Configuration: 1C:UNF

Configuration version: 1.6.6

Publication date: 13.03.2017

The 1C: Small Company Management 1.6 program has a very convenient tool for generating a company Price List. The price list is set up once and can be used at any convenient time; the number of price lists in the program is not limited. You can create price lists for products of your own production, sales of scrap materials after production, or a price list for a trade organization.

First, let's go to the price list directory.

We add a new price list and begin filling out the header and basic details. Enter a name; for example, you can call it “Retail price list”. Type of price list:

1. Dense - a list of nomenclature in 1 column, probably one of the most used in practice.

2. Two columns - has a compact appearance and does not involve the use of pictures.

3. Filmstrip (slides) - similar to an online store showcase.

The composition of the details is selected depending on your wishes, we will create a price list with pictures.

On the Item selection tab, you can specify a group of items that you want to include in the price list. And just below there is a link Items that are excluded from this price list.

Let's set a few exceptions. For example, in our product list there are services and materials that should not be included in the price list.

On the bookmark Columns with prices we add or remove the columns we need. We create a wholesale and retail price list.

Bookmark Additional Information. Details of the organization on whose behalf the price list will be generated, its date and presentation of balances. In order not to give out all the information, we can present the numerical value in the form Few, Enough, Many. For this function to work, you must set the lower limit and upper limit of balances in the item card.

To create a price list, save it and select it in the list and click Generate.

Our price list with pictures appears on the screen. Very detailed and seemingly informative and readable.

Another interesting type of price list is filmstrip (slides).

The formed one looks something like this, similar to a product display for an online store.

Returning to the presentation of residues in words. In the Nomenclature card we set the values ​​of the Lower limit of balances and the Upper limit. The calculation will be done like this: the values ​​near the lower limit are Little, the Upper limit is Many, the middle is Enough.

Setting and changing sales prices. Formation of a price list in 1C: Trade Management 8 edition 11.2

Information on sales prices is recorded by document Setting item prices. Data on established prices is stored in the information register Item prices. You can view the current price, as well as the history of price changes for a specific item, from the item card by going to company price history. (Fig.1).

Fig.1

Selling prices are used in shipment documents (Customer Agreement, Customer Order, Sales of Goods and Services, etc.)

If we fix prices in an agreement with the client, then when registering sales under the selected agreement, first of all, price data will be taken from it, and secondly from the Price List.

Let's move on to creating a new document Setting item prices ( chapter CRM and marketing).

In field from We indicate the date from which the new prices will begin to apply.
In the table section, in the column Types of prices All types of prices are reflected. We need to cancel the ones we will be registering.
In a collumn dependent prices information is reflected on those types of prices that need to be recalculated after changing the calculated price.
Influential prices influence the calculated type of price. (Fig.2).

Fig.2

Let's move on to setting prices

There are several options for filling out the list of item items. We can manually select the product range, add products by price group, and also use random selection of products, etc. (Fig.3).

Fig.3

For example, we need to set prices only for those products that are in stock, to do this, click Edit lines → Add selection items. In the selection window, check the box Only in stock, click fill and transfer to document. (Fig.4).

Fig.4

As a result, the product list was filled with products that are in stock. (Fig.5).

Fig.5

After filling out the list of products, we proceed to specifying prices, which are assigned manually.

We can change prices by percentage by clicking Change prices → Change by percentage. In the new window, select the type of price, percentage change, and also determine in relation to which price to apply the percentage and which positions to recalculate. (Fig.6).

In our example, Dealer prices increased by 8% relative to the new cost (Fig. 7).

Fig.7

If there is accounting by characteristics, then prices must be fixed for each characteristic. (Fig.8).

Fig.8

After the document has been completed, the established prices will be registered in register Item prices.

Formation of a price list

To form price list let's go to CRM and marketing → Prices (price list). (Fig.9).

Fig.9

Click create and set the price list settings and click OK. (Fig. 10).

Fig.10

In this processing we can view and change prices.
We can change the price manually. In this case, the program will prompt us to apply the changed prices. (Fig. 11).

Fig.11

This price will be changed in the price list, but not in the register.
Now we can print this report by clicking Price List.

Also for forming price list report go to the reports section CRM and marketing and create a new one. (Fig. 12).

By default, a report will be created for the current date and only for those types of prices that are used for sales. (Fig. 13).

Fig.13

This report reflects the price, as well as the balance of goods by warehouse.
A price list can be created with various selections - by price groups, by types of prices, by product group, etc.

Having information about current prices and current balances is the task of any responsible sales consultant. In our recent publication, we looked at ways to extract information on product balances from 1C. Now we will look at how to extract current prices from the program.
In almost any configuration 1C 8 there is a standard treatment formation of a price list. It can be opened in the "Nomenclature" directory using the Print - Price List button. Other printing functions are also available using the same button, but we are interested in the price list. If you haven’t found it, processing for printing a price list in any configuration can be found in the menu Operations - Processing - Printing Price List.

To display data correctly, you need to familiarize yourself with some processing features.

The price list is displayed for a specific date specified in the price list printing settings.
When printing a price list, you can customize the list of products and prices included in the price list.
Setting up a list of products and prices is done in the “Price list setup” form, which opens when you click the “Settings...” button. Information about the available settings is located on the tabs: General, Groupings, Selection, Fields, Sorting, Printing.
The price list includes the ability to exclude product items for which prices are not set from display. This can be done using the "Selection" tab. You can select one or more price types for which the price list will be generated. On the "General" tab there is an option "Do not include products for which prices are not specified in the price list." If it is installed, then the price list will not include products that do not have a price assigned. This selection excludes items for which prices are not specified from being included in the price list. If a price is set for at least one item from the list, this item is displayed in the price list opposite the price type for which the price was entered into the database.

Price list printing settings

The price list may not include goods that are not available at the enterprise.
Not many people know and not many use the function of displaying the remaining inventory in the price list. Displaying the balance in the price list is very convenient for sales representatives and sales consultants who are not able to view balances online on a computer or tablet. Data printed once a day (in the morning) with prices and balances is enough to equip personnel working in the fields. You can use two-sided printing to save paper.
If a specific warehouse (several warehouses) is set in the selection settings, then current balances are considered only for a specific warehouse (group of warehouses). That is, when setting the flag and specifying a warehouse, those goods that are not available at this warehouse will be excluded from the list of goods shown in the price list.
The “Use properties and categories” flag enables or disables the ability to use the properties and categories mechanism when generating a price list.
As you can see, in practice, the variations in the formation of a price list are almost limitless. Below is a screenshot of the settings and the result of generating a price list with these settings. Try experimenting with the processing settings to get the type of price list you need in 1C.

We will need universal processing to load data into 1C 8.2. It can be found on the ITS disk. The scheme for loading prices for goods into 1C 8.2 from an excel table is as follows:

1. Create a new document . Go to the Enterprise menu – Goods (materials, products, services) – Setting item prices:

A list of documents opens: Setting item prices:

1. To load the price list into 1C, we prepare a table with item prices, for example, in Excel format:

1. Create a new document: Installationitem prices – Create. We set the date from which the new prices will begin to apply, and for which the Price is set:

We record the document.

• Loading mode – Tabular part;
• Tabular part – Products;
• Link – document Setting item prices – selecting a saved empty document (UCN No. 00000000001 dated 04/01/2016 12:00:00):

1. We upload the Price list at wholesale prices. On the Tabular document – ​​Open file tab, select the file with prices:

We get the data to download:

1. Go to the bookmark Settings and set the data transfer to correspond to the column numbers in the table with the document details. We set manual numbering of columns:

• Nomenclature – column number 1;
• Price – column number 3;
• Currency – Set as default – column number 2 or rub.

We get the final result of the setup:

1. Go to the bookmark Tabularpart – Filling control. We wait for the end of the check: “Filling control is completed. Lines checked: 117” and click on the book. Download. Open the Price Settings document directly from the processing form:

And we check the result of loading the price list - everything was loaded correctly:

Thus, we loaded price lists into 1C 8.2 Accounting 2.0.

We explain how to work with processing Loading data from a spreadsheet document in our master class “”.

How to download setting item prices in 1C 8.3 from a spreadsheet document

B 1C 8.3 Accounting 3.0 functionality for loading price lists from an excel spreadsheet document has been added directly to the commands in the Nomenclature directory. Section Directories – Nomenclature – Nomenclature and prices – Download:

1. Select the price file. According to the book Download, select the prepared table with prices:

1. A sign from the selected file appears on the screen. We compare the details of the loading fields and the table columns.

1. Column 2 with currency is deleted, as well as all rows of the table that are not related to the loaded data:

We are preparing the plate for loading. You should remove everything unnecessary that does not need to be loaded: lines, columns. We get a table in the following form:

Attention! If there are extra lines and extra columns, they need to be removed from the table. Each column must have its own attributes:

• Nomenclature – column 1 (Name);
• Prices – column 2 (Price, Wholesale);

1. Let's move on to the next step. Details of the new nomenclature:

We check the price type and set the date to 04/01/2016. – the actual date from which the new prices should apply. We set the details of the new item - item group (folder), Type of item, VAT rate, Unit of measurement:

Be careful! These settings determine where the program will write the new item and with what parameters. Therefore, download first into copies of the database, or by doing an archive download of the working database, so that, if necessary, you can restore the original data.

1. Loading prices. Please pay attention to the data before downloading prices:

• – Quantity to load (All);
• – Already in the database (Found);
• – (New) will be created.

We analyze the downloaded data:

By clicking on the data in the highlighted columns, we get a transcript of the download:

We see that the 1C 8.3 program accepted the final line as the element being created. This is an error, so go back to Step 1 with the Back button and delete it from the table:

We get the final result before loading:

1. Click on the button. Download. The program will load new prices into the database.

How to check data after loading a price list in 1C 8.3

Let’s check the setting for the “Chocolate Paste” price of 168.00 rubles. as of 04/01/2016:

Open the Nomenclature card – Chocolate paste and go to the related information – Prices:

Let's check the wholesale price setting as of 04/01/2016. That's right:

Please note that when loading the price list, a new document was created: Setting item prices No. 00-00000002 dated 04/01/2016. Let's open the document and check its completion. Section Warehouse – Setting item prices:

Let's look at the list of UCN documents:

Please note that the document created by loading data is marked - #Loaded from file. Let’s open the document and make sure that the tabular part of the document contains all the positions that were transferred from the file:

We looked at the new convenient functionality for downloading price lists in 1C 8.3 Accounting 3.0. It will help you avoid the routine work of manually entering data for new prices.

Setting up a report in 1C on a price list by price type in the Universal Register in 1C 8.3 (8.2)

Now all that remains is to “draw” a report on the prices used in the 1C 8.3 (8.2) program so that you can receive up-to-date information on prices for the set accounting date. In the standard solution, the developers do not provide a price report, so we will create such a report ourselves in the Universal Report of the 1C program.

Open (main menu – Operations – Reports (for 1C 8.2) or main menu – All functions – Reports (for 1C 8.3). Select Information Register, Item Prices – Latest Slice, set the date for which we want to see prices:

Open Settings – Advanced: