Exchange with BAS / 1C: how it works

#734

Exchange with the accounting system is an external data processor for BAS / 1C. Through it you create items from the iFurn.pro catalogue, keep the prices and services in your firm's price list up to date, link clients, managers and warehouses, and turn iFurn.pro orders into «Customer order» documents.

The data processor is external: it does not change your configuration, and there is no need to take the configuration off support. Tested on «BAS Small Business» 2.0.3, platform 8.3.23.

The data processor does not go out to the internet

This is the main thing to understand about the scheme. The data processor talks only to the download program — the very application that is already installed on your computer and that carries cutting maps, CNC programs and labels to the machines. The program keeps its own copy of the iFurn.pro catalogue, of your firm's price list, of clients and orders, and it is the one that talks to the server.

The chain is as follows: BAS / 1C → download program (your local network) → iFurn.pro server. The data processor only knows the address of the computer with the program, the port and the token.

  • The catalogue, the price list and clients are read from the local copy — lists open quickly and do not depend on the speed of your internet connection.
  • Your accounting system is not exposed to the outside: internet access is needed only by the download program, which is already running anyway.
  • A single point of setup: if the server changes or the protocol is updated, the program is updated and the data processor does not have to be touched.

The queue: why «saved» does not always mean saved

Everything the data processor writes — codes, prices, names, clients, managers, warehouses, actions on orders — is passed by the program to the server, and it waits for an answer for up to 30 seconds. If the server is unavailable, the operation is not lost: it goes into the program queue, and the «Status» column shows «in the program queue (no connection to the server) — will be sent automatically, operation N».

Such a line means «NOT saved yet». The program will send it itself once the connection is back. To check the result, use «Fill» or «Refresh» on the same tab. All waiting operations are visible in the program itself, on the «Queue» tab: there you can use «Send now», retry a rejected one or cancel one you do not need.

What links the records: the 1C code

The link between your accounting system and iFurn.pro is the 1C code, which is written to the record on the platform:

  • Goods — the item code becomes the 1C code of the row in your firm's price list. One to one: one item — one product.
  • Services — the same, but several services may share one item (a common code) — this is not an error.
  • Clients — the counterparty code becomes the client's 1C code. One to one.
  • Managers and warehouses — the 1C code is the internal identifier (UUID) of the user or the warehouse.
  • Orders — the number of the created document becomes the 1C code of the order on the platform.

In the data processor itself your accounting system is referred to by the abbreviation BAF: «BAF item», «BAF code», «BAF counterparty», «BAF group». Read it as «in your BAS / 1C».

What you need to start

  1. The download program is installed, connected to your firm and running. Everything about it is in the section CNC file download program; step by step: what to prepare before installing, first start and connection check.
  2. The API for 1C is switched on: in the program, «Goods» → «API for 1C». The token is taken there as well. Where to look for the tabs in the program window — Overview of the program window.
  3. The data processor file. We send it on request — write to support and state your firm and your configuration. The data processor is opened via «File» → «Open» or connected as an additional data processor.
  4. A firm manager account — you need to sign in with it in the program, on the «Clients» tab. Without this the sections with clients and orders do not work: this is commercial data.

The order of the first start

For a new firm we recommend the following sequence of tabs:

  1. Connection — address, port, token, «Check connection».
  2. Matching — link your existing items with catalogue items. If there are no items yet, start with Import items.
  3. Services — cutting, edge banding, milling.
  4. Prices → iFurn.pro — upload prices into the firm's price list.
  5. Managers and Warehouses.
  6. Clients.
  7. Firm orders — orders can now be imported into documents.

Before every write the data processor asks for confirmation. The outcome of the last action is in the «Result» field at the bottom of the form; all the details and the full error texts are on the «Log» tab.

Language and settings

The language of the form is switched with the «Мова / Language» field at the top: Ukrainian, English, Russian. The choice is remembered. Connection settings are saved for your user in the accounting system — every employee has their own.

See also