1c trade management 11 basic version

1C program on the 8.3 platform for accounting of trade operations of a small trading enterprise, where one user works with the program and does not need to adapt a typical solution to the characteristics of a particular enterprise.

Designed to automate the tasks of operational and management accounting, analysis and planning of trading operations. This turnkey solution enables efficient management of today's small retail business.

The program allows you to automate the following processes for managing trading activities:

• sales management,
• procurement management,
• price analysis and price policy management,
• warehouse stock management,
• cash management,
• VAT accounting,
• data analysis,
• integration with "1C: Accounting 8",
• additional service capabilities.

1C: Trade Management 8. Basic version. Revision 11 allows you to automate time-consuming routine operations and thereby increase the efficiency of trade and warehouse services.

The program is developed on modern technological platform 1C: Enterprise 8.3 and uses its new features that make the user experience of this configuration more convenient.

Functionality of edition 11 of the basic version of the "Trade Management" configuration

1C: Trade Management 8. Basic version. Revision 11 designed for small trade enterprises and allows you to keep records on behalf of one organization - legal entity or an individual entrepreneur.

1C: Trade Management 8. Basic version. Revision 11 allows you to automate the entire trading process, starting from the planning of purchases of goods based on the analysis of various needs for a product until the moment the goods are shipped to customers. The full cycle of operations of both wholesale and retail trade is supported.

1C: Trade Management 8. Basic version. Revision 11 provides connection of various commercial equipment - barcode scanners, scales, fiscal registers, etc.

Based on the results of accounting, various reports are generated that allow for analysis trading activities enterprises.

1C: Trade Management 8. Basic version. Revision 11 can be used in conjunction with an applied solution 1C: Enterprise Accounting revision 3.0, in which accounting is maintained and tax reporting is formed.

Wholesale

The applied solution allows you to register all wholesale transactions with a statement required documents: invoice for payment, TORG-12, invoice. Supports the shipment of goods for cash, on prepayment with invoicing for payment, on credit with control of the term and amount of the loan.

Goods can be paid for in cash, by transferring funds to a current account or by payment card (acquiring transactions).

The goods can be shipped at different prices. The maintenance of the price list of the enterprise has been automated. It is possible to form prices both using simple formulas (markup on the price of receipt) and using more complex algorithms.

Sales can be carried out with discounts (manual and automatic), including loyalty cards (discount cards).

The program allows you to execute commission trading operations: receiving and transferring goods to commission. The process of drawing up reports to committees and control over the provision of reports by commission agents has been automated.

Retail sales

Program 1C: Trade Management. Basic version. Revision 11 allows you to arrange retail sales using various commercial equipment: barcode scanners, data collection terminals, electronic scales, fiscal registers, etc. Printing of price tags and labels for goods is supported.

There are various options for retail automation:

• trade in the store directly in which the program is installed, with automatic registration a receipt on a fiscal registrar connected to a computer;
• trade in manual point of sale with manual data entry into the program on sales results;
• trading using a cash register that supports exchange with the program: loading data on goods and prices at the beginning of a shift, uploading a sales report at the end of a shift.

Inventory Management

The program implements a mechanism for reserving goods before selling. 1C: Trade Management 8. Basic version. Revision 11 allows you to reserve goods in the warehouse and distribute them from future deliveries.

It is possible to automatically calculate the required purchase volumes and form orders to suppliers. Possible modes of trade "from the warehouse" with the constant maintenance of balances within the specified limits and "order under order".

Warehouse

1C: Trade Management 8. Basic version. Revision 11 allows you to keep a detailed account of goods in one or more warehouses. It is possible to register intra-warehouse operations: moving goods between warehouses, writing off goods to household needs, assembly (kitting) of goods. Transactions can be booked based on pre-issued transfer orders, assembly orders, and so on.

Goods supply

1C: Trade Management 8. Basic version. Revision 11 allows you to store prices (price lists) of suppliers, which can be loaded from an external file.

Various operations are provided when working with suppliers: purchase for cash, purchase on credit, purchase on pre-issued orders. When registering deliveries, it is possible to take into account additional costs that may be reflected in the cost of goods. It is possible to register discrepancies in the delivery of goods.

Other operations

1C: Trade Management 8. Basic version. Revision 11 allows you to draw up all the necessary transactions with accountable persons.

It is possible to account for other expenses in the context of items of expenses and objects of additional analytics. For example, additional purchase or sales costs can be attributed to the corresponding order, storage costs to warehouse, and so on.

Other distribution costs can be included in the cost of inventory or charged to the income statement.

Activity analysis

1C: Trade Management 8. Basic version. Revision 11 allows you to analyze the current state of affairs of the organization using various reports:

• income and expenses,
• cost of goods,
• financial condition,
• gross profit of the enterprise,
• cash flow statement,
• bill of payments to suppliers,
• customer debt, etc.

Service capabilities

Among the service opportunities provided by 1C: Trade Management 8. Basic version. Revision 11 downloading various classifiers via the Internet, automatically checking and installing updates, as well as preparing and sending messages to the department technical support firm "1C".

Advantages over previous versions of merchant and warehouse management software

1C: Trade Management 8. Basic version. Revision 11 has a simple, intuitive interface.

The interface of the managed application allows you to easily customize the program for the needs of a specific user, makes the work convenient and comfortable:

• you can customize the lists of documents, directories as the user needs by changing the visibility of the columns in the list, setting the necessary groupings, selection, color marking of problem documents;
• documents you intend to work with frequently can be added to a separate list (Favorites);
• the document can be quickly found in the list by scanning the printed form of the document;
• when creating a new document, you can load data from an external file of any format or copy the tabular section of any other document previously entered into the infobase.

You can change the functionality of the program without involving specialists. Enabling one or another functional option in the settings allows you to quickly customize the application solution in accordance with the needs of a particular enterprise.

Sales

The sales rules used in the enterprise can be formalized using standard and individual agreements. Sales rules include prices, discounts, payment terms.

In an applied solution 1C: Trade Management. Basic version. Revision 11 the possibilities for the formation of drop prices have been expanded. When setting prices, arbitrary formulas can be used. Any data can be used to calculate prices information base(the minimum price of the supplier, markup on the prime cost, taking into account additional costs, etc.).

The range of applied automatic discounts and the conditions for their provision has been significantly expanded. Automatic discounts can be assigned to loyalty cards of any type; it is possible to use accumulative cards with control and replacement of cards when the accumulation threshold is exceeded. The manager can optionally assign discounts, while a message is displayed about the need to provide a discount (for example, a gift to the client).

Automatic discounts can be assigned both for wholesale sales to a client in accordance with the terms of sale, and for sales retail buyer(in a retail warehouse).

The applied solution provides for the planning and control of payments from clients. For example, when registering the shipment of goods, the required prepayment amount or the term and amount of the loan provided is automatically controlled.

The applied solution allows you to automatically generate acts of reconciliation of mutual settlements for clients and track the stages of their approval with the client.

It is possible to fill in all the necessary data when selling alcoholic beverages.

Purchases

When the stock of goods in the warehouse is reduced to a certain minimum, they can be quickly replenished to the maximum stock. The maximum stock can be calculated according to the average daily consumption. V 1C: Trade Management. Basic version. Revision 11 flexible adjustment of calculation and satisfaction of requirements for customer orders is provided: customer orders can be provided independently or at the expense of the maximum balance.

Warehouse

Edition 11 provides for the possibility of a phased inventory and automatic generation of warehouse acts (posting, write-off) based on the final results of the recount of goods for a certain period. When registering acts, the goods are automatically offset by re-grading.

Data analysis

In the new edition of the applied solution, the user is offered ample opportunities for the formation of analytical reporting. Using the data composition system mechanism allows you to create your own reporting forms using almost any data registered in the infobase. The use of additional attributes and properties allows you to analyze data using arbitrary parameters assigned by the user.

V 1C: Trade Management. Basic version. Revision 11 foreseen complex analysis financial condition enterprises and analysis of other income and expenses in accordance with the classification, which can be arbitrarily set by the user.

The ability to analyze cash receipts and expenditures has been significantly expanded. The user can at any time find out what the funds were spent on and how the expenditures of funds have changed compared to the previous period in accordance with a convenient classification of funds.

Service capabilities

The use of scheduled tasks in the new edition simplifies the work of users. In accordance with the set schedule, any time-consuming operations are executed imperceptibly for the user. For example, calculating the cost, deleting objects marked for deletion, backing up an infobase, checking for updates, etc.

Technological limitations 1C: Trade management. Basic Varsia. Revision 11

1C: Trade Management 8. Basic version. Revision 11 has the following technological limitations regarding PROF version:

• configuration change is not supported, you can apply only a typical configuration and install its updates;
• only one user can work with one infobase at a time;
• work with the 1C: Enterprise 8 server is not supported;
• operation of distributed information bases (RIB) is not supported;
• work in external connection mode is not supported;
• work in web client mode is not supported;
• work in thin client mode is possible only with a file infobase.

Functional limitations of 1C: Trade Management. Basic version. Revision 11

Application functionality 1C: Trade Management. Basic version. Revision 11 developed on the basis of PROF version 11.1.

The basic version does not support the following functionalities implemented in the PROF version:

• accounting for several companies in one information base; at the same time, it is possible to keep records of several organizations in separate information bases on one computer;
• planning cash flows, accounting for loans, borrowings and deposits;
• control of the established limits of funds for various items of expenditure;
• accounting in a currency other than the ruble;
• mechanisms for supporting multi-user work (approvals, business processes, tasks, setting access rights, versioning objects, dates of prohibition of editing and loading, etc.);
• use of series of nomenclature and accounting for the quality of goods;
• the use of "dynamic" kits for registration of a quick sale of sets of goods with the indication, printing and editing of the list of components;
• accounting of reusable containers;
• product assortment management in retail trade;
• using document statuses;
• registration of receipt / shipment for several orders or for several warehouses;
• separate accounting of the cost of goods;
• use of order document flow when registering warehouse operations;
• work with packing lists in the warehouse;
• work in a warehouse with address storage of goods in cells (WMS warehouse);
• delivery management;
• formation of the book of purchases and sales;
• registration of interaction (using an email client, registering calls, meetings, etc.);
• conducting transactions, building a sales funnel (fixing primary interest, commercial offers, etc.);
• work with sales representatives;
• enterprise management in accordance with the set goals (Target Indicator Monitor). This applied solution allows you to create and deploy solutions in service mode;
• advanced capabilities to meet the needs. The needs are met in accordance with the specified method of supply. Orders to suppliers, transfer orders, assembly / disassembly orders are generated. Requirements are calculated in accordance with the specified supply method (order by order, stock maintenance (min-max, consumption rate, consumption statistics)), taking into account the planned delivery times and the interval between deliveries;
• the ability to plan sales, purchases, assembly-disassembly of goods for various scenarios and types of plans with control over the implementation of plan data and the preparation of the necessary documents to ensure the fulfillment of the plan (order to the supplier, order for assembly (disassembly));
• exchange of legally significant electronic documents;
• synchronization with mobile application"1C: Orders".

If users of the basic version need these capabilities, they can upgrade to the PROF version by contacting franchisee partners of 1C.

Features of delivery and licensing 1C: Trade management. Basic version. revision 11

Software 1C: Trade Management 8. Basic version. Revision 11 represents platform 1C: Enterprise 8.3 and configuration Trade management basic, edition 11.1 with the restrictions on functionality described above, and with a software licensing system.

The delivery set includes a distribution kit on a CD, a set of documentation, a License Agreement and a registration form, as well as an envelope with a pincode for obtaining a license to use the program.

The basic version uses software licensing of the product with an instance "tied" to a specific computer. The hardware protection key is not supplied.

Each product kit comes with a unique pincode that is hidden from view. The delivery of the product includes a sealed envelope with a pincode, which can only be read after opening the envelope.

To start and run the program, you need to obtain a license. At the first launch of the program on the computer, information about the computer is generated for obtaining a license, which must be reported to the 1C Licensing Center along with the pincode. Based on the pincode and information about the computer on which the program is supposed to be used, the Licensing Center generates a license file with reference to a specific computer.

Obtaining a license can be done automatically if the user's computer is connected to the Internet, as well as by e-mail or telephone. detailed instructions upon obtaining a license for the program is included in the delivery set.

In the event of a configuration change or replacement of a computer, it is possible to obtain up to two backup licenses. Only registered users of the program can obtain reserve licenses.

The basic version can only work in single-user mode, therefore, for this version, client licenses for expanding the number of workplaces cannot be used, as well as the license for the 1C: Enterprise 8 server.

How to sell a product

To purchase software product you can contact franchisee partners and dealers of 1C, stores selling economic programs of 1C, including 1C: Multimedia / 1C: Interest stores, as well as the central office of 1C at the address: Moscow, st. Seleznevskaya, 21.

Services to users

Registered users of the software product 1C: Trade Management 8. Basic version. Revision 11 are entitled to receive free of charge:

• consultation line services by phone and e-mail,
• program and configuration updates on the customer support site http://users.v8.1c.ru/ or through partners of the company "1C".

For additional support, product users 1C: Trade Management 8. Basic version. Revision 11 can conclude an agreement for information technology support (1C: ITS)... Monthly released sets of 1C: ITS disks contain software and configuration updates, reporting forms, methodological materials on the use of new functionality, connected equipment and much more.

Upgrade for users of previous versions

Users of 1C software for commercial and warehouse accounting version 7.7 and below can purchase a software product 1C: Trade Management 8. Basic version. Revision 11 on the terms of the upgrade.

To perform the upgrade, it is necessary to return to 1C the registration form for the software product to be handed over. Distributions, books and protection keys, if they were included in the kit, remain with users to complete accounting in the old program and transfer information bases to 1C: Trade Management 8. Basic version. Revision 11.

Product upgrade 1C: Trade Management 8. Basic version. Revision 11 can be done through partners of 1C or in the retail department of 1C.

"1C: Trade Management 8. Basic version. Edition 11" supports the transfer of accumulated credentials from the program "1C: Trade and Warehouse 7.7".

Transition from 1C: Trade Management. Basic version. Revision 11 for PROF version or other 1C: Enterprise 8 products

Software product users 1C: Trade Management 8. Basic version. Revision 11 who, as their business develops, the capabilities of the basic version of the program become insufficient, can purchase the product 1C: Enterprise 8. Trade Management (PROF version) on the terms of the upgrade.

To perform such an upgrade, you must contact the franchisee partners of 1C.

When going from 1C: Trade Management 8. Basic version. Revision 11 on the PROF version, the credentials accumulated in the basic version are completely saved.

Using the 1C configuration: Trade management. Basic version. Edition 11 users 1C: Trade Management. Basic version (revision 10.3)

Registered users of product 4601546044440 are eligible to use the basic version 11 at no additional cost. In this case, the transition to new edition is optional.

To use edition 11, you need to install the version platforms 1C: Enterprise 8 not lower than 8.3.5.1119 and version configurations Trade management basic not lower than 11.1.8.16.

To run the updated software product, the license previously obtained for the software product is used 4601546044440 1C: Trade Management 8. Basic version.

When switching to a new edition, the automated transfer of reference information and balances to the selected date from the infobase version 10.3.29 of the "Trade Management Basic" configuration running on the "1C: Enterprise" platform of version 8.2.18.109 or higher is supported. The transition method is included in the distribution kit of edition 11.1.

Use and support of 1C: Trade Management. Basic version (revision 10.3)

Software product 4601546044440 1C: Trade Management 8. Basic version, which includes revision 10.3 of the "Trade Management Basic" configuration, remains on sale. In case of withdrawal of this product from sales and termination of support for edition 10.3, this information will be communicated to partners and users in advance by an information letter.

Registered users of product 4601546113498 1C: Trade Management 8. Basic version. Revision 11 have the right to use the basic version of edition 10.3 at no additional charge.

Access to the program settings is carried out from the subsection:

NSI and administration - Settings for NSI and sections

Let's get acquainted with the basic settings and how they affect accounting. As an example, we will use the 1C: Trade Management demo database in the standard package.

Company

The organization

NSI and administration - Settings for NSI and sections - Enterprise, subsection "Organizations" (opened by default)

Here you need to specify the production calendar, which is used as the work schedule of the enterprise. This is necessary for the system to distinguish between working days and non-working days. The choice is made from the directory "Production calendars", the calendar must be filled in for the current year.

Flags for configuring the following features are also available here:

• Several organizations. Enabling accounting for several organizations in the infobase. If the checkbox is not selected, only one organization will be recorded, and there will be no corresponding selection in documents and reports.
• Subdivisions. Enabling the use of subdivisions.
• Separate subdivisions on a separate balance sheet. Should be included if such units exist.
• Separate purchase and sales operations for ex. and reg. accounting. If this flag is set, the so-called. " Management organization»(Predetermined), on behalf of which operations are carried out for the purposes of management accounting.

Currencies

NSI and administration - Settings for NSI and sections - Enterprise, subsection "Currencies" (open)

The "Multiple currencies" flag enables or disables the possibility of multicurrency accounting in the infobase. When the flag is cleared, accounting is kept in only one currency, and there is no choice of currencies in the documents.

In the corresponding fields, the currency of management and regulated accounting is specified (by choosing from the currency reference book). In the demo database, regulated accounting is kept in rubles, and managerial accounting - in US dollars.

Important... After any transactions have been entered into the system, it is not recommended to change the currency accounting settings.

Nomenclature

Item accounting aspects

Master data and administration - Settings of master data and sections - Nomenclature, subsection "Accounting aspects"

The flag "Many types of nomenclature" makes it possible to use several types of nomenclature, including the creation of new ones. If the flag is cleared, only two types of items are available with the types "Product" and "Service".

There are also flags for setting options such as:

• Sales item sets.
• Reusable (returnable) packaging.
• Specifications.
• Packaging.
• Series.
• The quality of the goods.

When the flags are set, only the possibility of using these functions is enabled, it is optional.

Units

Master data and administration - Settings of data base and sections - Nomenclature, subsection "Units of measurement"

In this form, the basic units of weight, volume, area and length are indicated. When creating an infobase "from scratch", the system fills in these values ​​automatically, the user can change them. A reference of units of measurement and the inclusion of the ability to specify an additional unit for reports are also available here.

Planning

NSI and administration - Settings for NSI and sections - Planning

Scheduling settings allow you to enable or disable features such as:

• Sales plans.
• Sales plans by category.
• Seasonal odds.
• Assembly plans (disassembly).
• Procurement plans.

CRM and marketing

CRM settings

NSI and administration - Settings for NSI and sections - CRM and marketing, subsection "CRM Settings"

In the CRM (customer relationship management) settings, you can enable or disable the following features:

• Independently lead partners and contractors. This function allows the program to reflect the complex management structure of our partners (for example, if we conduct trade operations with a holding company in which several legal entities - counterparties belong to one partner).
• Record customer complaints. If the flag is unchecked, registration of the claim will not be available.
• Business regions.
• Projects.
• Customer deals and deal management. When the flags are set, it is possible to record the stages of the transaction and its result, build a sales funnel.

Marketing

NSI and administration - Settings for NSI and sections - CRM and marketing, subsection "Marketing"

This includes the ability to use:

• Several types of prices.
• Price groups.
• Manual and automatic discounts, their restrictions, loyalty cards, bonus programs.

Sales: Set Up Customer Agreements

NSI and administration - Settings for NSI and sections - Sales, subsection "Wholesale"

Earlier in this article, we looked at customizing customer orders.

Now let's turn our attention to the use of agreements with clients. They are needed to fix the terms of sales to the client. In the corresponding setting field, you can select the types of agreements that will be available: standard and individual, or only standard or only individual, or not use. The first option is installed in the demo database.

Warehouse and delivery

NSI and administration - Settings for NSI and sections - Warehouse and delivery

In this form of setting, you can enable such features as:

• Several warehouses. As in the case of using several organizations, currencies, etc., when the flag is cleared, only one warehouse will be recorded, and there will be no warehouse selection in the documents.
• Order warehouses. If the flag is set, it becomes possible to apply the order scheme of warehouse document flow. The corresponding settings must be specified in the warehouse card.
• Usage packing lists upon acceptance and shipment.
• Delivery management. Includes functionality for managing the transportation of goods.

Accounting for goods

NSI and administration - Settings for NSI and sections - Financial results and controlling, subsection "Accounting for goods"

Here you can configure the ability to transfer goods between your own organizations, including the "Intercampani" scheme.

In addition, here you can configure the control of the balances of goods of organizations, including at the end of the day and when canceling receipt documents. When control is enabled, the program will not allow you to post (or cancel) a document if negative balances are generated as a result of this action.

We have considered only the most basic settings of the "1C: Trade Management 8" program. Other settings will be covered in our next articles on accounting in 1C.

About what is software 1C, a lot has been written and told. I myself have already written about this software product, for example, in the article "What is 1C". And still, many questions arise about this program and its configurations. I often have to explain to managers, employees and developers what 1C Trade Management Edition 11 or 1C Enterprise is, how one configuration differs from another and how to choose them correctly. Therefore, I decided to devote a series of articles to the features of typical configurations. And to begin with, let's talk about the "1C Trade Management" configuration.

What is a typical configuration

Typical 1C configurations are ready-made software solutions created by 1C developers for certain industries and areas of activity. There are about 20 typical solutions in total, but the main ones are only 5:

1. 1C Management manufacturing enterprise 1.3
2. 1C.ERP
3. 1C Trade Management Revision 11
4. 1C. Retail 2
5. 1C. Accounting 3
6. 1C. Salary and Personnel Management.

The rest of the standard solutions are not so widespread, these are mainly municipal or budget (state) solutions. Their implementation rarely raises questions.

All kinds of industry-specific and specialized solutions that are not presented in the list of typical 1C configurations are products fully developed by partner companies based on 1C or some modifications of standard solutions for the needs of a particular industry.

Where 1C applies. Trade management

1C. Trade management is a modern product designed to improve the efficiency of a trading enterprise's business.

I consider it uninformative. It does not allow us to understand how efficiency is increased, what kind of efficiency we are talking about, and what are the benefits of implementing this software product and what types of trading are we talking about.

I propose a definition like this:

1C Trade Management is an accounting automation program for distribution and wholesale trading companies.

At the same time, it is important to understand that wholesale is not necessarily the sale of large quantities of goods. The main difference wholesale trade from retail is that wholesale companies do not sell to the end consumer, but for subsequent resale.
For example, if a person buys shoes in a store or warehouse in order to wear them, this is - retail... And if the purchase is carried out for further resale, then even when buying one or two pairs, it is more correct to refer it to the wholesale.

It is important to understand that here I am not talking about sales volumes, but about the principles and features of accounting and work with customers. For sales to end consumers, 1C has created a separate configuration - 1C. Retail. Therefore, it is not worth using 1C to work with end customers. Trade management and vice versa.

Each of the 1C configurations consists of the following main elements - these are directories, magazines, documents, reports. Here I will talk about what the user of the software product sees, as well as what features are the main elements in 1C. Trade Management.

Directories

Basic information necessary for work, including data about goods and customers, is stored in the Directories.

In the 1C configuration, the Department of Trade, the main directories:

• Partners
• The organization
• Nomenclature.

The rest of the directories are either subordinate to these directories or are not so significant.

Partners

Clients - it is a general directory of all buyers, regardless of their status (legal or individual). Technically, this is the same directory Partners, but with the attribute Client.
Suppliers - it is a general directory of all suppliers, regardless of their status (legal entity or individual). Technically, this is the same directory Partners, but with the Supplier attribute.
Counterparties - an organization or an individual with whom an agreement has been concluded and accounting documents are issued.
Contacts - representatives of clients (partners), a separate directory with name, position and phone numbers.

For example, if the buyer worked as a legal entity, and then changed his status to an individual entrepreneur (individual), then in 1C, despite these changes, one client and partner will remain, and there will already be two counterparties related to this client. And if one legal entity has several separate stores, then it may be the other way around, one counterparty and several clients.

An inconvenient limitation concerns the Contacts directory: it is impossible to assign the same contact person to several clients (partners). This restriction rarely interferes, but it happens even so.

In principle, working with partners is flexible enough. It is possible to correctly and conveniently display work with chains of stores belonging to the same legal entity or to different ones, but which are a common network with common mutual settlements. In the card of the directory "Partners" you can specify the category - buyer (client), partner (supplier), competitor, or "other" (charity, material assistance and other types of non-commercial shipments). If desired, the “end consumer” client is also configured, to which various counterparties can belong.

The organization

Directory "Organizations" is intended to store information about organizational structure companies. Cash desks, bank accounts, divisions and everything related to regulated accounting is in one way or another connected with this directory. As an organization, you can specify both a legal entity (LLC, CJSC, etc.) and an individual entrepreneur.

Nomenclature

Further, it is worth considering the second category of reference books - Nomenclature. This includes all types of goods and services that the company offers, as well as their main qualities.

The nomenclature is divided into the following parts:

• Product or service card. They are stored in the catalog, sorted into folders corresponding to a group of goods and services.
• Parameters of goods: reference books of weight, quantity (pieces, thousand pieces, etc.), characteristics.
• Prices and price categories;
• Additional properties.

Important: in the 1C nomenclature of the Department of Trade, you cannot store components from which a finished product is assembled in production. This configuration is not intended for such functions. In the Nomenclature reference book it is possible to create a "Set", but this is a complete set of ready-made goods. For example, creating a gift set of shampoo and gel for subsequent sale for the holiday. For production accounting this configuration is not suitable!

Documentation

All accounting operations in 1C are drawn up in the form of documents. In each of the configurations, there are many different types of documents, including 1C. Trade Management. Here you can write off or transfer, and inventory documents, and re-grading, and payment to the supplier or write-off of funds "on record", and much more. Any movement of goods and funds, as well as the needs of customers or orders to suppliers are displayed using a document.

But most often in 1C, several documents are used in trade management:

• Customer order;
• Invoice;
• Sale of goods and services (invoice);
• Financial documents (check and cashless payments).

In most cases, interaction with the client takes place on the basis of the Order. The configuration is intended for accounting for sales, and here the first thing that is taken into account is a need or a client's request, which is made out in the form of an Order.

There are exceptions when an invoice is immediately issued and shipped, but this is most often the case when trying to use the Trade Management configuration for retail.

In most cases, the structure looks like this:

1. Customer order
2. Sale of goods and services for a certain amount;
3. Invoice (if necessary);
4. Financial transaction (as required, there can be several pieces);
5. Goods issue note;
6. Selection (shipment, placement) of goods.

The structure of subordination of documents also clearly shows that 1C. Trade Management allows you to separate the write-off of goods from the warehouse (expense slip) and the sale of goods for a certain amount. Those. separation of the financial part (payment for goods) and the shipment (write-off) of a certain amount from inventory balances.

If necessary, you can also work with retail, in the 1C configuration. There is a section "Cashier's workplace" for this. Here, the consumption of goods and payment is realized in a general document, including using the cash register.

It is important to understand: to work with retail, there is its own configuration, where workplace the cashier is fully implemented. There are only a few documents in the Retail Office configuration. Of course, a small store can use this component as well. But still there is no point in this, it is easier and more logical to buy a more suitable configuration.

Retail in "Trade Management" is required for single shipments in a company focused primarily on working with wholesale customers.

Among the configuration documents, it is also worth highlighting a convenient list of financial documents. Here you can set up receipts and expenditures of funds both through the cashier and by non-cash method, including there are bank statements displayed in mutual settlements. There is a convenient payment calendar for working with suppliers, on the basis of which payment documents and payment reminders are generated, etc.

Integration with site and other configurations

In 1C Trade Management, a full-fledged data exchange with the website of the online store is implemented. It will take a minimum of time and effort to set up the exchange of current prices and receive orders from the online store. But there is one important limitation here - data exchange is fully configured only for sites on CMS Bitrix, and the site exchange module must be downloaded from the official site. I already wrote about this in my previous articles on Bitrix and 1C.

How it works:

• All product data, including photos and descriptions, are uploaded to the 1C nomenclature reference book, and then copied to the site. In the event of a revaluation or change in stock balances, the information on the site is updated automatically.
• The data about the order placed by the buyer on the site is also automatically transferred to 1C, where the document "Order" is created with the indication of the client. If necessary, a customer card is also generated automatically based on data from the site.

Almost everything that is needed to carry out such an exchange is already available in the boxed solution, if a typical configuration is used without modifications and the official version of Bitrix does not require modifications from the programmer, you will need to set the "Synchronization" flag and specify passwords for accessing the site and databases ...

It also automatically configures data exchange with the 1C. Accounting configuration and other 1C configurations used at the enterprise. The restriction is similar to the site - all configurations must be typical, without modifications from third-party developers and relevant (with all updates). Otherwise, serious work of a programmer will be required.

Access rights and custom roles

Setting up access rights for different users is one of the weakest points of all typical 1C configurations. If you go to the access rights settings, then note for yourself that there are a lot of customizable rights (in the picture I specially marked the position of the slider).

For each type of user, a so-called role is created. This can be an accountant, operator, consultant, sales manager, etc.

For each role, it is necessary to configure the rights - reading, editing, creating, deleting different types of documents, reference books, reports. Moreover, each action (permission or prohibition) is prescribed in a separate line in the list of rights. The setup is long and difficult. Often, some important action ends up being “prohibited”, which is revealed already in the process of work, which leads to additional confusion and delays in work.

To make things a little easier, there are several core roles already created by the system developers. In addition, they can be copied and edited in case of separation of rights, for example, for "manager" and "senior manager".

Connection of commercial equipment

In 1C, Trade Management 11 functions of interaction with trade equipment are spelled out very conveniently. All of them are collected in the section of the same name, working with the settings is relatively simple, and setting up new equipment does not require the participation of a programmer.

It is important to understand that the connected equipment is only called commercial. In fact, here are collected both devices intended directly for trade, and external devices related to warehouse accounting. The list includes: barcode scanners, commercial scales, label printers, magnetic tape readers, data collection terminals (for warehouse inventory), etc.

I will not describe in detail the work with warehouse and retail equipment here, I wrote about this in the article Automating the work of a BPMN warehouse. And all the equipment described in the article can be connected to the 1C accounting system. Trade management.

Of course, the 1C.UT 11 configuration is not a WMS system, i.e. it will be inconvenient to maintain full-fledged warehouse accounting in it. But for a small warehouse, such as a store, the configuration options are more than enough.

Scope of delivery and configuration settings

1C. Trade management, like all typical configurations, can be used through a browser or RDP (real-time data exchange between applications). You can evaluate the convenience of the browser version on the 1C website, for which you need to select "online demo" on the 1C Trade Management 11 page.

Delivered 1c. Trade management in two versions - client-server configuration and file (for installation on a local computer). But if you plan to access 1C from more than one or two computers and are going to store significant amounts of information, it is better to immediately choose the server option, since the file version will not be able to handle such loads correctly.

If you plan to work together with a large number of users, then it is best to focus on buying a server solution designed for installation on 64-bit operating system... There is a version of the server 32-bit configuration, but it has limitations in its work. Therefore, I personally do not recommend it. You can use Postgres or MSSQL as a database for the server.

When choosing custom access keys (buying licenses for working with 1C), you can buy an electronic or USB key. I recommend buying an electronic version of the dongle, since in case of reinstalling the system, the USB dongle will have to be transported to the place, while you will receive an updated electronic dongle and can activate it instantly.

By the way, about licenses. It is worth knowing that all user licenses are universal. Those. if you bought a license to use 1C. Accounting department, it is perfect for working with 1C. Trade management. And vice versa.

In addition to licenses, you also need an ITS subscription, for which a certain fee is also charged. This subscription gives you access to maintenance system and receiving updates.

Useful features

Configuration 1C. Trade management changes from version to version, and here I want to highlight the features that I especially liked in version 11.

Email

The ability to work with e-mail from the 1C.UT 11 configuration is very conveniently implemented. The user can proceed to creating and sending a letter from any printed form of the document. The address field will already contain the email of the client for whom the document was created, printed form the document will already be attached to the letter.

The letter itself can be formed on the basis of a template configured by the user in advance, it can be written from scratch. A combined option is also possible - a template is used, while the user can manually change part of the information or supplement it. Similarly, you can receive mail from clients in 1C. Trade Administration.

Tasks

In order not to forget to do it yourself important work or set a task for one of the employees, you can set a task right in 1C, indicate the date and time of implementation, describe the details in free form, attach the necessary documents to the task.

I would like to note that tasks have a very convenient option - specifying the context (or, in the language of 1c “basis”), according to which you can immediately understand what this or that task is related to. For example, if you created the task “Specify the delivery address for the order”, you do not need to, you just need to create this task from the customer's order and the link will be filled in in the task description itself.

Document Order

Conveniently and most importantly informatively, the document Customer order is implemented. Everything you might need is here:

• Reservation of stock balances under the customer's order;
• Option of ordering without reservation;
• Placing an Order with the simultaneous creation of an order to the supplier for the required commodity items.

In addition, reporting buttons are attached to the Order. In the process of communicating with the client, the manager can see settlements, past orders, discuss possible arrears or remind of items that the buyer may have forgotten to mention, and much more.

In the completed Order, you can view the related documents and determine at what stage the work on this order is.

Pricing

The price reference book is also very conveniently implemented, which is also used in the order. You can store and apply an almost unlimited number of price categories, moreover, prices in them can be either fixed or calculated using a user-specified algorithm based on some basic one.

Prices can be stored in terms of:

• competitors;
• suppliers;
• goods;
• characteristics;
• price groups.

A very convenient mechanism is also implemented to control the work of users. If the manager arbitrarily changes the price of a product in the order (manual entry of the price), then the type of prices in the order is automatically changed to the “Custom price” category. All documents with changed prices can be quickly seen in the report or in the journal when using the filter by price type. This allows you to combine the ability to manually adjust the price by the sales manager, if necessary, with the ability to monitor the work of employees.

Another interesting opportunity in 1C UP 11 is to work with prices both in terms of shipment volumes or customer categories, and in terms of the characteristics of the product itself. For example, when selling clothes of different sizes, you can create one item card for all sizes. And for sale, for example, for sizes up to 42 inclusive one price, and above 42 sizes - another.

It is also conveniently implemented to work with discounts, which can be calculated for the document as a whole, for example, when ordering for a certain amount or more, or can be generated for individual commodity items right in the order lines.

Document and report settings

Another plus is the flexible customization of the document form without the participation of a programmer. The user himself can customize the color scheme (including highlighting the color of individual elements), the list of displayed fields both in the table (list of goods and services) and in the "header" of the document, where the client, counterparty, discounts, terms of shipment and payment are indicated, and so on. Further.

Similarly, an experienced user, without the help of a programmer, using only the capabilities of the 1C user interface, can customize reporting, including creating new reports or adjusting options for forming existing ones. All generated report forms can also be sent by email.

Disadvantages of the system

As the saying goes, disadvantages often turn out to be a continuation of advantages. And 1C. Trade management is no exception in this matter.

Complexity of the system

The main disadvantage of 1C becomes a clear consequence of the advantages and it is called an excess of opportunities. As a result, the user gets too much and gets confused in features, documents and reports.

The system has a very large number of all kinds of settings, which introduces confusion and greatly complicates the user's work. So, for one of my clients, at his request, I personally wrote a short guide on configuration settings. In theory, it should have been a small "cheat sheet" so as not to turn to specialists every time. As a result, for all my efforts to keep it short and clear, it turned out to be a whole brochure of about 20 pages.

Also in the Trade Management configuration there is a huge number of ready-made reports. Moreover, these reports largely overlap with each other and are partially duplicated. And this list can be very difficult to figure out. Moreover, most of the reports are simply unnecessary for trading companies, but they appear in the list of reports and cause confusion.

Likewise with forms, documents, access rights. For an unprepared user, there are too many of them in the basic interface, which makes it difficult for the user to familiarize themselves with the configuration and then work.

But the most inconvenient thing is constant changes from developers that appear during configuration updates. The location of certain customizations, reports, or documents may change at any time. A month ago, before receiving updates, the desired feature was in one section, after updates it may appear in a completely different one.

You have to waste time and re-study each time. what and where the developers decided to move. At the same time, some features may be disabled altogether, others may be enabled or even more detailed. All this greatly complicates the work with the configuration.

Lack of strict rules

Another disadvantage is the lack of well-defined business processes. With all the wealth of possibilities and ease of use of the same Order, the lack of a certain sequence of actions leads to an excessive number of options and possible overlaps in the work. For example, an order can be simply printed, you can create an invoice document based on it, or you can simply print an invoice. And the fact that there are so many options for action makes the job more difficult and increases the likelihood of human error.

No reversal and retroactive performance

And the biggest disadvantage is the lack of work with Storno. In 1C, there is no way to cancel the entire sequence of related operations. At the same time, it is possible to cancel the posting of a certain document retroactively, which is a huge disadvantage. Moreover, this shortcoming of the system has existed practically from the first versions and, unfortunately, has not been corrected until now.

Therefore, in 1C it is quite possible to make changes or even cancel the receipt document, on the basis of which sales and shipments have already been carried out, to correct the expense document already in work, on the basis of which the invoice and the warehouse invoice were issued. In this case, linked documents will not be automatically canceled or corrected. And this is a huge problem, which you have to defend against, in fact, on your own.

Of course, you can always restrict user access rights, so that ordinary employees will not be able to cancel the execution of certain documents. Problems associated with other shortcomings are solved in a similar way. Employees will not see reports, documents and other features they do not need, which will simplify and speed up work with the system. But all of this will take a lot of time and effort on a well-thought-out system of user roles with customized capabilities for them.

Interface congestion

Many users also refer to the disadvantages of the web interface. It's overwhelmed with features, and the result is the plethora of menu items and pop-ups that open up confusion, which, combined with colors and fonts that don't enhance perception, also causes some negativity.

Conclusion

This system is the optimal solution for the implementation of wholesale and distribution trade. It is conveniently implemented trade, warehouse, financial accounting, work with clients. The system is fully integrated with the accounting department, data exchange with the site is conveniently implemented, has flexible settings and is suitable for almost any trading company. But in order to properly configure the system, it is important to carefully study the configuration options. and also deeply understand the subject area, i.e. features of the work of a particular company.

You can learn more about the configuration of 1C. Trade management in the demo version at the link above. And the user manual will help you to explore the full range of possibilities. I tried to briefly give information about the specifics of working with 1C. Trade Management, which will be useful to employees and business leaders when choosing an accounting system.

Tags: Add Tags

Immediately after the installation of the program, the initial setting of the parameters is performed at the workplaces. The setting can be performed in the process of work, but it is more correct to correctly implement this step before creating the main documents and transactions, since the correctness of the formation depends on the correctness of the settings in the system. management reporting organizations.

The initial configuration in 1C UT 11.4 is performed in the section "NSI and Administration". For convenience, the program setting is divided into sections "Enterprise", "Nomenclature", "Planning", etc. Let's start with the General Settings section.

To set a unique name for the infobase, go to the "Reference data and administration" group, section "Administration-General settings". In the "Program title" field, enter the name of the base, which will be displayed at the top of the 1C program. On this tab, you can configure the time zone, specify the types of contact information for various system objects and the ability to use additional details and information, configure the storage of the history of changes in documents and program directories, as well as full-text data search, and allow the use of an electronic digital signature.

The functionality of the program (full or simplified) and the type of the Interface can be selected in the "NSI and Administration" group in the "Administration-Interface" section.

Configuring user rights

In the same group, in the "Setting up users and rights" section, you can set the access rights of various user groups to documents, reference books, reports. However, department heads are usually privileged users. The user who has access to the whole range of actions with the system is the Administrator. This role should be assigned to a narrow circle of employees. A user with these rights has access to the Configurator mode with the ability to delete and correct any information in the database.

Let's go to the section "Reference data and Administration-Configuring reference data and sections-Enterprise". This section consists of the following subsections:

• Organization - allows you to configure various parameters of the organization, for example, work schedule, departments, etc.;
• Currencies - allows you to customize currencies different types accounting.

Let's take a closer look at setting up each of the subsections of the "Enterprises" section.

Subsection "Organizations"

For correct inventory management in the 1C Enterprise program, control of the terms of obligations under contracts and the validity of powers of attorney, the work schedule is set up. The program allows you to create and store work schedules that are used in the enterprise.

Charts are generated based on production calendars... You can use work schedules both for the enterprise as a whole and for its divisions (for example, warehouse work schedule). For a company that has several legal entities, for correct accounting in 1C, it is necessary to set the accounting sign for several organizations, to be able to keep records in the context of divisions, set the "Divisions" flag and, if necessary, activate separate management and regulated accounting.

Subsection "Currencies"

Work in 1C with multiple currencies can be organized using the settings in this section. We set the sign "Multiple currencies" and select the appropriate currencies for regulated and management reporting. Usually, organizations calculate revenues and profits for the "management" in USD, and for regulated reporting - in the national currency (for the Russian Federation - the Russian ruble). Also in this section you can configure the download of exchange rates from any available site that provides open APIs. Such a service is provided free of charge by the RBC website, or you can download courses directly from the website The central bank RF.

Setting up the enterprise structure

Usually an organization consists of several departments, for example, sales department, purchasing department, legal department, the Department information technologies... This structure is reflected in the section "NSI-Enterprise Structure". All departments can be arranged in a hierarchical order with the indication of department heads.

Setting up the "Nomenclature" section 1C Trade Management 11.4 (UT 11)

To use different types of nomenclature 1C Trade Management 11.4 (UT 11) from "Product" and "Service", the sign "Many types of nomenclature" is set. This will also be an additional cut for analytics.

If you make the setting "Item sets on sale" active, then in 1C it will be possible to create item sets for subsequent sale. You can set up accounting, reception and transmission of reusable containers, as well as automatic substitution of containers in documents.

If we have a nomenclature with similar properties of goods (color, size), then we tick the box "Characteristics of goods". They are used to store and display complete information about a product. These characteristics are displayed in the item card and during online trading on the b2b portal.

To control the quality of goods, the attribute "Quality of goods" is established. This option allows you to reflect various categories of marriage in the 1C UT 11.4 system and correctly process them in the future. The section specifies the units of measurement for items - weight, volume, area, and length. These units will be included in the reports.

The control of the uniqueness of the items of the nomenclature is carried out by setting the sign in the subsection "Creation settings". The subsection defines the possibility of combining items into separate segments that can be used to select and set restrictions on discounts (markups).

You can set the item search settings: as a rule, an extended search is specified, since a standard search is performed only by values ​​in one column.

Setting up the "Planning" section 1C Trade Management 11.4 (UT 11)

Setting up planning parameters in the system includes the ability to maintain sales plans by item and without items (aggregated by product categories), taking into account seasonal factors, filling out inventory planning documents using statistical data, as well as maintaining plans for assembly (disassembly) of sets, plans for the purchase of goods to create orders for suppliers according to plans.

Setting up the section "CRM and Marketing" 1C Trade Management 11.4 (UT 11)

Subsection "CRM Settings"

To separate the main counterparties and their "subsidiaries" in the system, you can enable the "Independently maintain partners and counterparties" option in the "CRM Settings" subsection. The function allows chain stores to set up one counterparty (head), and set up subordinate counterparties as partners. When changing the legal entity of the head counterparty for the partner, we can create a second counterparty. If it is necessary to organize claim work in 1C 11.4, the sign "Fix customer claims" is set.

You can conduct an aggregated analysis of trading operations by clients. To set up business regions, go to the section "CRM and Marketing-Settings and References-Business Regions".

Options for conducting transactions and contact persons are available (information on all types of types of business relationships and roles of contact persons).

Subsection "Marketing"

In almost all trade organizations, sales are carried out at several types of prices. For this, the characteristic "Several types of prices" is set. In accordance with the pricing rules, each counterparty corresponds to one or another type of price. If the organization has groups of goods to which the same rules for calculating discounts and pricing are applied, then the attribute "Price groups" is set. To assign manual discounts, the attribute "Manual sales discounts" is set. There are two types of limitation of manual discounts:

• Manual discounts for users - the amount of the discount depends on the user, it is set during order processing;
• Manual discounts for agreements - the amount of the discount depends on the individual agreement for the counterparty.

Very convenient mechanism "Automatic sales discounts". Used to automatically set discounts for VIP-clients.

Let's note the use of product categories, product collections and assortment management, if necessary. The checkbox "Rating of item sales" allows you to take into account the speed of sales in the context of ratings and product categories when planning.

Section "Sales" 1C Trade Management 11.4 (UT 11)

In this section, select the type of agreements with clients. If the sales use standard agreements and agreements with individual conditions (individual system of discounts, credit line conditions, terms of deferred payments, etc.), choose "Standard and individual agreements". Setting the sign "Agreements with customers" allows the system to conduct mutual settlements with customers in the context of agreements.

This section is used to configure customer orders. We set the sign "Customer orders", after which we select one of the use cases:

• An order, as an invoice - only for registration of a buyer's invoice, does not perform movements;
• Order only from the warehouse - reserves the goods in the company's warehouse;
• Orders from a warehouse and to order - in addition to a reserve of existing goods in warehouses, it fulfills an order to a supplier for goods that are not in stock.

Let's set the sign "Applications for return". This option of the 1C Trade Management 11.4 (UT 11) program allows you to automate accounting for the return of goods by customers, to return funds to the client and return goods.

By setting the sign "Invoices for payment" we will enable storage and accounting of issued invoices.

In the “Approval” subsection, you can enable document approval mechanisms - a return request, a commercial offer, a customer order, an agreement with a customer, as well as assign those responsible for approval by hyperlinks.

The "Retail sales" feature allows you to carry out all operations related to retail sales in the system, including everything related to sales in remote outlets.

Section "Purchases" 1C Trade Management 11.4 (UT 11)

This section is used to configure the parameters of documents related to procurement operations - agreements with suppliers and contracts.

Agreements are used to reflect the terms of interaction with suppliers, for example, purchase price types, payment terms, etc.

The subsection "Orders to suppliers" (for recording your own requests) allows you to control not only payment for orders, but also the quantity of goods received. To do this, set the checkboxes "Receipt control when closing vendor orders" and "Payment control when closing vendor orders".

If in the 1C Trade Management 11.4 (UT 11) system they want to implement the registration of goods receipts for several orders to a supplier, then the sign “Receipt for several orders” is set. This design provides a one-to-many relationship. For registration of corrections of goods receipts and corrective invoices, the sign "Correction of acquisitions" is set. If the system needs to control the reasons for cancellation of orders to suppliers, then the flag "Reasons for cancellation of orders to suppliers" is set.

Setting up the "Warehouse and delivery" section 1C Trade management 11.4 (UT 11)

Most organizations that have branches have several warehouses. In addition, there may be virtual warehouses that are physically located in one place, but for correct accounting they are separated. For these purposes, the program provides for the function of maintaining several warehouses within one organization and the ability to set the procedure for issuing invoices and expense orders.

Setting up the section "Treasury" 1C Trade Management 11.4 (UT 11)

Maintenance of several settlement accounts of an organization is ensured by setting the attribute "Several bank accounts". The enterprise may need to organize several cash desks, for example, currency and ruble. For these purposes, the sign "Several cash registers" is established. For the planned expenditure of finance and the formation of the payment calendar, the sign “Applications for the expenditure of funds” is set. This option allows you to reflect the need for funds, prevent uncoordinated payments of money and control the amount of funds spent. There is a variant of using credit and deposit agreements.

Section "Financial Performance and Controlling" 1C Trade Management 11.2 (UT 11)

In this section, you can configure the parameters of financial accounting: VAT accounting and areas of activity. In a trade organization, such areas of activity as wholesales, retail sales, sales to distributors, etc. can be distinguished. To organize accounting by areas of activity, methods of distribution of income are set. When creating methods, indicate one of the existing distribution rules. In this section 1C Trade Management 11.4 (UT 11), the sign "Form a management balance" is established. This type of balance sheet is a simplified form of the balance sheet and serves to assess the financial performance of the enterprise. It allows you to manage assets and liabilities, control the directions of use financial resources, includes data from financial statements.

Another important point is to enable settings for analyzing profits when selling goods from suppliers. In order to be able to calculate the profit from the sale of goods of a particular supplier, the "Stand-alone cost accounting" checkbox must be selected. Let's set the sign "Lot accounting". This option allows you to carry out receipts of goods by lot. Batch of items may differ in the purchase price, shelf life, etc.

To limit the list of organizations that have the right to sell someone else's goods, the Intercampani scheme is used. Using the Intercampani scheme, we can not only limit the list of organizations that have the right to sell someone else's goods, but also automatically issue documents for the transfer of goods between organizations. the results of such sales. In order to be able to automatically register sales of goods belonging to another organization, in the subsection "Goods accounting" the checkbox "Transfer of goods between organizations" must be selected.

Checking the box "Control the balances of goods of organizations" serves so that in the process of operational work it is possible to control the total balance of goods of all organizations included in the "Intercampani" scheme. Based on the results of the shipment of goods received by another organization, a document for the transfer of goods between organizations will be automatically generated.

In this section, you can configure integration with the workflow program and data synchronization. After a little setup of the web service, it will be possible to download and negotiate supply agreements, surety agreements and commercial offers. Correct organization of workflow will allow you to control the timing of the approval of processes, provide prompt access to all interested participants in the process to documents and storage electronic versions documents.

Information from UT can be unloaded into other 1C configurations, for example, in 1C: Accounting, Salary and Human Resources Management, or aggregated in various ways.