"Small Business" - is an off-the-shelf solution, providing the ability to solve most tasks and problems of operational accounting, planning and analysis of small business activity. About potential of IT solution "Small Business" for business management, and benefits which the system can provide for your business. Among them: the possibility of on-line to monitor the financial performance and the KPI, financial reports such as "Profits and Losses", "The Balance Sheet", "Cash flow" and other; customer database and advanced tools of CRM process and many other features. "Small Business" is a business software solution capable of automating most activities in any small company’s workflow, including purchases and sales, manufacturing, production, customer service, project management, and much more. Also we offer custom development new functions on the base of this software by acceptable and fair pricing. You can try trial version of this software right now!
This highly versatile new software from Company is free of redundant functionality and is easily customized to match your company's accounting and management practices. It offers a user-friendly interface and "quick-start" capability. Small Business increases company efficiency by offering a wide range of management tools to decision makers as well as facilitating the daily activities of employees. Small Business can be downloaded in an open-source format.
Small Business eliminates the need to store dozens of spreadsheets, documents, and reports across your desk and computer memory. All data is recorded and stored in a single database.
Small Business is capable of recording all your company’s inventory transactions and other events, both scheduled and completed. These can include (but are not lim ited to) obligations to customers, customer orders, order statuses, employee tasks, planned resource allocation, job sheets, and production and sales quotas.
A single infobase includes:
The application includes forms for entering almost any standard document for trade, inventory, or production accounting, or for cash flow.
A wide variety of reports quickly provides business owners, managers, and employees with all the data they need in an easily readable format and with a customizable level of detail.
mall Business is not intended for payment and taxes accounting, for which Accounting Suite should be used instead.
The application is capable of providing service to multiple companies or individuals operating in a single area of business. Should the business’s scale or structure, management processes, or company workflow change, the application can be reconfigured quickly and inexpensively to reflect these changes.
Small Business is recommended for companies with up to 10 workstations.
Small Business is based on UNF 1.5, a management application for small businesses.
"Small Business" offers the following advantages to your company’s decision makers:
Small Business is a complete solution with "quick-start" capability. And should your company’s scale or structure, management processes, or company workflow change, the application can be reconfigured quickly and inexpensively to reflect these changes.
All your data is now registered and stored in a single database. All your customers, prices, discounts, orders, agreements, and contracts are recorded for easy access and reference.
One-click access to the data you need to make decisions.
Everything at your fingertips and under control.
Quick recording of your company’s production plans, shipments and deliveries, resource allocations, worksheets, and job orders streamlines how all activities are monitored and supervised.
Small Business has it all: budget planning, HR planning, resource allocation, sales forecasts, and much more to help your business thrive.
The automation of routine tasks and quick access to the data that employees need save precious time. The ergonomic, user-friendly interface offers an easy learning curve for beginners and increased work efficiency for more experienced users.
You don’t need to be a specialist in payment and taxes accounting to use our solution. The application is free of redundant functionality and offers only the essentials you need to run your small business.
Wherever you are, you’ll have complete online access to all your company’s information.
Small Business is an off-the-shelf solution, which can be deployed and prepared for operation in an extremely short period of time. When the structure or management principles of your business change and it grows up, Small Business can be easily reconfigured and adopted to meet your business requirements. The application provides assistants to make the configuration process quick and easy. The online help and tips reduce the learning curve for new users, while built-in tools and flexible settings offer improved performance for advanced users.
Small Business has the following features for quick start:
Small Business is recommended for automating management accounting in small businesses in the service industry, production, and sales. It can benefit the following types of businesses (this list is by no means exhaustive):
The Management Dashboard and Key Performance Indicators report packages provide overall statistics on important business characteristics. They clearly show increases and decreases of key parameters.
The Manager Dashboard displays the following:
Key performance indicators
The key performance indicators monitor shows the list of sales, incomes and expenses, and current assets.
Cash assets
The cash assets monitor shows cash balances and cash transactions.
Accounts receivable
The accounts receivable monitor shows detailed information on accounts receivable, including any overdue receivables and receivables by period.
Accounts payable
The accounts payable monitor shows detailed information on accounts payable, including any overdue payables and payables by period.
Small Business is the ideal solution for service providers. It can easily store all the details of whatever service you provide, whether that be agreements, deadlines, project statuses or the fees you charge.
Managers can quickly obtain the information they need on customer orders and check which orders are not yet completed or which deadlines are no longer feasible.
Customer orders can be used as a basis to generate time scheduled plans for employees, resources and service provision. For example one can reserve motor vehicles for goods delivery.
Planned services can be viewed as a list of documents, as well as a schedule chart.
The planned production actions and resource demands can be viewed as a schedule chart, which allows efficient management of resources and workloads.
The actual time that employees spend providing your company’s services is recorded on time sheets, which can then be used as a basis for payroll calculation.
Once a service agreement has been fulfilled, Small Business generates a Service Performance Act and other documents required to close the project.
Small Business helps with job order management. It stores all the order’s details, including prices, deadlines, bills of materials, and the employee or employees responsible.
Managers can quickly obtain information on job orders and check which orders are not yet completed or which deadlines are no longer feasible.
Customer orders can be used as a basis to generate time scheduled plans for employees, resources and work. For example, one can reserve motor vehicles for goods delivery.
Planned work can be viewed as a list of documents, as well as a schedule chart:
Resource and employees required for performing a specific task can be viewed on a schedule chart.
The actual time that employees spend on completing job orders is recorded on time sheets, which can then be used as a basis for payroll calculation.
Once the work is complete, Small Business generates a Work Performance Act and other required documents
Small Business provides complete automation of sales processes for a variety of sale scenarios: sales from stock, sales to order, sales on credit, prepaid sales, sales of goods on commission, and retail sales.
Sales registration
The customer order document stores the list of goods, shipment dates, and prices. The document status, such as "Open" or "Completed", indicates the order status.
Managers can quickly obtain information on customer orders, completed and planned shipments, overdue orders, and so on.
Small Business generates the entire set of documents required to close a sale, such as sales invoices and receipts.
Sales planning
Small Business facilitates the creation of sales plans of any size, from the sales plan of the entire company to that of a specific department, manager, or item.
Plans can be based on either the number of items to be sold or the expected revenues. Small Business allows individual plans to be merged into a single complete plan.
A variety of analysis tools for tracking sales and monitoring compliance with sales plans are available. They include filters by employee, item group, or specific item.
Retail sales
Small Business supports quantitative and currency accounting. It can generate the following reports:
It can also support the following peripheral equipment:
Small Business facilitates production accounting by offering you the tools you need for production planning and for calculating the cost value of the goods and parts produced. This will ensure the efficient management of your company and minimize your management costs.
Small Business can also store product specifications, which list the product’s standard materials and production stages.
Workflows for mass production and production by order are supported.
The production orders list displays the production and payment status of each order.
Small Business uses production order data to generate the production schedule, resource allocation, and raw material purchase quotes. It can reserve materials for production orders.
The planned production actions and resource demands can be viewed as a schedule chart, which allows efficient management of resources and workloads.
Job sheets are used for managing employee workloads. When a job order is complete, its cost is added to the cost value of produced goods.
The cost value is calculated automatically based on material and parts usage, employee payrolls, and other direct and indirect expenses. FIFO and weighted average methods are supported for material accounting purposes. Indirect expenses are calculated according to the selected method and the base of allocation.
The Cost of Goods Sold report shows the cost values, which can be grouped by customer order, production order, or account.
Small Business helps you to manage both direct and indirect expenses of your company, thus facilitating your company’s budget planning over the long term.
Small Business supports a variety of inventory transaction options, such as regular purchases, purchases by dependent entities, consignment storage, and receiving give and take raw materials.
The amounts required to replenish your company’s supplies are calculated automatically based on production and customer orders.
Small Business calculates the expenses for purchasing raw materials, parts, and goods and all the costs associated with their delivery, unloading, and storage. It can suggest the vendor that will benefit your company most according to prices, deadlines, and other delivery options.
Small Business also generates the entire set of inventory documents required for your company’s operation, including inventory receipts and transfers. It provides highly detailed and customizable reports for tracking inventory items.
Small Business can facilitate inventory accounting (including unfinished goods) for multiple retail stores and warehouses. This includes detailed accounting by warehouse racks, cells, and shelves, or shop stalls.
Small Business supports separate accounting for a variety of inventory replenishment options, including regular purchases, purchases by dependent entities, consignment storage, and receiving give and take raw materials. The amounts required to replenish the supplies are calculated automatically based on production orders and customer orders.
FIFO and weighted average methods are supported for inventory accounting purposes.
All inventory transactions, including inventory receiving, inventory transfer, and inventory reconciliation, are recorded as documents. A variety of measurement units is supported, including packages, boxes, and more.
Small Business supports separate accounting for warehouse and financial operations. This simplifies paperwork in the following cases:
Small Business facilitates financial accounting (which covers both bank accounts and cash assets) and provides a payment calendar. It also supports integration with online banking client software.
Payment calendar
The payment calendar is a finance planning tool that gives you control over your financial obligations. The main purpose of the calendar is to prevent cash deficiencies (situations when there is not enough money on hand to perform scheduled payments). It can also help you to determine payment priorities.
The payment calendar can clearly show any overdue payments – this report is often demanded by small enterprise owners or financial directors.
The payment calendar is generated based on scheduled payments and expenses (such as purchase orders) and on other financial plans.
Bank and cash accounts
You can manage multiple petty cashes – for example, the main cash, director's cash, and so on. Small Business allows you to register cash receipts, expenses, and transfers, including foreign currency operations.
Knowing your customers, saving your communication history, keeping your promises, and providing high-quality services are the cornerstones of customer attraction and retention.
Customer relations - clarity, reliability, strong feedback
Small Business provides essential CRM features: the history of your relationships with both current and prospective customers, including phone calls, emails, meetings, negotiations, orders, promises, agreements, customer wishes, and more.
Keep your customers happy: from sending new offers or meeting invitations to making calls at specific times, you can easily plan all you need to do in advance. Small Business does it all, recording important times, dates and events in the schedules of those who need to remember most.
This offers your company the following advantages:
Customer database analysis ensures an individual approach to each customer or group of customers
Small Business provides a powerful engine for adding new fields to the customer database on the fly, so that you can keep all important customer data in a single storage place. For example, you can add fields for customer type, priority, geographical region, business area, or company size. No programming skills are required for adding new fields, which are easily added through the user interface. Small Business features a variety of highly customizable reports broken down by contact, order, customer type, or other variables.
Small Business facilitates control and analysis of financial transactions between your company, your vendors, and your customers. These can be filtered by counterparty, agreement, order, or document. You can link a payment to one or more documents.
Accounts receivable and accounts payable
A variety of reports are available to help you analyze the current payment status.
Accounts receivable can be sorted by creation date; this allows managers to view which customer debts are relatively new and therefore require attention before they turn into "old debts".
Overdue payables and receivables can be viewed as charts or diagrams, with them being dynamically displayed on the desktop (for example, as a part of the Manager Dashboard).
Small Business features employee time sheets and payroll calculations. It facilitates the management of employee tasks and job orders.
Planning and management
Small Business allows managers to plan human resource allocation by using tasks and job orders.
Employees' tasks are shown in work calendars. Managers can use work calendars to control human resources allocation.
Small Business stores the list of completed tasks with the time spent to complete them. This data can be used for payroll calculation, performance audit, and plan-fact analysis.
Payroll calculation based on the amount of work
Small Business calculates bonuses based on work results. For example, it can calculate payments to sales managers based on the number of deals they have closed.
Each payroll entry is calculated as a sum of payments and deductions. Payments and deductions are calculated according to user-defined formulas.
Small Business produces payrolls in the form that company managers request. The solution is not intended for taxes accounting, for which you have to use Accounting Suite instead.
Human resources managment
Small Business keeps track of hirings, dismissals, employee status changes, and time sheets. It stores lists of employees, positions, payment and deduction types, work schedules, and the staff list.
Small Business facilitates the management of tangible and intangible assets.
You can set up automatic calculation of asset amortizations.
The calculation options include fixed monthly deductions and deductions based on asset usage (for example, on car mileage).
Small Business records both income and expenses as well as profits and losses in great detail. This helps business owners to evaluate their company’s profitability.
The main method of income and expense accounting is based on inventory transactions (received goods count as income and shipped goods count as expenses). In addition to this, you have the option of using the method based on financial transactions.
Analytical accounting of income and expenses can be performed by branch of activity, customer order, or income/expense item.
You also have the option of recording managerial and business expenses which do not belong to any specific branches as general enterprise expenses. Another option is to assign a single expense partially to a specific branch and partially to the enterprise as a whole. Small Business can distribute expenses between categories automatically, according to user-defined rules.
The following reports are available: income and expenses, the profit and loss statement, and the statement of changes in equity.
A report on cash income and expenses is also available.
Small Business features the balance sheet and turnover balance sheet reports, which include information on current assets, obligations, and capital and reserves.
You do not need to have any detailed knowledge of management accounting to create and read the balance sheet.
The balance sheet is based on the chart of accounts. It includes data from non-recurring transactions (such as adding initial equity capital), which are recorded using the Transactions document type.
Small Business allows you to set financial goals for your company and optimize how it uses its resources to achieve these goals.
The following budget planning options are available:
Once you enter the required data, you can generate the following plans:
You can also execute a plan-fact analysis of budgets, both for the company as a whole and for each department.
The Small Business 1.3 allows to plan enterprise resources; the employee's calendar is available and new work places are implemented. Work places are pages providing functionality required for specific employee positions.
The application usability and utility functionality are expanded and improved.
The feedback from users who currently work with previous versions of Small Business was is taken into account while we designed this new version.
Planning of production, services, and jobs
The Scheduler work place is designed to plan production, services, or jobs and analyze this data. Small Business performs qualitative analysis and helps planning resource usage (resource types can include employees, workgroups, equipment and so on).
Work schedules work place allows to create work schedules for employees, assign resources, monitor and register deviations from plan loads, even minor ones (such as an employee’s request to leave for a half an hour).
Employee calendar
The Employee calendar work place represents contractor events and employee tasks as a list or as a calendar schedule.
Other work places
The Price List work place allows to create a price list structure, and perform a batch change of item prices in the price list form.
The new Cash Register Receipts work place combines cash register receipt and cash register return receipt documents in a single document journal. This work place allows to manage fiscal registers and POS terminals, open and close cash sessions, perform cash depositions and withdrawals.
Such work places as Invoices for Payment, Invoices (Received), Customer Orders, and Purchase Orders contain information panels. These panels display information about contractors and settlement statuses and allow to manage contractors more efficiently and create analytical reports.
Inventory Expenses, Acceptance Certificates, and Inventory receipts work places are designed for registering shipped items and services provided to customers, as well as items received from vendors for currently active orders. The actual documents can be generated for one or several active orders. It is possible to view active orders and their settlement statuses in this work place.
The Production work place is intended to manage finished goods output, including those related to currently active production orders. The actual goods output can be registered for one or several production orders. In addition, this work place allows to analyze status of production orders.
The Bank Documents work place allows to:
The Cash Documents work place allows to:
The Property work place is intended for easy access to information about property, its initial cost, and amortization. One can also monitor property write-off period, calculate amortization amounts, and register actions with property as well as create reports for property or access the property document journal.
It is now possible to create internal work plan for production, services, and jobs, analyze deviations from plan, and monitor plan execution.
The document status color can be set for customer orders, work orders, purchase orders and production orders, so that order list items can be color-coded.
The calculation of direct material and labor costs is implemented in the standard bill of materials report.
Section report panels are implemented; they contain links for opening report variants. Reports are moved from the Reports action panel to these report panels.
Utility functionality
It is possible to attach files (such as scanned documents) to inventory receipts, invoices, job orders, payment expenses, invoices for payment, advance reports, customer orders, events, purchase orders, and payment receipts.
Changing data in closed periods is prohibited. You can specify which periods are closed (by specifying the edit prohibition date).
The infobase backup can now be performed in 1C:Enterprise mode.
Batch object attribute changes can be performed for Items and Companies catalog items using a built-in data processor.
Multiple new documents can be created from the existing ones, which eliminates routine tasks for entering all data manually.
New service and accounting settings are added to the settings form. The application interface is made more user friendly.
Other changes
Small Business 1.4 allows to limit user access to accounting sections, and synchronizes data with online stores automatically. New work places and reports are added. The initial setup assistants are implemented.
The service mechanism of the application is enhanced and streamlined, the interface is now more user-friendly.
The current user feedback was taken into account during the development of this version.
User access right restrictions by sections
It is possible to limit access to critical application sections via user settings. Those sections are: administration and application settings, cash and banking, and salary calculation. Thus it is possible to create a user who is allowed to perform sales and order supplies without any access to salary or financial data.
Section redesign
The current functionality was split into more sections to allow precise setup of user work places. It is now possible to disable accounting sections that are not used for a specific company. For example, production for service company, or salary calculation for the company, which uses outsource for this. This can be done during the initial setup process, but the set of accounting sections can be changed at any time.
Initial setup assistant added and settings form is changed
To facilitate new users, the initial setup assistant was implemented. This assistant can be used to fill initial accounting parameters, balances, and data.
The assistant includes filling company information and entering initial balances. During the filling of initial balances, the user can set up general application parameters. The initial setup progress is displayed on the desktop (this block can be removed from the desktop once the initial setup is finished).
The application settings form was changed. It now allows to disable unused accounting sections, and contains better settings descriptions and context help.
Data synchronization with online stores
Automatic data synchronization with online stores is now available. This includes exporting item data to online stores. Bidirectional data transfer is available for customer orders. The application can update the order state in the online store after processing the order inside the application.
New work place for operations with orders
The new Sales of Goods work place is added. It allows performing tasks related to execution of customer orders. The orders are displayed with their current statuses, which helps sales manages concentrate on orders that require attention.
This work place provides access to sales-related document journals and catalogs, as well as quick commands for registering new customers and fast order filling. New order journal forms for payment and shipment data are implemented.
A similar work place is implemented for operations with work orders.
Usability improvements
Context help tips are added to settings and document forms.
Customer orders, work orders, purchase orders, and production orders can have simplified status sets (i.e. a number of predefined statuses). This allows easier order management while preserving the option to add more statuses at any time.
The month closing document interface was redesigned. It allows to view month closing documents that contain errors and find the month where the first error occurred. In addition, the edit prohibition date can be set automatically once a month is closed.
Banking documents can be filled automatically from settlement documents, taking into account debts and payment amounts. The interface of forms being filled is redesigned to display important document attributes.
The inventory receipt and expense documents can be automatically filled from advances information.
Context reports are added to general catalogs and documents; they provide quick access to data stored in these catalogs and documents.
Inventory demand calculations can be filtered by replenishment source, This allows to analyze the demands by specific vendors or items.
Automatic cost calculation is performed when items are returned by customers. If the inventory receipt document has a "from customer" transaction type and the sales document is used as a basis, the cost of returned items is calculated automatically in the month closing document.
The command for automatic filling of reserves for all rows of a tabular section is implemented in order, shipment, and receipt documents.
Other changes
The filter by price kind is implemented in price lists. This allows comparing prices for a single item in different price lists.
Error messages are more user-friendly.
This release contains following key enhancements:
New interface "Taxi"
Improved and enhanced user interface
New business features
New report features
New print features
New administration features
Small Business is powered by the 1C:Enterprise 8.3 platform, which ensures:
The 1C:Enterprise 8.3 platform is capable of running the application in file mode (i.e., all application data is stored in an Infobase) and in the client/server mode (i.e., the data is stored in one of the following third-party DBMS: Microsoft SQL Server, PostgreSQL, IBM DB2, or Oracle Database).
The 1C:Enteprise 8.3 server can run on Microsoft Windows and Linux operating systems. This provides you with various choices for deployment and gives you the option of using open source software on the server/database side.
The application can synchronize data with the database of your online store.
This feature allows you to:
The online store database and Small Business application operate independently. Their data is synchronized at scheduled time. The list of items is exported to the site from the application, and a list of orders created in the online store is imported from the site to the application. Synchronization can be performed for changed data only or for the entire database, manually or according to a schedule.
Users
Shared work of multiple users is supported. Administrators can specify user authentication methods, passwords, and roles.
Reports
The flexible report creation feature allows you to customize the report period, the set of parameters displayed, the level of detail, display options, and much more. You can save report settings for future use.
File storage
The file storage feature allows you to deploy secure file storage with quick and easy access to stored files. You can work with public and confidential files of all types, including office documents, text, image, audio and video files, archive files, and programs.
A new file version is created whenever you save a changed file. The author’s name and the creation time are recorded automatically.
You also have the option of viewing the list of file versions and removing any versions that you no longer need or changing the active (current) version. File comparison is supported for widely used file formats (DOC, RTF, HTML, TXT, and ODT).
Full-text search
Small Business features full-text search in its catalogs, documents, and reports, as well as in attached files of widely used formats. It supports fuzzy searches (approximate string matching).
Object versioning
The object versioning feature is intended for storing the history of document and catalog changes, including author names and dates. Reports on object versions are available.
C LLC is the owner of Small Business, it is a free business application, is distributed "as is", and can be used as a basis for development of your own applications on 1C:Enterprise 8 platform. This program is distributed WITHOUT ANY WARRANTY and Company provides support for this application at Developer Network forum. In order to use Small Business or applications that are based of it, it is required to own or acquire valid licenses of 1C:Enterprise platform. To study Small Business, you can run it on 1C:Enterprise (training version), keeping in mind the limitations of the training version.
Small Business 1.5 is available in two options: demo intended for study purpose and have certain limitations, and full version, that requires a license for 1C:Enterprise platform to operate.
For an information on supported by 1C:Enterprise platform OS and DBMS please see System requirements.
Technical requirements of online demo
Attention! Any pop-up windows blockers need to be disabled in your browser. Execution of JavaScript and use of Cookies need to be enabled in your browser settings.
In case of slow connection to the Internet, for example GPRS, you can use a traffic economy mode. To try it run online demo (slow connection).
Copying of this content is allowed only with reference to the source and indication of the author of TQM systems' material.
Web Apps developing
Automation of business
IT Expertise
IT integration
If you would like to get new blog posts, articles, news and white papers by email - submit!
Our IT-company was established at the 2008 with young talanted people.
Our mission is to simplify data management.
Copyright © 2008-2024 TQMsystems. All Rights Reserved. Privacy Policy | Terms of Service
