Planning

Tools to make planning easier

A number of features have been implemented to simplify the planning procedure:

• setting up plan types using the corresponding hyperlinks within the planning scenario;
• generation of plans based on other plans with the status specified in the planning scenario;
• generation of plans based on planning sources, data for which is selected according to the corresponding statuses of previously created planning documents;
• new formulas for calculating quantities in planning documents;
• setting the number of periods in the form of a plan within which planning is performed. By default, the plan will be created for the specified number of periods.

A new way of planning "Rolling" planning

"Rolling" planning ensures the replacement of intersecting plans in one period. With rolling planning, it is possible to edit the values ​​of previous plans and keep these plans up to date for certain periods of time. At the same time, previous plans become irrelevant.

User roles for plan approval

New roles have been added to coordinate plans. Depending on their role, users can approve the corresponding planning documents.

Simplifying the goal of generating orders to suppliers according to plan

When placing orders to suppliers according to plans, new opportunities appear:

• selection of supplier based on registered prices. Allows you to select a supplier at the most optimal delivery prices;
• analysis of supply statistics by suppliers;
• automatic installation and transfer of receipt dates for a large number of product items;
• planning receipt schedules from the supplier and distributing the volume of supplies to the appropriate receipt periods within each planning period.

When planning receipt schedules as part of the formation of orders to suppliers according to procurement plans, the following is supported:

• breaking long receipt schedules into smaller schedules (for example, deliveries with a frequency of “Month” can be distributed over four weeks);
• splitting/distributing a large volume of supplies into smaller volumes of supplies into appropriate receipt periods. This feature allows you to create plans for long-term periods of receipt, which at the time of formation of orders can be distributed over short-term periods of receipt.

Sales

Indication of the cost when returning goods from the client

When reflecting the operation of returning goods from a customer, you can specify the cost of the goods being returned. You can set the cost in one of the following ways:

• Equal to the cost in this line. The cost price will be considered equal to the cost of the returned goods.
• Determined from the sales document. The cost value will be set equal to the value that was recorded when the goods were sold.
• Specified manually. You can enter an arbitrary value or fill in the cost value in accordance with the specified price type.
• Entered in the currency of management accounting, conversion into the currency of regulated accounting is done manually.

Exchange with the State Information System for Product Labeling (GISM)

As part of the exchange with the State Product Labeling Information System, various possibilities are provided based on the requirements of legislative acts:

• ordering and recording control (identification) marks;
• marking of fur products with control (identification) marks;
• use of commercial equipment;
• relabeling of goods;
• receiving labeled products;
• shipment of labeled products to wholesale buyers;
• sale of labeled products to end customers;
• return of marked products by the client;
• return of marked products to the supplier;
• write-off of damaged labeled products.

Warehouse and delivery

New option for registering goods acceptance into a warehouse

The use of an invoice as an order for the acceptance of goods at an order warehouse is supported. Registration of acceptance in the context of an invoice simplifies the work of the warehouseman at the goods acceptance warehouse when the batches of goods ordered do not coincide with the batches of goods delivered. This acceptance option is convenient when the delivery of goods is carried out in several batches within one order or the supply of goods is processed under several orders.

Which document can be used to give an order for the acceptance of goods (order or invoice) is determined in the field Master data and administration - Setting up Master data and sections – Warehouse and delivery – Warehouse – Registration of receipt order is available. The established option for registering a receipt order is used if agreements are not maintained in the infobase or a document (order/invoice) is issued without specifying the agreement.

Workplace for processing invoices for internal goods movement

A specialized workplace is provided for processing invoices for internal goods distribution operations. Invoices for registration, using which you can reflect various business transactions of internal goods movement (internal transfer of goods, movement of goods, write-off as expenses, etc.).

Improving the register of internal goods distribution documents

The workplace has been optimized for comprehensive work with internal documents Internal documents (all). The use of this workplace provides expanded opportunities, since it allows you to create documents both for business transactions and for types of documents. This workplace provides:

• transition to the workplace for processing invoices for internal goods movement;
• control and analysis of undocumented shortages and surpluses that arose as part of the inventory;
• transition to the assistant for registration of warehouse acts, in case of unregistered shortages and surpluses. Using the assistant, you can reflect the transactions of writing off shortages of goods, capitalizing surplus goods, damage to goods and re-grading of goods.

Adaptation of warehouse interfaces and the "Delivery" workplace to the "Taxi" mode

A large number of changes have been made that affect individual elements of the form and the appearance of the form as a whole. Distinctive features of the interface Taxi is a large font and optimization of the workspace.

Procurement

Register of procurement documents

Added a general register of documents that combines all procurement documents Purchase documents (all). Lists of orders for issuing invoices are separately highlighted:

• Invoices for registration;
• Customs declaration for registration;
• Import applications for registration.

Finalization of the mechanism for issuing a receipt order within the framework of the agreement on procurement conditions

When registering acceptance of orders or invoices, acceptance of goods can be detailed according to specific documents or formalized as part of an agreement. If the enterprise uses agreements, then the procedure for accepting goods is determined directly in the agreement ( Purchase terms agreement). When using agreements, you can specify for each supplier the option used for accepting goods into the warehouse.

As part of the mechanism for registering a receipt order, various tools are offered, the use of which allows you to perform a number of specific tasks:

• control the process of accepting goods into the warehouse;
• reissue invoices in accordance with the goods actually received;
• draw up a statement of discrepancies.

Treasury Department

Improvements to advance reports

It is possible to print a single advance report to reflect the following operations:

• payments to suppliers and expenses;
• receipt of goods and expensed services through an accountable person;

Implemented the generation of an advance report on payments to suppliers and expenses in the context of several currencies. This possibility is provided by the mode Multicurrency established in the expense report document.

Expanding the list of documents with the "Division" analytics

The list of cash flow documents for which the Division analytics is used has been expanded.

Allocation of VAT in payment documents

It is possible to indicate in payment documents the write-off and receipt of the VAT rate and the VAT amount. This feature ensures the generation of advance invoices, taking into account VAT, highlighted in payment documents.

Indication of the settlement rate in documents

For the purpose of calculating the document amount and the amount of mutual settlements, you can specify an arbitrary settlement rate in the document. You can change the course manually or select the desired course from the list. The list contains courses for the previous five days. It is also possible to select the exchange rate for any arbitrary date. When offsetting payment against a document, you can change the amount in the currency of mutual settlements. That is, you can indicate that the specified amount in the payment currency repays a certain amount in the currency of mutual settlements. By changing the amount of mutual settlements, we thereby change the rate at which the amount of debt is repaid with an advance payment.

Changing the exchange rate when paying off payments in documents

When registering a payment offset in the document, you can change the amount (for example, indicate a partial amount of the payment offset for a specific payment document). When offsetting payment against a document, you can also change the amount in the currency of mutual settlements. A change in the amount of mutual settlements is accompanied by a change in the rate at which the amount of debt is repaid with an advance payment.

Indication of the payment procedure in documents

When conducting mutual settlements in rubles, it is possible to pay in rubles. In documents where the settlement currency is set to rubles, but the document currency is different from the ruble, a choice of payment option is provided. You can choose one of two options: payment in rubles or payment in foreign currency.

Financial results and controlling

New opportunities for creating a management balance

For the management balance, three formation options are provided in various modes:

• by areas of activity;
• organizations;
• time periods.

New version of batch accounting "Version 2.2"

A new version of batch accounting is presented, based on a modified data structure and providing support for the new production scheme. Installation of a new version can be carried out from a certain date (start of the month). The new version supports:

• automatic transition from cost estimation methods Based on average cost or FIFO (weighted valuation) to FIFO (rolling valuation) and back;
• use of various methods for estimating the cost of goods for all organizations included in the Intercampany system.

Mutual settlements under Intercampaign by agreement

You can register intracompany sales and conduct payments between organizations within the framework of contracts.

If settlements between organizations are carried out directly, then agreements between organizations can be used as the object of settlements in cash flow documents.

When making payments through an intermediary, intracompany sales documents can indicate agreements with the intermediary ( With supplier/performer, With buyer/customer, With a commission agent/committent).

Expanding payment offset methods when registering intra-company sales

When registering intra-company sales, payment can be offset in the following ways:

• On the sender/committee side;
• On the recipient/commissioner side.

Based on the result of offset of payment in one of the methods (for example, on the principal's side), the system automatically offers offset of similar payments in a second way (on the commission agent's side), notifying the user about this in the form of an appropriate message.

Filling out VAT registers for exporters

Automatic completion of Appendix No. 5 of VAT registers is supported. Filling is carried out within a specialized workplace VAT Accounting Assistant based on customs declarations for export.

Supporting correspondence with asset/liability items

The list of documents supporting correspondence with asset/liability items has been expanded.

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 for several clients (partners) to assign the same contact person. 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 to access 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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Reference data and administration

Web service for checking the registration of counterparties in the Unified State Register of Real Estate

The application solution has been supplemented with a new free service that allows you to check, using the TIN and KPP of the counterparty, its registration in the Unified State Register of Taxpayers. You just need to provide an Internet connection.

The counterparty verification service is designed to identify in advance:

• errors in data submitted to tax authorities;
• "unscrupulous" counterparties.

Verification is possible for legal entities, their separate divisions and individual entrepreneurs.

Simplifying navigation through item types

Navigation options for item types have been expanded, which simplifies user actions when searching.

Using common characteristics values ​​(series, product categories)

The ability to use common characteristic values ​​(as well as series, product categories) for product items belonging to different types of product is supported.

Unified batch accounting policy for warehouses

Added the ability to configure a unified batch accounting policy for all warehouses.

Marketing

New discount condition

It is possible to provide a discount in honor of the client's birthday. The discount can be provided both a few days before the date of birth and a few days after it.

Various options for assigning discounts (markups) to a custom list of items

Various options for providing discounts on item items are supported. A discount (markup) can be assigned to an arbitrary list of items. The terms of the discount can be clarified in the relevant document.

Loading discounts (markups) from external sources

A service has been implemented for loading discounts (markups) from external sources into the information database. In this case, it is possible to load any type of discount with arbitrary conditions for its provision.

CRM and Sales

New procedure for processing shipments at an order warehouse

The list of scenarios for processing shipments at an order warehouse has been expanded. Supported:

• registration of invoices at the order warehouse based on the results of the selection of goods according to expenditure orders;
• registration of expenditure orders for several orders for shipment, including those issued to different legal entities (both our organization and the client);
• control of discrepancies in shipment registration in warehouse and financial accounting for managers, storekeepers and accountants;
• control of the shipment process and execution of financial documents for orders;
• delivery of goods under one invoice on different flights.

Development of monitoring the status of customer orders

The list of possible customer order states has been added, which allows you to more clearly organize the order shipment management process.

The contextual report on the status of the customer's order provides complete information on the status of payment, shipment and issuance of financial documents.

Preparation of financial documents (invoices) for orders

The workplace for processing sales documents has been redesigned, allowing you to issue new invoices and reissue invoices in accordance with the shipment made.

Additional changes to the sales order

The procedure for closing customer orders is complemented by monitoring the completion of shipment at the order warehouse.

In the absence of an order scheme in warehouses, the ability to generate and print tasks for selecting goods directly from orders is supported.

For customer orders placed under an agreement, the term and debt limit within the agreement are controlled.

Issuing one invoice for several sales documents

It is possible to issue one invoice for several sales documents. The invoice provides interactive data entry, the ability to edit fields, select grounds, determine the type of invoice, print, etc. has been added.

New options for adjusting the purpose of goods

New options for changing the purpose of goods in warehouses have been implemented: reserving (separately) goods for order from free warehouse balances, removing the reserve from surplus segregated goods of one or more orders.

Stock

New procedure for registering the movement of goods in an order warehouse

It is now possible to issue issue orders for the shipment of goods from the sending warehouse based on transfer orders, orders for internal consumption, and assembly orders. For each order document, the current state of movement of goods is monitored.

Improvements to warehouse functionality

The procedure for working with cells for which selection or placement errors were recorded has been changed - a restriction is available on including them in tasks for selecting goods.

It is possible to print labels directly from the warehouseman's workplace for receiving goods until the moment of acceptance and placement of goods.

Added the ability to record the warehouseman's work time spent on warehouse operations.

To improve the user experience, an additional form for selecting a warehouse has been added to forms where warehouse selection is used. Relevant when working with a large number of warehouses.

Development of delivery mechanisms

The following tasks are supported:

• creating transportation orders based on customer orders;
• “splitting” the transportation task across several flights;
• automatic creation of expense orders for created transportation tasks;
• creating transportation orders for goods that have not been shipped or delivered to customers.

Safe storage warehouses

The ability to keep records of goods in secure storage warehouses has been implemented.

Expanding the types of measured quantities

Predefined elements have been added to the types of measured quantities Weight, Volume, Square, Length, Amount, the use of which allows you to associate units of measurement of the same type with each other and set the multiplicity of measurement units relative to the base units. For example, for nomenclature that requires the indication of quantity in measured weight storage units (“kg”), the actual quantity in documents can be indicated in multiple units of measurement: “c” (centner), “t” (ton).

Organization of storage of items in various units of measurement

Various options for storing items are supported - both in piece and in measured units of measurement - which makes it possible not to use packaging for accounting at the address warehouse.

For measuring units, the use case is determined: for reference purposes or for indication in documents. The option for using a measured unit of measurement is specified in the item card.

Changing units of measurement for item packages and storage bins

For item packages and storage bins, it is possible to select different units of measurement for height, weight, depth, width and volume - using the corresponding hyperlinks on the form of elements of standard size packaging of the item and warehouse bin.

New form for selecting units of measurement in documents

A general form has been added to the application solution documents Select unit of measurement, where it is possible to select piece, weight, linear, volumetric and area units of measurement defined for the item. Using this form allows you to:

• select a piece storage unit (packaging);
• select weight, linear, volumetric, area units of measurement for the nomenclature;
• select a storage unit in which inventory balances of goods are kept.

Expanding capabilities when working with the product selection form

The form for selecting goods has been improved - it is now possible to round up the number of goods indicated in dimensional units.

Rounding the number of piece goods in documents

The application solution has been supplemented with a new mechanism - rounding the number of piece goods to whole packages. This mechanism is especially relevant when indicating quantities in measured units in documents. The result is the recalculation of the quantity of goods from measured units of measurement into whole pieces.

Weight and volume restrictions within item warehouse groups

It is possible to set restrictions on weight and volume when placing goods in measured units of measurement into storage cells, which allows you to avoid overfilling the cells.

Improvements to the rules for placing goods

The rules for placing goods have been supplemented with additional parameters, which now determine the placement scenario: in packages (piece units of measurement) or without packages (in dimensional units of measurement).

Placement of goods in measured units of measurement

A new mechanism is proposed that allows you to formalize the operation of placing goods in measured units of measurement into storage bins.

Selection of goods in measured units of measurement

The possibilities for selecting goods from warehouse cells have been expanded. The selection of a non-integer quantity of goods in measured units is ensured.

Replenishment of goods without packaging (in measured units)

It is possible to unpack goods accounted for in dimensional units of measurement (similar to unpacking goods in piece units of measurement).

Improvements to the mobile warehouse worker workplace (WWW)

To perform tasks for the selection (placement) of goods in difficult cases, the following have been added to the warehouse worker’s mobile workstation (WW):

• the ability to request another cell for placement (or selection) if the product cannot be placed or selected in the current cell;
• setting a check mark in a cell if a recalculation of goods in it is required,
• cell selection algorithm.

Improving control functions over internal goods flow

A new workplace is available for registration and control of internal goods distribution operations Internal goods circulation. The transfer of materials using this workplace can be processed by orders or by actual shipment (based on orders).

Procurement

Rounding the quantity of ordered goods to packages

For the convenience of processing procurement activities, the ability to automatically determine the quantity of ordered goods with an accuracy of entire packages has been added.

Organization of delivery of goods from the supplier

Added the ability to organize the delivery of goods from a supplier, in various ways. Information about the delivery method is filled in at the time of registration of procurement documents (order to the supplier, receipt of goods and services) and serves as the basis for issuing orders for the transportation of goods from the supplier.

Treasury Department

Application of one cash flow item (CFA) for several business transactions

For one cash flow item (CDF), you can specify several business transactions of documents, which will be convenient when reflecting similar cash flows presented in different forms (cash, non-cash).

Simplification of the procedure for loading/uploading data when exchanging with banks

The setup procedure and interface of the workplace when exchanging with banks has been simplified.

It is possible to simultaneously load/unload data on several accounts.

Added service capabilities for auto-filling downloaded documents.

Development of procurement options through an accountable entity

The list of documents for procurement through an accountable person has been expanded; transactions of accountable persons with monetary documents, purchases of other services, intangible and non-current assets are reflected.

New scenario for preparing expense reports

The possibility of two-stage input of information about spent/spent funds is supported, which allows you to differentiate the responsibilities for filling out expense reports depending on the user's area of ​​responsibility. In documents Advance report Simplified entry of expense information.

Improving the convenience of working with expense reports

A universal workplace is offered for processing procurement transactions through an accountable person and creating expense reports Expense reports, the use of which simplifies the work with primary documents.

Organization of control over issued accountable amounts

New report added Control of advances issued to an accountable person allowing to control the return of funds issued to an accountable person.d

Using arbitrary debt classification options

Various options for reporting on receivables and payables are supported - both within the standard debt classification predefined by the system, and within unique classification options manually specified by users.

Support for bank accounts opened in foreign banks abroad

Support for transactions with funds held in accounts in foreign banks abroad has been implemented.

Possibility to redefine the order of calculations

It is now possible to redefine the settlement order in payment rules. For example, for contracts with a payment procedure according to orders or according to invoices It is possible to first assign an advance to a partner's agreement, and then offset the advance against a specific payment document (order, invoice).

Carryover of previously distributed advances

When registering a payment offset, not only unallocated payments are available, but it is also possible to transfer completed advance payments from one settlement object to another. For example, you can transfer an advance from one customer order to another, even if they are issued under different contracts.

New operations for debt offset

The scope of debt offset operations has been expanded: offset of an organization's debt between two clients (suppliers), offset of a client's (supplier) debt to two organizations, etc.

Regulated accounting

Write-off of consignment goods from another organization

The commission trading scheme is supplemented by the possibility of writing off commission goods from another organization.

Increasing the convenience of document preparation for commissions between organizations

Registration of documents on commission between organizations has become more convenient within the workplace Preparation of commission reports.

Maintaining the segregation of goods when transferred between organizations

The possibility of transferring isolated goods between organizations is provided.

Reports and monitoring

Monitoring targets

Significant development of target monitoring capabilities:

• implementation of the control principle “Day – Week – Month”;
• expanding the visualization capabilities of analysis options;
• input of sample data for analysis options;
• improved logic for filling the supplied indicator model;
• expanded composition of the supplied indicator model;
• optimization of the composition of available values ​​and objects of indicator analysis;
• use of the supplied indicator model.

Optimizing Target Monitor Printing Form

Optimized appearance of the printing plate Target Monitor, which allows you to analyze a large number of parameters, both in a brief and in a more detailed presentation, including a description of the state of indicators and display of data in the form of a diagram.

Setting up and distributing a summary report on target indicators

It is possible to configure regular automatic distribution of summary report indicators. The newsletter allows you to quickly inform managers about the current target indicators of the enterprise.

General settings

Interface changes

The interface of a number of document forms has been changed. Forms adapted to the regime Taxi.

Changes have been made to the interface of group sections Reference data and administration. The information in each section is grouped by topic of settings.

Optimization of updating the information base

The data processing procedures performed when updating the information base to a new version have been optimized. A detailed description is given in the presentation Optimization of updating the infobase.ppt, which is included in the delivery package.

With this course you:

1) Get a job as a specialist with knowledge of 1C!
2) Pass the exam for "1C Professional!"
3) Guaranteed to increase your business income by at least 2 times!

Here's what you'll get by taking this course:

Reviews about the course:

FAQ:

1) What happens if I fail to complete the training? What happens if I don't figure it out? What if this is difficult for me? What if there are accounting terms that are unclear?

• The goal of the course is to explain complex issues simply and to cover as many practical examples as possible. I show on the diagram how business processes are organized, and then how to reflect these processes in the program. The course outline is designed to go from simple to complex, and to review the lessons as many times as needed.

2) Which version of the program should I use? "1C Trade Management" edition 10.3, 11.2 or 11.3? What is the difference?

• The 1C Trade Management program, edition 11.3, is more modern and is used in most companies, because provides more opportunities, the number of which is constantly growing. The interface and functionality of versions 1C Trade Management 11.3 and 11.2 are slightly different. After completing the training on version 11.3, you can easily find commands and documents in version 11.2, the operating principles are preserved.
• Programs 1C Trade Management 10.3 and 11.3 differ in many ways visually and in functionality. But in the course I will explain how business processes in trade are structured and how to reflect them in the 1C program. The principles of document preparation in editions 10.3 and 11 differ slightly: if you learn “1C Trade Management” in edition 11, you will quickly adapt to the old edition 10.3.
• Let me remind you that you receive the course on 1C Trade ed 10.3 as a Gift!

3) Will I be able to ask questions and get answers during the training?

• Yes, a closed group has been created for course participants. Ask your question there or watch the questions and answers of other participants.

4) Why is it better to study using this video course than in group classes online (via the Internet) or in a training center? When do classes take place?

• Most people do not like to adjust to the time and place of training programs. The video course lasts 15 hours and is divided into lessons of 8-10 minutes. You will decide for yourself when and how many times to watch any of the lessons.

5) Why buy a course if there is a video on “1C Trade Management” 11.3 on the Internet?

• To independently learn how to work with the 1C Trade Management 11.3 program, you will need to spend hundreds of hours, watch gigabytes of video, because... The Internet is overloaded with materials and information. This kind of on-the-job training will result in errors that waste time and money.
• Our course is clear and prepared for those who want to save time, nerves, reputation and receive support from certified 1C specialists.

6) Will I be able to pass the 1C Professional exam after studying the course?

The course covers the main features of the program, but some details of the functionality are described separately. A detailed list of course topics is shown below, but there are other questions asked in the exam, please contact us for one-on-one help with these. In other cases this course will be enough.

Reasons to buy

1) If you purchase the course right now, you are guaranteed to be a confident user of the 1C Trade Management program in 1 week. (The main thing is to complete the course from beginning to end.)

2) The course costs less than half the price of group training. In the training centers of the 1C company, similar training costs on average from 15,000 rubles, we have 15 hours of individual material for only 7,990 rubles.

3) Why is it so cheap? We want learning to be simple and accessible. So that more people get educated and achieve the desired results.

Advantages