1C: Trade Management 8

The application solution "1C: Trade Management 8" allows you to automate the tasks of operational and management accounting, analysis and planning of trading operations, thereby ensuring the effective management of a modern trading enterprise.

The subject area automated by the application solution "1C: Trade Management 8" can be presented in the form of the following diagram.

The application solution automates the following areas of business:

• Customer Relationship Management
• Sales Rules Management, Marketing
• Sales Management
• Sales Representative Management
• Cash
• Inventory Management
• Procurement Management
• Financial accounting

Both already completed and only planned business operations are registered in the information base of the application solutions. 1C: Trade Management 8 automates the execution of almost all primary trade and warehouse accounting documents, as well as cash flow documents.

The application solution is designed for any type of trading. Accounting functions are implemented from maintenance of reference books and entry of primary documents to receipt of various analytical reports.

The solution allows you to maintain management records for the trading enterprise as a whole. For an enterprise of 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 application solution based on a powerful next-generation technology platform "1C:Enterprise 8." In addition to the platform, the software product is supplied with the Trade Management configuration.

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

2023: Integration with online retailer designer Sellty

Automation platform B2B- sales Sellty integrated with 1C"." The expansion helps to seamlessly exchange data goods trade about and offers, as well as information orders between Sellty and. accounting system In addition, an automated exchange is set up: documents accounts and UPD, data on counterparties, as well as individual price agreements with them. Representatives of the company told about this on August 21, 2023. Sellty

The Sellty extension is installed on top of the 1C client, and for this you do not need to involve developers - the process takes several minutes even for users without advanced programming skills . The extension works with products such as 1C:ERP Enterprise Management, 1C: Trade Management, 1C: Our Enterprise Management, 1C: Integrated Automation - for each of the configurations, the Sellty team created test benches and tested the system. Read more here.

2022: Integration with Life POS Cash and Payment System

LIFE PAY announced on September 20, 2022 the completion of the integration of 1C: Accounting and 1C: Trade Management programs with the cash and payment system LIFE POS. Now it will be easier for businesses to work with the catalog of goods, keep reports and transfer data between programs. Read more here.

2018: Integration of the Yandex.Cash module into 1C: Enterprises products

In February 2018, 1C added the Yandex.Cash payment module to the standard 1C: Enterprises electronic document library. Thanks to this, 1.5 million commercial and budgetary organizations that use 1C products will be able to accept payments in them through Yandex.Kassa - from electronic wallets, from bank cards or through Internet banking. Read more here.

2016: Trade Management Configuration Revision 11.3

Sales

Improved sales mechanisms, support for legislative requirements:

• added the ability to manually specify the cost of goods when returning goods from the customer;
• exchange with the State Information System for Marking Goods (GISM):
• ordering and accounting of check (identification) marks;
• marking of fur products with reference (identification) signs;
• the use of trading equipment;
• re-labeling of goods;
• production of labeled products;
• shipment of labeled products to wholesale customers;
• sale of labeled products to end customers;
• return of marked products by the customer;
• return of marked products to the supplier;
• write-off of damaged marked products;
• expanded the possibilities of working with the Unified State Automated Information System (EGAIS):
• return of alcoholic beverages to suppliers;
• movement of alcoholic beverages between their own warehouses;
• write-off;
• putting on balance in EGAIS;
• inquiries and adjustments of balances;
• Data transfer to the CCM-Offline.

Purchases

New tools to effectively organize the enterprise resource process:

• a register of purchasing documents has been created;
• The mechanism for issuing a receipt order within the framework of the agreement on the terms of purchase has been improved:
• Different goods acceptance options
• Monitoring the putaway process
• reissue invoices;
• execution of the certificate of discrepancies

Warehouse and delivery

Development of inventory management and warehousing mechanisms:

• Added a new option for issuing goods acceptance at the order warehouse: the use of an invoice as an order for goods acceptance at the order warehouse is supported;
• a workplace has been developed for the registration of consignment notes of internal commodity movement;
• improved the interface of the register of internal commodity movement documents;
• the warehouse interfaces and the "Delivery" work center were adapted to the "Taxi" mode.

Financial Result and Controlling

The possibilities of recording expenses have been expanded, batch accounting has been implemented in a new way:

• changes in the parameters of the initial registration of expenses or registered income generation were implemented;
• three options for formation are provided for management balance in different modes:
• by areas of activity;
• by organization;
• by time periods;
• A new batch accounting version based on the changed data structure is presented.

2015: Trade Management Configuration Revision 11.2.3

The second edition of the documentation reflects the development of the applied solution:

• registration of wholesale purchases and retail sales of alcoholic beverages using the EGAIS system;
• Seasonality-based sales planning by business region
• creating demand assurance schemes to describe the full cycle of commodity movement of an item;
• accounting of flights for delivery of goods by third-party carriers;
• expansion of payment calendar functionality.
• Single invoice can be registered for multiple delivery documents
• Update the Future Expense Allocation (PWR) scenario: PWR allocation in an arbitrary period, diagnosis of negative balances at month-end close.

2014: Trade Management Configuration Revision 11.1

The main directions of development in the new version of the configuration "Trade Management":

• development of functionality taking into account the most popular wishes of users;
• simplification of functionality.

The following functionality has been added to the program:

• Separate Order Accounting - allows you to specify purchases from a supplier or transfers of goods intended for a specific customer order Provides separate cost accounting for this order, allowing you to better determine its profitability.
• automation of delivery - allows you to plan the use of company vehicles to organize the delivery of goods to customers or between your own warehouses of the enterprise;
• assortment management - allows you to manage the range of a chain of stores taking into account different store formats;
• registration of multi-turn containers - allows to take into account multi-turn containers, including containers received from suppliers and transferred to customers; provides the possibility of making a redemption of containers;
• monitoring the depth of arrears - allows you to automatically prohibit shipments to customers with a debt period greater than the established limit;
• invoice settlements - allow you to take into account the debt of customers in the context of individual shipping documents;
• Moving Cost Calculation FIFO - provides the receipt of cost data corresponding to the batch accounting of goods;
• other: issuance of wages; accounting for loans, deposits and loans; automatic substitution of responsible persons in printed forms of documents; Send printed forms by e-mail automated distribution of reports; assistant to the technical support of the company "1C," etc.

In addition to adding new features, the capabilities of existing ones have been expanded:

• Preliminary cost calculation can be carried out without entering the documents "Transfer of goods between organizations";
• The system distributes the item costs to the cost price automatically
• The integration with the Workflow configuration has been expanded: it has become possible to use the Workflow business processes and save files in the Workflow information base when working with the Trade Management configuration;
• expanded the capabilities of the warehouse employee's mobile workplace, provided support for devices with a resolution of 240x320;
• it is possible to manually indicate the types of stocks and GTE numbers during the disposal (sale) of goods;
• other: formation of a customs declaration for several GTE numbers; VAT accounting has been revised; check of expense orders; price list with information about the balances of goods, etc.

In terms of simplifying the functionality, the following improvements have been made:

• a number of functions have been redesigned to meet typical work scenarios: creation of orders for requirements, work center "Closing the month," printing price tags and labels, recalculation of goods during inventory, etc.;
• Additional service mechanisms have been introduced: copying lines between documents
• expanded the ability to disable unused functions: it became possible to disable order statuses, disable accounting in the context of several organizations and warehouses, disable the division into partners and counterparties, etc.;
• user interfaces have been improved in order to ensure simplicity and convenience of work: the documents for entering initial balances have been revised, a reference book of price types, rarely used settings and reference books for each configuration section have been placed in a separate item and provided with built-in descriptions, etc.

2013: Trade Management Configuration Revision 11.0.6

Customer Relationship Management

• The functionality of analyzing and evaluating the results of sales managers on the basis of various indicators is implemented.
• A report has been implemented that will allow you to get all the information on the partner necessary for operational work.
• The functionality of registration, development and control of customer claims, conflict situations with customers has been implemented.
• Addressed issue with access to counterparties of upstream partners (where there is a right to access the partner and there is no access to upstream partners).

Sales

• It is possible to accept a customer order for several warehouses and process the shipment of goods from several warehouses with one sales document.
• The convenience of selecting agreements in sales documents has been improved.
• Added a service for filling in the sales document with actually shipped goods.
• A printed form of the commercial offer in mxl format has been implemented.

Pricing

• Increased user interface convenience, the user is provided with information necessary for making decisions on price assignment.
• It is possible to upload and load data in xls format for advanced analysis and price processing.
• It is possible to print set prices.
• Improved performance of the "item pricing" interface for large amounts of data.

Mutual settlements

• The functionality of settlements with partners is developed:
  • The ability to register a payment for multiple partners with one document is supported;

convenient functionality of advance payment calculation is implemented.

• Compliance with the requirements of the legislation (PBU 3/2006) of the functionality of filling out printed forms and calculating data on revenue and cost, under contracts in foreign currency was ensured.
• Functionality for reconciliation of settlements is implemented.

Retail

• It is possible to generate a TORG-29 report on the organization.
• KKM check forms have been improved.

Inventory Management

• It is possible to fully monitor and analyze the supply of orders, provide all the necessary information for making decisions on the possibility of shipping an order, on the need to change the delivery dates of the order.
• Calculation of "shipment date" in customer orders for ordered services is implemented.
• A specification description is supported to automatically populate assembly/disassembly documents.
• The ability to complete and execute internal invoices up to the order line is supported.

Purchases

• The possibility of assigning and changing sales prices in the scenario of processing the receipt of goods is implemented.
• The functionality necessary to reflect discrepancies in the receipt of goods has been implemented. The necessary printing plates are implemented.
• A service has been implemented that allows you to speed up the entry of GTD numbers in the receipt document.
• It is possible to issue supplier orders and receive goods at several warehouses.
• It is supported to separately configure the ABC and XYZ classification parameters, carry out classification for previous periods.
• It is possible to group set the price condition when registering supplier prices.
• The functionality of storing and printing power of attorney for receiving goods in the procurement subsystem has been implemented.
• The functionality of storing supplier payment schedules and filling out payment stages in orders to suppliers according to payment schedules has been implemented.
• The service for filling in the receipt note with actually received goods has been added.
• The functionality of analyzing canceled order lines for suppliers in terms of cancellation reasons is implemented.
• A service has been implemented for filling a vendor item into company items in purchasing documents.
• Control over the uniqueness of the vendor nomenclature is ensured.
• The functionality of coordination of orders to suppliers is implemented.
• It is possible to register new barcodes at the time of receipt of goods.

Accounting of goods

• Work with goods of different quality is supported, processes for changing the quality of goods are automated.
• It is mandatory to fill in the characteristics in the required cases;
• The possibility of changing the cost of goods in re-sorting operations, changing the quality of inventory assets is supported.
• A mechanism for generating nomenclature names and characteristics according to predetermined templates is implemented.

Cash

• The cash management subsystem has been improved.
• It is possible to disable the planning of funds by organizations.
• The transfer of funds to the accountable person has been finalized.
• The access required for cashiers to register the movement of funds has been implemented.
• A role has been implemented for the approval of requests for spending funds.

Financial accounting

• It is possible to register transactions that are reflected only in regulated accounting (not reflected in management accounting).
• The cost allocation mechanism has been enhanced to support the allocation of expenses to receipt documents.
• It is possible to separately calculate the cost of goods purchased for a specific transaction (department, manager).

Data exchange

• The ability to exchange with sites ("1C-Bitrix") has been implemented.
• Improved data exchange with 1C: Accounting 2.0.
• Improved data exchange with 1C: Retail.
• It is possible to operate the configuration in the mode of a distributed information base (without limiting the migration of data by nodes).
• The current implementation provides for full data exchange, without settings for data upload restrictions on the nodes of the distributed information base.
• A detailed description and procedure for setting up a full exchange in a distributed information base are given in the file "Using a full exchange in a distributed information base Trading management.xml."
• Electronic documents were exchanged between counterparties in the Supplier - Buyer mode using electronic digital signature (EDS) and encryption.

The general

• It is possible for various user profiles (in addition to existing ones) to receive information about current affairs on the desktop.
• Scanners, barcodes shipping documentation, buyer displays are connected to documents in which there is a need to work with these types of sales equipment.
• New subsystems of BSP 1.1.2 are built in. built-in BSP subsystems have been updated to version 1.1.2.
• The ability to display additional details and information of objects in lists in forms is supported.
• The mechanisms for formation of common printing plates were refactored for a more convenient configuration of refinement during implementations.