How to set the total discount amount on an invoice in UT 10.3, expressed in rubles (not as a percentage)?

Task. The company is running a promotion in which each buyer is given a discount of 1,000 rubles on the amount of each invoice. Is it possible to solve this task and by what means?

The first thing that usually comes to customers’ minds is to create a “Discount” product and knock it out on the invoice with a negative price equal to 1000 rubles. But this plan is not feasible, because... The introduction of goods 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 VAT on a product with a negative price, and then, who will receive the “Discount” product into the warehouse, at what price and from whom to buy it, and why do we even need it in the warehouse? But what should an ordinary user do in this situation?

Solution option 1. Subtract 1000 rubles from the cost of some item in the invoice.

For example, the invoice contains the product “TV” in the amount of 1 piece. and the price is 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 received a discount. Even if our TV actually costs 30,000 rubles, the buyer may consider the price reduction a fiction.

The invoice may not contain goods worth more than 1000 rubles. However, the total bill amount may well be higher.

It is not always possible to deduct 1000 rubles without an error in rounding the price of the product. 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 new price one TV you need to calculate: (30,000 - 1000) / 3 = 9,666.67 the result is rounded to two digits. The problem arises when we plug in the new price into the program and get total cost goods = 3 * 9,666.67 = 29,000.01 rubles. Thus, we provided the buyer with a discount of not 1000 rubles, as promised, but 999 rubles and 99 kopecks.

In some cases, rounding errors can be much larger!

Solution option 2. This option is a little more advanced than option 1, but has a common drawback.

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” button.

After the described actions, all prices in the document will be recalculated so that the total amount of the document decreases 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 client see the discount on the invoice?

Theoretically it is possible. To do this, in the “Trade Management” configuration ed. 10.3 there is a mechanism for manual and automatic discounts.

In practice, the problem is that:

• The discount amount is specified as a percentage.
• The discount is given not 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 the invoice for printing, we will see that the client has been given a discount on the product in the amount of 999 rubles.

The second option is to try to distribute the discount evenly across all products, expressing it as a percentage of each item. This option, due to the complexity of calculations and the high probability of errors and abundance self made, we won’t even consider it. When issuing 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 disadvantages and, in full, cannot be considered at least “satisfactorily” automated.

You can automate the entry of a fixed discount in absolute terms by making some modifications to your configuration. Request for this type work can be done over the phone, email or through the feedback form on our website.

Software product"1C: Trade Management 10.3" is a powerful tool for planning and accounting for trading 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 changes is the addition of a new pricing method. You can now assign your own discounts to a specific group of customers or products, which will be calculated automatically.
This approach is useful when you want to set up discounts, e.g. corporate clients. After all, such clients make the maximum number of transactions and attracting them will bring prosperity to your company. The automatic discount calculation mechanism accepts any conditions for an individual client and the rules for applying multiple discounts.
To set up discounts for corporate clients, use the “Setting item discounts” document. This document contains many settings for flexible pricing policy. To set a discount on goods, you must select Documents> Pricing> Setting item discounts in the menu. In the window that opens, set the discount parameters. You need to select the operation type “By item”. In the “Condition” list, select the “Without condition” value. If necessary, you can specify the condition under which the client is given a discount.
If you want to make a discount on all products, then check the “For the entire product range” checkbox. If you do not check this box, you must select a list of goods for which a special price is provided.

Using the example, let's add a product group (TVs).

Then in the list of recipients select necessary clients. You can select individual clients or separate group. In the “Percentage” field, indicate the discount amount for corporate clients.

After completing this document, discounts will be calculated automatically. In the goods shipment system, when selecting the right client 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.

Question: Data exchange UT 10.3 - Retail 2.2

Hello. 1C:Enterprise 8.3 (8.3.11.2924), "Trade Management", edition 10.3 (10.3.47.3), file. I want to establish an exchange with Retail 2.2 (the UT base has been underway for a long time, Retail is a new base). The problem begins at the very first stage - when you try to create an exchange plan, in the configuration selection menu in UT there is no “Retail 2.2” item, but only “Retail 2.1”. Why is this and what to fix. And in general, I would like to know your opinion on the exchange between UT 10.3 and Retail 2.2, what pitfalls there are if you limit yourself to standard exchanges.

Answer:

In general, I am completely satisfied with retail 2.2

Click to expand...

Then retail is “our everything”
Retail and front-end are friends, but without discounts.

Dalion - frontol is a combination that works.

Question: Exchange trade 10.3 accounting 3

Good afternoon
costs Accounting 3 and trade 10.3 (10.3.32.1) trade has one distributed base
Exchange with accounting department has been configured with a distributed database 3
I updated accounting 3 to the latest release, I want to upload new conversion rules to trading, he told me
(Processing.ConvertingInformationBaseObjects.ObjectModule(3038)): Object field not detected (Non-commodity Goods)
Return Manager[Value];

I thought maybe they added something new to the accounting department, updated trading to 10.3.34.2 and it writes to any higher
Error when calling context method (ReadChanges): Error converting XML data:
and does not want to endure changes
Tell me what to do? , Of course, you can unload the database again, but this will ruin the exchange with the account and much more, in general, this is an extreme case, and it’s not a fact that, of course, this is the case old version trade

Answer:

Another error like this happens: I'm on 10.3.32.2 from 10.3.32.1 to one version in total
Error reading changes from exchange file.
Error when calling the context method (ReadChanges): The configuration of the distributed information security node does not match the expected one!
Reading data from the exchange file completed with errors!

Question: UT 10.3 update (throws it out, etc.)

I am upgrading 10.3.18.3 sequentially until the latest release, from which the leftovers could be transferred to UT11.
I launch the configurator, update. The configurator sees the update file, but when launched from the configurator, it throws it out of the program. Writes Program "1cv8" does not work, Vin will close this program....
The program has stopped working....

I restart the configurator, as a result, once out of five, the update still takes place, but then when I open the database itself, the working one, it also kicks me out of it. It won't throw it out once, it will throw it out 5 times.
WTF? Where to dig?
Thank you.

And one more thing: after the update I go to the working database, and there:

not supported!
The transition is only possible from versions... 10.3.18, 10.3.19
You must first update to one of the listed versions"
And then the window: “The infobase update failed! Should you shut down the system?”

Well, I’m moving from 10.3.18 to 10.3.19
What does 10.3.28 have to do with it? Where is this from? What kind of downgrade is this? From release 28 to release 19?

I go to the information about the program, there: 10.3.19.2
I go to the accounting settings, there Configuration version number: 10.3.28.1

Updates have arrived. It has stopped throwing away for now; 5 releases have already passed. It is not clear what was connected with it.

Answer:

nsk1C said:

After the update - you need to update the database configuration (menu Configuration - Update database configuration (F7)), write it down after the update and run it in user mode and there you also need to confirm that you did not steal anything + sometimes you need to confirm updates to the exchange rules
All these 3 actions - updating the database, recording it (database configuration), launching in user mode, can be done by clicking in the configurator on the yellow round button with a blue triangle "Start debugging"

Click to expand...

The configurator itself sees the update file, I click on it, and the update begins.
Then the Update table pops up, with two windows: Main Conf on the right, New Conf on the left. I press to execute.
Configuring support rules pops up. I leave everything as default. I press OK. The merger starts.
Then the window: Configuration merging is complete.
I'm going to Service. I'm launching 1C Enterprise.
Asks: Update database conf? I say yes. The configuration is being saved.
The window appears: Reorganization of information, Changes in the structure of the conference information. I click Accept. Changes are being accepted.
The working database is launched.
Writes:
"Transition from version 10.3.28 to version 10.3.19.2 of the UT 10.3 configuration
not supported!"
"The infobase update failed! Should you shut down the system?"
But, at the same time, in the information about the program, the version is already new.

The "Configuration menu - Update database configuration" button is inactive

PS: I started updating from 8.3, I stopped throwing it out, updates are installed without problems.

Question: Updating UT 10.3.49.3 to 10.3.49.4

Answer:

Naran08 said:

Hello, UT 10.3.49.3 platform 1C:Enterprise 8.3 (8.3.13.1513). I’m updating from 10.3.47.3, but starting from 48.3 an error occurs when scanning in cashier mode and does not request alcohol excise tax upon sale, and yesterday I downloaded the new release 49.4, when scanning alcohol it produces a form like on the screenshot. There is no information about this anywhere or whether it works for all standards, I don’t understand

Click to expand...

Have you looked at the code? I just launched the update myself, I’m waiting to see where I’ll catch the problems

Question: Exchange UT 10.3 to Bukh 2.0.65.29

For some reason, with UT 10.3, documents for one organization are not loaded into accounting department 2.0.65.29, but for another organization the norms (2 organizations in UT are not even included in the registration) (incoming payment), where to dig? The UT update did not help.

Answer:

updated Enterprise Accounting KORP, edition 2.0 (2.0.65.45) "Trade Management", edition 10.3 (10.3.37.3), does not help. a payment order document incoming for one organization is not included in the registration for exchange.

Question: UT 10.3 vs 11 again

I decided to isolate the question into a separate topic so that the presence of specifics in the form of a website would not distract from the main question:

So, again:
Which conference should I organize work at? small company"buy and sell" type. The 11th is in shoals, the 10th is outdated and moral.

There is a company, an ordinary buy-and-sell company, that works to order from customers, both from its own warehouse and from the supplier’s warehouse. Clients, mostly physicists, pay both in cash and by bank transfer. Delivery: pickup, courier, third-party carriers.
In general, a typical small office.

The arguments for 10.3 are already clear: stable, fast, easy to adapt, etc.

Or maybe someone can campaign for UT 11?
Here’s what to say: organize work on 11th, but don’t do it on 10.3, because of this and that’s why.

Thank you.

Answer:

nsk1C said:

what should users relearn when moving from UT 10.3 to UT 11, if the chains of operations and business processes are built and debugged in UT 10.3?

Click to expand...

Don't tell me. I don’t have any problems relearning, because... I have a completely different motivation than
employees, and any change will be a burden for them, unless it is completely obvious, like: yesterday I did it, and tomorrow a robot will do it. Ordinary employees do not look further than one step forward, and this is not their task.

nsk1C said:

And the whole problem with the TS is that it completely skipped the stages of collecting and analyzing requirements (express survey) and, based on this analysis, choosing a solution that suits it.

Click to expand...

Maybe. I understand what you are talking about: that I’m going from the wrong end and the question should be posed not about which configuration to choose, but about how to organize the work in general. But, from my life experience I can say that any need must mature. Now there is a need to introduce 1C to employees, and nothing more (if we really exaggerate it and boil it down to two words: introduce barcoding and remove duplication of work). When I understand that this was not the issue that needed to be resolved, a new need will arise and I will solve it.

Question: Update UT 10.3 to transfer directories to UT 11.3.4

Actually, there is UT 10.3.10.4 on platform 8.1, you need to transfer all directories to UT 11.3.4.
The standard transfer procedure from 1C requires version UT 10.3.38
So the question is, where to start?
Update 10.3? There are quite a lot of releases between them, which ones can you skip over?!...
From which release should I transfer to platform 8.2? Is this necessary? Disable 8.1 compatibility mode?

Answer:

I would update 10.3 or take the standard transfer rules and customize them for myself. More likely even 2nd

A client asked a question today - switch from UT 11.4.1.254 to UT 10.3
Or rather, questions have arisen for a long time and the critical moment has come to create a discussion and send everyone a link to it

The UT database is sawn (in small things, sporadically over a long period of time, it was a headache for updates), a Bitrix module for exchange with the online store of the Bitrix website, the site was also sawn for changes in 1C.
Or rather, changes to the 1C configuration were made to suit changes in the functionality of the site and vice versa
Intercampaign between 2 organizations

Problems have arisen that did not exist before the update to 11.3
On a smaller scale than when updating to 11.4.1.261

• 8.x UT 11.4.1.261 phantom negative balances- WHO is to blame (will pay) and WHAT to do?

but the point is that on 11.3 before the update to 11.4 there were no problems, clients pay for the update, but get problems for their money, as a result - psychosis and tension and work without payment

I never thought about it - I just didn’t perceive and do not perceive this question as really necessary to waste time

If anyone has been involved in the transition from UT 11 to UT 10.3, please share

Here is today’s dialogue with a client (with notes, deleted phrases on other issues):

• Client:
  To be honest, I’m already starting to doubt whether we need this 1C

  transition to UT 10 will solve the issue?

• I: What question?
• Client:
  regarding problems with updating

  At the beginning of the year, transfer everything to 10k and work there

• I:
  You proceed from the premise that switching to UT 10.3 is easier than solving problems on UT 11
  But that's not true

  To transfer you need to receive balances, and there is a problem with them now

  Then, going back is not trivial
  And you will have to complete transfers between organizations manually

• Client::
  yes I already have up to psychosis UT 11, we pay for updates/work and I don’t see a difference, except for 2 invoices per year

  Globally there are no important changes

  What’s worse is that, in light of recent events, I have already almost 100% abandoned modifications to 1C

  I talked yesterday with the site administrator, he generally advises that I wanted to do mine in Bitrix24 and synchronize only the accounting part with 1C

• I:
  Why will they be erased?
  1C 8.3.11 has been released in which it is more convenient to implement improvements through extensions
  How do you think - how much will the transition cost?
  Budget - what - for the transition?
• Client::
  name the price
  I won't even think, because... Don't know
  we need a price and what we get as a result
• I
  Valuation is a lot of work,
  but the result will still be inaccurate and probabilistic

  I won't think in vain either

  You name your budget,
  and I - what can/better done for it

  “I don’t see the difference, except for 2 invoices per year”

  Maybe not two SFs?
  I didn’t look into it too much, but it seems to me there’s more by 4 orders of magnitude

• Client::
  I remember summer and October were important

  I could be wrong

• I: I guess I was never forced to update UT 11
• Client:: I didn't say that
• I:: Well, there was no need - unless absolutely necessary

Answer:

I have never encountered such transitions in my practice. Maybe you should think about UNF 1.6. Fortunately, for now, it is being written by a different development department and it differs in its functionality. But again, any transition is just a ton of work. If they decide to switch, then at first, as usual, they will have to duplicate accounting in two systems. This is an additional burden on the “button pushers”. The discontent will be 1000 times stronger.
The UNF does not have an Intercampaign mechanism, but there seems to be something similar, such as transfer between organizations. Maybe consider him?! + The online store for Bitrix is ​​well organized. Well, plus a healthy exchange with the power supply and updates, it seems, are also normal. Well, at least for the last year, I don’t remember a time when there were problems due to updates.
Again, the functionality of UT 11 and UT 10.3 is fundamentally different. The client will face a lot of other problems, such as restoring consistency and re-posting documents. I think you are aware of all this.

The result of all this chatter. Something needs to be done, that’s clear. I suggest you think in the direction of the UNF.

Question: UT 10.3 how to organize the acceptance of goods

UT 10.3.
The client wants to receive the goods directly from the car.
for example, a car arrives with goods and there is a paper invoice.
The client wants to immediately take and enter the receipt into the database and immediately check whether the product (with shipping) is in the database or not.
Is it possible to organize this? MB somehow configure with TSD or mobile application available as an addition.

Answer:

with what's in the car.

--- Association messages, 5 Jan 2018 at 04:42 pm ---

for example, a screwdriver or matches came in the car, a person scanned the matches. yeah, there is such a thing in the 1c database and I set the quantity, for example, 10. Then I scanned the card on a screwdriver, yeah, there’s no such card, then enter the product or set a barcode and set the quantity, etc. then I saved and transferred everything from the tsd or somewhere else to the 1s 10.3 database

In my line of work, I often help people start keeping trade records. This is mainly wholesale trade. Sometimes I set it up from scratch, sometimes I finish it for someone else. With this article I would like to help people who set out to set up this program on their own for the first time.

I will not go deeply into the features of each reference book and document; there is enough information both in 1C itself and on the Internet. This article is a “skeleton” of 1C settings and can change significantly for different accounts. I’ll tell you using the example of the basic version of UT 10.3.43.1, trading enterprise engages in wholesale and retail trade. So you have become the proud owner of the program (or your client). You have a 1C box, let's look at its contents:

• books "User's Guide" and "Configuration Description"
• CD with configuration and platform
• registration card, the counterfoil of which must be completed and mailed, envelope included
• closed envelope with data to obtain a license (pin code)

Of all this, the most important is the “registration card”, a kind of 1C “passport”. But I strongly recommend saving the entire box and storing it close to the workplace where 1C is used. I also recommend that you immediately register on the website “users.v8.1c.ru” to receive updates; they are free for the basic version.

Preparation of the workplace

First, we create two folders on the computer: “1C Bases” and “1C Programmer”. The "1C Bases" folder will be for the database 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 Bases”, for example “TradeBase10.3”.

Now let's create our database:

1. in the 1C launch window, click "Add"
2. select "Create a new database"
3. select a database template
4. indicate the name "Our store"
5. indicate the path to the database, for example: “D:\1C Base\TradeBase10.3”. The default is usually “C:\Users\Petya\1С...”, I recommend changing it because... If you have problems with Windows, it will be difficult to get the database from there.
6. ready, wait while the database is created
7. select the database that appears in the list and click “1C:Enterprise”

First launch and setup

When we first start, 1C asks us to do 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

Let's go Directories -> Enterprise -> Organizations. Click and fill in the name in the card that opens, for example “IP Menshikov A.Yu.”, select “Legal/individual.” person (IP is an individual in this 1C), fill out the TIN, and if desired contact information(Legal/physical address, phone number) it is necessary for generating documents and click “Record”. Now let's create a cash register and enterprises. Click the "Go" button and select "Cashier". In the window that opens, add a cash register. At the cash register, fill in the name “Main cash register” and the currency “rub.”, click “OK”. We close the list of cash registers and return to the organization card. Again, click the “Go” button and select “KKM Cash Desk”. We are also adding a cash register. In the KKM cash register, fill in the name “Main KKM cash register”, click “OK”, close the list of KKM cash registers.

Next, we set up the tax accounting policy. Click the "Go" button in the organization's card and select "Accounting policy (tax accounting)". Adding a new accounting policy. Let’s say we have an imputation (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.” Click "OK". Close the organization card and the list of organizations.

Setting up basic directories

Let's go Directories -> Enterprise -> Warehouses. Adding a new warehouse. Fill in the name “Store” and click “OK”. If several warehouses will be used in accounting, then add them all. If the store has a warehouse in addition to the sales 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 product “Product”, base unit “pcs.” and click the "Record" button. This is the minimum we need.

Next, let's decide on prices. Let's go Directories -> Nomenclature -> Item price types. Add a new purchasing price type, fill in the name “Purchase”, currency “RUB”, leave the price type as “Basic” and click the “Write” button. Next, you need to create a price type for sale. Add a new one retail type prices, fill in the name “Retail”, currency “RUB”, select the price type “Calculated”, the calculation method “By percentage markup on the base type”, the base type “Purchase”, markup % for example “30” and click the “Write” button . If there is also a wholesale price or another, we do the same. It is clear that it is unlikely that a fixed markup will be suitable for the entire assortment; where we need to adjust it manually. The program has a markup mechanism for price groups, but if you are just starting to get acquainted with 1C, I recommend not using it for now.

Now let's add customers. Let's go Directories -> Contractors -> Contractors. Add 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” box, press the “Record” button. Next, go to the “Accounts and Agreements” tab, here a “Main Agreement” “with the buyer” was automatically created, open it. Change "Mutual settlements are carried out" to "Under the agreement as a whole", check the box "maintain according to documents of settlements with counterparties", the currency is "rubles", go to the "Additional" tab and select the price type "Retail", click "OK" in the card agreement and in the counterparty card. This completes the buyer setup; by analogy, we can create a wholesale buyer.

Now let's add suppliers. Let's go Directories -> Contractors -> Contractors. 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 “Enter initial balances”, check the “Supplier” box, press the “Write” button. Next, go to the “Invoices and Agreements” tab, here a “Main Agreement” “with the supplier” was automatically created, open it. We change “Mutual settlements are carried out” to “According to the agreement as a whole”, check the box “maintain according to documents of settlements with counterparties”, the currency is “rubles”. Go to the "Advanced" tab and select the type of counterparty prices, here we click 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 can be inserted into our agreement. Next, click “OK” in the agreement card and in the counterparty card. This completes the configuration of the supplier; by analogy, we can create other suppliers.

Setting up accounting parameters

Let's go Service-> Accounting setup -> Accounting settings setup. Fill in the title of the program “Our Store”, uncheck the “Use product series” and “Use internal orders” checkboxes. We select the debt control method “by calendar days” and indicate warehouses and orders in the “Do not use” tabular section. On the "Currency" tab, change the currency management accounting to "rub."

Next, we configure the accounting policy for the entire database, go to 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 begins with “01/01/1980...”. Here we check the boxes “keep records of the organization’s goods in warehouses” and “write off batches when posting documents”, I also recommend choosing the chronology for writing off batches “By average” and click “OK”.

Setting up users

Now let's create users, go Tools->Users ->User List. We add a new user, traditionally this is an administrator, fill in the short name “Administrator” and click the “Record” button. The program will ask “Automatically create an information security user,” we agree. The information security user card will automatically open (not to be confused with the user directory!). Here we can set 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 settings folders. Below are the recommended settings that need to be changed, after changing, click "OK".

• Conduct mutual settlements according to settlement documents with counterparties - Yes
• The main currency for mutual settlements is rubles.
• The main management of mutual settlements under agreements is “Under the agreement as a whole”
• Advanced report customization form - Yes
• Register supplier prices - Yes
• The basic unit according to the classifier is pcs.
• Main type of item - Product
• Main warehouse - Store
• 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
• Main buyer - Retail buyer
• Main type of selling 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 excess balance of goods in warehouse - Yes
• Allow excess balance of organization goods - Yes
• Allow excess free balance cash- Yes
• Allow mutual settlements to be carried out without control - Yes
• Allow payment without application - Yes
• Calculate debt when opening forms - Yes
• Editing tables - Yes
• Editing prices and discounts in documents - Yes

By analogy, you can create other users. It is advisable that not everyone has “Full rights”. The standard capabilities of this program for setting up users are not very extensive. To limit user rights, I recommend paying attention to the “Editing Prohibition Date”. There is also “Restriction of rights at the user level”, but it greatly loads the work of 1C and does not completely solve the problem of limiting user rights.

Examination

After completing the setup, close 1C and log into it again, this time under “Administrator”. To check, I recommend the following script:

• We make the receipt of goods Documents -> Procurement -> Receipt of goods and services.
• Expendable cash order with partial payment.
• Based on receipt we do Setting item prices.
• Next we make a sale Documents -> Sales -> Sales of goods and services.
• Based on the sale we make Receipt cash order with partial payment.
• Making a profit report Reports -> Sales -> Sales Analysis -> Gross Profit check that the profit has been calculated
• Making a report on mutual settlements Reports -> Sales -> Mutual settlements -> Statement of mutual settlements with counterparties check that there are mutual settlements

At this point, 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 started working, 1C has not yet been configured. Then everything is simple, we make receipts from our suppliers, set prices, print price tags and start working.

If the store is already operating and we can suspend its operation for a complete recalculation. Then first we enter the entire nomenclature into 1C. Next, we print out the list of items, close the store and recalculate. When recalculating, we indicate the quantity, approximate purchase price, and current selling price. If the product is in trading floor and in the utility room we write the remainder in two digits. After the end, the store continues to operate, but we must record all sales on paper until the result of the recalculation is entered into the program. You can enter initial balances into the program in several ways, but I recommend through the receipt of goods and services from the counterparty “Entering 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 add the sales that were on pieces of 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 recount. The most difficult case. For convenience, we will need a label printer. The method will be similar to the previous one. We introduce goods into the program in small groups. We mark the goods that were brought in with our own barcodes. We record each sale of a labeled product in 1C.

Theses on accounting in 1C

About the nomenclature. Try to name the product in a way that makes it clear to customers, not just you. Good names products increase customer loyalty, and also accelerate the development of the site, if you are planning it. I also recommend creating a “Removed from Assortment” folder, into which you will move goods that are no longer used in accounting.

About backup. There are many ways to backup your database. But I recommend that you periodically make a copy to an external drive. Because the entire server can fail, both the database and the archives. The same is true for attackers, they will block everything - both the database and the archives. And if we have a copy of the database in another place, the consequences will be much milder.

About discounts and price editing. Try to remove this opportunity from sellers, because... This is a major security hole for merchants.

About the advantages over 7.7(9.2). Tis 7.7 is a very worthy program. But in 10.3, from the current one, as standard there is support for several barcodes and a report composer. And most importantly, there are very few 7.7 specialists.

About the advantages over UT 11. UT 11 is an excellent, modern program. But 10.3 on a weak computer will work 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 an outlet.

About uninterruptible power supply. The majority (90%) of 1C malfunctions are associated with an emergency shutdown when the lights are turned off. I recommend installing an uninterruptible power supply and turning off the computer in time after turning off the lights. The uninterruptible power supply will pay for itself very quickly, believe me.

About additional costs. The program allows you to keep track of additional costs, such as rent, salaries, and 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 expenses in purchasing reports.

About the difference between wholesale trade and retail. If you have non-cash payments from buyers, or credit shipments, or multiple types of sales prices, then this is considered wholesale trade. And that means 1C: Trade Management is right for you.

Tuning 1C: Trade Management 10.3

After installation, there is a strong feeling that something is missing. I almost always put the external one first printed form"Sales receipt" for the sale of goods and services. And external processing of price tag printing is mandatory. Next, you can consider a price list with pictures or even a price order. After weak point- this is setting prices, doubling, wasting with extra records constantly, it is solved external processing. Otherwise, most problems are solved standard means- would be the desire of the programmer.

What I deliberately didn’t tell

Trade equipment. The topic is extremely broad; you could write a separate article for each piece of equipment.

RMK mode. In 1C RMK it is sadness and sadness. If you only retail, it’s better to take 1C: Retail or Frontol.

Testing/fixing. In 1C there are two mechanisms that allow you to eliminate most problems: internal and external testing (chbfl). The Internet has the necessary information.

That's all, thanks for your attention...

It often happens that we need to somehow stimulate sales growth in a particular store or for products of a certain category. A natural question arises: how to do this in 1C? Many companies prefer, without further ado, to delegate these powers to sellers. The seller can look at the receipt and determine what discount should be set on what product. Well, after that, set the required values ​​in the “% manual discount” column. As they say, cheap and cheerful. This is certainly the simplest option, but the human factor should be taken into account, namely:

• the seller may forget about any of the current promotions and not provide the client with a discount; the client will feel deceived and upset;
• The more complex the company’s discount system, the more difficult it is to calculate what percentage of the discount should be set for each specific item; in such conditions, the seller will make mistakes and deprive either the client or the company (and it remains to be seen which is worse);
• It takes a person much more time to calculate discounts than a machine; hence, throughput checkouts will be reduced, queues will grow, and along with them the number of dissatisfied customers will increase;
• the seller will have the opportunity to falsify data (issuing a larger discount than provided for by the terms of the promotion for himself and his friends).

All these disadvantages are quite significant, so it would be safer to block sellers’ access to edit manual discounts. Consequently, we come to the conclusion that it is better to automate the process of calculating discounts and entrust it to 1C. So today we will look at some stock options and how to set them up in 10 trading.

Promotion “Get a discount for purchasing more than 10 packages”

Discount for immediate purchase large quantity products is a great reason to buy an extra couple of packages of the desired (or not so necessary) product. In 1C, this can be implemented using the document “Setting item discounts”. As a condition, you must set “the quantity of one product in the document has exceeded.”

You can fill out the “Products” tabular part either through regular selection or using the “add/fill by group” mechanism. It is enough to select an item group, and all elements of this group will be added to the tabular section. It is important to remember that if in the future another product is added to this group, the promotion will not automatically apply to it; to do this, you will have to manually make a corresponding entry in the discount setting document.

Sometimes it is almost impossible to track the expansion of the assortment and adjust discount settings in a timely manner. Therefore, in such cases, it is better to set discounts not on the item, but on price groups. How to do this? It is necessary to select the appropriate item in the “Operation” menu. In this case, when adding a new item to the database, you just need to set a price group for it, and you won’t have to worry about whether the promotion will apply to this item.

It should be noted that the discount will apply immediately to all items purchased in excess of the specified limit. In other words, it is impossible to implement the “buy 3 for the price of 2” (“buy 4 for the price of 3”, etc.) promotion, beloved by many supermarkets, in this way. You will have to create a new set in the nomenclature and implement the promotion using the “in-kind discount” type. This, of course, is not scary if we have a promotion only for, say, a 5-kilogram package of brand washing powderNN. And if we want to introduce this promotion, for example, for all funds household chemicals? Then the process of creating kits can take a long time. In this situation, it can help you...

Promotion “Buy 4 and get the fifth with a 50% discount”

This type of promotion is a generalized version of the “buy 3 for the price of 2” promotion (it can be paraphrased as “buy 2 and get the third with a 100% discount”), and it cannot be implemented using the standard 1C: Trade Management 10.3 configuration. For this we have developed a special mechanism, and it works as follows. We are creating a new document in the database “Buy Promotion”A And A at a discount."

Here, as in the document “Setting item discounts,” we can limit the period of validity of the promotion and its recipients (set a list of stores in which it will be valid). On the “products” tab, unlike the standard document, we are not limited to the list of elements; we can set conditions for entire groups of items. For example, the system interprets the second line as “buy 4 packages of any product from the Gardening group and receive a 50% discount on the next 3 in your receipt.” In other words, if I buy 3 garden spades and 2 garden hoses, I will not receive a discount. But if I pick up 6 garden shovels at once, then I will be given a 50% discount on the fifth and sixth. Accordingly, if I purchase as many as 13 blades, I will receive 5 of them at a discount (13 = 4 + 3 + 4 + 2, that is, I will buy 8 at full price and 5 at a discount).

The system will also automatically determine the most advantageous discount for the client if several promotions are specified at the same time. For example, in our store, when you buy 4 pieces of any product, the fifth one is given free, and when you buy 1 kitchen knife, the second one is sold at a 75% discount. A client purchased five identical kitchen knives. Which promotion will he get the biggest discount on? We calculate: according to the “5 for the price of 4” rule, the discount on each of 5 knives purchased is on average 20%, and according to the “second knife at a discount” rule - 30%. Therefore, the rule that applies only to knives will be applied, since it is more beneficial to the client.

And in the cashier’s workplace the promotion will operate as follows. When scanning the next product or changing the quantity, a breakdown will be made into sets and automatic discounts will be calculated.

If you wish, you can inform the seller about current promotions directly from RMK. To do this, simply enter a description of each promotion in the “Comment” field of the document corresponding to it. Then, when adding a promotional item to a receipt, this description will be displayed on the screen in the form of a message to the user “Currently there is a promotion in the store...”. In this case, the seller can invite the client to participate in this promotion and purchase more goods than planned. This reminder mechanism allows you to increase sales volumes.

Promotion “When you buy a coat, you get a scarf as a gift”

Similar promotions are often held in supermarkets household appliances, cosmetics and clothing. For purchasing an expensive product, you get the opportunity to get more cheap goods with a good discount or even free. Such gifts can be issued in 1C, as mentioned earlier, with the help of natural discounts and the creation of sets. The main disadvantage remained unchanged: the need to specify each combination in the form of a set. Therefore for large assortment It’s better to finalize the configuration and set up the next type of promotion.

Promotion “Buy a textbook and get a 30% discount on a workbook”

To set such discounts, you can use the non-standard document we developed “Buy Promotion”A And INat a discount." Just like for regular discounts, you can detail the list of receiving warehouses and limit the period of validity of the discount. On the “products” tab, product items or groups are specified, upon purchase of which a discount will be provided. On the “discounted products” tab, you can specify products or product groups and the discount amount on them as a percentage, as in a regular discount setting document.

As with the “Buy A and A at a discount” promotion, when adding a product from the first tab, you can send the seller a message describing the promotion valid for his purchase (the text is also taken from the commentary to the document). The mechanism for choosing the maximum discount works in exactly the same way.

Promotion “Get a double discount on your discount card”

Such increased discounts are usually timed either to coincide with some holidays (“Our company is 6 years old! We are giving a 6% discount on everything”), or as compensation for the expected decline in sales (“Thank you for buying our products in January”). You can configure this as follows.

Double discount on discount card

In the above example, all owners of cards of the type “10” (meaning 10% discount) will receive a 20% discount for the entire month of January instead of the usual 10. If the discount system is multi-level, then for each level you will have to create a similar document for setting discounts. Or, as an option, you can stimulate sales growth by specifying the “No conditions” condition. This will mean that absolutely all customers will receive a discount, and not just lucky owners of information cards.

Promotion “Get a double discount on your discount card on your birthday”

But this option is, of course, possible to implement in standard 1C, but it is very difficult. In the document “Setting item discounts” it is possible to specify a specific information card, upon presentation of which a discount will be provided. But, you see, having a separate share for EVERY counterparty is simply unthinkable. To do this, you can use our solution. When issuing an information card to a new client, we ask for his date of birth and enter this information into the database. Then, in the special constant “Increasing coefficient on birthday” we enter the required value (for example, 2), and in the constant “Validity of the coefficient on birthday” - the desired period (for example, if we enter 3 here, then a double discount will be provided on your birthday, as well as three days before and after your birthday, i.e. a whole week).

Then, upon presentation of the loyalty card, the system will check whether today’s date falls within the “birthday” interval and, if necessary, increase the percentage of automatic discounts provided for all other promotions. It is also possible to send a message to the seller like “congratulate Ivan Ivanovich on his upcoming birthday.”

Promotion “Get a discount for purchases over 5,000 rubles”

What's the easiest way to get a customer to buy more at a time? Of course, offer him a discount! For example, if the check amount exceeds 5,000 rubles, you receive a 15% discount on all goods. It is very difficult to resist such a temptation.

To do this, we just need to set the condition in “The amount of the sales document exceeded”, and set the desired amount in the value (in our case, this is 5,000 rubles). Then, if desired, we can limit the duration of the discount (for us - only on weekends), recipients (recipients can be warehouses or counterparties in order to stimulate sales in a specific retail store or encourage a specific customer to purchase).

Promotion “Get a discount for purchasing power tools worth more than 5,000 rubles”

Unfortunately, in the promotion described above, a discount will be provided on the specified products when purchasing ANY products for a certain amount. What if you want to give a discount only for purchasing, for example, goods of a certain brand? This cannot be done in standard trading. But if you really want to, you can adjust the configuration and set the settings as follows. Let’s create a new document “Setting discounts for item details” (looks almost the same as the standard one) and specify “Amount of goods exceeded” as a condition for granting a discount. Then, as in other cases, we indicate which products or groups of products this discount will apply to. It will function like all other discounts: recalculation will be made for any change in the composition of the check.

Promotion “Thank you for paying by card”

Accepting cash payments is quite a tedious task. First, the buyer looks for the required amount in his wallet, then you count out his change, and it turns out that you have run out of all the hundred-dollar bills. The process of exchange or the client’s search for small change begins. Paying by card is much faster and more convenient. But many still prefer to pay in cash. What to do? Provide the client with a discount for a certain type of payment.

As a type of payment, you can specify any one accepted in your company: payment with a gift certificate, by bank card certain payment system etc.

Promotion “Paid for your purchase with a card? A gift for you!”

Sometimes it is not economically profitable to provide a discount for paying by card, but you still want to thank the client. Then you can simply give him some small thing (often a pack of wet wipes, a lighter, or something similar). To set up a similar promotion in 1C, you can also use the document “Setting discounts for item details”. It is necessary to specify a “gift” item in the field of the same name, and when choosing payment by card, the system will automatically enter it (of course, subject to the presence of the gift in the warehouse) in the receipt (or carry out the “Write-off of goods” document, it all depends on the preferences of the company manager).

Happy hour promotion

Most often, such promotions are held in supermarkets on products own production. To avoid having to leave dressed salad or grilled meat for the next day, they are sold at a discount at last hour before the store closes.

In the above example (for convenience, two tabs are shown on one screenshot) to the indicated confectionery on weekdays from 19:00 to 20:00 a 10% discount will be provided.