Sales proposal and warehouse automation
We built online proposals with data from Bitrix24 and MoySklad, a connector for warehouse requests and an extension for order payments
Project at a glance
The client uses amoCRM and MoySklad (inventory management). The task was to set up Bitrix24 (CRM) around the processes the team was used to and to automate the preparation of sales proposals, data exchange with the warehouse system and the handling of warehouse requests. The scope also covered shared communications and a calendar in Bitrix24, as well as calculating sales team incentives and bonuses for designers.
- Online proposals based on the products in a Bitrix24 deal
- Photos, descriptions and prices from MoySklad
- Manual editing of proposals
- Unique proposal links and view counts
- Automate the preparation of sales proposals
- Connect Bitrix24 and MoySklad data
- Automate work with stock levels and warehouse requests
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Personalized proposals from a deal
We built a web service that assembles an online proposal from the products in a Bitrix24 deal. Photos, descriptions and prices are pulled from MoySklad, so the manager doesn’t have to copy them into the proposal by hand. Any field can be edited.
The buyer opens the proposal via a unique link, and the service counts the views. The link is saved to a deal field or to the deal’s timeline. In the admin panel, the manager sees the list of proposals and can search for products in MoySklad.
Settings for the CRM–warehouse connection
For the app that connects Bitrix24 and MoySklad, we built a FastAPI backend and a settings interface. MySQL stores the connections to several MoySklad accounts and the mapping of warehouses between the two systems.
In the settings, a value of the deal’s warehouse field can be linked to a warehouse in MoySklad. This defines which warehouse a deal corresponds to.
Requests in NSS templates
The NSS connector generates receiving and shipping requests in XLSX and sends them by email. The files are built on the warehouse’s official templates, with the layout preserved.
Each request is sent as a separate email with one file. The Russian words for “incoming” and “outgoing” in the file name tell the warehouse the type of operation.
Payments and prepayment tracking
We built a MoySklad extension in which a manager gets a payment link from T-Bank (a Russian bank) right from a customer order. The amount can be the full price, the outstanding balance or any custom sum. The extension processes the payment confirmation, creates a prepayment in MoySklad and sends a receipt via ATOL (online fiscal receipts).
For multiple prepayments, there is a combined document. With each new payment, the extension cancels the posting of the previous documents and creates a new one for the total amount. The old documents stay in the history.
Target audience
- Sales managers
- Buyers who receive sales proposals
- Staff who prepare warehouse requests
What’s inside
Online proposals based on the products in a Bitrix24 deal
Photos, descriptions and prices from MoySklad
Manual editing of proposals
Unique proposal links and view counts
Proposal list and product search in the admin panel
Connection of several MoySklad accounts and warehouse mapping
Generating and sending NSS requests in XLSX
T-Bank payment links from a customer order
Sending receipts via ATOL
Combining prepayments while keeping the document history
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