Software"1C: Trade Management 10.3" is a powerful tool for planning and accounting for trade operations. New edition, significantly expanded by adding new features, such as: settlement management, retail management, inventory management and other convenient functions.
One of the most important configuration innovations is the addition of a new pricing method. Now you can assign your own discounts to a certain group of buyers or goods, which will be calculated automatically.
This approach is useful when you want to set up discounts, for example, to corporative clients. After all, such clients make maximum amount operations and attracting them will bring prosperity to your company. The automatic discount calculation engine accepts any conditions for an individual customer and rules for applying multiple discounts.
To set up discounts for corporate clients, use the document "Setting item discounts". This document contains many settings for flexible pricing policy. To set a discount for goods, select Documents > Pricing > Set item discounts in the menu. In the window that opens, set the discount parameters. You need to select the type of operation "By nomenclature". In the "Condition" list, select the "No condition" value. If necessary, you can specify the condition under which the customer is given a discount.
If you want to make a discount on all products, then check the box "For the entire range." If you do not check this box, then you must select a list of goods for which a special price is provided.
For example, let's add a product group (TVs).
Then select from the list of recipients required clients. You can select individual clients or a specific group. In the "Percentage" field, specify the amount of the discount for corporate clients.
After passing this document, discounts will be calculated automatically. In the shipping system, when you select the right customer, the discount amount will be displayed.
Sometimes there are times when it is necessary to cancel discounts. This is done using the document "Cancellation of item discounts". It can be found using the menu Documents > Pricing > Cancel item discounts.
By the nature of my work, I often help people start keeping trade records. Mostly wholesale. Sometimes I set it up from scratch, sometimes I finish it for someone. This article would like to help people who independently set up this program for the first time.
I will not go deep into the features of each reference book and document, this information is enough both in 1C itself and on the Internet. This article is the "skeleton" of the 1C settings and can change significantly for different accounts. I'm talking about the example of the basic version of UT 10.3.43.1, commercial enterprise is engaged wholesale and retail trade. So you have become the proud owner of the program (or your client). You have a 1C box, consider its contents:
- Books "User's Guide" and "Configuration Description"
- cd with configuration and platform
- registration card, the spine of which must be filled out and mailed, the envelope is attached
- closed envelope with data for obtaining a license (pin code)
Of all this, the most important is the "registration card", a kind of "passport" 1C. But I strongly recommend that you save the entire box and store it closer to the workplace where 1C is used. I also recommend that you immediately register on the site "users.v8.1c.ru" to receive updates, for the basic version they are free.
Workplace preparation
First, we create two folders on the computer: "1C Bases" and "1C Programmer". The "1C Base" folder will be for the base and temporary archives. The "1C Programmer" folder will be for 1C distributions and other related programs. We immediately create a folder with our database in "1C Base", for example "TradeBase10.3".
Now we create our base:
- in the launch window 1C click "Add"
- select "Create a new database"
- choose a base template
- specify the name "Our store"
- specify the path to the database, for example: "D:\1С Bases\TradeBase10.3". By default, usually "C:\Users\Petya\1C...", I recommend changing it, because in case of problems with windows, it will be hard to get the base out of there.
- done, waiting for the database to be created
- select the database that appears in the list and click "1C:Enterprise"
First run and setup
At the first start, 1C asks us to make an automatic initial filling - we agree. After that we close open windows: "Transition assistant ut 11", "Start assistant", "Function panel". And we begin manual configuration.
Enterprise Setup
We go Directories -> Enterprise -> Organizations. We press and in the opened card we fill in the name, for example "IP Menshikov A.Yu.", select "Legal / physical." person (IP is an individual in this 1C), fill in the TIN, and optionally Contact Information(Legal / physical address, phone) it is necessary for the formation of documents and click "Write". Now let's create a KKM cash desk and enterprises. Click the "Go" button and select "Cashier". In the window that opens, add a checkout. At the checkout, fill in the name "Main cash desk" and the currency "rubles", click "OK". We close the list of cash desks, return to the organization card. Again, press the "Go" button and select "KKM cash registers". We also add a cash register KKM. In the cash register of KKM, fill in the name "Main cash desk of KKM", press "OK", close the list of cash desks of KKM.
Next, we set up an accounting policy for tax accounting. We press the "Go" button in the organization's card and select "Accounting policy (tax accounting)". Adding a new account policy. Suppose we have an imputation (yes, yes, wholesale is not a hindrance), then we check the boxes: "The organization is not a VAT payer", "The organization is a UTII payer", "Retail trade is subject to UTII". We press "OK". Close the organization card and the list of organizations.
Setting up basic directories
We go Directories -> Enterprise -> Warehouses. Adding a new warehouse Fill in the name "Store", click "OK". If several warehouses will be used in accounting, then add them all. If the store has a warehouse in addition to the trading floor, and when selling, the selection comes from both places, then I recommend combining them into one warehouse in the program.
Now let's go to the nomenclature itself Directories -> Nomenclature -> Nomenclature. We add a new nomenclature, we will need it in the future to check the correctness of the 1C settings. Fill in the name, for example "Test", select the type of goods "Product", the base unit is "pcs." and press the "Record" button. This is the minimum we need.
Next, let's look at prices. We go References -> Nomenclature -> Nomenclature price types. Add a new purchase price type, fill in the name "Purchase", currency "rubles", leave the price type "Basic" and press the "Save" button. Next, you need to enter a price type for sale. Add a new retail price type, fill in the name "Retail", currency "rubles", select the price type "Settlement", the calculation method "By percentage markup on the base type", the base type "Purchasing", markup % for example "30" and click the "Record" button. If there is another wholesale price or another, we do the same. It is clear that it is unlikely that a fixed markup is suitable for the entire range, where we need to fix it manually. The program has a markup mechanism for price groups, but if you are just starting to get acquainted with 1C, I recommend that you do not use it yet.
Now let's add customers. We go Directories -> Counterparties -> Counterparties. Adding new group buyers, name "BUYERS" . Let's add a retail buyer, go to the "BUYERS" folder, click add a new counterparty. Fill in the name Retail Buyer", check the "Buyer", press the "Record" button. Next, go to the "Accounts and agreements" tab, here the "Main agreement" "with the buyer" was automatically created, open it. ", check the box" conduct settlements with counterparties according to documents", currency "rubles", go to the "Additional" tab and select the "Retail" price type, click "OK" in the agreement card and in the counterparty card. This completes the buyer's setup , by analogy, we can get a wholesale buyer.
Now let's add providers. We go Directories -> Counterparties -> Counterparties. We add a new group of suppliers, the name "SUPPLIERS". Let's add a new supplier, go to the "SUPPLIERS" folder, click add a new counterparty. Fill in the name "Input of initial balances", check the box "Supplier", press the "Record" button. Next, go to the "Accounts and agreements" tab, here the "Main agreement" "with the supplier" was automatically created, open it. We change "Mutual settlements are being conducted" to "Under the contract as a whole", put a tick "to conduct according to the documents of settlements with counterparties", currency "rub". Go to the "Additional" tab and select the type of counterparty prices, here we click to add a new type of counterparty prices, fill in the name "Purchasing supplier", select our price type "Purchasing", currency "rub", click "OK" and double-click on the created type of counterparty prices so that it is substituted into our contract. Next, click "OK" in the contract card and in the counterparty card. This completes the supplier setup, by analogy we can get other suppliers.
Set up accounting options
We go Tools-> Accounting Setup -> Accounting Settings. We fill in the title of the program "Our Store", uncheck the boxes "Use product series" and "Use internal orders". We select the method of debt control "by calendar days" and the indication of warehouses and orders in the "Do not use" tabular section. On the "Currency" tab, change the currency of management accounting to "rubles".
Next, set up an accounting policy for the entire database, go Service-> Accounting Setup -> Accounting Policy. Here the program has already created a default accounting policy, we need to edit it. We open this entry, it starts with "01/01/1980 ...". Here we check the boxes "keep records of the organization's goods by warehouses" and "write off batches when conducting documents", I also recommend choosing the chronology for writing off batches "Average" and click "OK".
User setup
Now let's create users, go Tools-> Users -> List of users. We add a new user, by tradition this is an administrator, fill in the short name "Administrator" and click the "Record" button. The program will ask "Automatically create an IS user", we agree. The IB user card will open automatically (not to be confused with the user directory!). Here we can put a password (optional), select the main interface "Full" and the language "Russian", in the right window, check the box next to "Full rights" and click "OK". Now we set the settings in the user window, for convenience, I recommend opening all the settings folders. Below are the recommended settings that you need to change, after changing, click "OK".
- Conduct mutual settlements according to documents of settlements with counterparties - Yes
- The main currency of mutual settlements - rub.
- The main management of mutual settlements under contracts - "According to the contract as a whole"
- Extended report settings form - Yes
- Register supplier prices - Yes
- The main unit according to the classifier - piece
- The main type of nomenclature - Goods
- Main warehouse - Shop
- Reflect documents in management accounting - Yes
- Main cash desk - Main cash desk
- The main organization is IP Menshikov A.Yu.
- Basic VAT rate - Without VAT
- Primary Buyer - Retail Buyer
- The main type of sale prices - Retail
Next, you need to configure additional user rights. For this we go Tools-> Users -> Configuring additional user rights. In the window that opens, select "Administrator" at the top. And if necessary, set the following settings:
- Allow overstocking - Yes
- Allow overstock organization - Yes
- Allow excess free balance Money- Yes
- Allow conducting without control of mutual settlements - Yes
- Allow payment without application - Yes
- Calculate debt when opening forms - Yes
- Table editing - Yes
- Editing prices and discounts in documents - Yes
By analogy, you can create other users. It is desirable that not everyone has "Full Rights". The standard features of this program for setting up users are not very extensive. To restrict user rights, I recommend paying attention to the "Date of prohibition of editing". There is also "Restriction of rights at the user level", but it loads the work of 1C very much, and does not solve the whole problem of restricting user rights.
Examination
After finishing the settings, close 1C and go into it again, already under the "Administrator". I recommend the following script for testing:
- We make the receipt of goods Documents -> Procurement -> Receipt of goods and services.
- Account cash warrant with partial payment.
- Based on receipts, we do Setting item prices.
- Let's make a sale Documents -> Sales -> Sale of goods and services.
- We make based on the sale Incoming cash order with partial payment.
- Making a profit report Reports -> Sales -> Sales Analysis -> Gross Profit check that the profit is calculated
- We make a report on mutual settlements Reports -> Sales -> Mutual settlements -> Statement of mutual settlements with counterparties check that there are mutual settlements
On this, the initial setup of 1C: Trade Management 10.3 can be considered complete.
Getting started in 1C
If the store has just opened and has not yet begun to work, until 1C is configured. Then everything is simple, we make receipts from our suppliers, set prices, print price tags and start working.
If the store is already working and we can suspend its work for a full recount. Then first we enter the entire nomenclature in 1C. Next, we print out the list of items, close the store and recalculate. When recalculating, indicate the amount, approximate purchase price, and the current selling price. If the item is in trading floor and utility room write the remainder in two digits. After the end, the store continues to work, but we must record all sales on paper until the result of the recount is entered into the program. Initial balances can be entered into the program in several ways, but I recommend through the receipt of goods and services from the counterparty "Enter initial balances", because. then it is convenient to set prices based on it. It is advisable to make separate receipts for each group of goods. After entering the balances, we finish the sales that were on paper after recalculation and begin to keep records in real time. We make receipts from suppliers either before recalculation or after.
If the store is already open and cannot close for recalculation. The hardest case. For convenience, we need label printer. The method will be similar to the previous one. We introduce goods into the program in small groups. The goods that have been brought in are marked with our barcodes. We fix each sale of marked goods in 1C.
Theses on accounting in 1C
About the nomenclature. Try to name the product in such a way that it is clear to customers, and not just you. Good product names increase customer loyalty and also speed up the development of the site, if you are planning one. I also recommend that you create a folder "Is Removed from the range", into which you will move goods that are no longer used in accounting.
About backup. There are many ways to back up a database. But I recommend that you make sure to periodically make a copy to an external drive. Because the server can fail entirely with both the database and the archives. The same is true of the attackers, they will block everything - both the database and the archives. And if we have a copy of the database elsewhere, the consequences will be much milder.
About discounts and price editing. Try to remove this opportunity from sellers, tk. this is the main hole in the security of trading enterprises.
On the advantages over 7.7(9.2). Tis 7.7 is a very worthy program. But in 10.3, from the current one, there is standard support for several barcodes, a report builder. And most importantly, there are very few specialists in 7.7.
On the advantages over UT 11. UT 11 is an excellent, modern program. But 10.3 on a weak machine will run MUCH faster.
About USB. If you have a lot of USB equipment, in order to save ports on your computer, be sure to buy a USB hub with external power from a wall outlet.
About the interrupter. The majority (90%) of 1C failures are associated with a crash when the light is turned off. I recommend installing an uninterruptible power supply and turning off the computer in time after turning off the light. Uninterrupted will pay off very quickly, believe me.
about additional costs. In the program, you can keep track of additional costs, such as: rent, salary, household needs. To do this, enter these services in the nomenclature, and then make their arrival a regular receipt of goods and services. You can then see these costs in the purchase reports.
On the difference between wholesale and retail trade. If you have a non-cash payment from buyers, or a shipment on credit, or several types of sales prices, then this is considered wholesale trade. And that means 1C: Trade Management suits you.
Tuning 1C: Trade Management 10.3
After installation, there is a strong feeling that something is missing. First of all, I almost always put the external printed form"Commodity check" for the sale of goods and services. And of course the external processing of printing price tags. Next, you can consider a price list with pictures or even a price order. Then the weak point is the setting of prices, doubling, overfilling with unnecessary entries all the time, it is solved by external processing. Otherwise, most tasks can be solved by standard means - if the programmer wishes.
What I deliberately didn't say
Shop equipment. The topic is extremely extensive, there you can write a separate article for each equipment.
RMK mode. In 1C, RMK is sadness and sadness. If you only have retail, take better 1C: Retail or Frontol.
Testing/correction. In 1C, there are two mechanisms that allow you to eliminate most problems: these are internal and external testing (chbfl). The Internet has the necessary information.
That's all, thanks for watching...
How in UT 10.3 to set the total amount of discount on the account, expressed in rubles (not as a percentage)?
A task. The company is holding a promotion in which each customer is given a discount of 1,000 rubles to the amount of each invoice. Is it possible to decide this task and by what means?
The first thing that comes to mind for customers is usually to get the “Discount” product and knock it out on the invoice with a negative price equal to 1000 rubles. But this plan is not feasible, because. entering products with a negative price is prohibited by the developers. From the point of view of common sense, this is absolutely justified, because. it is absurd to consider the VAT of a product with a negative price, and then who will post the “Discount” product to the warehouse, at what price and from whom to buy it, and why do we need it in the warehouse at all? But what should an ordinary user do in this situation?
Solution 1. Subtract 1000 rubles from the cost of some goods in the invoice.
For example, the invoice contains the product "TV" in the amount of 1 pc. and the price of 30,000 rubles. We manually reduce the price to 29,000 rubles and thus the buyer receives a discount.
The disadvantages of this method are obvious:
Manual price change.
The buyer does not see in the invoice that he was given a discount. Even if we, in fact, have a TV set that costs 30,000 rubles, then the buyer may consider the price reduction a fiction.
The invoice may not contain goods worth more than 1000 rubles. In this case, the total amount of the account may well be more.
It is not always possible to subtract 1000 rubles without an error in rounding the price of the goods. For example, if we sell 3 TVs at a price of 10,000 rubles each, then their total cost is 30,000 rubles. To obtain new price one TV must be calculated: (30,000 - 1000) / 3 = 9,666.67 the result is rounded to two decimal places. The problem arises when we plug the new price into the program and get total cost goods \u003d 3 * 9,666.67 \u003d 29,000.01 rubles. Thus, we provided the buyer with a discount not of 1000 rubles, as promised, but of 999 rubles and 99 kopecks.
In some cases, rounding errors can be much larger!
Solution 2. This option is already a little more advanced than option 1, but has a common drawback with it.
In this option, we need to click the "Change" button, located in the action bar above the tabular part of the document, where we select goods and services.
In the window that appears, make the settings shown in the figure and click the "Run" and "OK" buttons.
After the described actions, all prices in the document will be recalculated in such a way that the total amount of the document is reduced by 1000 rubles.
In this case, there will be no errors, and the prices of the goods will change in proportion to the amounts automatically.
The disadvantage of this method is that the client will also not see the amount of the discount given to him in the invoice.
So is it possible to make the customer see the discount on the invoice?
Theoretically possible. To do this, in the configuration "Trade Management" ed. 10.3 there is a mechanism for manual and automatic discounts.
In practice, the problem is that:
- The discount value is set as a percentage.
- The discount is not given on the invoice as a whole, but on each item of the product.
Thus, in order to use this mechanism for our task, when the discount value is expressed as an absolute value of 1000 rubles, we have 2 options:
At the same time, if we send an invoice for printing, we will see that the client has been given a discount on the goods in the amount of 999 rubles.
The second option is to try to distribute the discount across all products evenly, expressing it as a percentage of each item. This option, due to the complexity of calculations and the high probability of errors and the abundance self made, we will not even consider. When registering invoices with a large volume of various items, it is generally not acceptable.
As can be seen from the examples given, each of the options contains its own drawbacks and, to the full extent, cannot be considered automated, at least “satisfactorily”.
You can automate the entry of a fixed discount in absolute terms by making some modifications to your configuration. Request for this type of work can be made by phone, e-mail or via the form feedback on our website.
Question: Data exchange UT 10.3 - Retail 2.2
Answer:
Question: Exchange trade 10.3 accounting 3
Good afternoon
costs Accounting 3 and trade 10.3 (10.3.32.1) trade has one distributed database
With a distributed database, an exchange with accounting 3 is set up
Updated accounting 3 for the latest release, I want to upload new conversion rules to trade, he told me
(Processing.ConvertingInfoBaseObjects.ObjectModule(3038)): Object field not found (GoodsNon-Commodity)
Return Manager[Value];I thought maybe they added something new to the accounting department, updated trading on 10.3.34.2 and writes to any of the above
Error calling context method (ReadChanges): Error converting XML data:
and does not want to transfer changes
Tell me what to do? , Of course, you can unload the database again, but this will fly an exchange with boo and much more. In general, an extreme case and not a fact that of course it's in the old version of tradeAnswer:
Question: UT 10.3 update (throws out, etc.)
Answer:
Question: Update UT 10.3.49.3 to 10.3.49.4
Answer:
Question: Exchange UT 10.3 to Buch 2.0.65.29
Answer:
Question: Again UT 10.3 vs 11
Answer:
Question: Update UT 10.3 to transfer directories to UT 11.3.4
Answer:
Answer:
Question: UT 10.3 how to organize the acceptance of goods
Answer:
A task. The company is holding a promotion in which each customer is given a discount of 1,000 rubles to the amount of each invoice. Is it possible to solve this problem and by what means?
The first thing that comes to mind for customers is usually to get the “Discount” product and knock it out on the invoice with a negative price equal to 1000 rubles. But this plan is not feasible, because. entering products with a negative price is prohibited by the developers. From the point of view of common sense, this is absolutely justified, because. it is absurd to consider the VAT of a product with a negative price, and then who will post the “Discount” product to the warehouse, at what price and from whom to buy it, and why do we need it in the warehouse at all? But what should an ordinary user do in this situation?
Solution 1. Subtract 1000 rubles from the cost of some goods in the invoice.
For example, the invoice contains the product "TV" in the amount of 1 pc. and the price of 30,000 rubles. We manually reduce the price to 29,000 rubles and thus the buyer receives a discount.
The disadvantages of this method are obvious:
In some cases, rounding errors can be much larger!
- Manual price change.
- The buyer does not see in the invoice that he was given a discount. Even if we, in fact, have a TV set that costs 30,000 rubles, then the buyer may consider the price reduction a fiction.
- The invoice may not contain goods worth more than 1000 rubles. In this case, the total amount of the account may well be more.
- It is not always possible to subtract 1000 rubles without an error in rounding the price of the goods. For example, if we sell 3 TVs at a price of 10,000 rubles each, then their total cost is 30,000 rubles. To get the new price of one TV, you need to calculate: (30,000 - 1000) / 3 = 9,666.67 the result is rounded to two decimal places. The problem arises when we substitute the new price into the program and get the total cost of goods = 3 * 9,666.67 = 29,000.01 rubles. Thus, we provided the buyer with a discount not of 1000 rubles, as promised, but of 999 rubles and 99 kopecks.
Solution 2. This option is already a little more advanced than option 1, but has a common drawback with it.
In this option, we need to click the "Change" button, located in the action bar above the tabular part of the document, where we select goods and services.
In the window that appears, make the settings shown in the figure and click the "Run" and "OK" buttons.
After the described actions, all prices in the document will be recalculated in such a way that the total amount of the document is reduced by 1000 rubles.
In this case, there will be no errors, and the prices of the goods will change in proportion to the amounts automatically.
The disadvantage of this method is that the client will also not see the amount of the discount given to him in the invoice.
So is it possible to make the customer see the discount on the invoice?
Theoretically possible. To do this, in the configuration "Trade Management" ed. 10.3 there is a mechanism for manual and automatic discounts.
In practice, the problem is that:
Thus, in order to use this mechanism for our task, when the discount value is expressed as an absolute value of 1000 rubles, we have 2 options:
- The discount value is set as a percentage.
- The discount is not given on the invoice as a whole, but on each item of the product.
The second option is to try to distribute the discount across all products evenly, expressing it as a percentage of each item. This option, due to the complexity of calculations and the high probability of errors and the abundance of manual work, will not even be considered. When registering invoices with a large volume of various items, it is generally not acceptable.
As can be seen from the examples given, each of the options contains its own drawbacks and, to the full extent, cannot be considered automated, at least “satisfactorily”.
You can automate the entry of a fixed discount in absolute terms by making some modifications to your configuration. A request for this type of work can be made by phone, e-mail or through the feedback form on our website.
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