"1C: Trade Management 8" is a modern tool to improve the business efficiency of a trading company.

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

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

"1C: Trade Management 8" automates the following lines of business:

• monitoring and analysis of target indicators of the enterprise.

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

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

The solution allows you to maintain management accounting for the trading company as a whole. For a holding company, documents can be executed on behalf of several organizations included in the holding.

The following tax systems are supported in the application solution:

• The general taxation system is the OSNO (accounting of entrepreneurs carrying out their activities according to an individual scheme (IP) is not supported).
• Simplified tax system - STS.
• Single tax on imputed income - UTII.

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

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

Using the program "Trade Management" in conjunction with other programs allows complex automation of wholesale and retail enterprises. The Trade Management program can be used as a management system for a solution.

Modern trading enterprises offer their customers a wide range of products, which number in the thousands and tens of thousands of items. Moreover, many positions can be implemented on different conditions: prepayment, deferred payments, discount, extra charge, lot size, etc. Customers are often divided into categories - VIP-client, regular client, regular customer, small wholesale customer, etc. Commodity items can be completed and dismantled, many products are subject to mandatory certification and hygienic research, substandard items must be written off, inventories must be periodically carried out in warehouses, each company must have its own marketing policy, etc., in general, a modern trading company represents a living organism, in constant motion. Obviously, all this busy activity requires automation. There are special software tools for solving this problem, and in this book we will introduce you to the most popular product designed to automate the activities of a trading company - 1C Trade Management, which is implemented on the latest technology platform version 1C 8.2.

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

The 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 find out 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 information databases, and much more.

Functionality of a typical solution

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

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

♦ Inventory and procurement management of inventory items.

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

♦ Registration and accounting of warehouse operations, maintaining warehouse documentation, conducting an inventory of values \u200b\u200bstored in the warehouse.

♦ Accounting for the internal movement of inventory.

♦ Planning and control of financial resources of the company.

♦ Calculation of the financial result of the company.

♦ Debt accounting and adjustment, offsetting, debt cancellation.

♦ Conducting multi-currency accounting.

♦ Carrying out and accounting of marketing activities of the company, with a variety of analyzes and the formation of a variety of reporting.

♦ Formation of a pricing policy and control of its implementation.

♦ Automation of work with sales representatives of the company.

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

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

♦ Automation and accounting of customer service.

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

♦ Customization, generation and printing of various reports on transactions.

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

♦ Customize and use the desktop to suit your needs.

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

Run configuration and select operating mode

Each software product of the 1C family can work 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 designed to configure and administer the program. Here, configuration objects are created and edited, interfaces and dialog boxes are configured, the type and contents 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 (administrative skills, etc.).

Here we will not consider in detail the issues of 1C configuration, since special literature is intended for familiarization with this topic. Note that for the ordinary user without the most serious reasons, it is not recommended to edit the Configurator independently: this can violate the integrity of the data, and indeed lead to unpredictable consequences.

However, some program settings are put into the application solution operation mode. You can edit them yourself, and how this is done will be described below in the corresponding section.

To start the program, use the corresponding shortcut on the desktop (when installing 1C, it is displayed on the desktop automatically). Double-click on it - as a result, the launch window opens, which is shown in Fig. 1.1.

Fig. 1.1.  Program launch window

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

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 package and is intended for preliminary acquaintance with the program. The selection of the infobase is carried out by clicking on the corresponding position in the list. You can add new ones to the list or edit and delete existing infobases - the corresponding buttons on the right side of the window are designed for this.

NOTE

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

At the bottom of the window, the path to the directory of the infobase on which the cursor is located is displayed.

The procedure for launching the program is as follows: first, in the launch window, select the information base with a mouse click, and then press the 1C: Enterprise or Configurator button, depending on which mode you want to run the program in. As we noted earlier, the intended use of the program 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 in the new version of the configuration the user interface has radically changed. At first, this can cause certain difficulties, but adaptation is quick, since the advantages of the new structure of a standard solution are obvious.

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

Fig. 1.2.  The main window of the program

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

Briefly describe all sections of the program "1C Trade Management 8.2".

♦ Desktop. In this section, you can create a list of the most pressing tasks, documents and other objects. In other words, everything that requires a primary response is displayed on the desktop. This section is not required for use, but increases the usability.

♦ Marketing. In this section, the marketing policy of the trading company is formed: the types of prices and price groups are formed, standard agreements with customers are set up, the conditions for granting discounts and margins are determined, marketing events are planned and carried out, etc. The Marketing section data can subsequently be used in other sections of the program.

♦ Wholesale. This section organizes and records the wholesale sales of the enterprise. In particular, transactions are executed here, customer orders are conducted, shipping documents are issued, invoices for payment and documents for the return of goods from customers, 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, and retail sales are maintained. In this case, you can use external equipment (fiscal registrars, acquiring terminals, barcode scanners, etc.), which must first be connected and configured in the Administration section.

♦ Stocks and purchases. This section keeps records of wholesale purchases of the enterprise, as well as stock accounting. Here, registration of partner prices is carried out, orders are issued to suppliers, shipping documents for the receipt of values \u200b\u200band for the return of goods to suppliers are recorded, warehouse documentation is maintained, documents for the internal movement of goods are executed, and a number of other actions are taken to manage the stocks and purchases of the trading company.

♦ Finance. The name of the section speaks for itself: it is intended for accounting for cash, as well as for calculating the financial result of an enterprise. In this section, all documentation for the accounting of funds (cash orders, payment orders, cash book, advance reports, etc.) is kept, items of income and expenses are generated, applications for spending and orders for the movement of funds are drawn up, calculation and adjustment of debts is carried out, a payment calendar is formed, the distribution of revenue and cost of sales is set up by business lines, etc.

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

♦ Organizer. The program "1C Trade Management 8.2" has a built-in organizer that allows you to organize work and rationally use working hours. In this section, you can set up email accounts, create lists of tasks and performers, schedule meetings, interactions and other events.

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

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

Each section has its own navigation bar and action bar. Using the navigation panel, the required operating modes are selected and the corresponding program functions are activated, and the action panel is mainly intended for reporting and switching to some program service functions. The navigation bar is located on the left side of the section, and the action bar is at the top, just below the links of the navigation bar. In fig. 1.3 shows all the panels of the program interface (in this case, the Retail sales section is open).

Fig. 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, Tools, etc., it is now called up using the button with an arrow located in the upper left of the main window (Fig. 1.4 )

Fig. 1.4.  The main menu of the program

Further, in the process of studying the program, we will refer to some commands of the main menu. Note that they do not directly affect the functionality of the application solution, as well as the order in which the program is used, but comprise mainly service and auxiliary functions.

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

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

In the general case, 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, the operation mode is indicated with a mouse click in which all further actions are performed. The most urgent 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")

The program can use the so-called "hot keys". For example, adding a new position (document, product, etc.) is done using the Insert key, switching to position editing mode is performed by pressing the F2 key, marking the position 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.

General Keyboard Shortcuts

Table 1.2.

Hotkeys for managing program windows

Table 1.3.

Hotkeys for working in the editing window

Table 1.4.

Hotkeys for working in list interfaces and hierarchical lists

Table 1.5.

Hotkeys for working with input fields in edit windows

Table 1.6.

Hotkeys for working with spreadsheet documents

Table 1.7.

Hotkeys for working with text documents

With this course you will:

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

Here's what you get after completing this course:

Feedback on the course:

FAQ:

1) What happens if I do not cope with the training? What will happen if I do not understand? What if it will be difficult for me? What if there are obscure accounting terms?

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

2) What version of the program to learn? "1C Trade Management" edition 10.3, 11.2 or 11.3? What is the difference?

• The program "1C Trade Management" edition 11.3 is more modern and is used in most companies, because gives more opportunities, the number of which is constantly growing. The interface and functionality of versions "1C Trade Management" 11.3 and 11.2 are slightly different. After training on version 11.3, you can easily find the commands and documents in version 11.2, the principles of work are preserved.
• Programs 1C Trade Management 10.3 and 11.3 in many respects differ visually and in functionality. But in the course I will explain how business processes in trade are arranged and how to reflect them in the 1C program. The principles of paperwork in revisions 10.3 and 11 differ slightly: if you learn "1C Trade Management" under revision 11, you quickly adapt to the old revision 10.3.
• I remind you that the course on 1C Trade ed 10.3 you get as a gift !.

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

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

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

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

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

• To learn how to work independently with the program "1C Trade Management" 11.3, you will need to spend hundreds of hours, view gigabytes of video, because The Internet is overloaded with materials and information. From such training in the process of work errors will occur that will spend time and money.
• Our course is understandable and prepared for those who want to save time, nerves, reputation and receive support from certified 1C specialists.

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

The course reveals the main features of the program, but some details of the functionality are described separately. A detailed list of course topics is shown below, but other questions are asked at the exam, contact and get individual help on them. In other casesthis course will be enough.

Reasons to buy

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

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

3) Why is it so cheap? We want training to be simple and affordable. So that more people get an education and achieve the desired results.

Advantages

Documents procurement can be carried out both with placing orders to suppliers, and without them, registering only the actual receipt of goods at the company's warehouses. An order to a supplier can be placed both as part of a long-term trade agreement with a supplier, or independently. If the order to the supplier is created within the framework of the agreement, the purchase conditions defined in the agreement are copied to the order and can be specified if necessary.

Registration takes place in the journal "Orders to suppliers", which is located in the menu section "Purchases".

Near the name, in the upper part, there is an icon in the form of an asterisk, by clicking on it you can add this magazine to the Favorites group for quick access.

An asterisk is located in the program menu, in the upper left of the screen. Please note that the “Menu” panel is on the top and all open tabs are on the bottom.

In the journal, for convenience, there are several types of document sorting: by current status, by due date, by priority, and by manager. There is a search, which is represented by the "Find" button.

The required document can be found by number, amount, supplier, etc. Also, through the appropriate buttons, you can create another document based on it, generate a report and print it.

In the configuration 1C “Trade management, edition 11” there are several built-in exchange plans, including the configuration “Enterprise accounting, edition 3.0” (Fig. 1).

It is a set of rules by which objects from one configuration will be loaded into another. In our instructions, we will configure the exchange between 1C Accounting 3.0 and 1C Trade Management 11 based on the 1C 8.3 platform.

The presence of the desired plan in the list of typical exchanges greatly facilitates the integration process. Nevertheless, it is necessary to carry out several presets, and in both configurations.

First, consider the sequence of actions in 1C Enterprise Accounting 3.0. We find in the section “Administration - Settings” the item “Data synchronization settings” (Fig. 2).

Here it is necessary to enable the “Data Sync” checkbox and be sure to specify the prefix of our database (Fig. 3). If you wish, you can - before this date, no data will be downloaded or changed.

Now we go to the “Data Sync” tab and configure the exchange itself (Fig. 4). There may be several exchanges. Each has its own line (a button with a plus sign “Configure data synchronization”). In the demo base 1C Accounting we already have two entries. Let's check the settings of the latter (the button with the pencil “Configure rules ...”).

We only fill in the “Data Acquisition Rules” tab (Fig. 5), since we won’t send anything. On the “Rules for sending data” tab, select the “Do not send” checkboxes.

It remains to check the connection parameters (Fig. 6). We select “direct connection”, specify the address of the database on the disk from which we will receive data, and the user / password of the same database. The user must have full rights, or at least rights to perform synchronization. Sometimes they create a virtual user specifically for exchanges.

Detailed information about the settings in this section can be obtained from the Help (F1).

Similar settings are performed in the base "1C Trade Management 11".

Exchange setup by Trade Management 11

In different releases, the section we need may have a different name. In our example, this is the item “Integration Setup - Other Programs” (Fig. 7).

The rest is similar. The same checkbox “Data synchronization”, the same item and similar settings. (Fig. 8).

Only the prefix is \u200b\u200bdifferent. It is important!

Get 267 1C video lessons for free:

Go to the “Data Sync” tab and create a new exchange. You can select the configuration with which we want to exchange using the “Configure data synchronization” button; the exchange itself is created by the “Configure” button (Fig. 9).

From this moment, the differences begin from the previous setting in BUKH.3.0. We need to fill in the tab “Rules for sending data” (Fig. 10). And the main thing that needs to be done is to determine the composition of the data sent.

There are several ways to select the data that we are going to transmit (Fig. 11). All of them are collected in the item "Register". You can select both a single object and a list. Or all at once.

Let's go back to the previous bookmark and perform another important point, already familiar to us - we will specify the connection parameters (Fig. 12). Parameters are configured in the same way as for accounting. Only this time we are using a virtual user named "Exchange".

Starting and checking the exchange between 1C Accounting 3.0 and 1C Trade Management 11

Exchange is carried out by the “Synchronize” button, which is located on the first page of the settings (Fig. 13). This button can be found on other pages. Moreover, there is not much difference in which of the two configurations to press this button. The exchange is two-way.

Press the button and go to the next step.

If the exchange is performed for the first time, you will have to perform manual synchronization, that is, compare the identical objects of two configurations, if any (Fig. 14). If this is not done, duplicates may appear.

In the next step, it will be possible to choose the organizations for which data will be transmitted, and some other selections (Fig. 15).

A description of all selections appears in a special window, and a complete list of objects to be sent can be obtained in the report on the composition of the data to be sent (Fig. 16).

Exchange can take a long time, the time depends on the number of transmitted objects. After completion of the process, we obtain a picture of the following form - Fig. 17. Using the “Configure” button, you can configure the schedule by which the exchange will be performed automatically.