Sales management

You can set sale rules individually for a client, or typical for a group. Form a quotation, reflect shipment and delivery operations, make adjustments.

Purchasing and Inventory Management

It will help to strictly comply with delivery deadlines, control the cost of funds, monitor the timeliness of payment to suppliers

Customer Relationship Management (CRM)

Accounting for goods in warehouses

Full accounting and control of stocks of goods in the company, management of stock balances. You yourself set the characteristics of the goods that are convenient for you.

Integration with EGAIS

Full integration of 1C:UT with EGAIS from version 11, your accounting for the sale of alcoholic products is in full compliance with the requirements of the law.

Connecting commercial equipment

All necessary trading equipment can now be connected to 1C: Trade Management. A simple and convenient setup for connecting retail equipment using service processing is provided.

When you purchase "1C: Trade Management" you get:

Delivery and installation

Updates

Advice and support

Program 1C Trade Management

The 1C Trade Management program offers rich functionality for trading companies, the ability to refine the program allows you to customize it for any business processes.

1C Trade will be necessary for you if you keep inventory of goods and are interested in the operational management of product inventories. The program allows you to take into account goods in several warehouses in convenient units of measurement.

After purchasing the 1C UT program, working with sales representatives, suppliers and customers will be more comfortable. All accounting will be taken care of by this software, including control over delivery and shipment. Order management becomes clearer and easier when you have 1C Trade and Warehouse installed.

The simple and intuitive interface of 1C Trade Management will not cause difficulties in understanding the principles of the program even for a not very trained cashier or storekeeper. In addition, we are ready to train your employees and teach them how to use all the features of the 1C Enterprise Trade Management program.

Version Comparison Trade Management 8

Functionality	Basic	PROF
Turnkey solution for keeping records of trade operations
Customer Relationship Management (CRM)
Drawing up a refined and generalized procurement plan. Comparison of planned purchases with actual receipts of goods.
Appointment of prices taking into account the quality characteristics of goods. Control of promotions and promotions. Assignment of discounts on discount cards.
Accounting for the seasonality of sales when planning. Creation of sales plans for various scenarios.
Accounting for goods by serial numbers and expiration dates. Accounting for returnable packaging.
Accounting for several organizations in separate infobases
Accounting for several organizations in a single information base	-
Operation of geographically distributed information bases	-
Ability to change (configure) the application solution	-

You can buy the 1C Trade 8 program in Basic and PROF trim levels. At any time of using the program, you can switch from the basic version to PROF or another, older one.

Functionality of 1C: Trade Management (1C: UT):

Sales management

You will be able to fully automate the entire sales chain from developing a commercial offer to invoicing. In the 1C: Trade Management solution, various sales schemes are possible: from a warehouse, on order, on credit, on prepayment, and others.

Purchasing management

The 1C: Trade Management program provides ample opportunities for planning and managing purchases: you can select suppliers in a convenient format, monitor prices, place orders and control their execution. Payment control is also available, starting from scheduling payments.

Inventory Management

You will have full control over stocks in warehouses, operational accounting of goods is possible. In the 1C:UT program, all warehouse operations are recorded from the receipt of goods at the warehouse to its sale, inventory, and movement of goods.

CRM - customer relationship management

The software product 1C: Trade Management already has CRM functionality with a wide range of features. You will always have complete information on each client at hand with the preservation of the history of interaction. You will be able to plan deals and analyze sales results, including pending sales. This functionality will help to effectively analyze the effectiveness of promotions.

warehouse management

1C:UT allows you to set an unlimited number of warehouses and fully control their work. Storage areas can be divided according to the type of goods (milk, fish, furniture, etc.). You can keep records of goods in warehouses both at the room level and at the level of cells (section, rack, etc.).

Financial management

1C: Trade Management offers a special report for assessing the financial condition of a company: "Management balance sheet". It will help control the use of finance, analyze commodity accounting data, evaluate mutual settlements with suppliers and buyers. Information about the violation of the balance will allow timely detection of errors in accounting.

Monitoring of company performance

The system of target indicators in 1C: UT allows you to analyze the performance of the entire company, detect any problem areas, set tasks and analyze their performance. The availability of accurate data on the work of the company will improve the quality of management accounting.

Integration with other programs

It is possible to integrate 1C: Trade Management with other 1C products and other programs: for example, integration with 1C: Retail 8, 1C: Accounting 8 will create an effective business automation system for the enterprise. Integration with EGAIS and FSIS Mercury will allow trading in full compliance with the law.

Adaptation to the characteristics of the company

The functionality of 1C: Trade Management allows you to adapt the program to the specifics of the activities of any trading enterprise. If the company is small, and it is not planned to use all the features of 1C:UT, they can be disabled when setting up the program. We are ready to make all the necessary changes to the functionality of 1C: Trade Management to make it as comfortable as possible for you to work with it.

Connecting commercial equipment to 1C:UT

1C: Trade Management 8 supports interaction with the following categories of trade equipment:

• Cash registers.
  • Mode "Off-Line";
  • "On-Line" mode;
  • "Fiscal registrar" mode.
• Barcode scanners
• Buyer Displays
• Electronic balance.
  • Mode "Off-Line";
  • "On-Line" mode;
• Data collection terminals
• RFID Readers
• Magnetic card readers

Modern trading enterprises offer their customers the widest range of goods, which amounts to thousands and tens of thousands of items. Moreover, many positions can be sold on different conditions: prepayment, deferred payments, discount, markup, lot size, etc. Clients are often divided into categories - VIP client, ordinary client, regular client, small wholesale client, etc. Commodity items can be completed and disassembled, many goods are subject to mandatory certification and hygienic research, 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 vigorous 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 technological platform version 1C 8.2.

* * *

The following excerpt from the book 1C: Trade management 8.2. An understandable tutorial for beginners (A. A. Gladkiy, 2012) provided by our book partner - the company LitRes.

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 are the features of the program compared to previous versions, how to run the program, create and select infobases, and much more.

Functionality of a typical solution

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

The tasks solved with the help of the program "1C: Trade Management 8.2" can be formulated as follows.

♦ Management of stocks and purchases of inventory items.

♦ Maintenance of primary documentation with reflection of data 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 the 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 debts, carrying out mutual offsets, writing off debts.

♦ Maintaining multi-currency accounting.

♦ Carrying out and recording the marketing activities of the company, with a variety of analyzes and the formation of various reports.

♦ Formation of the pricing policy and control of its execution.

♦ Automation of work with sales representatives of the company.

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

♦ Management of wholesale and retail trade taking into account all transactions, 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, generation and printing of various reports on performed transactions.

♦ Use the built-in organizer to increase the convenience and efficiency of work.

♦ Customize and use the Desktop to suit your needs.

In addition to the above, with the help of the configuration under consideration, it is possible to solve a number of other tasks, the presence of which may be due to the specifics of a particular enterprise.

Start configuration and select 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 type and content of the printed form of documents are determined, and a number of other similar actions are performed. Usually, 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 to get acquainted with this topic. Note that without the most serious reasons, it is not recommended for an ordinary user to independently edit the Configurator: this can violate the integrity of the data, and in general lead to unpredictable consequences.

However, some settings of the program have been moved to the mode of operation of the applied solution. You can edit them yourself, and how this is done will be described below, in the corresponding section.

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

Rice. 1.1. Program launch window

In this window, the required operating mode is selected (buttons 1C:Enterprise and Configurator), as well as the infobase.

The list of infobases is formed in the central part of the window. This list may contain an infobase with a demo configuration; this base is included in the delivery package and is intended for preliminary acquaintance with the program. An infobase is selected by clicking on the corresponding position in the list. You can add new infobases to the list, or edit and delete existing infobases – the corresponding buttons in the right part of the window are intended for this.

NOTE

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

The lower part of the window displays the path to the infobase directory where the cursor is located.

The procedure for starting the program is as follows: first, you need to select the infobase 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 use of the program for its intended purpose is carried out in the "1C Enterprise" mode.

Composition and structure of a typical solution

Users of previous versions of the program immediately pay attention to the fact that the user interface has changed dramatically in the new version of the configuration. At first, this may cause some difficulties, but adaptation is fast, since the advantages of the new structure of the standard solution are obvious.

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

Rice. 1.2. Main program window

At the top of the interface there is a section panel that includes links to the following sections of the program: Desktop, Marketing, Wholesales, Retails, Stocks and Purchases, Finances (this section is open in Fig. 1.2), 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. In the process of work, the user can freely move from one section to another - depending on what he intends to do.

Let us briefly characterize all sections of the program "1C Trade Management 8.2".

♦ Desktop. 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 the trade enterprise is formed: types of prices and price groups are formed, standard agreements with customers are set up, conditions for granting discounts and markups are determined, marketing events are planned and carried out, etc. The data from the Marketing section can later be used in other sections of the program.

♦ Wholesales. In this section, the organization and accounting of wholesale sales of the enterprise is carried out. In particular, transactions are executed here, client orders are maintained, shipping documents, 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 retailers. Checks are written here, a list of outlets is formed, documentation of retail sales is kept. 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.

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

♦ Finance. The name of the section speaks for itself: it is designed to account for cash, as well as calculate the financial result of the enterprise. This section maintains all the documentation for accounting for funds (cash orders, payment orders, cash book, advance reports, etc.), generates income and expense items, draws up applications for spending and orders for the movement of funds, calculates and adjusts debt, a payment calendar is formed, the distribution of revenue and cost of sales by line of business is configured, etc.

♦ Reference information. In this section, you enter the regulatory and reference information that is necessary to use the program. In particular, it is here that most reference books and classifiers are filled. In the 1C program, the directory is a repository of basic, basic information, without which the program cannot be operated. For example, in order to generate a document for the receipt of inventory items, you need to indicate in it the supplier from whom the values ​​\u200b\u200bwere received, create a list of these values, indicate the warehouse to which they will be credited, etc. All this information is taken from the relevant directories, where they should be entered in advance. Note that you can add positions to directories as the program is being used (for example, directly when entering documents), but it is much more convenient to enter the necessary minimum information in advance so as not to be distracted by it later.

♦ Organizer. The program "1C Trade Management 8.2" 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 main settings for the program, and many actions for its administration are also performed here. This is where lists of infobase users are formed, their access rights are configured, a system event log is kept, accounting parameters are configured, etc.

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

Each section has its own navigation bar and action bar. Using the navigation panel, you can 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. On fig. 1.3 shows all panels of the program interface (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 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 applied solution, as well as the procedure for using the program, but mainly include service and auxiliary functions.

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

The buttons of the toolbar, the All Actions menu, as well as the commands of the context menu invoked by pressing the right mouse button are designed to work in the selected mode of operation. On fig. 1.2 the toolbar includes the Create, Find, Print buttons, as well as a few more buttons whose names 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 similar to the Actions menu, familiar 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 mode of operation (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 on the mode of operation, in which all further actions are performed. The most relevant tasks for quick access to them 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")

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

Table 1.1.

"Hot keys" of general purpose

Table 1.2.

"Hot keys" for managing program windows

Table 1.3.

"Hot keys" for working in the editing window

Table 1.4.

"Hot keys" for working in list interfaces and with hierarchical lists

Table 1.5.

"Hot keys" for working with input fields in edit windows

Table 1.6.

"Hot keys" designed to work with spreadsheet documents

Table 1.7.

"Hot keys" designed to work with text documents

Features of the 1C program for trade automation

With software 1C Trade management 8 automated activities of the company, such as:

• Monitoring the performance of your business
• Inventory and Warehouse Management
• Management of sales and marketing rules
• Purchasing and sales management
• Accounting for VAT and all financial costs
• Analysis of pricing and financial policy
• Relationship management with your customers

By setting 1C Trade management 8, you will be able to automate the accounting of not only completed business and trade transactions, but also only planned, trade and primary warehouse documents. Moreover, you will be able to control all the cash flows of your company. You can easily expand the functionality by installing additional service applications, such as "Remote Warehouse" and "Order Management".

Accounting and application activities of the entire enterprise are carried out at the highest level with an application solution 1C Trade management 8, due to the fact that the mechanisms of this program are designed to work with all types of trading operations, from input of primary data to the creation of analytical reports of any complexity and any level. On behalf of absolutely any organization that is part of a large holding structure, any necessary documents can be drawn up.

The platform for this applied solution was the program 1C: Enterprise 8, which is also compatible with software products such as 1С: Trade and warehouse 7.7 and 1C: Accounting 8. With the help of this program, it becomes possible to manage a trading enterprise as a whole and to take a comprehensive account of its entire information base.

Advantages of the 1c program for managing trade 8

Advantages of using the program 1C Trade management 8 are as follows - managers and specialists need easy-to-use and high-quality software for the fruitful work of the enterprise. This application solution is suitable for absolutely any division of your trading company and can easily increase the efficiency of the daily work of various departments of the organization.

With the help of this program, operations such as:

• Planning of all purchases carried out by the enterprise
• Formation and accounting of orders, as well as control over their execution
• Formation of any kind of documentation
• Pricing Management
• Control over warehouse goods
• Carrying out the analysis of commodity circulation, commodity circulation, etc.

A large common base is created using a software solution 1C Trade management 8. Such a base is maintained due to the fact that there is a clear interaction between all departments.

• A system such as 1C has recently become simply indispensable. It is used by many accounting services for standard complex automation of work at the enterprise and trade and warehouse accounting. Based on such an applied solution of trade management, which has proven itself from the best side, as 1C: Trade and Warehouse 7.7 a new, 1C 8, version of this program was created, which was supplemented by a number of new effective mechanisms. Now you will be spared from boring routine work, because all tasks will be performed automatically. Moreover, all accounting activities will be carried out taking into account and in accordance with the legislation of the Russian Federation, which provides constant support from the 1C company itself.
• The software-corporate system that your IT specialists will receive also includes a set of technologies and tools that make it possible to administer, modify and maintain this system. It has already been verified that IT specialists and administrators master the program without any problems 1C Trade management 8 in just a few days.

The program has a number of remarkable properties, such as accessibility when adapting it, openness of its information system, ease of installation, use and administration, as well as great possibilities for its integration.

All of these qualities and more give you the unique opportunity to spend time and money on any low-level technology issues, thereby allowing you to focus on automating the rest of the plant.

1C: UT (Trade management)

1C: Trade management

The software product 1C: Trade Management is recommended for the complex automation of the tasks of operational and managerial accounting, analysis and planning of trade operations, thereby ensuring the effective management of a modern trade enterprise.

Functionality

• The software product "1C: Trade Management 8" was developed on the technological platform of the new generation "1C: Enterprise 8", which 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 territorially dispersed divisions;
• In the information base of the applied solution, both completed and planned business transactions are recorded. "1C: Trade Management 8" automates the execution of almost all primary documents for trade and warehouse accounting, as well as cash flow documents.
• The application solution automates the following business activities:
  • customer relationship management;
  • sales management (including wholesale, retail and commission trade);
  • procurement management;
  • price analysis and price policy management;
  • inventory management;
  • cash management;
  • business cost accounting;
  • VAT accounting;
  • monitoring and analysis of the effectiveness of trading activities.
• Additional service capabilities include web applications "Remote warehouse" and "Order Management".
• Transfer of data from the information base of the applied solution "1C: Trade and Warehouse 7.7" is provided, in comparison with which it is necessary to highlight a number of advantages:
• a more powerful solution for accounting transactions, and the necessary tools to improve the efficiency of enterprise management at the modern level.
• new features that increase the efficiency of using the resources of a trading enterprise
• modern methods of customer relationship management (CRM),
• The modern ergonomic interface of the applied solution makes available the service capabilities of the 1C:Enterprise 8 platform. And a number of other benefits
• The software product contains comprehensive information on operational and managerial accounting for the head of the enterprise, managers and specialists of trade divisions, employees of accounting services, IT specialists, specialists from consulting companies and system integrators.

For whom is it intended 1C: Trade?

• For heads of organizations who want to see real results of business process automation by installing the system 1C: Trade management 8. Most of the work of any enterprise is made up of routine operations that take a lot of time and their implementation is very dependent on the human factor, as a result of which errors and inaccuracies appear. Automation of monotonous labor-intensive processes significantly speeds up the work and improves its quality, because. Employees have more time to do other tasks. Thus, the director and heads of departments can control the amount of work of their subordinates and distribute tasks in such a way that efficiency is maximized. Accounting is conducted in real time, the requested information is displayed instantly, making it possible to make operational and strategic decisions at all levels.
• For specialists of enterprise departments who are interested in optimizing their daily work: 1s 8 trade and warehouse allows you to track all the movement of goods, prepare the necessary documents, maintain the current amount of inventory, analyze the turnover of goods, plan purchases, accept orders and applications, and monitor their implementation. In addition to the convenience of performing many operations 1C: Trade management creates a single information environment in the company, allowing all departments to interact in an organized manner. For employees with different areas of responsibility, you can provide access to the 1C 8.2 Trade program with different levels of authority - from simple viewing without the right to copy and enter information to setting system parameters.
• For employees of financial departments and accounting departments 1C: Trade provides a wider range of features than previous versions. The already familiar warehouse and trade accounting automation system has become more flexible and close to business realities: routine operations are almost completely automated, it is possible to compare all decisions made with the current legal framework; all required accounting data is easily uploaded to the accounting system. All operations are absolutely transparent, they can be quickly monitored in real time.

Detailed description of software "1C: Trade Management 8"

"1C: Trade Management 8" is a modern tool for increasing the efficiency of the business of a trading enterprise.

The applied solution makes it possible to automate the tasks of operational and managerial accounting, analysis and planning of trading operations in a complex, thereby ensuring the effective management of a modern trading enterprise.

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

The application solution automates the following business activities:

Customer Relationship Management (CRM)

Customer relationship management, also known as CRM or Customer Relationship Management, is an integral functional area of ​​a modern integrated enterprise information system.

CRM is a concept of customer relationship management in a highly competitive environment, aimed at maximizing the potential of each client and partner in the interests of the enterprise.

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

The configuration contains the means of automating the CRM concept. The functionality of the configuration allows the enterprise to successfully manage relationships with buyers, suppliers, subcontractors and any other counterparties.

It provides for the registration of all actions for the conclusion and execution of transactions, the registration of all contacts with counterparties, both real and potential.

The configuration allows you to do the following:

• use a personalized approach to the needs and requirements of each client;
• store full contact information for counterparties and their employees, the history of interaction with them;
• register information about suppliers: terms of delivery of goods, reliability, terms of execution of orders, range and prices of supplied goods and materials;
• automatically notify users about upcoming contacts with counterparties and other events (in particular, about the birthdays of contact persons);
• plan working hours and control the work plans of employees;
• analyze pending and plan upcoming transactions with buyers and potential clients;
• register each appeal of a potential client and further analyze the percentage of customer acquisition;
• promptly monitor the status of planned contacts and transactions;
• conduct an integrated analysis of customer relationships;
• analyze the reasons for the failure to fulfill customer orders and the volume of closed orders;
• analyze and evaluate the effectiveness of advertising and marketing campaigns.

Automated customer relationship management mechanisms can be used not only as an effective tool in the competition for profitable customers. A repository of information about counterparties of enterprises is provided with convenient means of access. An employee who has received a call from an unfamiliar client can get right in the middle of a telephone conversation by quickly scrolling through the information about the client and about the last contacts with him on the screen of his computer.

Configuration options for customer relationship management can be requested by the commercial director, marketing director, employees of the marketing, sales and supply departments of the enterprise

Department of Trade

The configuration allows you to automate the tasks of monitoring and analyzing trading operations in combination with related management accounting tasks:

• sales planning and purchasing planning;
• customer relationship management (CRM);
• supply and inventory management
• management of mutual settlements with contractors, etc.

This ensures the effective management of the trading business of a modern enterprise. The configuration supports the following types of trade: wholesale, retail, commission trade (including subcommission), acceptance of goods on commission, sale on credit, trade by orders.

The efficiency of trading depends on the pricing policy, which is managed by a separate subsystem. Pricing mechanisms allow an enterprise to determine and implement a pricing policy in accordance with the available analytical data on supply and demand in the market.

The configuration has the following functionality:

• formation of prices for goods upon sale;
• storage of information about the prices of competitors and suppliers;
• automatic updating of purchase prices;
• comparison of company prices and prices of competitors and suppliers;
• formation of a price list with selling prices;
• application of discounts and markups when generating sales documents:
• manual discounts;
• automatic discounts using various conditions;
• discounts on discount cards, including cumulative discounts.

Automated accounting of operations for the receipt and sale of goods and services, including wholesale, commission and retail trade. All wholesale and commission trade operations are accounted for in the context of contracts with buyers and suppliers. When selling goods, invoices for payment are issued, invoices and invoices are issued. For imported goods, data on the country of origin and the number of the cargo customs declaration are taken into account. Reflection of returns of goods from the buyer and the supplier is automated.

For retail, technologies for working with both automated and non-automated outlets are supported.

Accounting for returnable reusable packaging is maintained with the ability to control the limits of returnable packaging when transferring containers to the buyer.

Wholesale

The configuration automates the business operations of the wholesale purchase and sale of goods. To make the work of the sales department employees more efficient, to eliminate unnecessary actions, you can use a special tool - "Sales Manager Workplace".

Receipt of goods

The receipt of goods from the supplier is usually recorded by the document "Receipt of goods and services".

This document registers both the receipt of goods and the change in the state of mutual settlements with the counterparty - an increase in the company's debt to the counterparty or repayment of the counterparty's debt to the enterprise. These facts are automatically reflected in accounting and tax accounting.

Settlements with a counterparty can be made in foreign currency. At the same time, in order to reflect mutual settlements in accounting and tax accounting, foreign currency will be automatically converted into rubles.

The Goods and Services Receipt document provides convenient ways to reuse information entered by the user in the document window. So, by clicking on the screen form of the document, you can prepare a printed form of the incoming invoice.

In addition, from the screen form of the document it is easy to obtain standard printed forms TORG-12 (consignment note for the supplier), TORG-4 (act of acceptance of goods without a supplier invoice), M-4 (receipt order).

Receipt of goods to the warrant warehouse

It is not always convenient to use the document "Receipt of goods and services". The enterprise may have the following division of functions: supply services and warehouses are responsible for the receipt and safety of goods, for their quantitative accounting, and financial and economic services are responsible for the total accounting of goods and registration of the transfer of ownership.

In this case, it is better for the warehouse worker of the enterprise to use the Goods receipt document to register the fact of receipt of goods.

This document does not indicate the monetary value of the goods. The monetary value will be entered into the information base later by an employee of the financial or economic service using the document "Receipt of goods and services". Moreover, it will be convenient for him to generate the document "Receipt of goods and services" on the basis of the document "Receipt order for goods" entered by the warehouse worker - for this, an employee of the financial or economic service will need to open this document on the screen of his computer.

Shipment of goods

The release of goods to the buyer is registered in the information base using the document "Sales of goods and services". This document also provides a wealth of opportunities for reusing the information it contains. From the screen form of the document, you can get several options for printed forms, as well as generate documents related to it (invoice, planned receipt of funds, cash receipt order, etc.).

Shipment of goods from the warrant warehouse

This document can be generated by a warehouse worker on the basis of the document "Sales of goods and services", previously entered into the information base by an employee of the financial or economic service - when registering the receipt of goods, the services interact in the reverse order.

Sales manager workplace

For employees involved in wholesale sales of goods, the configuration provides a convenient tool - "Sales manager's workplace". This tool displays the information required by the manager in a convenient and visual form. Having received an application from the buyer, the manager can quickly check its feasibility, clarify the details, place an order and issue an invoice for payment, arrange shipment. The Sales Manager Workplace tool allows you to:

• carry out quick selection and search in the nomenclature reference book;
• view the values ​​of the main attributes of an item item and its properties without opening additional forms;
• view current stock balances by item, item characteristics and warehouses;
• view balances on customer orders in the context of stock items, as well as planned deliveries;
• register customer orders, issue invoices for payment, arrange shipments.

commission trading

Commission trade is implemented with a minimum set of differences from wholesale or retail trade.

The type of trade relationship is determined in the properties of the contract with the counterparty entered into the infobase. Moreover, several contracts of different types can be concluded with one counterparty, some of which will be sales contracts, and others - contracts with a commission agent, that is, contracts for acceptance for a commission or transfer for a commission. The same set of documents is used to register business transactions under commission agreements as for registration of business operations under sales contracts. Thus, the acceptance of goods for commission is registered in the information base by the document "Receipt of goods". The fact that the goods are accepted specifically for a commission is determined in the contract, which is indicated in the corresponding field of the on-screen form of the document. If the responsibility for the quantitative and total accounting of goods is divided between the services of the enterprise, then the document "Receipt order for goods" can be used to register the acceptance of goods for commission. From the screen form of the "Receipt of goods and services" document, it is convenient to generate documents related to it, while the new document will be automatically filled with the relevant information that is available in the old document and in the information database. So, upon expiration of the contract, the enterprise may have an obligation to return unsold goods - for this case, from the screen form of the document "Receipt of goods and services", you can create the document "Return of goods to the supplier", the tabular part of which is automatically filled with a list of unsold goods.

If the enterprise sells the goods accepted on commission, or part of these goods, then by a certain date it may have an obligation to pay off the committent - the counterparty, who transferred the goods to the enterprise on commission. The amount of money to be transferred is determined in the document "Report to the principal on the sale of goods" as the difference between the amount of sale and the amount of remuneration due to the commission agent - the enterprise that accepted the goods on commission. The presented document can also be generated automatically from the screen form of the "Goods Receipt" document.

In turn, on the basis of the document "Report to the consignor on sales of goods" it is possible to generate logically related documents, for example, "Application for the expenditure of funds". If a foreign currency was established for mutual settlements under the agreement, then when filling out the application, the currency of the agreement will be converted into rubles at the appropriate rate.

The transfer of goods for commission to the counterparty - the commission agent is formalized by the documents "Sale of goods and services" and "Outgoing order for goods".

The commission agent transmits information about the goods sold by him and about the amount of the commission fee, which he must withhold from the proceeds received in his favor.

The fact of the sale of goods by the commission agent is recorded in the infobase using the document "Commission agent sales report". This document can be filled in automatically on the basis of the previously entered document "Sales of goods and services".

The document "Commissioner sales report" indicates the option for calculating the commission in accordance with the terms of the contract concluded with the commissioner. The reward amount itself is calculated automatically.

The configuration also supports mutual settlements with counterparties under subcommission agreements.

Retail

Retail sale of goods can be carried out from wholesale warehouses, automated outlets and non-automated outlets.

Accounting for goods in the sale of goods at retail from a wholesale warehouse is carried out at the cost of goods. Sale of goods at retail from a wholesale warehouse is carried out at arbitrary prices. Retail prices when selling goods from a wholesale warehouse are not controlled.

In order to reflect retail sales in the information base, outlets are divided into the following two categories:

• non-automated outlets (NTT);
• automated sales outlets (ATT).

As an example of the use of ATT, one can cite the trading floors of an enterprise, its own retail stores. For each ATT, its own retail prices can be set, according to which the turnover and balances of goods in the ATT are estimated. When selling goods in ATT, retail prices are controlled.

An example of an HTT would be remote outlets that report sales results and transfer the proceeds to the central office of the retailer.

Automated point of sale

Automated point of sale (ATT) means higher accuracy and efficiency of accounting.

Registration of sales in ATT (trading floors, own stores) is carried out using various commercial equipment: cash registers, barcode scanners, etc.

Cash registers (KKM) can be used in various modes of operation.

Cash register in fiscal registrar mode

When operating in the fiscal registrar mode, KKM connects directly to the user's computer. For quick registration of the sale, modern commercial equipment is used: barcode scanners, electronic scales, etc. For convenience of work the interface of the cashier is used. When a check is entered on a cash register, the document "Check of cash register" is automatically registered in the information base.

At the end of the cash register shift, the seller-cashier removes the "z-report" and registers it in the paper "Book of the cashier-operator". At the same time, the "Retail Sales Report" document filled in in an automated way is automatically registered in the information base. The document contains a summary of goods sold during a cash register shift and replaces all "KKM Check" documents previously entered during the same shift. The cashier hands over the received proceeds to the cash desk of the enterprise, this operation is also recorded by the corresponding document.

Cash register in offline mode

When KKM works in Offline mode, all information about the product is unloaded and stored in the storage device of the cash register. The storage device can be internal, located in the CMC itself, or external (for example, an external memory unit).

When working with cash registers, sales are registered by product code. The user can type the code on the cash register keyboard or read it using a barcode scanner. At the beginning of work, all information about goods is loaded into the memory of the cash register (external memory block), and, as necessary, data about goods is uploaded to the cash register. At the end of the work shift, sales data is uploaded from the cash desks to the accounting program.

Online cash register

In the Online mode, KKM promptly receives all data on goods from the program and information on sales generated by the cash desk immediately enters the accounting program. There is no moment of loading data into the cash register, since nothing is loaded into it - all the necessary information is taken from the accounting program automatically. As a result, the accounting program stores completely reliable information on sales, available for analysis and processing.

Non-automated outlet

A non-automated outlet is a point of sale where, as a rule, computer accounting is not maintained. An example is small own shops, stalls, etc.

In a manual point of sale, cash registers are used only to record cash received from customers, which is sufficient to comply with current rules for the use of cash registers. It is assumed that cash registers are not connected to the infobase and operate offline.

A non-automated point of sale transfers to the cash desk of the trading enterprise the funds received from the sale of goods to the buyer. While NTT keeps detailed records of the sale of goods, NTT also reports on the number of goods sold. This information is recorded using the Retail Sales Report document.

In the event that NTT does not keep detailed daily records of sold goods, NTT reports information on the balance of goods at the time of the inventory to NTT.

The results of the inventory are entered into the information base by the document "Inventory of goods in the warehouse".

The variances identified by the inventory are likely to represent sales volumes since the previous inventory.

From the screen form of the document "Inventory of goods in the warehouse" it is possible to generate the document "Report on retail sales", where data on identified shortages will be automatically entered. With the help of the Retail Sales Report document, sales are registered in the infobase.

Actual shortages and surpluses of goods identified by the inventory can be registered in the information base by the documents "Write-off of goods" and "Receipt of goods" respectively. These documents can also be generated on the basis of the document "Inventory of goods in the warehouse".

At any time, the program allows you to control the correctness of the delivery of retail revenue and compare the volume of retail revenue with the information received from NTT on sales of goods.

Using various reports, you can conduct a comparative analysis of retail sales of goods in various outlets (NTT), as well as in your own stores (ATT).

Payments by payment cards

The "Trade Management" configuration allows you to serve both cash settlements in retail transactions, as well as full or partial payments with payment cards. For these operations, the possibility of interaction with the acquiring system is provided.

Sale using payment cards can also be used in wholesale trade.

Sale using bank loans

The Trade Management configuration allows you to service retail sales operations with full or partial payment by bank loans. Combinations of different payment methods are provided: the buyer can pay the check partly in cash, partly with a payment card and bank credit.

Pricing Management

The effectiveness of the trading activities of the enterprise and the work of the enterprise as a whole is largely determined by a reasonable pricing policy. To help users with this task, a pricing functionality is included in the configuration.

The application solution contains mechanisms that allow you to perform the following functions:

• storage and automatic updating of information on prices of suppliers;
• storage of information about the selling prices of the enterprise;
• automatic assignment of discounts for discount cards, as well as for sales volume, and discounts can be sum and natural (bonus);
• mechanisms for calculating some prices based on other prices;
• formation of a price list with selling prices.

Information about the selling prices of the enterprise is entered into the information base by special documents "Setting the prices of the item". The same documents can be used to enter information about suppliers' prices (purchase prices).

The infobase stores several selling prices for each product item, which are classified by price types. The following types of selling prices are provided: wholesale, small wholesale, retail, planned cost. Users can add new price types.

For the convenience of the pricing policy, the following categories of selling prices are provided:

• Base prices. These prices are set for each item only manually. These prices are determined by the user and stored in the system. When accessing these prices, the system takes the most recent value.
• Estimated prices. As well as base prices, settlement prices are set by the user and their value is stored in the system. The difference is that for these prices there is an automatic way to calculate them based on the base price data. That is, the settlement prices are obtained from the base prices by a certain procedure: by increasing the base price values ​​by a certain percentage of the markup or by entering the base price into the range. Regardless of how the settlement price is finally obtained, the system stores only the resulting price value itself and the type of base prices on the basis of which the calculation was made. Settlement prices can be wholesale and retail prices based on factory prices or on the basis of the planned cost of production.
• Dynamic prices. The values ​​of these prices are not stored in the system, only the way they are calculated is stored. These prices, as well as calculated ones, are obtained from base prices using special mechanisms. However, the results of the calculation are not stored in the system, the calculation is made immediately at the time of accessing these prices. This makes it possible to use prices in the event that selling prices are tightly linked to the base price, which changes quite often.

For dynamic prices, you must indicate the percentage of the discount or markup by which the base prices will be adjusted during the calculation. For settlement prices percentage

discounts will act as a default value that can be overridden during pricing.

The planned cost price type is intended not for buyers, but for internal control of the company's selling prices in order to exclude cases of loss-making sales when, as a result of applying discounts, the selling price falls below the cost price.

The release of goods to the buyer is carried out at one or another type of price. The price type is selected at the beginning of the procedure for filling out the document for the sale of goods. After that, in the process of filling the tabular part of the document with specific items of the nomenclature, the prices of the selected type will be automatically substituted.

Prices can be adjusted by the sales manager. In addition, the mechanism of additional discounts or markups can be applied to prices.

The following discount conditions are possible:

• The discount is provided for a price group (that is, a specific list of items) and / or for a specific list of buyers;
• The discount is provided upon reaching a certain amount of money according to the sales document;
• The discount is provided upon reaching a certain amount of one product in the document;
• The discount is provided for a certain type of payment (for example, cash).

It is possible to provide discounts on information cards (contractor's discount cards). Discounts can be provided for both wholesale and retail sales.

Discounts are set by a special document.

The document specifies the discount value in percentage terms, the period of validity, and the terms of provision. When generating a sales document, selling prices will be automatically adjusted if the condition for granting any discount is met.

It is convenient to view information about the prices of the enterprise using the "Print price list" processing.

For distribution among the customers of the enterprise, the price list can be printed or converted into a MS Excel file.

Information about prices of suppliers - purchase prices - can be entered into the registers of the information base and updated when recording documents that record the receipt of goods. In addition to purchase prices, other types of prices of suppliers and other contractors - wholesale, small wholesale and retail prices - can be entered into the information base. This enables users to compare their company's selling prices with competitors' selling prices.

The configuration allows the exchange of product catalogs, offer packages and orders in accordance with the requirements of the second edition of the CommerceML standard. If the business partner's information system supports this standard, business offers and large amounts of product and price information can be exchanged quickly and easily with the business partner. Additionally, the ability to upload price lists in accordance with the first edition of the CommerceML standard has been implemented.

Supply and Inventory Management

Material flows are the basis of the economic activity of a trading or manufacturing enterprise. Rational management of inventories, minimization of stocks in combination with guaranteed support of economic activity are the key to the effective operation of the enterprise. The use of the inventory management subsystem allows you to effectively organize storage facilities, increase the productivity of warehouse workers, employees of supply and marketing structures.

The application solution implements detailed operational accounting of materials, products and goods in warehouses. Provides full control of stocks of inventory items at the enterprise.

The application solution allows:

• manage inventory balances in various units of measurement in multiple warehouses;
• keep separate records of own goods, goods accepted and transferred for sale, returnable packaging;
• detail the location of goods in the warehouse by storage locations, which allows you to optimize the assembly of customer orders (goods in invoices) in the warehouse;
• take into account serial numbers, expiration dates and certificates;
• control the correctness of write-off of serial numbers and goods with certain expiration dates and certificates;
• set arbitrary characteristics of the batch (color, size, etc.) and keep batch records in the context of warehouses;
• take into account the customs declaration and the country of origin;
• to complete and disassemble inventory items;
• reserve inventories.

The organization of warehouse management can be different, the structure can be both simple and quite hierarchically complex. Warehouses or storage places can be both on the territory of the enterprise and located remotely.

Information about warehouse stocks can be entered into the information system with a high degree of detail: to the level of product characteristics (color, size, dimensions, etc.), to the level of serial numbers and expiration dates of goods. It is possible to obtain valuations of inventory at cost and potential sales at selling prices.

It is envisaged to carry out inventories of inventory items and automatic processing of their results. Based on the results of the inventory, the difference between the accounting quantity (registered in the information base when posting receipt and shipment documents) and the actual quantity of valuables identified as a result of the inventory is automatically calculated. After that, write-off documents (in case of shortage) or capitalization (in case of surplus) are drawn up.

Statistical inventory analysis tools allow you to evaluate the attractiveness of each product by its share in the turnover or profit of the enterprise, sales stability, identify poorly sold products by criteria such as average shelf life, consumption per period and turnover ratio.

Cash management

With the help of the applied solution, an operational financial plan is maintained - a payment calendar. The payment calendar is a collection of applications for spending money and planned cash receipts. The payment calendar is compiled with details up to calendar days and places of storage of funds - bank accounts and cash desks of the enterprise. When forming a payment calendar, its feasibility is automatically checked - the sufficiency of cash reserves in the places of their storage.

The payment calendar can also take into account planned payments for orders of suppliers and orders of buyers.

With the help of the cash management functionality, monetary documents are generated (payment orders, cash receipts and expenditure orders, etc.). Interaction with specialized banking programs such as "Bank Client" is provided, financial flows are controlled, and the availability of funds in storage places is controlled.

Cost Accounting

The application solution provides analytical and operational data on the additional costs associated with the conduct of the trading activities of the enterprise. The following types of costs can be taken into account:

• services received from third parties, but not related to the cost of purchased goods,
• costs associated with accountable persons, such as travel expenses,
• material (commodity) costs for internal needs or for external operations,
• any other costs with the possibility of their attribution:
  • for specific orders
  • to a business unit,
  • for a product or product group, etc.

Mandatory sections of analytical cost accounting are:

• subdivision;
• cost item.

Expenditures

The list of cost items is stored in the corresponding directory. Each cost item relates to one of the following cost types:

• material costs - this should include direct costs for the purchase of goods from suppliers;
• other costs - this includes all additional costs associated with the purchase, storage and sale of goods.

Cost registration

Events related to the occurrence of additional costs are registered in the infobase by the relevant documents.

Cost Analysis

In the Costs report, you can view the breakdown of costs by line items, departments, sales orders, and internal orders. Also in this report, you can analyze the costs by item groups and analyze the change in costs in dynamics: by days, weeks, months, etc.

Automatic reflection of costs in regulated accounting

For automatic reflection of costs in the accounting and tax accounting of the enterprise, uploading to the 1C: Accounting 8 program or another accounting program of the 1C: Enterprise system is intended.

VAT accounting

The "Trade Management" configuration automates the accounting for value added tax (VAT) on trade transactions.

Purchase book and sales book

Reporting forms provided for by the Tax Code of the Russian Federation and other regulatory documents are automatically generated:

• sales book;
• shopping books.

VAT when registering business transactions

VAT accounting is carried out separately for each organization that is part of a trading enterprise. Operational accounting of VAT is carried out by documents in which the sign of reflection in accounting is established.

Regulatory transactions for VAT accounting

The application solution automates the routine VAT accounting operations (usually performed at the end of the reporting period):

• registration of payment to suppliers;
• registration of payment from buyers;
• distribution of VAT on indirect costs;
• VAT recovery;
• 0% rate confirmation;
• deduction of VAT on acquired valuables;
• registration of invoices for advance payments;
• deduction of VAT from the advance.

Reflection of VAT in accounting

Data on trading operations can be uploaded to application solutions that are used for accounting, in particular, to "1C: Accounting 8".

Trade reporting

The configuration provides convenient means of monitoring the current state of trading activities - turnover, adequacy of the range, which allows you to quickly make the necessary decisions. The implemented reporting system is a powerful and flexible tool for analyzing all aspects of the trading activity and turnover of the enterprise.

The user can obtain information about the status of stocks, orders, sales, mutual settlements in any analytical sections with the required detail.

The user can independently set the level of detail, grouping parameters and criteria for selecting data in reports in accordance with the specifics of the tasks being solved. Such customizations (actually custom reports created by the user) can be saved for reuse.

Reporting data can be obtained in a visual graphical form.

With mouse clicks, you can get a breakdown of individual indicators of aggregated reports in the form of more detailed reports.

Classification of objects is carried out according to the classes of importance from the point of view of the sale of goods and services of the company according to management accounting. It is believed that class A should bring more profit than B and even more so than C. For each of the three classes (A, B and C) in the report settings, their relative values ​​are set in percentage.

The user can select a parameter for analysis from the following list:

• the amount of revenue;
• the amount of gross profit;
• the number of goods sold.

In the information base of the applied solution, both completed and planned business transactions are recorded. "1C: Trade Management 8" automates the execution of almost all primary documents for trade and warehouse accounting, as well as cash flow documents. Additional service features include the "Remote Warehouse" and "Order Management" web applications.

The application solution is designed for any type of trading operations. Accounting functions have been implemented from maintaining directories and entering primary documents to receiving various analytical reports.

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

"1C: Trade Management 8" is a ready-made application solution based on the powerful technological platform of the new generation "1C: Enterprise 8". In addition to the platform, the software package includes the Trade Management configuration.

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

Transfer of data from the information base of the applied solution "1C: Trade and Warehouse 7.7" is provided.

The modern ergonomic interface of the application solution makes available the service capabilities of the 1C:Enterprise 8 platform 1C:Enterprise

Vendor code:

Serves to automate trading activities with a wide range of applications and customization for their own needs of sales managers and other employees. A typical configuration will allow you to work from a retail store to a wholesale store, wide customization options.

The configuration of the 1C:Enterprise 8 software system is a typical application solution that allows the complex to automate the tasks of operational and managerial accounting, analysis and planning of trading activities, thereby ensuring the effective management of a modern trading enterprise. The configuration allows you to keep operational records and manage not only trade, but also warehouse and financial operations.

This will come in handy!

Description 1C: Trade Management 8

The configuration "1C: Trade Management 8" of the software system "1C: Enterprise 8" is a typical application solution that allows you to automate the tasks of operational and CCT management accounting, analysis and planning of trade actions in a complex, thereby ensuring the effective management of a modern trading enterprise. The configuration is designed to automate accounting in organizations engaged in wholesale and retail trade. The configuration allows you to keep operational records and manage 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;
• planning sales and purchases;
• inventory management;
• customer order management;
• customer relationship management;
• analysis of the company's turnover;
• price analysis and price policy management;
• monitoring and analysis of the effectiveness of trading activities.

The configuration supports the execution of almost all primary documents of trade accounting, including this one and cash flow documents. With the help of documents, operational information is taken into account when performing economic actions. Based on this information, management functions are implemented.

The configuration "1C: Trade Management 8" is designed to account for any type of trading activities. Thanks to its flexibility and customizability, the configuration is able to perform 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 the main work processes at enterprises operating in the field of trade.

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

Recently, 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 of a holding structure, documents can be drawn up on behalf of several organizations that are part of the holding. The means of registering a business transaction is a document.

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

The head of the company

The head of the enterprise needs a real return on the automation system.

"1C: Trade Management 8" improves the efficiency of the enterprise by automating routine operations, by keeping records in real time, by quickly and conveniently preparing information for decision-making at different levels. The system is very quickly put into operation and begins to bring returns. 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 3000 specialized firms and many certified specialists are ready to help your company install, operate and further improve the automation system.

Unlike its predecessor, the 1C: Trade and Warehouse 7.7 application solution, 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, obtaining detailed transcripts of 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 system functions in detail to use 1C:Enterprise 8 as an active source of necessary information. The "Report to the manager" option will provide the formation and presentation of an overview of the current situation - automatically, regularly, according to the schedule you set. The values ​​of key indicators, problems requiring your prompt intervention, comparison of the results of the work of managers - you can view this report on the intranet, receive it by e-mail on a business trip, or have your secretary print it out. Thus, being anywhere in the world, you will keep abreast of your business, make decisions and plan further actions based on the current picture of the real state of affairs.

Sales managers and specialists

The new application solution pays maximum attention to ensuring the efficiency of your daily work. Ample opportunities for preparing all the necessary documents, managing product distribution and pricing, accepting orders and monitoring their execution, optimizing stocks, analyzing 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 single information space in your company, organize clear interaction between departments, and help employees work as a single team.

For employees of accounting services

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 gained over the years of development of its predecessor - the program "1C: Trade and Warehouse 7.7". The functionality of this most widely used in the country automation system for trade and warehouse accounting, which has proven itself in practice, has been supplemented with a number of new features. You get a new tool that will help you get rid of routine work and bring accounting closer to the needs of a real business. At the same time, regular information and methodological support from 1C will make it possible to conduct it in accordance with applicable law. Of course, "1C: Trade Management 8" allows you to transfer the necessary credentials to the accounting system.

IT-specialists of enterprises

"1C:Enterprise 8" gives you a set of tools and technologies that meets the latest standards for developing, modifying, administering and maintaining a corporate information system. All these funds are included in the delivery of our 1C:Enterprise 8 circulation products. At no additional cost, you get 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 adapt the system in accordance with the needs of your organizations. It is also important that you can become a member of the professional community of 1C:Enterprise specialists, get support in mastering the system, use the opportunity for versatile communication and exchange of experience with numerous colleagues. The real openness of the system and its ease of adaptation, wide scalability and integration, simplicity and convenience 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 flexible licensing policy, a well-established set of standard and specialized solutions, advanced 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 success factors for their projects. Reducing project risks, the ability to offer customers a competitive project and complete it on time and on budget - all this allows you to increase your company's reputation and business profitability, expand the circle of customers and put work with them on an industrial basis.

Advantages in comparison with 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 the modern level.
• New features have been implemented that increase the efficiency of using the resources of a trading enterprise:
• planning sales, purchases, cash payments;
• stock optimization at the enterprise, taking into account the expected goods from the supplier;
• monitoring compliance with plans, availability of funds, discipline of deliveries and payments;
• analysis of the effectiveness of the work of managers;
• 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 get 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), providing 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;
• conducting 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.