12.11.2017 20024

This lesson shows how to set up the program in terms of accounting for retail sales, setting up a cashier's workplace and shop equipment.

basic settings

Let's start with the basic settings - I'll show you where the retail sales accounting is enabled:

We set the sign of accounting for retail sales, set the storage periods for pending and archived receipts, set up what to do with receipts after closing a shift (you can archive it, or you can delete it immediately). If you use Gift certificates, put the appropriate sign. If you have several stores (or there are several cash registers in one store, enable the use of several cash register cash registers):

If you plan to accept payments by bank cards, you need to enable the appropriate setting:

If retail retail outlets you have several, you need to enable the use of several warehouses:

If you plan to issue to buyers discount cards, accrue bonuses for them, turn on the appropriate settings in the CRM and marketing section:

Now let's set the sign of the use of commercial equipment:

If we use Offline equipment (a cash register, into which data is first loaded from a file with the rest of the stock list, and then a retail sales report is loaded from it into the database, also through a file), we set the use of exchange with such equipment:

Now you need to create a warehouse for the retail store, the main settings are highlighted in red:

The retail price type must be selected - the price of the item of this particular type will be substituted in the cash register receipts. Well, and accordingly, you need to set the prices of the item for this type.

For each cash register used in the organization, we introduce an element of the directory Cash register KKM:

We create a new checkout:

The cash register indicates the organization from which the sales are made, the type of cash register, warehouse, as well as the serial and registration number of the equipment. For a correct exchange with the accounting department of the enterprise 3.0, it makes sense to choose a division:

The cash register in the program can be of 3 types:

Fiscal registrar- cash register connected to a computer and 1C. When a check is punched in the program at the checkout, a check is printed, when the shift is closed in the program, a cancellation report (Z-report) is printed at the checkout.

KKM offline- the cash register, into which information about the inventory balances is loaded daily (the file is formed in the program), and at the end, a file is formed in this cash register, which is then loaded into the program (based on it, reports on retail sales are created in UT).

Autonomous KKM- a cash register that is not connected to the PC and the program and does not support the offline exchange mode. When working with such a cash register, the sales data is entered by users manually (a document called Retail Sales Report is created).

To demonstrate how to work with a cash register type offline cash register, we will create another cash register cash register (this time you do not need to select a warehouse):

For each user of the program, you can set up sales rules - set, if necessary, limit the use of manual discounts, and also set up rights in the cashier's workplace:

On the first tab, the application of manual discounts is configured:

On the second - the powers in the cashier's workplace (RMK):

Connectable equipment

Now you need to configure the equipment connected to the program (since in fact, I have no equipment, I will install the emulator, well, look where and how this is done in principle):

We go to the list of connected equipment:

In the opened workplace, select the type of equipment (Fiscal recorders) and add a new device:

In the equipment card, I select the emulator (in your real case, you need to select the driver that matches your specific model fiscal machine). Please note that the connected equipment is tied to a specific workplace:

We will also create a device with the offline KKM type. Let's select the version of the exchange format and set the directories for loading and unloading exchange files:

If necessary, a barcode scanner and an acquiring terminal are immediately connected:

Now we just need to set up the workplace:

In the RMK card, we can configure hotkeys for various actions (a handy thing, it can significantly speed up the process of customer service:

In the hotkey settings, we can not only assign convenient key combinations to various actions, but also add different nomenclature to Fast goods(for ease of selection, add here the products that are sold most often, for example, T-shirt bags):

If personal sales of sales floor managers are used (revenue is analyzed in the context of managers), then in addition to the cashier, a manager must also be selected as a seller.

On the first tab of the used equipment table, add the created fiscal registrar emulator:

If necessary, an acquiring terminal is also added here.

Comments (3)

Arslan 2018-09-25 09:17:30

Why is the cash register indicated on the Cashier tabs in the RMK Settings To answer

Dmitry Medvedkov 2018-09-28 11:47:38

On this tab, the user needs to add the cash desk of the organization from which the sales will be carried out, and select equipment of the "CRE with data transfer" type. After that, the Punch check command will be available in the Incoming cash order and the Outgoing cash order (when making a return) using the cash register specified in the settings, with which you can punch a check on the cash register and transfer the data to the OFD in accordance with Federal Law No. 54-FZ. To answer

Yuliya 2019-04-22 16:07:26

Can custom price be customized for retail. Those. to have the Nomenclature "goods for shares" and for it at the checkout to be able to set an arbitrary price to the cashier. To answer

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This article discusses software 1C platform 8.3 edition (configuration) - Trade management 11.1. We analyze the moment of installation and settings for work.

Available:

OS: Windows 7 x64

Software: 1C Enterprise 8.x: Trade Management 11.1.x.x

We go to the 1C website - https://users.v8.1c.ru/, click on the program update link.

Enter the username / password obtained during product registration and click "Login".

We go down the list and find the configuration of the program "Trade Management, edition 11" we are interested in, click on the link and go to the configuration distributions.

Choosing an affordable latest version from the list. I had it version 11.1.7.60 and click on the link.

We choose " Complete distribution"And in the next window" Download distribution kit "

Download the file to a convenient location.

The next step is to download the distribution kit of the 1C Enterprise 8.x platform.

Let's go to the initial list with configuration templates.

For 11.1.7.60, you need to install the 8.3 technology platform with version 8.3.5.1119 or higher.

We find in the list "Technology platform 8.3".

Follow the link and select 8.3.5.1119.

In the list, select "Technological platform 1C: Enterprise for Windows". Next, “download the distribution kit”.

On personal computer in the folder where the 1C distribution kit is saved (or the ITS disk) we find "setup.exe", double click mouse, launch it.

The installer will start.

We select the necessary components for working in file mode. V this option we chose:

• 1C: Enterprise
• 1C: Enterprise - Thin Client
• 1C: Enterprise - thin client, file variant

Select the interface language - Russian. In some cases, it may be installed by default English version Windows assemblies.

At this stage, you will install the protection system (protection driver). This is required if you have a physical security key (USB) installed. Company 1C on this moment also provides an option for entering a serial key (without using USB). V in this case, let there be USB! Install the protection driver (do not uncheck the box). In any case, the infobase cannot be started without a USB key or without a license number.

The installation wizard will start.

Now, the program can be opened using a new shortcut on the desktop - 1C Enterprise or Start-> All Programs-> 1C Enterprise-> 1C Enterprise.

At the first start, the program will offer to add a new or existing infobase to the list, click "Yes".

If you do not have your own infobase yet, then select the first item - "Creating a new infobase", otherwise the second - "Adding an existing infobase to the list".

Creation of a new infobase

Let's create a new infobase.

Select the version of the configuration template and click next.

Enter the desired name of the new infobase and select the method of its placement: server / local. In this case, we will select the item "On this computer or on a computer in local network". Click "Next".

We indicate the desired path for placing the infobase on the hard disk or on remote computer local network.

We leave it as it is and click “Finish”.

After completing the addition of a new infobase, it will appear in the list of available information bases.

Now, when you start 1C Enterprise, you will have yours in the list of infobases.

This completes the installation and initial configuration of the 1C Enterprise program. We press the "Enterprise" button, the application starts and asks you to log in. Select "Fedorov (administrator)" (full rights) from the list and click "OK" without entering any password.

The program will start loading.

Load the program with a window where information about latest updates configuration.

Let's see which version current program we installed by clicking on the button with exclamation mark in the upper right corner of the program window.

At this stage, the initial installation and configuration of the program is completed.

1C: Enterprise Accounting, revision 3.0 - the first version of the configuration, which provides the ability to customize the interface. On the one hand, this possibility compensates for the cardinal differences in appearance new version from the previous one - 1C 8.2. On the other hand, it gives users flexible options for customizing the workspace, focusing only on existing needs, their own convenience and individual taste.

It is worth noting that during the existence of the 3.0 edition, which works accordingly on the 1C: Enterprise 8.3 platform, the interface has undergone several changes. In particular, the number of available interface options has been increased, including:

• Standard (as in previous versions 1C: Accounting 8)
• Taxi

Standard

When version 3.0 was released, its interface was identical in structure to version 8.2, but different in design: the names of the sub-items of the upper horizontal menu were expanded, and icons were added.

A visual comparison of revisions 3.0 and 2.0 shows that the interface structure has remained unchanged.

Clicking on a menu item brought up a drop-down list, and in the new version, the sub-items are displayed as tabs.

Since this type of interface was the first, it remains the most popular. You can change its structure by going to "Administration-Program Settings" - item "Interface".

allows you to access a submenu without closing the active window. *

* Horizontal menus:

• Section panel, located directly below the main menu;
• A bar of actions or commands available in the selected section.

The vertical navigation bar displays the structure of the section's content.

Using the sub-menu items, you can customize the content of the panels and their display at the request of the user.

(next item) allows you to add and remove sections, as well as items of the main horizontal menu, up to its complete removal.

allows you to open additional windows under the main menu - standard reports, information, contacting technical support (horses essentially duplicate the vertical panel).

allows you to add / remove submenu items, which previously could only be done with the participation of programmers.

Taxi

In the Taxi interface, the sections panel is initially on the left.

Implementation of customization of panels in this interface is carried out by dragging and grouping panels at the request of the user in a special editor window.

The panel editor window allows you to group by drag and drop, add and remove panels such as the section panel, open panel, toolbar *, function panel of the current section, favorites panel, history panel.

* The panels at the top of the editor window are currently active.

Section sub-items are configured (vertical sections panel) after their activation (the sub-item settings button is in the upper right corner).

The action bar customization window allows you to add and delete sections, up to complete deletion.

A nuance of the interface: selected sub-items are marked with asterisks

* External improvements are often added here

Similar to the interface of revision 7.7

The menu structure is very similar to the standard version.

The 7.7 customizable interface is on top panel on the right (down arrow), which allows you to add and remove buttons. It is active on all interfaces.

Working with any program of the company 1C, in particular, with the system "1C: Trade Management 11.2", begins with its configuration.

At the first start of the system, the Assistant may be launched initial setup program parameters. You can always return to this Assistant in the section. In a group "Service" have a team "Initial filling". There is a hyperlink in this window. This assistant is quite convenient to use when setting the parameters for the first time. You can go through all points ¾ from the 1st to the 4th, and by placing the checkboxes, configure the 1C Trade Management 11.2 program to suit your needs. If the parameters of your system have already been configured, you have been working in the program for some time, and you needed to enable some separate functionality, it may be much more convenient to refer to the corresponding section of the settings directly from the Menu, which we will do now.

General settings 1C Trade management 11.2

Go to the section "Regulatory reference information and administration", and in a group by command "General settings" the general settings window opens to us. Here in the field "Program title", let's enter the title of our infobase - in my case, it is "Basics of working with trade management". This title is reflected in the upper left corner of the title of the main window of the 1C Trade Management 11.2 (UT 11) program. If you use several infobases in your work, for quick identification of the base with which you are working at the moment, this option can be quite useful and convenient.

Section "Enterprise". Setting up the parameters of the organization and currency accounting 1C Trade Management 11.2 (UT 11)

Further in the section "Regulatory reference information and administration" go to the group "Configuring System Parameters" on command "Company"... Here we have two groups of commands - these are "Organizations" and "Currencies".

We will start with the team group "Organizations".

The first thing to do is set a work schedule. I already have a five-day schedule. You can, on command "Create" call window "Creating a new schedule" if you don't have it; enter its name; indicate working days; tick "Consider Holidays" if you need to take this into account. And write down such a work schedule. In my case, I have already created the "five-day" schedule.

It should be noted that this schedule will be used as the main one for the operation of the 1C Trade Management 11.2 (UT 11) system. In the future, if you have warehouses, and for these warehouses you need to use excellent work schedules, then you will create work schedules for your warehouses in the same way, and in the warehouse parameters settings you will already indicate those schedules according to which they work.

Here, in the settings data, set the flag "Accounting for several organizations"... This option is often used, since often companies consist of several legal entities, individual entrepreneurs, and so on.

Set the flag "Transfer of goods between organizations"... This is the so-called inter campaign system. After setting such a flag, the 1C Trade Management 11.2 (UT 11) system will take into account the need to register the transfer of goods from one organization to another, and the ability to draw up such transfer documents will be included.

Let's go down a bit and set the flags "Control the balance of goods of the organization", "Control goods of the organization when canceling transitions" and "Control additionally the balances of goods at the end of the day of the issued document"... These options will allow us to control the availability of goods in the warehouse and will not allow us to sell goods at a negative price.

Let's go to the group of teams "Currencies"

In the settings group "Currencies" set the flag here "Multiple currencies"... After setting this flag, you can go to the list of currencies used in the system and, if necessary, select the currency of interest from the classifier.

In my case, it will be US dollars. I am searching through the symbolic code; I indicate that it is USD; find given currency and on command "Select" I add it to the list of my used currencies.

The next thing to do is download the exchange rates. At the appropriate command, a window is called up, the dates from which to which it is necessary to download the rates are indicated, and by the Load command, a connection is made with the RosBusinessConsulting service, from which these exchange rates are downloaded.

Let's set the currency of regulated accounting - rubles, and the currency management accounting set - dollars. We will need these settings in order to see how management accounting is conducted in a currency other than regulated accounting.

Section "Nomenclature". Setting up units of measure, characteristics of the nomenclature, series and quality of goods in 1C Trade Management 11.2 (UT 11)

Let's move on to the settings of the nomenclature parameters. To do this, in the section "Regulatory reference information and administration" in a group "System parameter settings" let's move on to the team "Nomenclature".

Here the settings are grouped into several groups, and we will start with the group "Accounting views".

Set the flag "Many types of nomenclature"... We will use in our accounting a nomenclature that is different only from goods and services, for example, work.

Also check the box "Sets of items on sale". This opportunity allows you to take into account components separately in warehouses and, when selling, already sell sets consisting of these components, while the sets themselves are not taken into account in the warehouse.

Set the flag "Characteristics of the nomenclature"... Let's see how the 1C: Trade Management system keeps track of characteristics.

Set the flag "Packaging nomenclature"... This option makes it possible to indicate in documents and take into account the nomenclature in different storage units located in different packages.

Let's go to the group of teams "Creation settings"... Let's set two flags here. This is ¾ « Control of the uniqueness of the working name of the nomenclature and characteristics " and "Control of the uniqueness of the nomenclature and characteristics by the combination of attribute values"... This option will enable us to enable the control mechanism in order to avoid creating duplicates, duplicating nomenclature items in 1C Trade Management 11.2 (UT 11).

Let's go to the settings group « Additional Information» and set the flag "Nomenclature of suppliers"... After setting this flag in the 1C Trade Management 11.2 (UT 11) system, it becomes possible to take into account information about the nomenclature of suppliers, for example, download their price lists, and compare the data of suppliers with our nomenclature.

Section "Organizer". Setting up e-mail, notes, reminders and business processes in 1C Trade Management 11.2 (UT 11)

In chapter "Regulatory reference information and administration" let's move on to setting the parameters of the program 1C Trade Management 11.2 (UT 11) by command "Organizer".

Set flags « Mail client» , "Calls,SMS, meetings and scheduled interactions ", « Signs "Reviewed" and "Under control".

In a group "Notes, reminders, business processes" set flags "Notes", "Reminders", "Business Processes and Tasks"... These flags will allow us to reflect in the 1C Trade Management 11.2 (UT 11) system various events that do not have financial expression, but related to the registration of the facts of interaction with our clients.

Let's move on to setting up the functionality of the program related to accounting work.

Setting up the "CRM and Marketing" section in 1C Trade Management 11.2 (UT 11)

First, let's go to the section "Regulatory reference information and administration"... In a group "Setting up partitions" we will be interested in the section « CRM and Marketing ".

All settings in this section combined into two groups ¾ "SettingCRM " and "Marketing.

Let's open the first of them and set the flag "Independently lead partners and contractors." After this setting, it will become possible to separately take into account your business partners, separately take into account legal entities with whom we work in the framework of interaction with our partners.

Set the flag "Business regions" and choose a card "Map - Regions of Russia and cities"... This option will allow us to conduct a geographic analysis of sales by regions of Russia and cities.

Set flags "Deals with clients" and "Deals management"... Let's see how the deal management mechanism works in the 1C: Trade Management 11.2 system.

Set the flag "Fix primary demand"... This option will allow us to reflect in the system the needs of customers with whom they contact us, and further analyze the reasons for satisfying / not satisfying these needs.

Set the flag Contact Roles and "Roles of participants in transactions and projects"... This option will allow us to register information about those persons with whom we interact in the course of our activities, and thus collect information on the environment of transactions.

The first thing we'll set here is the flag to use "Several types of prices"... A fairly often used option, after which an arbitrary number of prices can be registered in the system, and, depending on the conditions, set certain prices when selling to your customers.

Set flags "Manual sales discounts" and "Manual discounts in purchases", and also "Automatic sales discounts"... In the future, let's see how automatic discounts are configured in "1C: Trade Management 11.2" and how they are assigned to clients.

We also need to set flags "Marketing events" and "Fix primary interest".

Setting up the "Sales" section in 1C Trade Management 11.2 (UT 11)

In chapter "Regulatory reference information and administration" proceed to setting up the section "Sales"... Here, all settings are also grouped into several sections.

Let's start by setting up the group "Wholesale"... The first thing we will choose is to use "Model and individual agreements" when working with clients. This option allows you to set up standard and individual agreements with a client in 1C Trade Management 11.2 (UT 11), indicate in them the basic conditions for working with our clients, and in the future, managers, drawing up primary documents with clients, will act within the framework of these standard or individual agreements ...

We also need flags here. "Customer orders" and "Claims for return".

"Customer orders" we will use as "Order from a warehouse and on order".

There are three use cases for a sales order. First - "Order as an invoice", the order will be used as an invoice for payment, and no further action will be taken.

Usage "Order only from the warehouse" allows you to reserve a product if it is in stock.

And the third option that we have chosen is "Order from a warehouse and on order", allows you to reserve not only available goods in warehouses, but also based on the need for goods that are not currently in the warehouse; to form consolidated group orders to suppliers for the purchase of goods.

Let's go down a little lower in the settings and set the flags "Do not close partially shipped orders and orders" and "Do not close partially paid orders and applications"... We also need to register "Reasons for cancellation of customer orders", in order to analyze further such reasons for failures.

Set the flag "Accounts for payment"... In addition to customer orders, we will also issue invoices for payment in 1C Trade Management 11.2 (UT 11), if such a need arises.

Set the flag "Commission sales"... Let's consider how commission sales are carried out in the 1C: Trade Management system.

And also set the flag "Statuses of the sale of goods and services"... This option gives us the opportunity to analyze and control in more detail the process of shipment of goods in 1C Trade Management 11.2 (UT 11).

Let's go down a little lower, and in the section "Retail sales" set the flag of the same name "Retail sales"... This option includes in the 1C Trade Management 11.2 (UT 11) system the functionality of accounting for the reflection of retail sales.

Setting up the "Purchases" section in 1C Trade Management 11.2 (UT 11)

Let's move on to setting up the "Purchases" section.

In chapter "Regulatory reference information and administration" in a group "Section settings" go on command "Purchases".

Options are also grouped here. We will be interested in the group "Orders to suppliers" eponymous flag "Orders to suppliers".

Let's go down a little lower and in a group "Document statuses" set the flag "Statuses of orders and suppliers"... After that, two more flags in the group will become available to us. "Orders to suppliers": "Do not close partially received orders to suppliers" and "Do not close partially paid orders to suppliers".

Set the flag "Reasons for canceling orders to suppliers", in order to accumulate this information for later analysis.

In a group "Procurement documents" set the flag "Commission purchases"... Let's consider this opportunity. And this completes the setting of the "Purchases" section.

Setting up the "Warehouse and delivery" section in 1C Trade Management 11.2 (UT 11)

In chapter "Regulatory reference information and administration" in a group "Setting up partitions" let's go on command "Warehouse and delivery".

Let's open the first group "Warehouse" and set the use flag "Several warehouses"... If you have one warehouse in your company, then this flag can be omitted, but very often several flags are used.

Set the flag "Order warehouses"... This opportunity will allow us to separate financial and warehouse accounting, and reflect them independently. For example, managers in the office will draw up financial documents, namely, receipts and invoices, and storekeepers in the warehouse will issue receipts and receipts directly during shipment or upon posting goods.

In a group "Internal goods movement" we need flags "Moving goods", in order to reflect the operations of moving from one warehouse to another.

Also we will use "Goods Transfer Orders"... We need a flag "Move goods of other organizations"... Set the flag "Assembly (disassembly)"... This flag makes it possible to take into account in 1C Trade Management 11.2 (UT 11) simple operations for assembling (disassembling) the nomenclature, which are analogous to production. Set the flag "Assembly (disassembly) orders" in order to schedule these operations.

Let's go to the group "Document statuses"... Let's set flags for more detailed control and analysis Transfer Order Statuses, "Statuses of goods movements", Assembly (disassembly) order statuses and Assemblies (Disassembly) Statuses.

Thus, we have configured the warehouse accounting and delivery operations.

Setting up the "Treasury" section in 1C Trade Management 11.2 (UT 11)

In chapter "Regulatory reference information and administration" go on command "Treasury Department"... We already have flags set here "Several bank accounts" and "Several cash desks"... Set the flag "Applications for spending funds" and also the flag "Payment by payment cards", let's see how acquiring operations are taken into account in 1C Trade Management 11.2 (UT 11).

Setting up the "Financial Result" section in 1C Trade Management 11.2 (UT 11)

In chapter "Regulatory reference information and administration" find the command "Financial Result and Controlling"... Here we will be interested in the following flags ¾ « Take into account other income and expenses ", "Financial result by areas of activity" and "Form a management balance".

Also, in the group "Accounting for goods" turn on the flag "Lot accounting"... This mechanism will allow us to keep batch records of our goods in 1C Trade Management 11.2 (UT 11).

Thus, in the "1C: Trade Management" system, the necessary functionality is configured, the necessary program parameters.

Let me remind you again that you can do this from the section "Regulatory reference information and administration" by going to each specific section of the settings. Or by command "Initial fill" can be called "Assistant for filling in settings and reference books" system, and in this Assistant go through the steps, point by point, all the same steps for setting up the 1C Trade Management 11.2 (UT 11) system, which we did in the framework of this review.

Let's take a step-by-step solution to a hypothetical ticket for the Expert Advisor exam. Hope this decision will help you prepare for the exam. I want to warn you, I do not guarantee that the answer to this question is 100% correct and complete, this is just my vision.

The next stage is filling out the regulatory and reference information:

Organization and related information: accounting policy, methods of write-off, bank accounts, warehouses, cash desks, cash registers of KKM, organizational units, items of expenses / income, areas of activity and others.

Items and Related Information: Item types and

Information about customers: partners, their agreements, item prices.

Introduce individuals.

3. Entering users and setting rights

At this stage, in Trade Administration 11, it is necessary to add all users to the database in the user guide and set the corresponding rights to them:

Customize record-level rights as needed.

4. Entering initial balances

You must enter all the leftovers of the activity before starting the program. Usually, the leftovers are entered for some certain period, for example on January 1st. In the system, such information is entered on the Administration tab, item Initial filling of IB - Documents: