Accounting for sales of goods and materials. Wholesale trade 1c enterprise trade management

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Serves to automate trading activities with wide range application and customization according to the own needs of sales managers and other employees. A standard configuration will allow you to work from a retail store to a wholesale store, with ample customization options.

The configuration of the 1C:Enterprise 8 program system is a standard application solution that allows the complex automation of operational and management accounting, analysis and planning of trading actions, thereby ensuring effective management modern trading enterprise. The configuration allows for operational accounting and management of not only trade, but also warehouse and financial operations.

This will come in handy!

Description of 1C: Trade Management 8

The “1C: Trade Management 8” configuration of the “1C: Enterprise 8” program system is a standard application solution that allows you to comprehensively automate the tasks of operational and CCT management accounting, analysis and planning of trading actions, thereby ensuring the effective management of a modern trading enterprise. The configuration is intended to automate accounting in organizations engaged in wholesale and retail trade. The configuration allows for operational accounting and management of not only trade, but also warehouse and financial operations.

The subject area automated by the 1C: Trade Management 8 configuration can be represented as the following diagram.

The configuration automates the following areas of trading activity:

• sales management (including wholesale, retail and commission trading);
• supply chain management;
• sales and purchasing planning;
• inventory management;
• management of customer orders;
• customer relationship management;
• analysis of the enterprise's turnover;
• price analysis and management pricing policy;
• monitoring and analysis of the effectiveness of trading activities.

The configuration supports the design of almost all primary documents trade accounting, including this and movement documents Money. With the help of documents, operational information is taken into account when performing business actions. Based on this information, management functions are implemented.

The “1C: Trade Management 8” configuration is designed to take into account any types of trading actions. Thanks to its flexibility and customizability, the configuration is capable of performing accounting functions from maintaining directories and entering primary documents to receiving various analytical reports.

1C: Trade Management 8 is a modern and highly functional tool, created on the basis of the 1C Accounting 8 application, which is designed to automate basic work processes at enterprises operating in the trade sector.

This highly functional solution is fully compatible with such products from a well-known Russian developer company software"1C" as 1C Accounting 8.1. In addition, the program took into account some improvements and modifications and completely different modifications. Last but not least, this applies to the software products 1C Accounting 8.2 and 1C Accounting 8.3.

Lately, we often receive questions regarding the release of an updated and improved version of 1C Accounting 8.4. This product is currently being tested.

The configuration maintains management accounting for the trading enterprise as a whole. For an enterprise with a holding structure, documents can be drawn up on behalf of several organizations included in the holding. The means of registering a business transaction is a document.

The “1C: Trade Management 8” configuration provides automatic selection of the data necessary for maintaining accounting, and transfer of this data to “1C: Accounting 8”.

The head of the company

The manager of an enterprise needs real returns from the automation system.

"1C: Trade Management 8" increases the efficiency of an enterprise by automating routine operations, by maintaining records in real time, by quickly and conveniently preparing information for decision-making at different levels. The system is put into operation very quickly and begins to produce results. When changing the scale, approaches to management or organization of work at the enterprise, restructuring the system does not require large expenses. This is achieved by building business solutions on a powerful modern technology platform. An important advantage of the 1C:Enterprise system is its wide popularity: more than 3,000 specialized companies and many certified specialists are ready to help your company install, operate and further improve the automation system.

Unlike its predecessor, the application solution "1C: Trade and Warehouse 7.7", the new application solution is designed not only to automate accounting, but also to provide real assistance to managers at all levels, starting with the director. Many managers will appreciate the new tools for interactive analysis of the situation and obtaining detailed transcripts of the indicators of interest. However, even more important is the ability to obtain and analyze management information on a regular basis. You do not need to study on-screen menus or know the system functions in detail in order to use 1C:Enterprise 8 as an active source necessary information. The "Report to the Manager" option will ensure the formation and presentation of an overview of the current situation - automatically, regularly, according to the schedule you set. Values ​​of key indicators, problems that require your immediate intervention, comparison of managers' work results - you can view this report on the intranet, receive it by e-mail while on a business trip, or have your secretary print it out. Thus, being anywhere in the world, you will keep your finger on the pulse of your business, make decisions and plan further actions based on the current picture of the real state of affairs.

For managers and specialists of trade departments

The new application solution places maximum emphasis on ensuring the efficiency of your daily work. Wide range of training opportunities for everyone necessary documents, managing product distribution and pricing, accepting orders and monitoring their execution, optimization warehouse stocks, trade turnover analysis, purchasing and supply planning will make it your reliable assistant - no matter what direction or area you are responsible for. "1C: Trade Management 8" will allow you to create a unified information space in your company, organize clear interaction between departments, and help employees work as a single team.

Accounting service employees

Programs of the 1C:Enterprise system have become the industry standard for accounting solutions. The program "1C: Trade Management 8" has absorbed all the best that has been developed over the years of development of its predecessor - the program "1C: Trade and Warehouse 7.7". The proven functionality of this trade and warehouse accounting automation system, which is the most widely used in the country today, has been supplemented with a number of new capabilities. You get a new tool that will help you get rid of routine work and bring accounting closer to your needs real business. At the same time, regular information and methodological support from the 1C company will allow it to be carried out in accordance with current legislation. Of course, "1C: Trade Management 8" allows you to transfer the necessary credentials to the accounting system.

IT specialists of enterprises

"1C:Enterprise 8" puts into your hands a set of tools and technologies that meets the most modern standards for the development, modification, administration and maintenance of a corporate information system. All these funds are included in the supply of our 1C:Enterprise 8 production products. At no additional cost, you receive exactly the same tools that 1C developers use. As a result, the system installed at the enterprise will not be a “black box” for you. Experience shows that for most system administrators and automation specialists, a few days are enough to master the principles of building 1C:Enterprise solutions - after that you will be able not only to maintain, but also to adapt the system in accordance with the needs of your organizations. It is also important that you will be able to become a member of the professional community of 1C:Enterprise specialists, receive support in mastering the system, and use the opportunity for versatile communication and exchange of experience with numerous colleagues. The real openness of the system and the ease of its adaptation, ample opportunities for scaling and integration, simplicity and ease of administration and support - all this allows you to spend a minimum of effort on solving “low-level” technological issues and concentrate on meaningful, creative tasks of automating enterprise business processes.

Specialists of consulting companies and system integrators

Short time and implementation efficiency, reasonable prices and flexible licensing policy, a well-developed set of standard and specialized solutions, developed integration tools - these are just some of the advantages that make 1C:Enterprise an excellent “building material” for creating a wide variety of information systems. Many consulting companies and system integrators note that the use of 1C:Enterprise and cooperation with 1C have become important factors the success of their projects. Decline project risks, the ability to offer customers a competitive project and complete it within deadlines and budgets - all this allows you to increase the reputation of your company and business profitability, expand the circle of clients and put work with them on an industrial basis.

Advantages compared to the solution "1C: Trade and Warehouse 7.7"

• After switching to "1C: Trade Management 8" the user will receive not only a more powerful solution for accounting for trading operations, but also necessary funds to improve the efficiency of enterprise management at the modern level.
• New features have been implemented that increase the efficiency of using the resources of a trading enterprise:
• planning sales, purchases, cash payments;
• optimization of stock at the enterprise, taking into account expected goods from the supplier;
• monitoring compliance with plans, availability of funds, discipline of deliveries and payments;
• analysis of managers' performance;
• automatic generation of a “report to the manager”;
• flexible pricing scheme, including the possibility of providing a variety of discounts in order to retain customers;
• a powerful reporting system that allows you to receive all the necessary data with the necessary user-configurable groupings and filtering.
• The application solution "Trade Management" implements modern methods customer relationship management (CRM), providing high speed and the quality of work of managers combined with an individual approach to each client:
• user calendar;
• workplace manager;
• registration of events with the client and storage of relationship histories;
• reminder system;
• built-in email;
• ABC analysis and classification of clients by relationship stages;
• carrying out various marketing campaigns to attract customers;
• conducting customer surveys.
• The modern platform "1C:Enterprise 8" significantly expands the possibilities of scaling and working in a distributed information base, including via the Internet, which will be in demand large enterprises with geographically dispersed units.

The software product is a modern tool for increasing the business efficiency of a trading enterprise.

"1C: Trade Management 8" allows you to comprehensively automate the tasks of operational and management accounting, analysis and planning of trade operations, thereby ensuring the effective management of a modern trading enterprise.

The subject area automated using "1C: Trade Management 8" can be represented in the form of the following diagram.

Configuration "1C:Enterprise 8. Trade Management" automates the following areas of economic activity:

• customer relationship management

CRM is a concept for managing customer relationships in an environment of active competition, aimed at maximizing the potential of each client and partner in the interests of the enterprise.

The CRM concept involves the regular collection and analysis of information about each client, real and potential: how the client responded to the business proposal, whether he is satisfied with the quality of service, whether his preferences change over time, how carefully he fulfills his obligations, and ultimately how much the client brings (or could bring) income to the enterprise.

All stages of the relationship with the client are tracked. Signs of a dangerous deterioration in relations are carefully detected, since, as is known, in a competitive market the costs of attracting a new client are an order of magnitude higher than the costs of retaining an existing client.

The CRM concept provides a harmonious combination of a formal approach and individual attitude to each client. But if the number of active clients of an enterprise is measured in tens or hundreds, and the number of potential clients is measured in hundreds or thousands, respectively, then the full implementation of the CRM concept will lead to the accumulation of huge amounts of information, which will be simply impossible to work with without the use of special automation tools.

The configuration contains automation tools for the CRM concept. Functionality configurations allow an enterprise to successfully manage relationships with customers, suppliers, subcontractors and any other counterparties.

Registration of all actions for concluding and executing transactions, registration of all contacts with clients, both real and potential, is provided.

The configuration allows you to do the following:

1. use a personalized approach to the needs and requirements of each client;
2. store complete contact information on contractors and their employees, history of interaction with them;
3. manage the sales process using the business process mechanism (transactions with the client);
4. analyze unfinished and plan upcoming transactions with customers and potential clients;
5. register every request potential client and further analyze the percentage of customer acquisition, as well as analyze the satisfaction of primary demand;
6. quickly monitor the status of planned contacts and transactions;
7. conduct an integrated BCG analysis of customer relationships;
8. register and promptly process customer complaints;
9. analyze and evaluate the effectiveness of managers’ work with clients.

Customer relationship management configuration capabilities may be in demand commercial director, Marketing Director, employees of the marketing, sales and supply departments of the enterprise.

• sales rules management

Sales rules
The program allows you to set sales rules, individual for clients or standard for client segments.

These include various payment conditions, price conditions, and discount conditions.

1. To change the sales rules for a specific partner, it is enough to move him to another segment, and this can be done automatically, according to the specified rules.
2. To change the sales rules for all clients from a certain segment, it is enough to change the standard agreement used for clients of this segment once.

For important clients Individual agreements on sales rules can be drawn up.

• sales process management

• control sales representatives

Based "Extensions for Pocket PCs" An application has been implemented that automates the work of a sales representative on a PDA. The application exchanges data with the Trade Management configuration information base and allows you to view received tasks on the PDA, mark their completion, view product balances, accept orders from clients, and fill out advance reports.

• Inventory Management

1. Providing goods for current orders and for replenishing warehouse stocks according to specified rules, incl. taking into account sales statistics.
2. Long-term procurement planning and formation of orders according to procurement plans.

• procurement management

The capabilities of the procurement management program allow you to solve problems of monitoring the delivery time of goods, cash expenditures and timely payments to suppliers.
The program allows you to register discrepancies when receiving goods, analyze the reasons for supply failures (suppliers’ refusal to supply goods), take into account additional services and additional costs when delivering goods.

• warehouse management

The application solution allows:

1. manage product balances in various units of measurement in multiple warehouses;
2. keep separate records own goods, goods accepted and transferred for sale;
3. detail the location of goods in the warehouse by storage location, which allows you to optimize the assembly of goods in the warehouse;
4. take into account product series (serial numbers, expiration dates, etc.);
5. set arbitrary characteristics of goods (color, size, etc.);
6. take into account the customs declaration and country of origin;
7. document assembly/disassembly operations of goods;
8. reserve goods.

To speed up the processes of receipt, shipment and inventory of goods in warehouses, you can use different kinds commercial equipment: barcode scanners, data collection terminals.

The program implements an order warehouse accounting scheme. It can be enabled independently for shipping and receiving transactions. Warehouse orders are issued on the basis of order documents, which can be orders or invoices. Records are kept of orders received but not executed; Warehouse operating technology can be based entirely on electronic orders.

The program implements targeted storage of goods, i.e. maintaining the balance of goods in the context of storage locations (cells, shelves, racks) and product packaging.

In this case it is possible as reference placement by cells, when it is indicated only in which cells the product can, in principle, be located, and cell balance control, when accurate records are kept of the quantity of goods in each cell.

When using control of balances in warehouse cells: the system allows you to manage the placement of goods into storage locations upon receipt, assembly from storage locations during shipment, movement and unpacking of goods. The algorithms embedded in the system automatically select optimal places storage when placing goods. For goods that are stored and shipped in packages of different sizes, it is possible to automatically generate unpacking tasks if there is a shortage of smaller packages.

At any time, you can control the process of assembling goods in the warehouse in accordance with issued “electronic” orders or the process of placing incoming goods.

A multi-step inventory process has been implemented, including the generation of orders for inventory, the issuance of orders to recalculate balances in storage areas, and separate reflection of surpluses and shortages in operational and financial accounting.

• goods delivery management

It is possible to print a route sheet and a set of documents that must be transferred to the client or carrier.

When creating transportation orders vehicles loaded according to their capacity and carrying capacity.

• financial management
• control and analysis target indicators activity of the enterprise

The composition of indicators, algorithms for their formation, and presentation form can be flexibly customized.

It is possible to display only important indicators.
Each indicator can be deciphered using detailed reports.

It is possible to generate a summary report in printed form for submission to the manager on all or the most critical indicators.

The program provides a variety of visual reports that allow you to analyze information and make decisions on various sections accounting.

The program can register both already completed and planned business transactions. "1C: Trade Management 8" automates the preparation of almost all primary trade and warehouse accounting documents, as well as cash flow documents.

"1C: Trade Management 8" is designed for any type of trading operations. Accounting functions have been implemented - from maintaining directories and entering primary documents to receiving various analytical reports.

The solution allows you to maintain management accounting for the trading enterprise as a whole. For an enterprise with a holding structure, documents can be drawn up on behalf of several organizations included in the holding.

The functionality of the solution can be flexibly adapted by enabling/disabling various functional options. For example, in this way the program can be significantly simplified for a small organization by disabling many features necessary only for large companies (the disabled functionality is hidden from the interface and does not interfere with the work of users). The following will be a description of the functionality of the solution including all options.

"1C: Trade Management 8" provides automatic selection of data necessary for accounting and transfer of this data to "1C: Accounting 8".

Using the Trade Management program together with other programs allows you to comprehensively automate wholesale and retail enterprises. The Trade Management program can be used as a control system for the 1C: Retail 8 solution.

Program "1C:Enterprise 8. Trade Management" is available in the following versions:

• 1C:Enterprise 8. Trade management, basic version
• 1C:Enterprise 8. Trade management, PROF version

Director and head of the enterprise

Program "1C:Enterprise 8. Trade Management" allows:

• increase labor productivity of all services of the trading enterprise;
• work with operational information reflecting the current state of the enterprise at a given time;
• quickly and in a convenient form to receive reports for decision-making at different levels.

IN "1C:Enterprise 8. Trade Management" there is a special report "Report to the manager", which includes information about:

• cash balances and turnover;
• accounts receivable and payable;
• availability of goods;
• working capital and working capital;
• planned receipts and payments;
• cost of inventory;
• managerial effectiveness;
• advertising effectiveness;
• etc.

"Report to the manager" You can set it up for automatic generation, set it to run on a schedule and send it by e-mail. Thus, the director and manager of a trading enterprise has the opportunity to make prompt and informed decisions anywhere in the world.

For managers and specialists of trade departments

"1C:Enterprise 8. Trade Management" helps manage:

• product distribution and pricing;
• accepting orders and monitoring their execution;
• optimization of warehouse stocks;
• trade turnover analysis;
• procurement and supply planning.

Accounting service employees

"1C:Enterprise 8. Trade Management"– an effective tool that allows you to get rid of routine work and bring accounting closer to the needs of a real business. Information and methodological support allows you to keep records in accordance with current legislation.

Software "1C:Enterprise 8. Trade Management" provides automatic selection of data necessary for accounting and transfer of this data to 1C: Accounting 8. In addition, data transfer to the accounting configurations of the 1C:Enterprise 7.7 program system is provided.

Enterprise IT specialists

"1C:Enterprise 8. Trade Management" includes a set of tools and technologies for the development, modification, administration and maintenance of a corporate information system. The openness of the system and the ease of its adaptation, wide scaling and integration capabilities, simplicity and ease of administration and support will allow IT specialists to spend a minimum of effort on maintenance and configuration in accordance with the needs of the trading organization.

Attention! To scale and expand the number of workstations, you can purchase additional licenses.

Modern trading enterprises offer their customers the widest range goods, which amounts to thousands and tens of thousands of items. Moreover, many items can be sold on different conditions: advance payment, deferred payment, discount, markup, batch size, etc. Clients are often divided into categories - VIP client, regular client, regular customer, small wholesale customer, etc. Product items can be completed and disassembled, many goods are subject to mandatory certification and hygienic studies, substandard items must be written off, inventory must be periodically carried out in warehouses, each company must have its own marketing policy, etc., in general, a modern trading enterprise represents a living organism located in constant movement. Obviously, all this hectic activity requires automation. To solve this problem, there are special software tools, and in this book we will introduce you to the most popular product designed to automate the activities of a trading enterprise - “1C Trade Management”, which is implemented on the latest technology platform version 1C 8.2.

* * *

The given introductory fragment of the book 1C: Trade management 8.2. A clear tutorial for beginners (A. A. Gladky, 2012) provided by our book partner - the company liters.

First acquaintance with “1C Trade Management 8.2”

The first chapter of the book contains basic information about the program “1C Trade Management 8.2”. You will learn what the functionality of this standard solution, what are the features of the program compared to previous versions, how to launch the program, create and select information bases, and much more.

Functionality of a standard solution

One of the key advantages of the configuration under consideration is the flexibility of the platform, which allows the program to be widely used in a wide variety of areas. Implemented mechanisms for managing wholesale and retail sales, marketing activities, wholesale purchases, warehouse and enterprise finances, other assets and liabilities open up wide opportunities for accounting and go far beyond traditional accounting and management standards.

The tasks solved using the 1C: Trade Management 8.2 program can be formulated as follows.

♦ Management of inventories and procurement of inventory items.

♦ Maintaining primary documentation with data reflected in accounting and printing of documents.

♦ Registration and accounting of warehouse operations, maintaining warehouse documentation, conducting an inventory of valuables stored in the warehouse.

♦ Accounting for internal movement of inventory items.

♦ Planning and control financial resources companies.

♦ Calculation financial result company activities.

♦ Accounting and adjustment of debt, carrying out mutual offsets, writing off debt.

♦ Maintaining multi-currency accounting.

♦ Conducting and recording the company’s marketing activities, carrying out many analyzes and generating various reports.

♦ Formation of pricing policy and control of its implementation.

♦ Automation of work with company sales representatives.

♦ Maintaining an extensive client base with the ability to store a wide variety of information for each counterparty.

♦ Management of wholesale and retail trade, taking into account all transactions, the formation of orders, registration of receipts, sales and returns of inventory items.

♦ Automation and accounting service clients.

♦ Accounting for cash and non-cash funds of the enterprise, maintaining a cash book, accounting for accountable funds.

♦ Setting up, generating and printing various reports on transactions performed.

♦ Using a built-in organizer to improve convenience and efficiency.

♦ Customize and use the Desktop to suit your needs.

In addition to those listed, using the configuration under consideration, a number of other tasks can be solved, the presence of which may be determined by the specifics of a particular enterprise.

Starting the configuration and selecting the operating mode

Every software 1C family can operate in two modes: “1C: Enterprise” (application solution) and “Configurator”. The mode is selected by pressing the corresponding button in the program launch window (Fig. 1.1).

The “1C: Enterprise” mode is an application solution of the program in accordance with its purpose. In other words, it is in this mode that accountants, financiers, managers and other end users of the program work.

As for the “Configurator” mode, it is intended for setting up and administering the program. Here configuration objects are created and edited, interfaces and dialog boxes are configured, the appearance and content are determined printed form documents, and also performs a number of other similar actions. Typically, a system administrator or other authorized specialist works with the Configurator, since this requires specific knowledge (administration skills, etc.).

Here we will not consider in detail the issues of configuring 1C, since special literature is intended for getting acquainted with this topic. Let us note that it is not recommended for the average user to edit the Configurator independently without the most serious reasons: this may violate the integrity of the data, and generally lead to unpredictable consequences.

However, some program settings are transferred to the application solution operating mode. You can edit them yourself, and how this is done will be described below in the appropriate section.

To launch the program, use the corresponding shortcut on the Desktop (when installing 1C, it is displayed on the Desktop automatically). Double-click on it and the launch window will open, which is shown in Fig. 1.1.

Rice. 1.1. Program launch window

In this window, you select the required operating mode (buttons 1C:Enterprise and Configurator), as well as information base.

A list of infobases is formed in the central part of the window. This list may contain an information base with a demo configuration; This database is included in the package and is intended for preliminary acquaintance with the program. The information base is selected by clicking on the corresponding list position. You can add new ones to the list or edit and delete existing information bases - there are corresponding buttons on the right side of the window for this.

NOTE

In this case, the infobase is the data that you plan to work with in the upcoming work session.

The path to the infobase directory where the cursor is installed is displayed at the bottom of the window.

The procedure for starting the program is as follows: first, you need to click on the information base in the launch window, and then click the 1C: Enterprise or Configurator button, depending on the mode in which you want to start the program. As we noted earlier, the program is used for its intended purpose in the “1C Enterprise” mode.

Composition and structure of a standard solution

Users of previous versions of the program immediately notice that the user interface has radically changed in the new version of the configuration. At first, this may cause some difficulties, but adaptation takes place quickly, since the advantages of the new structure of the standard solution are obvious.

The main window of the 1C Trade Management 8.2 program is shown in Fig. 1.2.

Rice. 1.2. Main program window

At the top of the interface there is a section panel, which includes links to the following sections of the program: Desktop, Marketing, Wholesale sales, Retail sales, Inventory and purchasing, Finance (this section is open in Fig. 1.2), Regulatory and reference information, Organizer and Administration. The first thing the user must do after starting the program is to select the section in which he plans to work. While working, the user can freely move from one section to another, depending on what he intends to do.

Let us briefly describe all sections of the “1C Trade Management 8.2” program.

♦ Desk. In this section you can create a list of the most relevant tasks, documents and other objects. In other words, everything that requires a priority response is displayed on the Desktop. This section is not mandatory for use, but increases the convenience and comfort of work.

♦ Marketing. This section creates marketing policy trading enterprise: types of prices and price groups are formed, standard agreements with clients are set up, conditions for providing discounts and markups are determined, marketing activities are planned and carried out, etc. Data from the Marketing section can subsequently be used in other sections of the program.

♦ Wholesale sales. This section provides organization and accounting wholesale sales enterprises. In particular, transactions are processed here, customer orders are processed, shipping documents are issued, invoices for payment and documents for the return of goods from customers are issued, work is carried out with sales representatives, etc.

♦ Retail sales. This section is used by enterprises engaged in retail trade. Here checks are written, a list is formed retail outlets, documentation is being maintained retail sales. In this case, you can use external equipment (fiscal registrars, acquiring terminals, barcode scanners, etc.), which must first be connected and configured in the Administration section.

♦ Inventory and purchasing. This section keeps records of the enterprise's wholesale purchases, as well as warehouse records. Here, prices of partners are registered, orders are placed with suppliers, shipping documents are registered for the receipt of valuables and for the return of goods to suppliers, warehouse documentation is maintained, documents for the internal movement of goods are drawn up, and a number of other actions are performed to manage inventories and purchases of a trading enterprise.

♦ Finance. The name of the section speaks for itself: it is intended for accounting for funds, as well as calculating the financial result of the enterprise. In this section, all documentation for accounting for funds is maintained (cash orders, payment orders, cash book, advance reports, etc.), items of income and expenses are formed, applications for spending and orders for the movement of funds are drawn up, debt is calculated and adjusted, a payment calendar is generated, the distribution of revenue and cost of sales by business area is configured, etc.

♦ Regulatory and reference information. In this section, you enter regulatory and reference information that is necessary to use the program. In particular, this is where most directories and classifiers are filled in. In the 1C program, the directory is a repository of basic, basic information, without which it is impossible to operate the program. For example, to generate a document for the receipt of inventory items, you need to indicate in it the supplier from whom the items were received, create a list of these items, indicate the warehouse to which they will be posted, etc. All this information is taken from the relevant directories, where they should be entered in advance. Note that you can add items to the directories as you use the program (for example, directly when entering documents), but it is much more convenient to enter the required minimum information in advance so as not to be distracted by it later.

♦ Organizer. The 1C Trade Management 8.2 program has a built-in organizer that allows you to organize work and rationally use work time. In this section you can configure accounts Email, create lists of tasks and performers, plan meetings, interactions and other events.

♦ Administration. This section contains all the basic settings for setting up the program, and many actions for its administration are also performed here. Here, lists of infobase users are formed, their access rights are configured, a log of system events is kept, accounting parameters are configured, etc.

As we noted earlier, a section is selected by clicking on the corresponding section panel link.

Each section has its own navigation bar and action bar. Using the navigation panel, you select the required operating modes and activate the corresponding program functions, and the action panel is intended mainly for generating reports and switching to some service functions of the program. The navigation bar is located on the left side of the section, and the action bar is at the top, just below the navigation bar links. In Fig. Figure 1.3 shows all the program interface panels (in this case, the Retail Sales section is open).

Rice. 1.3. Program interface panels

As for the main menu of the program, which in previous versions was located along the upper border of the interface and included the items File, Edit, Operations, Service, etc., it is now called up using the button with an arrow located at the top left of the main window (Fig. 1.4 ).

Rice. 1.4. Main menu of the program

Further, in the process of studying the program, we will refer to some commands of the main menu. Note that they do not directly affect the functionality of the application solution, as well as the procedure for using the program, but consist mainly of service and auxiliary functions.

The central part of the main program window displays the contents of the current operating mode. For example, if you click on the Cash receipt orders link in the navigation panel of the Finance section, a list of previously generated cash receipt orders will be displayed in the central part of the interface (see Fig. 1.2). If you want the contents of the current operating mode to be displayed in a separate window, click on the corresponding link while holding down the Shift key.

To work in the selected operating mode, there are buttons on the toolbar, the All Actions menu, as well as commands in the context menu called by pressing the right mouse button. In Fig. 1.2, the toolbar includes the Create, Find, Print buttons, as well as several other buttons, the names of which are displayed as tooltips when you move the mouse pointer over them. The All Actions menu is located on the right side of the toolbar and is an analogue of the Actions menu, which is well known to users of previous versions of the program. As for the context menu, some of its commands duplicate the corresponding toolbar buttons and All Actions menu commands. Note that the contents of the context menu may depend on the current operating mode (for example, when working with a list of documents and in document editing mode, the context menu will include different commands).

In general, work with the program is carried out according to the following algorithm: first, the required section is selected, and then in the navigation panel or in the action panel, by clicking the mouse, the operating mode is indicated in which all further actions are performed. For quick access to them, the most pressing tasks can be displayed on the Desktop - a special section, the contents of which you create yourself.

Keyboard shortcuts that can be used in the program (“hot keys”)

You can use so-called “hot keys” in the program. For example, adding a new position (document, product, etc.) is done using the Insert key, switching to the position editing mode is done by pressing the F2 key, marking a position for deletion (as well as removing such a mark) is by pressing the Delete key, etc. Below we provide a list of “hot keys” that are most popular among users.

Table 1.1.

"Hotkeys" general purpose

Table 1.2.

"Hot keys" for managing program windows

Table 1.3.

"Hot keys" for working in the editing window

Table 1.4.

“Hot keys” for working in list interfaces and with hierarchical lists

Table 1.5.

“Hotkeys” for working with input fields in editing windows

Table 1.6.

"Hot keys" designed for working with spreadsheet documents

Table 1.7.

"Hot keys" designed to work with text documents

Version 1C Trade Management 11.3 has a number of useful features that distinguish it from the previous edition 10.3. In this article we will look at the main additions, discuss their pros and cons, and also recall the basic key capabilities and functions that form the core of this information system.

Main features of 1C Trade Management 11

1 C Trade Management 11 is a comprehensive system that allows you to automate the accounting of business transactions, plan activities and analyze the effectiveness of business processes trading company. This edition is a development of the previous edition 10.3 and supports all previously implemented functions, namely:

• Automation of sales and procurement accounting;
• Pricing system management;
• Automation of accounting of warehouse operations and balances;
• CRM support;
• Automation of accounting for cash flows (including planned ones) and costs;
• Carrying out performance analysis using a reporting system;
• Sales and purchasing planning;
• Setting up an individual interface, integration with other 1C systems, etc.

More details about the standard functionality of 1C: Trade Management 11, which was inherited from the previous edition, can be found in the article “1C Trade Management 10.3 Review, description, capabilities.”

Features of 1C Trade Management. Difference between editions

As can be seen from the brief overview of the main functions and capabilities of 1C UT 11.3, which was given above, this edition retains all the standard functionality that allows you to automate the accounting of operations of the enterprise conducting commercial activities. However, compared to the previous edition, the newest version has undergone a number of improvements. The most significant of them include the following features:

For the first time in 1 C Trade Management 11, the user interface was radically revised. The product began to look more modern, but this is not the main difference. If previously the functionality in the user interface was distributed by type of operation (Directories, Documents, Reports, etc.), then in this version the grouping is done by type of business process (Sales, Purchasing, CRM and Marketing, etc.). On the one hand, forming an interface based on the content of business processes seems more logical. On the other hand, users are so accustomed to the previous way of working with the program, which was preserved from edition to edition, that such significant changes can cause difficulties in their work, which calls into question the feasibility of updating the software.

Development of the financial block

The capabilities of 1C Trade Management 11 allow you to automate even more financial transactions, for example, automatically calculate debt or deferred payment, group data by dates of overdue or scheduled payments. Additionally, the functionality of internal mutual settlements between firms of the same enterprise (“intercompany”) has been implemented.

The Payment Calendar has been significantly improved: if in the previous version 10.3 it was more of a regular report, now it is truly a full-fledged workplace with additional parameters and several modes of operation: it is possible to display requests for spending funds and the payment calendar itself in various combinations of the user’s choosing .

In addition, methods for calculating actual costs have been improved: instead of the moving average and batch accounting calculations used in edition 10.3, more accurate approaches in accordance with Russian standards are now considered - monthly average, FIFO (weighted average estimate), FIFO (rolling estimate). In addition, it became possible to calculate the preliminary cost using the weighted average method. Additionally, a tool for distributing costs by various directions activities of the company, which allows you to separately analyze the effectiveness of each area.

Separately, we note the presence of an automated cash book: the accountant needs to enter the data of primary documents into 1C, as a result of which the cash book for the day will be generated automatically in the form of a report. The default period for generating the cash book is day.

It should be noted that in 1C Trade Management 11 all reports are written in ACS, so the process of setting them up is somewhat different from previous releases, but has more advantages.

For example, for each report you can save the most convenient and frequently used settings as a report variant. In addition, the developers offer several of the most typical options for each report, which can be used in ready-made form.

The report settings editing interface provides more options for selecting, sorting and grouping results. In the “Simple” operating mode, all settings are divided into three groups:

• Selections;
• Fields and sorting;
• Structure.

The selections display only those parameters whose values ​​can act as conditions for preparing a report, which significantly saves the user’s time, since he does not need to scroll through a long list of all possible options, as in the previous edition 10.3.

In addition, the ability to organize data according to a certain principle, which in version 10.3 was not obvious and is located in the advanced report settings, in version 11 is available in the simple settings mode on the “Fields and Sorting” tab.

In addition to the above, we can add that there are more options for report structure: now analytics can be divided into logical blocks by creating a special data display scheme on the “Structure” tab.

Very often, the user needs to print several documents that meet a certain criterion (for example, sales documents for a specific counterparty, PKO or cash settlement for a certain period, etc.). In the new release, there is a mechanism for group printing of documents for this purpose. The user can choose one of the methods for selecting documents:

• IN manual mode indicate the documents of interest in the list (using the Shift or Ctrl buttons);
• Using the “More” menu button, set selection parameters by counterparty, organization, etc. in a special window.

Improved system of discounts and bonuses

1C: Trade Management 11 has special services to create a more flexible and effective system of discounts and bonuses for customers. For example, this edition provides a function for automating the use of fixed discounts for counterparties, setting certain payment terms, and accounting for cumulative discounts and bonuses. In addition, you can now use formulas to set prices. Thus, in new edition all collected necessary tools to implement an individual pricing system for each client.

Tools for multifactor analysis of completed transactions have been added in order to predict the further development of work with the client. The principles of segmenting the client base by responsible managers and areas of activity have been revised, and new client characteristics have been added. The procedure for operational processing of information about counterparties has been changed: now it is structured depending on the nature of the business processes in which the partner participates.

Applications for mobile devices

Version 1C Trade Management 11 includes its own applications for mobile devices, which can be used by remote employees (sales representatives, supervisors) to quickly submit an order to the central office, obtain information about balances, etc. In addition, it is now possible to set tasks, analyze and monitor activities online remote employees. Previously, companies were forced to additionally purchase similar software solutions from third-party developers and integrate them with 1C.

More options for customizing custom user interfaces

Depending on the user’s role in the system and the functions he performs, the administrator can configure access rights and the system interface for the employee so that unused services are not displayed in his work area. This makes the user's work easier by saving time searching for the necessary commands and increases the efficiency of the system as a whole, since it eliminates the accidental or erroneous launch of unnecessary processes.

Removing control of an operation before it is carried out

In 1C: Trade Management 11, checking the correctness of a transaction before it is carried out has been cancelled. In version 10.3, posting a document was possible only after analyzing its correctness, and if errors were detected, the system prohibited the posting operation. In 1C UT 11.3, the process of analyzing the correctness of a document and the function of conducting it are performed in parallel, independently of each other, which significantly reduces the number of errors.

“The fly in the ointment” is the absence of familiar and useful “tricks” that made the user’s work easier

The new edition of the program is deprived of some tools that, although seemingly insignificant, were very useful in work:

• There is no search for a document in the list by column by part of a word (now only a general search in the table or an advanced search using several parameters);

• The user settings for filling in the default document parameters are missing (statistics data for a specific user is substituted);
• There is no possibility to adjust the fields of a directory item the first time you access it (now you need to additionally click the “Change” button);
• Non-cash funds are not credited to the account according to the document “Receipt of non-cash funds” (an additional document “Current Account Statement” is required).

Fundamental differences in the logic of building the system (applies to developers)

In edition 11, not only was it revised appearance program, but also its internal content, so working with the product requires changes in the approach on the part of programmers. Let us note the operations in which the main differences are observed:

• The procedure for recording documents in transactions (the principle of generating incoming orders and the sequence of operations for their adjustment have been changed);
• Warehouse and batch accounting (difference in settings and functionality);
• Go to managed forms(compared to unmanaged forms, making changes to the program is much more difficult and requires new competencies of developers).

To update or not to update

So, we are convinced that Trade Management 11 is a much more flexible, functional and multi-tasking activity management tool commercial organization compared to the previous release 10.3. However, before upgrading the software, in addition to assessing the financial costs, it is necessary to weigh intangible factors.

For example, if a company works with a product without significant modifications to its standard modification, then the update can be almost painless with the right approach to personnel training.

However, if sufficient a large number of additional modules, processing and other code improvements, then transferring them to the updated program, in connection with the nuances described above, will be very difficult and may lead to the need to carry out all the improvements from scratch.

Thus, the decision about whether to switch to new version accounting system is individual for each company.

Especially for trading enterprises, the 1C company has released the 1C: Trade Management configuration, which optimizes company accounting and allows you to generate convenient reports based on operational and management accounting.

What areas does 1C UT work with?

• Sales processes and indicators;
• Warehouse, procurement and inventory management;
• Analysis of target performance indicators;
• Control of financial results;
• Customer relationship management.

Accounting for all enterprise transactions has never been so convenient and fast! Thanks to the implementation of 1C Trade Management, you will be able to automate the formation of all necessary primary and warehouse documents, quickly monitor any indicators of balances and assortment of goods, and take performance indicators in real time.

1C Trade Management is an integral assistant to every manager who wants to keep a finger on the pulse of the company. The program makes it possible to quickly identify weaknesses in the process of selling goods, find key and most “expensive” customers, and monitor the work of staff.

The functionality of the solution, as well as customization for the particularities of accounting in a particular company, is carried out using simple and understandable settings. If you are a small organization, you can disable all unnecessary modules and work in a comfortable and understandable environment with only the necessary functionality. If you are a large holding, connect features and functionality, and maintain flexible, full-fledged accounting.

Do you want to know what is happening at a commercial enterprise at any given time? Install 1C Trade Management!

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