---
title: SocrateCloud vine cu funcționalități cheie pentru companiile din servicii
description: Cea mai nouă versiune SocrateCloud vine cu funcționalități cheie pentru companiile din servicii.
image: https://info.bitsoftware.eu/hubfs/Screenshot%202021-12-07%20at%2017.41.19.png
---

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# SocrateCloud vine cu funcționalități cheie pentru companiile din servicii

Autor: [Alina Răfoi](https://info.bitsoftware.eu/blog/bitsoftware-ro/author/alina-răfoi)

![Screenshot 2021-12-07 at 17.41.19](https://info.bitsoftware.eu/hs-fs/hubfs/Screenshot%202021-12-07%20at%2017.41.19.png?width=914&name=Screenshot%202021-12-07%20at%2017.41.19.png)

În ultima perioadă ne-am concentrat eforturile pe dezvoltarea unor noi funcționalități cheie pentru companiile din Servicii, cu precădere interesante pentru centrele de Service și pentru toate companiile care lucrează pe proiecte. 

 

Astfel, procesele automatizate și rapoartele pe care vi le punem la dispoziție, vă ajută să câștigați timp, să utilizați cât mai bine resursele de care dispuneți și să luați decizii mai bune.

### Câștig de timp și transparență pentru centrele de Service

Pentru că timpul este resursa cea mai importantă atunci când vorbim despre servicii, am venit cu un proces nou prin care se realizează rapid înlocuirea reprezentantului, în situațiile în care un agent de vânzări sau de service pleacă din firmă sau intră în concediu pe o perioadă îndelungată. Acest proces realizează înlocuirea reprezentantului pe toate entitățile active,  respectiv documentele neprocesate, indicate prin bifarea opțiunilor de rulare ale procesului. 

 

O altă noutate interesantă pentru managerii de service este procesul de generare de oportunități recurente, util pentru automatizarea creării oportunităților repetitive (oportunități de vânzare provenite din revizii). Acesta poate genera una sau mai multe oportunități plecând de la o oportunitate existentă în sistem. Astfel se va putea face o mai bună planificare a resurselor, și a intervențiilor pe o perioadă mai îndelungată, o calibrare a efortului, precum și o previzionare a veniturilor de la clienții existenți. 

 

[👉 Descoperiți cum și-a optimizat BSH Electrocasnice activitatea cu soluțiile BITSoftware](https://info.bitsoftware.eu/ro/studiu-de-caz-socratecrm-bsh)

### Automatizarea procesului de generare AWB pentru centrele de Service

Pentru a automatiza complet procesele din centrele de service, procesul de generare AWB, lansat de pe sesizări, a fost completat pentru a putea indica cine face plata serviciilor de curierat, în cazul în care sunt mai multe părți implicate: contractorul, clientul sau unitatea de service. Am definitivat integrarea cu FANCurier pentru a putea lansa comanda de ridicare a produsului ce face obiectul comenzii de service. Sunt acoperite acum atât generarea AWB-ului aferent cât și lansarea comenzii de ridicare a produsului și pe tur (de la client la unitatea de service) și pe retur (de la unitatea de service la client).

### Câștig major de timp în procesul de recepție

Recepție de la o zi, la o oră. Am reușit să oferim clienților noștri o reducere majoră a timpului de recepție prin posibilitatea de a importa packing list-ul de la furnizor și de a-l asocia cu comanda sau comenzile furnizor sursă pe care le determină în mod automat. 

 

### Automatizări și procese noi în zona de Management al Proiectelor

Pentru a optimiza activitatea gestionarilor și managerilor de proiect, în vederea alocării corespunzătoare a stocurilor pe proiecte am adăugat un nou proces, care acționează asupra stocurilor și automatizează următoarele operațiuni:

- transferă stocuri între două proiecte, adică mută stocurile alocate unui proiect către alt proiect
- transferă stocurile unui proiect dintr-o gestiune în alta
- transferă stocurile între proiecte și între gestiuni

[👉 Citiți studiul de caz pentru a afla cum și-a optimizat NORMANDIA zona de gestiune a proiectelor](https://info.bitsoftware.eu/ro-ro/studiu-de-caz-socrate-erp-software-normandia)

 

Totodată am adăugat un proces nou, pentru necesarul de aprovizionare, prin care se automatizează alocarea de stoc pentru proiectul și cantitățile indicate pe necesar, din stocul disponibil la momentul respectiv, nealocat altui proiect.

 

Pentru optimizarea și automatizarea proceselor de livrare, în organizarea pe proiecte, am implementat un formular nou de generare automată a comenzilor client aferente unui proiect, ce cuprinde toate produsele arondate proiectului respectiv și care se regăsesc în stoc în acel moment, deci pot fi livrate. 

 

De asemenea, pentru a obține o analiză de ansamblu asupra costurilor unui proiect, în rapoartele de pontaj sau de P&L pe proiecte având ca sursă pontajele, am preluat inclusiv costurile cu zilierii, informații care se exportă automat dinspre SocrateSalarii. 

 

### Automatizarea calculării devizului de materiale pe proiecte 

Pentru a ușura modului de întocmire și calcul a ofertelor care conțin multe articole, de obicei grupate pe faze și grupe de produse, am adăugat un automatism de calcul al prețurilor de vânzare prin aplicarea unui discount în calup, pornind de la prețul de listă. Procesul poate fi aplicat asupra întregului proiect sau asupra unei faze. 

 

De asemenea, am adăugat un automatism de calcul și pentru elementele de tip ”accesorii” necesare la montajul articolelor din deviz. 

 

### Rapoarte pentru urmărirea execuției proiectelor 

Am completa paleta de raportare deja existente cu următoarele:

- raport “Analiză Proiecte" prin care se pot realiza analize asupra proiectelor în derulare sau a proiectelor finalizate. Analiza se poate face din punct de vedere planificare versus execuție proiect, pornind de la nivel de proiect și mergând către detaliile acestuia.
- "Raport Detalii Proiecte Nepreluate în COC", care identifică acele linii din detaliile unui proiect, care nu au fost preluate în comenzi client, sau au fost preluate parțial. 
- "Raport Detalii Proiecte rămase de Aprovizionat", care va identifica acele linii din detaliile unui proiect, care nu au fost preluate în Necesar de aprovizionare sau Comandă de furnizor, sau au fost preluate parțial. 
- ”Raport Consumuri Proiect/Angajat” ce prezintă costurile cu manopera pe proiect detaliat pe angajat și structura proiectului. Costurile cu angajații sunt evaluate la TCA (total cost angajat) sau la Cost standard.

 

Alegeți soluția care acoperă cu succes nevoile companiilor din Servicii.

 

[![Solicitați o prezentare](https://hubspot-no-cache-eu1-prod.s3.amazonaws.com/cta/default/692484/49a99c88-48bf-4e5e-9715-e099d1fc5cce.png)](https://hubspot-cta-redirect-eu1-prod.s3.amazonaws.com/cta/redirect/692484/49a99c88-48bf-4e5e-9715-e099d1fc5cce)

 

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### Arhivă

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