Program "1C: Trade and Warehouse" - training and opportunities. Program "1C: Trade and Warehouse" - training and opportunities Project in 1C 8.2 trade management

Select the desired software product from the list 1C:CRM CORP 1C:CRM PROF 1C:Enterprise 8. Trade and customer relationship management (CRM) 1C:Enterprise 8. ITIL Enterprise information technology management PROF 1C:Enterprise 8. ITIL Enterprise information technology management STANDARD 1C: Retail 8 1C: Retail 8. Pharmacy 1C: Retail 8. Bookstore 1C: Retail 8. Auto parts store 1C: Retail 8. Household appliances and communications store 1C: Retail 8. Clothing and footwear store 1C: Retail 8. Store construction and finishing materials 1C:Retail 8. Optical salon 1C:Retail 8. Jewelry store 1C:Enterprise 8. Pharmacy for Ukraine 1C:Enterprise 8. Household appliances and communications store for Ukraine 1C:Enterprise 8. Clothing and footwear store for Ukraine 1C:Enterprise 8. Car service 1C:Enterprise 8. Alfa-Auto car service: Car showroom+Car service+Car spare parts Prof, edition 5 Alfa-Auto:Car showroom+Car service+Car spare parts Ukrainian version 4.0, for 1 user Alfa-Auto:Car service+Car spare parts Ukrainian version 4.0, for 1 user 1C:Accounting 8 KORP 1C:Accounting 8 PROF 1C:Accounting 8. Basic version 1C:Accounting for a government agency 8 PROF 1C-Rarus: Hotel management, edition 2. Basic delivery 1C-Rarus: Management of a sanatorium-resort complex , edition 2. Complex delivery 1C-Rarus: Children's health camp, edition 2, Basic supply 1C: Document flow 8 CORP 1C: Document flow 8 PROF 1C: Document flow of a government institution 8 1C: Salary and Personnel Management 8 1C-Rarus: Outpatient clinic, edition 2 + License for 10 workstations 1C-Rarus: Ambulatory. Registration + License for 10 workplaces 1C-Rarus: Ambulatory. Registration + Insurance + Pharmacy + License for 10 workplaces 1C-Rarus: Hospital pharmacy + License for 10 workplaces 1C-Rarus: Management of a medical organization + License for 1 workplace 1C-Rarus: Integration with telephony client PBX Integration with telephony. 1C-Rarus: Cloud PBX 1C: Integrated automation 8 1C: Management of a small company 8 1C-Rarus: Non-credit financial organization, edition 1 (basic supply for the microfinance market. Software protection) 1C-Rarus: Non-credit financial organization, edition 1 (software protection ) Microfinance organization, edition 1. Main delivery 1C-Rarus: Pharmacy Management. + License for 1 workplace 1C: Enterprise 8. Accounting for a bakery and confectionery enterprise 1C: Bakery and confectionery production 2. Module for 1C:ERP 2 1C-Rarus:Food plant edition 1 1C-Rarus:Restaurant management edition 3 1C:Enterprise 8. Public catering 1C:Enterprise 8. Public catering for Ukraine 1C:Enterprise 8. Public catering CORP 1C:Enterprise 8. Restaurant 1C :Enterprise 8. Fast food. Front office Module 1C: Catering for 1C: ERP 1C: Enterprise 8. Poultry farm accounting 1C: Enterprise 8. Service center management 1C: ERP Management of a construction organization 2 1C: RengaBIM and Estimate. A set of solutions for 3D design and preparation of estimate documentation. Electronic delivery 1C: Rent and management of real estate for 1C: Accounting of a government institution 1C: Rent and management of real estate for 1C: Accounting of a government institution (USB) 1C: Rent and management of real estate based on 1C: Accounting 8 1C: Rent and management of real estate based on 1C :Accounting 8 (USB) 1C:Renting and real estate management. Module for 1C: ERP 1C: Accounting for a construction organization 1C: Accounting for a construction organization (USB) 1C: Accounting for a construction organization KORP 1C: Accounting for a construction organization KORP. Electronic delivery 1C: Accounting for a construction organization. Delivery for 5 users 1C: Accounting for a construction organization. Delivery for 5 users (USB) 1C: Customer-developer. Module for 1C:ERP 1C:Customer-developer. Module for 1C:ERP. Electronic delivery 1C: Construction Contractor. Construction production management 1C: Construction Contractor. Construction production management (USB) 1C: Construction Contractor. Financial management 1C: Construction Contractor. Financial management (USB) 1C: Construction Contractor. Financial management. Delivery for 5 users 1C: Construction Contractor. Financial management. Delivery for 5 users (USB) 1C:Realtor. Real estate sales management. Module for 1C:ERP 1C:Realtor. Real estate sales management. Standard 1C: Estimate 3 1C: Estimate 3. Basic version 1C: Estimate 3. Estimate 3. Special delivery for 50 workstations for users "Estimate Plus, network version for 50 users" 1C: Estimate 3. Special delivery for 5 workstations for users " Estimate Plus, network version for 3 users" 1C: Estimate 3. Special delivery for one workstation for users "Estima Plus" or "WinАВеРС" 1C: Management of our construction company 1C: Management of our construction company for 5 users 1C: Management of our construction company for 5 users. Electronic delivery 1C: Management of our construction company. Electronic delivery 1C: Construction production management. Module for 1C:ERP and 1C:KA2 1C:Construction Production Management. Module for 1C:ERP and 1C:KA2. Electronic delivery Configuration Elite construction. Accounting Module Rental and property management for 1C: Accounting 8 Module Rental and property management for 1C: Accounting 8 (USB) Module Rental and property management for 1C: Accounting for a government institution Module Rental and property management for 1C: Accounting for a government agency (USB) Elite construction 1C:Enterprise 8. Trade management 1C:Enterprise 8. Trade and customer relationship management (CRM) 1C:Enterprise 8. Taxi and car rental 1C:Enterprise 8. Transport logistics, forwarding and vehicle management CORP 1C:Enterprise 8 Motor transport management for Ukraine, Main delivery 1C:Enterprise 8. Motor transport management Prof 1C:Enterprise 8. Motor transport management Prof (USB) 1C:Enterprise 8. Motor transport management Standard 1C-Rarus: Non-credit financial institution, edition 1 (software protection) 1C -Rarus:Back office, edition 5 1C-Rarus:Depository, edition 2 1C-Rarus:Mutual funds, edition 2 1C-Rarus:Securities accounting, for 1C:Accounting 8 1C-Rarus:Data management center (MDM) , edition 3 CORP

Vendor code:

Serves to automate trading activities with a wide range of applications and customization to suit 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 one to comprehensively automate the tasks of operational and management accounting, analysis and planning of trading activities, thereby ensuring the effective management of a 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 trade);
• 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 pricing policy management;
• monitoring and analysis of the effectiveness of trading activities.

The configuration supports the preparation of almost all primary trade accounting documents, including this and cash flow documents. 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 of the famous Russian software developer 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 data necessary for 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 means of 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's functions in detail in order to use 1C:Enterprise 8 as an active source of the 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 focuses on making your daily work more efficient. Wide possibilities for preparing all the necessary documents, managing product distribution and pricing, accepting orders and monitoring their execution, optimizing warehouse stocks, analyzing trade turnover, planning purchases and deliveries 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 the needs of your 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 terms and efficiency of implementation, reasonable prices and a 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 in the success of their projects. Reducing 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 trade operations, but also the necessary tools to improve the efficiency of enterprise management at a 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 of customer relationship management (CRM), ensuring high speed and quality of work of managers combined with an individual approach to each client:
• user calendar;
• manager's workplace;
• 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 by large enterprises with geographically dispersed divisions.

Modern trading enterprises offer their customers a wide range of 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 client, small wholesale client, 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 is a living organism, in constant motion. 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 is, what the features of the program are 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 of the company's financial resources.

♦ Calculation of the financial result of the company’s 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 of customer service.

♦ 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

Each software product of the 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 of the printed form of documents is determined, and a number of other similar actions are performed. 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 corresponding 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 (1C:Enterprise and Configurator buttons), as well as the 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. In this section, the marketing policy of a trading enterprise is formed: types of prices and price groups are formed, standard agreements with clients are set up, the 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. In this section, the organization and accounting of wholesale sales of the enterprise is carried out. 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 businesses engaged in retail trade. Here checks are written, a list of retail outlets is compiled, and documentation of retail sales is maintained. 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 working time. In this section, you can set up email accounts, create lists of tasks and performers, schedule 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.

General-purpose hotkeys

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 for working with text documents

A lot has been written and talked about what 1C software is. 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. That’s why I decided to devote a series of articles to the features of typical configurations. And first, let’s talk about the “1C Trade Management” configuration.

What is a typical configuration

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

1. 1C.Manufacturing enterprise management 1.3
2. 1C.ERP
3. 1C. Trade management edition 11
4. 1C.Retail 2
5. 1C.Accounting 3
6. 1C.Salary and Personnel Management.

Other standard solutions are not so common; they 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 standard 1C configurations are products completely developed by partner companies on the basis of 1C or some modifications of standard solutions for the needs of a particular industry.

Where is 1C.Trade Management used?

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

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

I propose this definition:

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

It is important to understand that wholesale trade does not necessarily mean the sale of large quantities of goods. The main difference between wholesale and retail is that wholesale companies sell not to the final 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 trade. And if the purchase is made for further resale, then even when buying one or two pairs it is more correct to classify it as wholesale.

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

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

Directories

Basic information necessary for work, including data on products and customers, is stored in Directories.

In the 1C.Trade Management configuration, the main reference books are:

• Partners
• Organizations
• Nomenclature.

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

Partners

Partners are divided into the following categories: clients, counterparties and suppliers. And this is where confusion very often begins. Let's figure out what each of the terms in 1C means.

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

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

A not very convenient limitation concerns the Contacts directory: it is impossible to assign the same contact person to several clients (partners). This limitation rarely interferes, but it does happen.

In principle, work with partners can be configured quite flexibly. You can correctly and conveniently display work with chains of stores belonging to the same legal entity or to different ones, but being a common network with common mutual settlements. In the “Partners” directory card, you can specify a category - buyer (client), partner (supplier), competitor, or “other” (charity, financial assistance and other types of non-commercial shipments). If desired, the “end consumer” client can also be configured, which may include various counterparties.

Organizations

The "Organizations" directory is intended to store information about the organizational structure of the company. Cash registers, bank accounts, departments and everything that relates to regulated accounting are in one way or another connected with this directory. As an organization, you can specify either a legal entity (LLC, CJSC, etc.) or an individual entrepreneur.

Nomenclature

Next, 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 a catalog, sorted into folders corresponding to the group of goods and services.
• Product parameters: directories of weight, quantity (pieces, thousand pieces, etc.), characteristics.
• Prices and price categories;
• Additional properties.

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

Documentation

All accounting operations in 1C are executed in the form of documents. In each configuration there are many different types of documents, including in 1C. Trade Management. Here are write-offs or transfers, inventory documents, regrading, payment to the supplier or write-off of funds “on account,” and much more. Any movements of goods and funds, as well as customer needs or orders to suppliers are displayed using one document or another.

But most often in 1C.Trade Management several documents are used:

• Customer order;
• Invoice;
• Sales of goods and services (invoice);
• Financial documents (check and non-cash payment).

In most cases, interaction with the client occurs on the basis of the Order. The configuration is intended for sales accounting, and here the first thing that is taken into account is the client’s need or request, issued in the form of an Order.

There are exceptions when an invoice is issued and the shipment is made immediately, but this most often occurs 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 (there may be several pieces as needed);
5. Issue order for goods;
6. Selection (shipment, placement) of goods.

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

If necessary, you can also work with retail, in the 1C.Management configuration there is a “Cashier Workplace” section for this. Here, the consumption of goods and payment, including using a cash register, are implemented by a general document.

It is important to understand: for working with retail, there is its own configuration, where the cashier’s workplace is fully implemented. There are only a few documents in the Trade Management for Retail configuration. Of course, a small shop can also use this component. 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 configure the receipts and expenditures of funds both through the cash register and by non-cash means, including 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, etc. are generated.

Integration with the site and other configurations

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

How it works:

• All data about products, including photos and descriptions, are uploaded to the 1C product directory and then copied to the website. In case of revaluation or change of inventory balances, the information on the website is updated automatically.
• Data about the order placed by the buyer on the website is also automatically transferred to 1C, where an “Order” document is created indicating the client. If necessary, a customer card is also created automatically based on data from the site.

Almost everything that is needed to carry out such an exchange is already included in the boxed solution. If you use a standard configuration 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 .

Data exchange with the 1C.Accounting configuration and other 1C configurations used in the enterprise is also automatically configured. The restriction is similar to the site - all configurations must be standard, without modifications from third-party developers and current (with all updates). Otherwise, serious programmer work will be required.

Access rights and user roles

Setting up access rights for different users is one of the weakest points of all standard 1C configurations. If you go to the access rights settings, you will notice that there are a lot of customizable rights (in the picture I specifically noted the position of the slider).

For each type of user, a so-called role is created. This could be an accountant, operator, consultant, head of the sales department, etc.

For each role, you need to configure rights - reading, editing, creating, deleting different types of documents, directories, reports. Moreover, each action (permission or prohibition) is written down as a separate line in the list of rights. The setup is long and complicated. Often, some important action ends up being “forbidden”, which becomes clear during the work process, which leads to additional confusion and delays in work.

The situation is simplified a little by the fact that several main roles have already been created by the system developers. In addition, they can be copied and edited if rights are divided, for example, between “manager” and “senior manager”.

Connecting commercial equipment

In 1C.Trade Management 11, the functions of interaction with retail 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, it contains both devices intended directly for trade and external devices related to warehouse accounting. The list includes: barcode scanners, trade 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 Automation of warehouse operation BPMN. 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 not be convenient to maintain full-fledged warehouse records in it. But for a small warehouse, for example, at a store, the configuration options are more than enough.

Delivery and installation configuration

1C.Trade management, like all standard configurations, can be used via a browser or the RDP protocol (data exchange between applications in real time). You can evaluate the convenience of the browser version on the 1C website, for which on page 1C. Trade Management 11 you need to select “online demonstration”.

1c.Trade management is supplied in two versions - client-server configuration and file configuration (for installation on a local computer). But if you plan to access 1C from more than one or two computers and intend 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 collaborate with a large number of users, then your best bet is to purchase a server solution designed for installation on a 64-bit operating system. There is a 32-bit server configuration option, but it has limitations in operation. That's why I personally don't recommend it. You can use Postgres or MSSQL as a database for the server.

When choosing custom access keys (purchasing licenses to work with 1C), you can buy an electronic or USB key. I recommend buying an electronic type of key, since if the system is reinstalled, the USB key will have to be taken to the site, while you will receive an updated electronic key and can activate it instantly.

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

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

Useful features

The 1C.Trade Management configuration changes from version to version, and here I want to point out 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 from any printed form of the document to creating and sending a letter. The address field will already contain the email of the client for whom the document was created, and the printed form of the document will already be attached to the letter.

The letter itself can be generated based on a template configured by the user in advance, or it can be written “from scratch.” A combined option is also possible - a template is used, and the user can manually change some of the information or supplement it. Similarly, you can receive mail from clients in 1C.Trade Management.

Tasks

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

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

Document Order

The Customer Order document is implemented conveniently and, most importantly, informatively. Here's everything you might need:

• Reservation of balances in the warehouse for the customer's order;
• Order option without reservation;
• Carrying out an Order with the simultaneous creation of an order to the supplier for the required product items.

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

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

Pricing

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

Prices can be stored in the following sections:

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

A very convenient mechanism has also been implemented to control the work of users. If a manager arbitrarily changes the price of an item in an order (manually entering a price), then the price type in the order automatically changes to the “Custom price” category. All documents with changed prices can be quickly seen in a report or journal when using a 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 control the work of employees.

Another interesting feature in 1C UP 11 is working 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 product card for all sizes. And for sale, for example, create one price for sizes up to 42 inclusive, and another price for sizes above 42.

It is also convenient 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 created for individual product items directly 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 can customize the color scheme (including highlighting individual elements), the list of fields displayed both in the table (list of goods and services) and in the “header” of the document, where they indicate the client, counterparty, discounts, terms of shipment and payment, etc. 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 generating existing ones. All generated report forms can also be sent via email.

Disadvantages of the system

As they say, disadvantages most often turn out to be a continuation of advantages. And 1C. Trade Management is no exception in this matter.

System complexity

The main disadvantage of 1C becomes a clear consequence of the advantages and it is called - excess capabilities. As a result, the user receives too much and is simply confused about features, documents and reports.

The system contains a very large number of various settings, which creates confusion and significantly 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, this should have been a small “cheat sheet” so as not to contact specialists every time. As a result, despite all my efforts to write briefly and clearly, I ended up with 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 and are partially duplicated. And this list can be very difficult to sort through. Moreover, most of the reports are simply not needed by trading companies, but they are displayed in the list of reports and cause confusion.

Likewise with forms, documents, access rights. For an untrained user, there are too many of them in the basic interface, which makes it difficult for the user to become familiar with and subsequently work with the configuration.

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

You have to waste time and study again each time. what and where the developers decided to move. In this case, some features may be disabled altogether, others may be enabled or even more detailed. All this significantly complicates working with the configuration.

No strict rules

Another disadvantage is the lack of clearly defined business processes. Despite all the wealth of possibilities and ease of use of the same Order, the absence of a specific sequence of actions leads to an excessive number of options and possible overlaps in the work. For example, you can simply print an order, you can create a document for an invoice based on it, or you can simply print out an invoice. And the fact that the number of options is large makes the work more complex and increases the likelihood of human errors.

Absence of Storno and retroactive implementation

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 execution of a certain document retroactively, which is a huge disadvantage. Moreover, this flaw of the system has existed almost since the first versions and, unfortunately, has not yet been corrected.

Therefore, in 1C it is quite possible to make changes or even cancel a receipt document, on the basis of which sales and shipments have already been carried out, or to correct an expense document that is already in progress, on the basis of which an invoice and warehouse invoice were issued. In this case, the associated documents will not be automatically canceled or adjusted. And this is a huge problem, from which we essentially have to defend ourselves.

Of course, you can always limit 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 the same way. Employees will not see reports, documents and other features they do not need, which will simplify and speed up working with the system. But all this will require spending a lot of time and effort on a well-thought-out system of user roles with capabilities configured for them.

Interface overload

Many users also consider the web interface to be a disadvantage. It is overloaded with functions, resulting in an abundance of menu options and opening windows that create confusion, which, combined with a color scheme and fonts that do not contribute to enhancing the user experience, also causes some negativity.

Conclusion

This system is the optimal solution for wholesale and distribution trade. It conveniently implements trade, warehouse, financial accounting, and customer service. The system fully integrates with accounting, conveniently implements data exchange with the website, has flexible settings and is suitable for almost any trading company. But 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 1C.Trade Management configuration in the demo version using the link above. The user manual will help you explore the full range of possibilities. I tried to briefly provide information about the features of working with 1C. Trade Management, which will be useful to employees and business managers when choosing an accounting system.

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