2. Product map.
3. Sale of goods
4. Production cost
5. Revenue at the end of the day and for the month
6. Maintaining clients using the bonus system, as well as creating mailing lists for them
How to implement these tasks in the system, we need the help of integrators.
Original question is available on version: ru

Answers:


Yurchuk Volodymyr
Employee wrote:
How to implement these tasks in the system, we need the help of integrators.

1. Warehouse accounting of goods - yes
2. Product card - it is not clear what was meant, but there is both a detailed customizable product card and all kinds of filters for sorting the right products
3. Selling a product - you will need to create a sales business process
4. Production cost - can also be configured using business process automation
5. Revenue at the end of the day and for the month - standard reports or just smart filtering
6. Maintaining clients using the bonus system, as well as creating mailing lists for them - there are bonuses, both accrual and write-off, as well as mailing lists
07.10.2020, 09:37
Original comment available on version: ru

Good afternoon!
1. It will take 10-12 hours of a senior integrator to complete the settings + training
2. The product map in our understanding is the components of the dishes, our team has implemented similar projects, to make a similar mechanism for a coffee shop, it will take from 10 - 25 hours of a senior integrator (the estimate varies from the number of interconnected production processes)
3. With the help of the BP constructor, we can set up the business process of selling to the needs of customers, it is necessary to spend from 2 to 5 senior integrators to set up the 1st BP (the estimate varies depending on the logic of building each of the BPs)
4. To do this, you will need to download the product database and product passports with purchase prices + set up a report in which you can see how much money was spent when purchasing products, as well as set up automatic actions that will monitor the balance of goods in stock and when the minimum threshold is reached - the system will create a task for the purchase of goods. To implement such settings, it takes from 5 to 15 hours for a senior integrator.
5. To do this, you must use a standard report on the sale of goods - it will be necessary to train the client from 1-3 hours of a senior integrator.
6.
- It will be necessary to download the client database, for this the client must provide a file in electronic form (xml, exel) that meets the requirements of the OneBOx system + we recommend that clients be segmented into groups, as well as configure the interface for client groups to implement this.
(5 - 12h senior integrator).
- to set up the bonus system, depending on the logic, it will take from 2 to 10 hours (programming improvements may be needed) by a senior integrator.
- for mailings, it is necessary to conduct training from 1-3 hours for a senior integrator, as well as connect e-mail (connection of the 1st e-mail 1 hour of a senior integrator) or messengers for mailings (connection of the 1st messenger - 3 hours of a senior integrator).
For a more accurate assessment or additional advice on implementation, we recommend contacting us at the contacts -
+380663508850
+380937846074
u.bolotian@shebo.com.ua
a.sheyko@shebo.com.ua
Thanks
07.10.2020, 10:40
SHEBO Original comment available on version: ru

Here it is best to invite the integrator Lezega iColor, he was just bothering about automating coffee shops.
07.10.2020, 11:45
Как со мной связаться - никак :)
Задавайте вопросы на форуме публично - и я отвечу.
Подробнее - https://1b.app/ru/user/11/
Original comment available on version: ru

Легеза Вячеслав iCOLOR OneBox
ФОП Легеза В.В.
Personal license
Hi Hi,
For just $1 a day, you'll see if a solution is right for you.
Order a test drive of the COFFEE HOUSE business process for seven days:
https://icolor.in.ua/test-drayv-bp-kofeynya/
A short test plan and what you get when you buy the full version:
1. Create Drink Templates.
2. Create products - components of drinks.
3. Create contacts for product suppliers.
4. Create contacts for drink buyers.
5. Testing the purchase of beverage components.
6. Test selling a drink and getting paid.
7. In addition to this business process, you get:
7.1. Contacts - create your own customer base
7.2. Products - create new unique products
7.3. Warehouses - set up warehouses to account for raw materials and materials
7.4. Finance - understand how easy it is to keep money records
7.5. BP Simple task - you can set tasks for each other
and supervise their implementation. This is especially true
when you have several points of sale for coffee and/or other drinks.
7.6. BP Purchasing from a supplier | Posting -
you will buy raw materials on time, without accumulating surpluses.
7.7. BP Retail sale at a point of sale - sales control
in the sales register, with daily control of money at the checkout.
In the course of testing, you understand where it is not convenient for you.
Collect all your wishes in the BP Simple task,
I look at them and it is likely that I will greatly improve
a solution that already exists and that you can pay for.
You can order the full version of the business process at the link:
https://icolor.in.ua/bp-napitki-v-kofeyne-ili-v-bare-ibp_process030/
PS: The CheckBox is currently in beta testing -
electronic cash register for fiscal settlements.
At this stage, you will have to
go through all the steps for registering users in the traffic police,
but I will try to help with the integration itself.
07.10.2020, 13:23
Вячеслав Легеза Original comment available on version: ru

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