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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.

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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.

For employees of accounting services

Programs of the 1C:Enterprise system have become the industry standard for accounting solutions. The program "1C: Trade Management 8" has absorbed all the best that has been 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.

Features of the 1C program for trade automation

Using software 1C Trade Management 8 The following areas of the company's activities are automated:

• Monitoring your business performance
• Inventory and warehouse management
• Sales and Marketing Rules Management
• Purchasing and sales management
• Accounting for VAT and all financial costs
• Analysis of pricing and financial policies
• Controlling relationships with your clients

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

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

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

Advantages of the 1c program for trade management 8

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

Using this program, operations such as:

• Planning of all purchases carried out by the enterprise
• Formation and accounting of orders, as well as control over their execution
• Generation of any type of documentation
• Pricing management
• Control over warehouse goods
• Carrying out analysis of trade turnover, product distribution, etc.

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

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

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

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

Select the desired software product from the list 1C:CRM CORP 1C:CRM PROF 1C:Enterprise 8. Trade and customer relationship management (CRM) 1C:Enterprise 8. ITIL Enterprise information technology management PROF 1C:Enterprise 8. ITIL Enterprise information technology management STANDARD 1C: Retail 8 1C: Retail 8. Pharmacy 1C: Retail 8. Bookstore 1C: Retail 8. Auto parts store 1C: Retail 8. Household appliances and communications store 1C: Retail 8. Clothing and footwear store 1C: Retail 8. Store construction and finishing materials 1C:Retail 8. Optical salon 1C:Retail 8. Jewelry store 1C:Enterprise 8. Pharmacy for Ukraine 1C:Enterprise 8. Household appliances and communications store for Ukraine 1C:Enterprise 8. Clothing and footwear store for Ukraine 1C:Enterprise 8. Car service 1C:Enterprise 8. Alfa-Auto car service: Car showroom+Car service+Car spare parts Prof, edition 5 Alfa-Auto:Car showroom+Car service+Car spare parts Ukrainian version 4.0, for 1 user Alfa-Auto:Car service+Car spare parts Ukrainian version 4.0, for 1 user 1C:Accounting 8 KORP 1C:Accounting 8 PROF 1C:Accounting 8. Basic version 1C:Accounting for a government agency 8 PROF 1C-Rarus: Hotel management, edition 2. Basic delivery 1C-Rarus: Management of a sanatorium-resort complex , edition 2. Complex delivery 1C-Rarus: Children's health camp, edition 2, Basic supply 1C: Document flow 8 CORP 1C: Document flow 8 PROF 1C: Document flow of a government institution 8 1C: Salary and Personnel Management 8 1C-Rarus: Outpatient clinic, edition 2 + License for 10 workstations 1C-Rarus: Ambulatory. Registration + License for 10 workplaces 1C-Rarus: Ambulatory. Registration + Insurance + Pharmacy + License for 10 workplaces 1C-Rarus: Hospital pharmacy + License for 10 workplaces 1C-Rarus: Management of a medical organization + License for 1 workplace 1C-Rarus: Integration with telephony client PBX Integration with telephony. 1C-Rarus: Cloud PBX 1C: Integrated automation 8 1C: Management of a small company 8 1C-Rarus: Non-credit financial organization, edition 1 (basic supply for the microfinance market. Software protection) 1C-Rarus: Non-credit financial organization, edition 1 (software protection ) Microfinance organization, edition 1. Main delivery 1C-Rarus: Pharmacy Management. + License for 1 workplace 1C: Enterprise 8. Accounting for a bakery and confectionery enterprise 1C: Bakery and confectionery production 2. Module for 1C:ERP 2 1C-Rarus:Food plant edition 1 1C-Rarus:Restaurant management edition 3 1C:Enterprise 8. Public catering 1C:Enterprise 8. Public catering for Ukraine 1C:Enterprise 8. Public catering CORP 1C:Enterprise 8. Restaurant 1C :Enterprise 8. Fast food. Front office Module 1C: Catering for 1C: ERP 1C: Enterprise 8. Poultry farm accounting 1C: Enterprise 8. Service center management 1C: ERP Management of a construction organization 2 1C: RengaBIM and Estimate. A set of solutions for 3D design and preparation of estimate documentation. Electronic delivery 1C: Rent and management of real estate for 1C: Accounting of a government institution 1C: Rent and management of real estate for 1C: Accounting of a government institution (USB) 1C: Rent and management of real estate based on 1C: Accounting 8 1C: Rent and management of real estate based on 1C :Accounting 8 (USB) 1C:Renting and real estate management. Module for 1C: ERP 1C: Accounting for a construction organization 1C: Accounting for a construction organization (USB) 1C: Accounting for a construction organization KORP 1C: Accounting for a construction organization KORP. Electronic delivery 1C: Accounting for a construction organization. Delivery for 5 users 1C: Accounting for a construction organization. Delivery for 5 users (USB) 1C: Customer-developer. Module for 1C:ERP 1C:Customer-developer. Module for 1C:ERP. Electronic delivery 1C: Construction Contractor. Construction production management 1C: Construction Contractor. Construction production management (USB) 1C: Construction Contractor. Financial management 1C: Construction Contractor. Financial management (USB) 1C: Construction Contractor. Financial management. Delivery for 5 users 1C: Construction Contractor. Financial management. Delivery for 5 users (USB) 1C:Realtor. Real estate sales management. Module for 1C:ERP 1C:Realtor. Real estate sales management. Standard 1C: Estimate 3 1C: Estimate 3. Basic version 1C: Estimate 3. Estimate 3. Special delivery for 50 workstations for users "Estimate Plus, network version for 50 users" 1C: Estimate 3. Special delivery for 5 workstations for users " Estimate Plus, network version for 3 users" 1C: Estimate 3. Special delivery for one workstation for users "Estima Plus" or "WinАВеРС" 1C: Management of our construction company 1C: Management of our construction company for 5 users 1C: Management of our construction company for 5 users. Electronic delivery 1C: Management of our construction company. Electronic delivery 1C: Construction production management. Module for 1C:ERP and 1C:KA2 1C:Construction Production Management. Module for 1C:ERP and 1C:KA2. Electronic delivery Configuration Elite construction. Accounting Module Rental and property management for 1C: Accounting 8 Module Rental and property management for 1C: Accounting 8 (USB) Module Rental and property management for 1C: Accounting for a government institution Module Rental and property management for 1C: Accounting for a government agency (USB) 1C:Enterprise 8. Trade management 1C:Enterprise 8. Trade and customer relationship management (CRM) 1C:Enterprise 8. Taxi and car rental 1C:Enterprise 8. Transport logistics, forwarding and vehicle management CORP 1C:Enterprise 8. Vehicle management for Ukraine, Main delivery 1C:Enterprise 8. Motor transport management Prof 1C:Enterprise 8. Motor transport management Prof (USB) 1C:Enterprise 8. Motor transport management Standard Service Yandex.Routing 1C-Rarus: Non-credit financial institution, edition 1 (software protection) 1C-Rarus:Back Office, edition 5 1C-Rarus:Depository, edition 2 1C-Rarus:Mutual Funds, edition 2 1C-Rarus:Securities Accounting, for 1C:Accounting 8

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 procurement 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 its implementation 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 the 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);
• It is no longer possible to adjust the fields of a directory item when accessing it for the first time (now you additionally need to 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.