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

The configuration of the 1C:Enterprise 8 program system is a standard application solution that allows one to comprehensively automate the tasks of operational and management accounting, analysis and planning of trading activities, thereby ensuring the effective management of a modern trading enterprise. The configuration allows for operational accounting and management of not only trade, but also warehouse and financial operations.

This will come in handy!

Description of 1C: Trade Management 8

The “1C: Trade Management 8” configuration of the “1C: Enterprise 8” program system is a standard application solution that allows you to comprehensively automate the tasks of operational and CCT management accounting, analysis and planning of trading actions, thereby ensuring the effective management of a modern trading enterprise. The configuration is intended to automate accounting in organizations engaged in wholesale and retail trade. The configuration allows for operational accounting and management of not only trade, but also warehouse and financial operations.

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

The configuration automates the following areas of trading activity:

  • sales management (including wholesale, retail and commission trade);
  • supply chain management;
  • sales and purchasing planning;
  • inventory management;
  • management of customer orders;
  • customer relationship management;
  • analysis of the enterprise's turnover;
  • price analysis and pricing policy management;
  • monitoring and analysis of the effectiveness of trading activities.

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


The “1C: Trade Management 8” configuration is designed to take into account any types of trading actions. Thanks to its flexibility and customizability, the configuration is capable of performing accounting functions from maintaining directories and entering primary documents to receiving various analytical reports.


1C: Trade Management 8 is a modern and highly functional tool, created on the basis of the 1C Accounting 8 application, which is designed to automate basic work processes at enterprises operating in the trade sector.


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


Lately, we often receive questions regarding the release of an updated and improved version of 1C Accounting 8.4. This product is currently being tested.

The configuration maintains management accounting for the trading enterprise as a whole. For an enterprise with a holding structure, documents can be drawn up on behalf of several organizations included in the holding. The means of registering a business transaction is a document.


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


The head of the company

The manager of an enterprise needs real returns from the automation system.

"1C: Trade Management 8" increases the efficiency of an enterprise by automating routine operations, by maintaining records in real time, by quickly and conveniently preparing information for decision-making at different levels. The system is put into operation very quickly and begins to produce results. When changing the scale, approaches to management or organization of work at the enterprise, restructuring the system does not require large expenses. This is achieved by building business solutions on a powerful modern technology platform. An important advantage of the 1C:Enterprise system is its wide popularity: more than 3,000 specialized companies and many certified specialists are ready to help your company install, operate and further improve the automation system.

Unlike its predecessor, the application solution "1C: Trade and Warehouse 7.7", the new application solution is designed not only to automate accounting, but also to provide real assistance to managers at all levels, starting with the director. Many managers will appreciate the new means of interactive analysis of the situation and obtaining detailed transcripts of the indicators of interest. However, even more important is the ability to obtain and analyze management information on a regular basis. You do not need to study on-screen menus or know the system's functions in detail in order to use 1C:Enterprise 8 as an active source of the necessary information. The "Report to the Manager" option will ensure the formation and presentation of an overview of the current situation - automatically, regularly, according to the schedule you set. Values ​​of key indicators, problems that require your immediate intervention, comparison of managers' work results - you can view this report on the intranet, receive it by e-mail while on a business trip, or have your secretary print it out. Thus, being anywhere in the world, you will keep your finger on the pulse of your business, make decisions and plan further actions based on the current picture of the real state of affairs.

For managers and specialists of trade departments

The new application solution focuses on making your daily work more efficient. Wide possibilities for preparing all the necessary documents, managing product distribution and pricing, accepting orders and monitoring their execution, optimizing warehouse stocks, analyzing trade turnover, planning purchases and deliveries will make it your reliable assistant - no matter what direction or area you are responsible for. "1C: Trade Management 8" will allow you to create a unified information space in your company, organize clear interaction between departments, and help employees work as a single team.

Accounting service employees

Programs of the 1C:Enterprise system have become the industry standard for accounting solutions. The program "1C: Trade Management 8" has absorbed all the best that has been developed over the years of development of its predecessor - the program "1C: Trade and Warehouse 7.7". The proven functionality of this trade and warehouse accounting automation system, which is the most widely used in the country today, has been supplemented with a number of new capabilities. You get a new tool that will help you get rid of routine work and bring accounting closer to the needs of your real business. At the same time, regular information and methodological support from the 1C company will allow it to be carried out in accordance with current legislation. Of course, "1C: Trade Management 8" allows you to transfer the necessary credentials to the accounting system.

IT specialists of enterprises

"1C:Enterprise 8" puts into your hands a set of tools and technologies that meets the most modern standards for the development, modification, administration and maintenance of a corporate information system. All these funds are included in the supply of our 1C:Enterprise 8 production products. At no additional cost, you receive exactly the same tools that 1C developers use. As a result, the system installed at the enterprise will not be a “black box” for you. Experience shows that for most system administrators and automation specialists, a few days are enough to master the principles of building 1C:Enterprise solutions - after that you will be able not only to maintain, but also to adapt the system in accordance with the needs of your organizations. It is also important that you will be able to become a member of the professional community of 1C:Enterprise specialists, receive support in mastering the system, and use the opportunity for versatile communication and exchange of experience with numerous colleagues. The real openness of the system and the ease of its adaptation, ample opportunities for scaling and integration, simplicity and ease of administration and support - all this allows you to spend a minimum of effort on solving “low-level” technological issues and concentrate on meaningful, creative tasks of automating enterprise business processes.

Specialists of consulting companies and system integrators

Short terms and efficiency of implementation, reasonable prices and a flexible licensing policy, a well-developed set of standard and specialized solutions, developed integration tools - these are just some of the advantages that make 1C:Enterprise an excellent “building material” for creating a wide variety of information systems. Many consulting companies and system integrators note that the use of 1C:Enterprise and cooperation with 1C have become important factors in the success of their projects. Reducing project risks, the ability to offer customers a competitive project and complete it within deadlines and budgets - all this allows you to increase the reputation of your company and business profitability, expand the circle of clients and put work with them on an industrial basis.

Advantages compared to the solution "1C: Trade and Warehouse 7.7"

  • After switching to “1C: Trade Management 8”, the user will receive not only a more powerful solution for accounting for trade operations, but also the necessary tools to improve the efficiency of enterprise management at a modern level.
  • New features have been implemented that increase the efficiency of using the resources of a trading enterprise:
    • planning sales, purchases, cash payments;
    • optimization of stock at the enterprise, taking into account expected goods from the supplier;
    • monitoring compliance with plans, availability of funds, discipline of deliveries and payments;
    • analysis of managers' performance;
    • automatic generation of a “report to the manager”;
    • flexible pricing scheme, including the possibility of providing a variety of discounts in order to retain customers;
    • a powerful reporting system that allows you to receive all the necessary data with the necessary user-configurable groupings and filtering.
  • The application solution "Trade Management" implements modern methods of customer relationship management (CRM), ensuring high speed and quality of work of managers combined with an individual approach to each client:
    • user calendar;
    • manager's workplace;
    • registration of events with the client and storage of relationship histories;
    • reminder system;
    • built-in email;
    • ABC analysis and classification of clients by relationship stages;
    • carrying out various marketing campaigns to attract customers;
    • conducting customer surveys.
  • The modern platform "1C:Enterprise 8" significantly expands the possibilities of scaling and working in a distributed information base, including via the Internet, which will be in demand by large enterprises with geographically dispersed divisions.

Introduction

Trade (both wholesale and retail) is one of the most common types of economic activity. Everyone trades: aspiring entrepreneurs and established businessmen, state-owned stores and private supermarkets, small speculators and large commercial and industrial groups. The popularity of this type of activity is explained primarily by its relative simplicity, especially in comparison with industries such as manufacturing, construction or agriculture: expensive equipment is not required, investments are minimal (especially if you take the goods for sale or on deferred payment terms), special education not necessary, etc. Therefore, by the way, trade as an occupation for many entrepreneurs is a kind of “launching pad”: almost all large modern businesses at one time began with commercial kiosks, sales tents and small shops.

Modern trading enterprises offer their customers a wide range of goods, which amounts to thousands and tens of thousands of items. Moreover, many items can be sold on different conditions: advance payment, deferred payment, discount, markup, batch size, etc. Clients are often divided into categories - VIP client, regular client, regular client, small wholesale client, etc. Product items can be completed and disassembled, many goods are subject to mandatory certification and hygienic studies, substandard items must be written off, inventory must be periodically carried out in warehouses, each company must have its own marketing policy, etc., in general, a modern trading enterprise is a living organism, in constant motion.

Obviously, all this hectic activity requires automation. To solve this problem, there are special software tools, and in this book we will introduce you to the most popular product designed to automate the activities of a trading enterprise - “1C Trade Management”, which is implemented on the latest technology platform version 1C 8.2.

Chapter 1.
First acquaintance with “1C Trade Management 8.2”

The first chapter of the book contains basic information about the program “1C Trade Management 8.2”. You will learn what the functionality of this standard solution is, what the features of the program are compared to previous versions, how to launch the program, create and select information bases, and much more.

Functionality of a standard solution

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

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

♦ Management of inventories and procurement of inventory items.

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

♦ Registration and accounting of warehouse operations, maintaining warehouse documentation, conducting an inventory of valuables stored in the warehouse.

♦ Accounting for internal movement of inventory items.

♦ Planning and control of the company's financial resources.

♦ Calculation of the financial result of the company’s activities.

♦ Accounting and adjustment of debt, carrying out mutual offsets, writing off debt.

♦ Maintaining multi-currency accounting.

♦ Conducting and recording the company’s marketing activities, carrying out many analyzes and generating various reports.

♦ Formation of pricing policy and control of its implementation.

♦ Automation of work with company sales representatives.

♦ Maintaining an extensive client 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, registration of receipts, sales and returns of inventory items.

♦ Automation and accounting of customer service.

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

♦ Setting up, generating and printing various reports on transactions performed.

♦ Using a built-in organizer to improve convenience and efficiency.

♦ Customize and use the Desktop to suit your needs.

In addition to those listed, using the configuration under consideration, a number of other tasks can be solved, the presence of which may be determined by the specifics of a particular enterprise.

Starting the configuration and selecting the operating mode

Each software product of the 1C family can operate in two modes: “1C: Enterprise” (application solution) and “Configurator”. The mode is selected by pressing the corresponding button in the program launch window (Fig. 1.1).

The “1C: Enterprise” mode is an application solution of the program in accordance with its purpose. In other words, it is in this mode that accountants, financiers, managers and other end users of the program work.

As for the “Configurator” mode, it is intended for setting up and administering the program. Here configuration objects are created and edited, interfaces and dialog boxes are configured, the appearance and content of the printed form of documents is determined, and a number of other similar actions are performed. Typically, a system administrator or other authorized specialist works with the Configurator, since this requires specific knowledge (administration skills, etc.).

Here we will not consider in detail the issues of configuring 1C, since special literature is intended for getting acquainted with this topic. Let us note that it is not recommended for the average user to edit the Configurator independently without the most serious reasons: this may violate the integrity of the data, and generally lead to unpredictable consequences.

However, some program settings are transferred to the application solution operating mode. You can edit them yourself, and how this is done will be described below in the appropriate section.

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


Rice. 1.1. Program launch window


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

A list of infobases is formed in the central part of the window. This list may contain an information base with a demo configuration; This database is included in the package and is intended for preliminary acquaintance with the program. The information base is selected by clicking on the corresponding list position. You can add new ones to the list or edit and delete existing information bases - there are corresponding buttons on the right side of the window for this.

NOTE

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

The path to the infobase directory where the cursor is installed is displayed at the bottom of the window.

The procedure for starting the program is as follows: first, you need to click on the information base in the launch window, and then click the 1C: Enterprise or Configurator button, depending on the mode in which you want to start the program. As we noted earlier, the program is used for its intended purpose in the “1C Enterprise” mode.

Composition and structure of a standard solution

Users of previous versions of the program immediately notice that the user interface has radically changed in the new version of the configuration. At first, this may cause some difficulties, but adaptation takes place quickly, since the advantages of the new structure of the standard solution are obvious.

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


Rice. 1.2. Main program window


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

Let us briefly describe all sections of the “1C Trade Management 8.2” program.

♦ Desk. In this section you can create a list of the most relevant tasks, documents and other objects. In other words, everything that requires a priority response is displayed on the Desktop. This section is not mandatory for use, but increases the convenience and comfort of work.

♦ Marketing. In this section, the marketing policy of a trading enterprise is formed: types of prices and price groups are formed, standard agreements with clients are set up, the conditions for providing discounts and markups are determined, marketing activities are planned and carried out, etc. Data from the Marketing section can subsequently be used in other sections of the program.

♦ Wholesale sales. In this section, the organization and accounting of wholesale sales of the enterprise is carried out. In particular, transactions are processed here, customer orders are processed, shipping documents are issued, invoices for payment and documents for the return of goods from customers are issued, work is carried out with sales representatives, etc.

♦ Retail sales. This section is used by businesses engaged in retail trade. Here checks are written, a list of retail outlets is compiled, and documentation of retail sales is 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.

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

♦ Finance. The name of the section speaks for itself: it is intended for accounting for funds, as well as calculating the financial result of the enterprise. In this section, all documentation for accounting for funds is maintained (cash orders, payment orders, cash book, advance reports, etc.), items of income and expenses are formed, applications for spending and orders for the movement of funds are drawn up, debt is calculated and adjusted, a payment calendar is generated, the distribution of revenue and cost of sales by business area is configured, etc.

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

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

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

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

Each section has its own navigation bar and action bar. Using the navigation panel, you select the required operating modes and activate the corresponding program functions, and the action panel is intended mainly for generating reports and switching to some service functions of the program. The navigation bar is located on the left side of the section, and the action bar is at the top, just below the navigation bar links. In Fig. Figure 1.3 shows all the program interface panels (in this case, the Retail Sales section is open).


Rice. 1.3. Program interface panels


As for the main menu of the program, which in previous versions was located along the upper border of the interface and included the items File, Edit, Operations, Service, etc., it is now called up using the button with an arrow located at the top left of the main window (Fig. 1.4 ).


Rice. 1.4. Main menu of the program


Further, in the process of studying the program, we will refer to some commands of the main menu. Note that they do not directly affect the functionality of the application solution, as well as the procedure for using the program, but consist mainly of service and auxiliary functions.

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

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

In general, work with the program is carried out according to the following algorithm: first, the required section is selected, and then in the navigation panel or in the action panel, by clicking the mouse, the operating mode is indicated in which all further actions are performed. For quick access to them, the most pressing tasks 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”)

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


Table 1.1.

General-purpose hotkeys



Table 1.2.

"Hot keys" for managing program windows



Table 1.3.

"Hot keys" for working in the editing window


Table 1.4.

“Hot keys” for working in list interfaces and with hierarchical lists



Table 1.5.

“Hotkeys” for working with input fields in editing windows


Table 1.6.

"Hot keys" designed for working with spreadsheet documents


Table 1.7.

"Hot keys" designed for working with text documents



Chapter 2.
Fast start

The contents of this chapter are addressed to those who urgently need to use the program, but do not currently have time to fully study it. In other words, here we will show how to perform some of the most popular operations among most users in the 1C Trade Management 8.2 program.

Main stages of working with the program

The procedure for using the program and the sequence of performing basic actions and procedures may, to a large extent, depend on the characteristics of the organization of accounting and management processes at a particular enterprise. However, proper operation of the program implies a step-by-step operating procedure. To avoid confusion and immediately understand in what order you should organize your work, carefully read this section. Please note that here we will only briefly describe the main stages of the work, and a more detailed description of them is given further, in the corresponding chapters of the book.

The first thing you need to do before using the program is to view and, if necessary, edit its settings. By default, settings are offered that are optimal for most users, but sometimes they need to be adjusted in order to best adapt the program to the needs of a particular enterprise.

In the 1C Enterprise mode there are several commands designed to navigate to the appropriate program settings.

Using the commands in the submenu Tools▸Interface Settings, you can switch to the mode for customizing the section bar, navigation bar, action bar, and Desktop. We will talk about this in more detail in the next chapter.

The main menu command Tools▸Parameters is intended to switch to the mode of viewing and editing additional parameters of the program. As practice shows, in most cases the default settings are optimal for most users.

However, the most important element of setting up the program is setting up accounting parameters. The transition to this mode is carried out from the Administration section using the Setting up accounting parameters item located in the action panel. In this mode, the general accounting strategy and conceptual focus of using the configuration are determined. Specifically, for each section of the program, you indicate which features and functions you intend to use and which you do not. For example, if you want to use price groups, check the appropriate box in the Marketing section. If your company is engaged only in wholesale trade, and retail does not interest you, uncheck the Use retail sales checkbox in the Retail sales settings section (in this case, the link to the Retail sales section will disappear in the section panel). We will look at the procedure for setting up accounting parameters in more detail in the corresponding section of the next chapter.

The next stage of preparation for work is entering initial data into directories, catalogs and classifiers. They store all the information that is necessary for further work. In particular, information about the partners with whom the enterprise cooperates is stored in the partner directory, the range of inventory items is formed in the item directory, data on warehouses is stored in the warehouse directory, etc. For example, when creating a document for the release of inventory items, you will need information from at least four directories: items, organizations, warehouses and partners. You can enter and edit data in directories while you work (for example, from the document editing mode, you can always switch to the directory editing mode and add the necessary data to it), but it is much more convenient to enter the required minimum information into the directories in advance, so as not to be distracted and Don't waste extra time on this.

ADVICE

Before you start, fill out at least the following directories: organizations, partners, currencies, items, warehouses (storage locations), individuals, banks and organizational structures. These directories are the most popular in most cases. As for the rest of the directories, they can be filled out as needed.

The next stage is entering initial balances for product items. This does not need to be done only if accounting is carried out “from scratch” (that is, the start of operation of the program coincides with the start of the enterprise’s activities). Entering initial balances is carried out using the Goods Receipt document, which is created in the Inventory and Purchases section in the mode of working with warehouse documents. We will look at this document in more detail below.

If you intend to use marketing techniques (price groups, price types, discounts and markups, standard agreements with clients, etc.), then at the next stage you need to enter the relevant information in the Marketing section. The procedure for working in this section is discussed in more detail below, in the corresponding chapter of the book.

Once the program has been configured, its directories and classifiers have been filled out, initial balances for product items have been entered and the company's marketing strategy has been determined, you can immediately begin using the program. Since all accounting records must be created solely on the basis of the relevant primary documents, the next stage of work will be the entry of documentation.

NOTE

A primary accounting document is a document confirming the fact of a business transaction and drawn up by authorized representatives of interested parties at the time of this transaction, and if this is not possible, then immediately after its completion. Based on this formulation, we can conclude that, for example, a bill of lading, a payment order issued by a bank, a cash receipt order, or an act of completion of work (services) are primary accounting documents, but an agreement or power of attorney is not. Standard forms of primary documents are approved by law by the relevant government bodies and are required for use by all business entities operating on the territory of the Russian Federation. Standard forms are distributed in the form of forms that can be created on both paper and electronic media.

To enter a document, select the required item in the navigation panel of the corresponding section. For example, the fact of receipt of cash at the cash desk of an enterprise is documented by a cash receipt order, and to enter this document into the program, click on the Cash receipt orders link in the navigation panel of the Finance section. To prepare documents reflecting the movement of non-cash funds, in the same section there are links for receipt of non-cash DS and Write-off of non-cash DS, warehouse documents are generated in the Inventory and Purchases section, for accounting for the movement of goods - in the Wholesale Sales, Retail Sales and Inventories and Purchases sections, etc. The procedure for maintaining documentation in the 1C Trade Management 8.2 program is discussed in more detail below, in the relevant chapters of the book.

The next stage of work is the generation and printing of reports on the activities of a trading enterprise, obtained on the basis of previously entered data. The 1C Trade Management 8.2 program provides extensive functionality for setting up and generating a wide variety of reports. To work with reports, the corresponding action panel items in different sections of the program are intended (for example, reports on funds are generated in the Finance section, reports on marketing activities - in the Marketing section, etc.).

These are the main stages of working with the 1C Trade Management 8.2 program. However, it is worth briefly mentioning the service functions that are designed to block the information base, delete marked objects, work with a list of users, generate a log of system events, as well as to perform a number of other operations. They are accessed using the corresponding commands of the main menu (they are combined in the Service submenu), as well as from the Administration section.

Version 1C Trade Management 11.3 has a number of useful features that distinguish it from the previous edition 10.3. In this article we will look at the main additions, discuss their pros and cons, and also recall the basic key capabilities and functions that form the core of this information system.

Main features of 1C Trade Management 11

1 C Trade Management 11 is a comprehensive system that allows you to automate the accounting of business transactions, plan activities and analyze the effectiveness of business processes of a trading company. This edition is a development of the previous edition 10.3 and supports all previously implemented functions, namely:

  • Automation of sales and procurement accounting;
  • Pricing system management;
  • Automation of accounting of warehouse operations and balances;
  • CRM support;
  • Automation of accounting for cash flows (including planned ones) and costs;
  • Carrying out performance analysis using a reporting system;
  • Sales and purchasing planning;
  • Setting up an individual interface, integration with other 1C systems, etc.

More details about the standard functionality of 1C: Trade Management 11, which was inherited from the previous edition, can be found in the article “1C Trade Management 10.3 Review, description, capabilities.”

Features of 1C Trade Management. Difference between editions

As can be seen from the brief overview of the main functions and capabilities of 1C UT 11.3, which was given above, this edition retains all the standard functionality that allows you to automate the accounting of operations of an enterprise conducting commercial activities. However, compared to the previous edition, the newest version has undergone a number of improvements. The most significant of them include the following features:

For the first time in 1 C Trade Management 11, the user interface was radically revised. The product began to look more modern, but this is not the main difference. If previously the functionality in the user interface was distributed by type of operation (Directories, Documents, Reports, etc.), then in this version the grouping is done by type of business process (Sales, Purchasing, CRM and Marketing, etc.). On the one hand, forming an interface based on the content of business processes seems more logical. On the other hand, users are so accustomed to the previous way of working with the program, which was preserved from edition to edition, that such significant changes can cause difficulties in their work, which calls into question the feasibility of updating the software.

Development of the financial block

The capabilities of 1C Trade Management 11 allow you to automate even more financial transactions, for example, automatically calculate debt or deferred payment, group data by dates of overdue or scheduled payments. Additionally, the functionality of internal mutual settlements between firms of the same enterprise (“intercompany”) has been implemented.

The Payment Calendar has been significantly improved: if in the previous version 10.3 it was more of a regular report, now it is truly a full-fledged workplace with additional parameters and several modes of operation: it is possible to display requests for spending funds and the payment calendar itself in various combinations of the user’s choosing .


In addition, methods for calculating actual costs have been improved: instead of the moving average and batch accounting calculations used in edition 10.3, more accurate approaches in accordance with Russian standards are now considered - monthly average, FIFO (weighted average estimate), FIFO (rolling estimate). In addition, it became possible to calculate the preliminary cost using the weighted average method. Additionally, a tool has appeared for distributing costs across various areas of the company’s activities, which allows you to separately analyze the effectiveness of each area.

Separately, we note the presence of an automated cash book: the accountant needs to enter the data of primary documents into 1C, as a result of which the cash book for the day will be generated automatically in the form of a report. The default period for generating the cash book is day.

It should be noted that in 1C Trade Management 11 all reports are written in ACS, so the process of setting them up is somewhat different from previous releases, but has more advantages.

For example, for each report you can save the most convenient and frequently used settings as a report variant. In addition, the developers offer several of the most typical options for each report, which can be used in ready-made form.


The report settings editing interface provides more options for selecting, sorting and grouping results. In the “Simple” operating mode, all settings are divided into three groups:

  • Selections;
  • Fields and sorting;
  • Structure.

The selections display only those parameters whose values ​​can act as conditions for preparing a report, which significantly saves the user’s time, since he does not need to scroll through a long list of all possible options, as in the previous edition 10.3.


In addition, the ability to organize data according to a certain principle, which in version 10.3 was not obvious and is located in the advanced report settings, in version 11 is available in the simple settings mode on the “Fields and Sorting” tab.


In addition to the above, we can add that there are more options for report structure: now analytics can be divided into logical blocks by creating a special data display scheme on the “Structure” tab.

Very often, the user needs to print several documents that meet a certain criterion (for example, sales documents for a specific counterparty, PKO or cash settlement for a certain period, etc.). In the new release, there is a mechanism for group printing of documents for this purpose. The user can choose one of the methods for selecting documents:

  • In manual mode, specify the documents of interest in the list (using the Shift or Ctrl buttons);
  • Using the “More” menu button, set selection parameters by counterparty, organization, etc. in a special window.

Improved system of discounts and bonuses

1C: Trade Management 11 has special services to create a more flexible and effective system of discounts and bonuses for customers. For example, this edition provides a function for automating the use of fixed discounts for counterparties, setting certain payment terms, and accounting for cumulative discounts and bonuses. In addition, you can now use formulas to set prices. Thus, the new edition contains all the necessary tools for implementing an individual pricing system for each client.

Tools for multifactor analysis of completed transactions have been added in order to predict the further development of work with the client. The principles of segmenting the client base by responsible managers and areas of activity have been revised, and new client characteristics have been added. The procedure for operational processing of information about counterparties has been changed: now it is structured depending on the nature of the business processes in which the partner participates.

Applications for mobile devices

Version 1C Trade Management 11 includes its own applications for mobile devices, which can be used by remote employees (sales representatives, supervisors) to quickly submit an order to the central office, obtain information about balances, etc. In addition, it is now possible to set tasks, analyze and monitor the activities of remote employees online. Previously, companies were forced to additionally purchase similar software solutions from third-party developers and integrate them with 1C.

More options for customizing custom user interfaces

Depending on the user’s role in the system and the functions he performs, the administrator can configure access rights and the system interface for the employee so that unused services are not displayed in his work area. This makes the user's work easier by saving time searching for the necessary commands and increases the efficiency of the system as a whole, since it eliminates the accidental or erroneous launch of unnecessary processes.

Removing control of an operation before it is carried out

In 1C: Trade Management 11, checking the correctness of a transaction before it is carried out has been cancelled. In version 10.3, posting a document was possible only after analyzing its correctness, and if errors were detected, the system prohibited the posting operation. In 1C UT 11.3, the process of analyzing the correctness of a document and the function of conducting it are performed in parallel, independently of each other, which significantly reduces the number of errors.

“The fly in the ointment” is the absence of familiar and useful “tricks” that made the user’s work easier

The new edition of the program is deprived of some tools that, although seemingly insignificant, were very useful in work:

  • There is no search for a document in the list by column by part of a word (now only a general search in the table or an advanced search using several parameters);
  • The user settings for filling in the default document parameters are missing (statistics data for a specific user is substituted);
  • There is no possibility to adjust the fields of a directory item the first time you access it (now you need to additionally click the “Change” button);
  • Non-cash funds are not credited to the account according to the document “Receipt of non-cash funds” (an additional document “Current Account Statement” is required).

Fundamental differences in the logic of building the system (applies to developers)

In edition 11, not only the appearance of the program was revised, but also its internal content, so working with the product requires changes in the approach of programmers. Let us note the operations in which the main differences are observed:

  • The procedure for recording documents in transactions (the principle of generating incoming orders and the sequence of operations for their adjustment have been changed);
  • Warehouse and batch accounting (difference in settings and functionality);
  • Transition to managed forms (compared to unmanaged forms, making changes to the program is much more difficult and requires new competencies of developers).

To update or not to update

So, we are convinced that Trade Management 11 is a much more flexible, functional and multi-tasking tool for managing the activities of a commercial organization compared to the previous release 10.3. However, before upgrading the software, in addition to assessing the financial costs, it is necessary to weigh intangible factors.

For example, if a company works with a product without significant modifications to its standard modification, then the update can be almost painless with the right approach to personnel training.

However, if a sufficiently large number of additional modules, processing and other code improvements were required, then transferring them to the updated program, due to the nuances described above, will be very difficult and may lead to the need to carry out all the improvements from scratch.

Thus, the decision about whether to switch to a new version of the accounting system is individual for each company.

1C: Trade Management 8 is a modern tool for increasing the business efficiency of a trading enterprise.
1C: Trade Management 8 allows you to comprehensively automate the tasks of operational and management accounting, analysis and planning of trade operations, thereby ensuring the effective management of a modern trading enterprise.

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 areas of business activity:
* customer relationship management,
* sales rules management,
* sales process management:
* management of sales representatives,
* Inventory Management,
* procurement management,
* warehouse management,
* financial management,
* monitoring and analysis of target performance indicators of the enterprise.

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

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

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

"1C: Trade Management 8" is a ready-made solution based on the powerful new generation technology platform 1C:Enterprise 8.

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

Using the Trade Management program together with other programs allows you to comprehensively automate wholesale and retail enterprises. The Trade Management program can be used as a control system for the 1C: Retail 8 solution.

The head of the company
The manager of an enterprise needs real returns from the automation system.
"1C: Trade Management 8" increases the efficiency of an enterprise by automating routine operations, maintaining records in real time, and quickly and conveniently preparing information for decision-making at different levels. The system is put into operation very quickly and begins to produce results. When changing the scale, approaches to management or organization of work at the enterprise, restructuring the system does not require large expenses. This is achieved by building business solutions on a powerful modern technology platform. An important advantage of the 1C:Enterprise system is its wide popularity: more than 3,000 specialized companies and many certified specialists are ready to help your company install, operate and further improve the automation system.

This solution is designed not only to automate accounting, but also to provide real assistance to managers at all levels, starting with the director. Many managers will appreciate the new means of interactive analysis of the situation and obtaining detailed transcripts of the indicators of interest.

For managers and specialists of trade departments
Trade Management puts maximum emphasis on ensuring the efficiency of your daily work. Wide possibilities for preparing all the necessary documents, managing product distribution and pricing, accepting orders and monitoring their execution, optimizing warehouse stocks, analyzing trade turnover, planning purchases and deliveries will make it your reliable assistant - no matter what direction or area you are responsible for, "1C: Management Trade 8" will allow you to create a unified information space in your company, organize clear interaction between departments, and help employees work as a team.

Accounting and financial services workers
Programs of the 1C:Enterprise system have become the industry standard for accounting solutions. The program "1C: Trade Management 8" has absorbed all the best that has been developed over the years of development of its predecessors. The proven functionality of this most widely used trade and warehouse accounting automation system in the country today has been supplemented with a number of new capabilities. You get a new tool that will help you get rid of routine work and bring accounting closer to the needs of your real business. At the same time, regular information and methodological support from the 1C company will allow it to be carried out in accordance with current legislation. Of course, "1C: Trade Management 8" allows you to transfer the necessary credentials to the accounting system.

IT specialists of enterprises
"1C:Enterprise 8" provides you with a set of tools and technologies that meets the most modern standards for the development, modification, administration and maintenance of a corporate information system. All these funds are included in the supply of our 1C:Enterprise 8 production products. At no additional cost, you receive exactly the same tools that 1C developers use. As a result, the system installed at the enterprise will not be a “black box” for you. Experience shows that for most system administrators and automation specialists, a few days are enough to master the principles of building 1C:Enterprise solutions - after that you will be able not only to maintain, but also to adapt the system in accordance with the needs of your organizations. It is also important that you will be able to become a member of the professional community of 1C:Enterprise specialists, receive support in mastering the system, and use the opportunity for versatile communication and exchange of experience with numerous colleagues. The real openness of the system and the ease of its adaptation, ample opportunities for scaling and integration, simplicity and ease of administration and support - all this allows you to spend a minimum of effort on solving “low-level” technological issues and concentrate on meaningful, creative tasks of automating enterprise business processes.

Specialists of consulting companies and system integrators
Short terms and efficiency of implementation, reasonable prices and a flexible licensing policy, a well-developed set of standard and specialized solutions, developed integration tools - these are just some of the advantages that make 1C:Enterprise an excellent “building material” for creating a wide variety of information systems. Many consulting companies and system integrators note that the use of 1C:Enterprise and cooperation with 1C have become important factors in the success of their projects. Reducing project risks, the ability to offer customers a competitive project and complete it within deadlines and budgets - all this allows you to increase the reputation of your company and business profitability, expand the circle of clients and put work with them on an industrial basis.

New in version:

Version 11.0.7.19
* Correction of identified errors.
* Refinement of the product selection form.
In the list of products, columns with the price and balance of goods in stock have been displayed, a filter by prices and balances has been implemented, problems with the performance of product search have been resolved, and a number of small improvements have been implemented aimed at improving the usability of product selection.

see also
- The release is intended for updating from the configuration of versions 11.0.7.13, 11.0.7.18. The update procedure is given in the file "1cv8upd.htm".
- For more information, see the "ReadMe.txt" file.

Archive composition: 1C Accounting 8.2 Configuration "Trade Management" 11.0.7.19 (Full version)
Release date: 02.03.2012
OS: Microsoft Windows 2000/NT/XP/2003R2/Vista/2008/7/2008R2 x86/64
File format: zip
The file weighs: 197.3 Mb
Medicine: not required (HASP key of 1C 8.2 platform is used)

Especially for trading enterprises, the 1C company has released the 1C: Trade Management configuration, which optimizes company accounting and allows you to generate convenient reports based on operational and management accounting.

What areas does 1C UT work with?

  • Sales processes and indicators;
  • Warehouse, procurement and inventory management;
  • Analysis of target performance indicators;
  • Control of financial results;
  • Customer relationship management.

Accounting for all enterprise transactions has never been so convenient and fast! Thanks to the implementation of 1C Trade Management, you will be able to automate the formation of all necessary primary and warehouse documents, quickly monitor any indicators of balances and assortment of goods, and take performance indicators in real time.

1C Trade Management is an integral assistant to every manager who wants to keep a finger on the pulse of the company. The program makes it possible to quickly identify weaknesses in the process of selling goods, find key and most “expensive” customers, and monitor the work of staff.

The functionality of the solution, as well as customization for the particularities of accounting in a particular company, is carried out using simple and understandable settings. If you are a small organization, you can disable all unnecessary modules and work in a comfortable and understandable environment with only the necessary functionality. If you are a large holding, connect features and functionality, and maintain flexible, full-fledged accounting.

Do you want to know what is happening at a commercial enterprise at any given time? Install 1C Trade Management!

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