Program "1C: Trade and Warehouse" - training and opportunities. Program "1C: Trade and warehouse" - training and opportunities 1 with enterprise trade and warehouse 9.2

PROGRAM SYSTEM 1C:Enterprise 7.7 (1C:Trade and Warehouse)

• 1C: Trade and warehouse 7.7 - withdrawn from sale and technical support!
• 1C: Trade and Warehouse - version 7.7 Prof. - discontinued from sale and technical support! 15,200 rub.
• 1C: Trade and Warehouse - version 7.7 for 3 users - discontinued from sale and technical support! 25,000 rub.
• 1C: Trade and Warehouse - version 7.7 Network - discontinued from sale and technical support! 50,000 rub.

5 steps to switch to 1C:Enterprise 8 Tips for users of 1C programs
Transition to "1C:Enterprise 8"

"1C: Trade and warehouse 7.7"

represents a component "Operational accounting" systems "1C Enterprise" with a standard configuration for automation of warehouse accounting and trade. Component "Operational accounting" designed to account for the availability and movement of material and cash resources. Areas of application of the components: trade automation, warehouse accounting, inventory accounting, accounting in the service sector, etc. Component "Operational accounting" can be used both independently and in conjunction with other components "1C Enterprise".

"1C: Trade and warehouse 7.7" designed to account for all types of trade and warehouse operations. Thanks to its flexibility and customizability, the system is capable of performing all accounting functions - from maintaining directories and entering primary documents to obtaining various statements and analytical reports. "1C: Trade and warehouse 7.7" automates work at all stages of the enterprise.

The program has extensive capabilities for communicating with other programs: exchanging data with other systems via .txt or .DBF files, as well as based on modern integration tools: OLE, OLE Automation and DDE.

"1C: Trade and warehouse 7.7" has the ability to work with commercial equipment: cash registers, receipt printers, scanners and barcode printers, POS terminals, etc.

Work with geographically distributed information bases is provided.

In the 1C:trade network version and the SQL version, the multi-user mode provides the following capabilities:

• Simultaneous work of several users with one 1C information base
• Automatically update information on the screen when it is changed by other users
• Monitoring the work of users in 1C, protecting edited objects from changes.

Three-user version "1C Enterprise. Operational accounting. Configuration Trade and Warehouse" is a complete functional analogue of the corresponding network version. The only difference is the limitation on the number of concurrent users working with one infobase in startup mode "1C Enterprise".

Warehouse accounting 1C.

• Accounting for various types of inventory items (TMV): goods, materials, products, containers
• Accounting for inventory items in multiple warehouses in 1C: commerce
• Accounting for inventory items in various units of measurement (packages)
• Batch accounting at the cost of each unit (possibility of selecting a write-off batch)
• Possibility of maintaining batch records in the context of financially responsible persons (storekeepers)
• Ability to set arbitrary batch properties (color, size, etc.)
• Separate accounting of own inventory items accepted and transferred for sale, as well as products and materials
• Registration of various warehouse operations: movement, write-off, capitalization, inventory with the extract of all necessary documents
• Possibility of arbitrary capitalization and write-off of inventory items for various cost items (including advertising, gifts, etc.)
• Accounting for additional expenses included in the cost of purchased inventory items
• Obtaining reporting information on the availability and movement of inventory items, as well as turnover sheets and product reports
• Obtaining reporting information in terms of properties of product items (color, size, shelf life, etc.)

• Unlimited number of different price types (wholesale, retail, small wholesale, etc.)
• Ability to set prices in any currency, with or without VAT and NP for the selected product packaging
• Automatic price calculation based on a price of a different type and a specified trade margin
• Setting individual prices and discounts for each contract
• Updating supplier prices from the document accompanying the receipt of goods

Automation of wholesale trade in 1C.

• Multi-currency accounting on behalf of several companies
• Analysis of the enterprise’s activities from the point of view of management and accounting
• Possibility of detailing and grouping accounting by areas of activity (for example, by structural divisions of the company)
• Preparation of all necessary documents for purchasing, selling, receiving and transferring for sale
• Accounting for services received and provided
• Accounting for customer requests, tracking the stages of request fulfillment, the ability to automatically fill out an order for a supplier, taking into account the availability of goods and materials and completed requests from customers
• Reservation of goods in a specific warehouse with documents
• Possibility of automatic initial filling of documents based on previously entered data
• Accounting for funds in current accounts and cash registers of an enterprise in any currency
• Accounting for trade loans and control of their repayment
• Revaluation of goods given to the commission agent for sale
• Various ways to calculate the commission amount for a commission agent: percentage of sales volume, percentage of profit, setting the commission amount manually
• Detailing of mutual settlements with buyers and suppliers under contracts
• Parallel currency valuation of all assets and liabilities (inventories, cash balances, etc.) in arbitrarily assigned two currencies: the accounting currency and the management accounting currency. Additional assessment of mutual obligations under each agreement in the selected currency of mutual settlements
• Preparation of invoices in 1C:trade, automatic creation of a sales book and a purchase book
• Ability to manually adjust purchase and sales ledger entries
• Quantitative accounting of imported goods by customs declaration and countries of origin
• Reflection in accounting of goods movement and mutual settlements with foreign suppliers
• Automatic accounting of amount and exchange rate differences
• Registration of currency revaluation transactions

Automation of retail trade 1C.

• Registration of retail sales with or without the use of cash registers
• Accounting for balances of goods transferred to retail at retail prices
• Revaluation of remaining goods in retail
• Printing price tags and labels
• Interaction with various types of cash register equipment in modes: ONLINE, OFFLINE, fiscal registrar
• Working with additional CCT retail equipment: barcode scanners, data collection terminals, label printers, electronic scales and other retail equipment.

Equipment and disassembly.

• Write-off of components and receipt of ready-made kits at the warehouse
• Preparation of assembly and disassembly documents
• Changing the list of components during kit assembly

Working with accountable persons.

• Maintaining a list of accountable persons in the 1C database
• Issuing money for reporting and preparing advance reports
• Accounting for payments by the reporting party to the counterparty for supplied goods and materials with automatic repayment of the debt to the supplier

Information analysis.

• Receiving all reporting information in both accounting and management accounting currencies
• Obtaining a variety of summary reports with varying degrees of detail and flexible groupings, selecting data based on a wide range of conditions
• Ability to select units of measurement of inventory items for presenting quantitative indicators in reports

1. Launch the program
2. Capitalization of the Goods through the document capitalization of goods and materials

2.1 Receipt of goods through the Retail Receipt Document.
3. Selling goods to the buyer
4 Sales on credit
5 Closing a shift and calculating revenue for the day
6 Generating a revenue report for a period of time
7 We create an expense document (we give the proceeds to the owners)
8 Product inventory

Little trick

"If you have sales only in RETAIL, we recommend that in the settings you make another warehouse marked RETAIL WAREHOUSE. Thus, a retail markup column will appear in the receipt and posting documents, which will make life easier for us with the control of the retail markup (this is exactly what is described in the instructions This is the mode of working with a retail warehouse). You need to enable/add a warehouse through Directories - Company structure - Warehouses, Add warehouse - Check the box Retail warehouse."

1. Launch the program.

We launch the program through PUSK-Programs -1SPrepredpriyatie -1C Enterprise (Monopoly). Or by clicking on the icon.
A window pops up where:
1-select “enterprise” mode
2- The exclusive checkbox is checked
3-Our base “Shine” is indicated
4-Enter the path to the database
All this remains by default, we just need to click on button 5 “OK”

A window pops up to select users

In the user window, select your user (administrator, seller)
We enter our password in the password window (we don’t tell anyone because they can do ANYTHING on our behalf).

We are all in the program!!!

2. Capitalization of the Goods through the document capitalization of goods and materials
To post the goods, we need to open it. Go to Documents - Warehouses - Capitalization of goods and materials

A blank document will open

Select Warehouse - Main Warehouse and go to the Tabular Section

In the tabular part of the document

Click on the Prices button

and select the price type RETAIL

Then OK. we have in the document

Now you can start adding goods. We do this by clicking on the Selection button

A window opens

Let's decipher in order
1 -on the left side the product directory is displayed in the form of a tree; if you click on + next to the item, the contents will open in the form of a tree of item groups, and on the right-left (2) part the contents of both groups and product cards.
2 -as already mentioned, the right side displays a list of product cards and their groups, and sorting can be done either as a complete list (8) or by groups, also (8).
3 -The program can enter goods with a simple mouse click, it can ask for quantity, or quantity and price. I RECOMMEND choosing the Qty+Price option.
4 -Remains and price in the column. If you check the box, the program will display to us in (2) columns the quantity available and its price. I RECOMMEND checking this box.
5 - Use the fifth point to remove one product from the selection (7), analogous to the Del button
6 - We use it to clear all selected product positions (7), as a rule it is not used
7 - Window of the product we have selected and its quantity with the price (this is a product that has not yet arrived to us, but only a preliminary part)
8 - Perhaps the most important. This is sorting of goods in the form of a tree (by groups Clothing, Souvenirs, etc.) and in a general list without grouping. This sorting can be removed and placed by clicking on the icon.

So here we select the product and enter its quantity and cost. If we don’t have the product yet, then we’ll create a card. To do this, go to the required group (for example, clothes)

And click on the stash in the upper left corner (you can press the Insert key).

We are opening a new card.

In the Name we enter the name of the product and, preferably, in more detail. The article number is entered in the article if there is one. The name itself will be transferred to the title for printing. We check the unit of measurement - by default it is pcs. If there is a barcode, then it is enough to go through the product using a barcode scanner.

Now, by clicking OK, the product will be created and the previous product selection window will automatically open and the product we just created will appear on the left side of the product.

After we have included all the goods in the selection. Click the OK button
A posting window will open with the product we have selected.

Now do the following: Click on the button Write down Then Conduct. We have received the goods, but the price has not been processed - the goods do not have a price, to do this, click on the button Actions - Update prices in the directory

And immediately go to the Retail Price tab
We see the window

Choose Set prices on the Document date
And press the button Update prices
A window pops up at the bottom of the program

Meaning that our product already has updated prices (both the old product that we already had and the new one)

All these documents can be processed either with the OK button or, if there is none, then with the Close button.
The goods have been registered

2.1. Receipt of goods through the document Receipt of goods and materials Purchase and sale at Retail.

First, we want to clarify why it is through the retail receipt document. Yes, this will work for you; three columns will immediately appear in the document.

1 Purchase price

2 Percent markup

3 Retail price

This way we can clearly see our markup percentage and, by the way, we can enter it ourselves and the retail price will be automatically calculated in the third column, or we can indicate the retail price ourselves and then the markup percentage itself will be calculated. Needless to say, it’s convenient. For such manipulations, you really need to set up warehouses in the directory, select our warehouse and indicate that it is Retail.

Also, in the document, after entering the goods, before indicating our final retail prices, Fill in with current Retail prices - this is done so that we cannot remember the entire assortment, who has what retail price at the moment. We do this: actions - change the specification - fill in by price type - Retail. As a result, our current sales prices will be inserted into the document, which we only need to adjust.

Documents suppliers receipt retail purchase sale

Choosing a counterparty...

click on the button or ins (if the required counterparty is not there, if there is one, simply select the one you need)

We write the name of the counterparty as our supplier, and in the mutual settlement agreement we also put a checkmark in the do not control the provision of credit. We also write the name of the legal entity

Ok, let's select it and double-click it

Go to the tabular section

and by analogy with the checkKKM we enter the goods through selection or by button ins

Here is the example above clicked on... circled

A window pops up with item selection

We are looking for our product, if not, then you can create it right here, circled in a square

In the receipt document you can see the delivery price columns - write our purchase price

Retail margin - percentage ratio of purchase price to sales price

Retail price is our selling price

In the example, we bought for 10, we sell for 30, our revenue is 200% in the amount of 10 pieces

Click record and hold if it asks for the current time (documents are linked by time: first bought and then sold and nothing else)

It also happens that we have a product, say, for 12 rubles, but we have already bought it for 15 rubles, which means we need to revalue the old product at 15 rubles for this in the receipt document

Click on the action to update prices in the directory

We see that in the purchasing column we do not have a price or it differs from the column in the documentation. So we select (circled) to set the base price from the document - Purchase

Go to the retail price tab

and click on update prices

All all goods with a great price will be re-priced for a new one

All goods have arrived at the warehouse and are overpriced and can be sold.

For your information, if you are entering the initial balance, it is better to enter it not through a posting document, but through a receipt document. Thus, when generating a revenue report, income minus expense equals our revenue, we will see real income with a real markup; in the case of capitalization, the goods were taken out of thin air at a zero purchase price.

3.Sale of goods to the buyer

So a buyer came to us, what should we do?
Click on the icon

Or go to Documents-
Working with KKK-
KKM check

The sales document KKM Receipt opens
Here it’s exactly the same as in posting via a button selection

Where do we have a check mark? Remains and price in column- for our convenience
AND Request Qty+Price- so that you can immediately enter the quantitative value of the product. Although in this Request column you can put Nothing - then the default quantity will be one and the price will be selected by default.

All goods are sold.

4. Selling on credit

It happens that a person wants to buy a product but there is no money, but there is the possibility of selling on credit, for this we need to know his name Last Name First Name Patronymic, telephone number, and maybe his residence address (hereinafter we will call him Counterparty-Buyer).

So, to sell on credit, click on the desired button
Or go to
Documentation -
Buyers-
Sales (retail)

A window will open

We need to choose our client (counterparty)
We go to counterparties by clicking on the button...
The directory of counterparties opens

Next, click on + opposite Buyers

If we don’t have the desired buyer, then we add a new buyer by clicking on the top left stash or using the insert button
A window will open

Enter the name of the counterparty
And a phone
Next we need

Go to the Settlement Agreement tab to control or not control until what date the goods are sold on credit.
We can choose
Loan term days
It fits in how many days we lend.
Amount of credit
How much can he sell on credit?

And finally, if you check the Uncontrollable box, the goods will be sold on credit without any restrictions. I RECOMMEND checking this only
We all click Record and OK.
Now Ivan Ivanov has appeared in our list of Buyers, select him by double-clicking.

Go to the tabular section

Click select and sell by analogy as in the KKM Receipt document
The product selection window opens

Where we have a tick Remaining and price in the column - for our convenience
And Request Quantity + Price - so that you can immediately enter the quantitative value of the product. Although in this Request column you can put Nothing - then the default quantity will be one and the price will be selected by default.

Product selection is carried out by clicking on the folder with a plus sign (green square)
When the product is selected, click OK. The selected product is transferred to the receipt document

Where we show our product and its cost. The purchase price is indicated in the bottom right corner.
Once you have received the money, click on the OK button.

All goods sold on credit

5 Closing a shift and calculating revenue for the day

Documentation-
Work with KKM-
Closing a cash register shift

The window for closing the cash register shift will open,

if we do the closing of the cash register shift daily as expected and don’t forget about it, then we just need to click on the Create button
if for some reason we forgot to close the day a day earlier, then in the calendar we select the date we need and create it.

A window formed by our sales will open.

Wherein
All documents
KKM receipts entered during the day are deleted, it’s okay, all sales for the day are now in the KKM Report document.
Our revenue is calculated and shown under the caption Total (RUB) at the bottom right.
If you press the F8 button on the keyboard, or the button between swipe and ok (print), you can print this document
We all press the button OK Shift closed.

6. Generating a report on revenue for a period of time

When we change shifts or we just need to view and print our revenue by day, we do the following.
Click on the envelope icon. or
go to reports - Cash register statement.

A view window will open.

In the period, select the date interval
From such and such a date
On such and such a date

If we want to see sales documents for this period of dates, then check the box -Transaction documents
And on the generate button

To the window that popped out
Press the no button

And we get a generated report like

The first column shows the dates
in the third the balance of money at the beginning of the day
in the fourth, expenses (mostly the goods that were returned to us are displayed)
in the last column is our final balance at the end of the day
You can click on the printer icon and print our cash register report.

If we want to look at sales documents for this period, then check the box next to Movement Documents and uncheck the checkout box

Let's get a report like

By the way, if you click on the document on the left side, it will automatically open

7. We create an expense document (we give the proceeds to the Management)

It happens that we need to give money, well, for food for wages, we give the proceeds to the owners. To do this, we need to create an expense document so that we don’t have extra money in the cash register.
We do the following
Go to Documents - Cash - Expenditure Cash Order

A window will open

We need to select the type of payment (click on the arrow) and select other from the list

and select F_____a

As a result, we get a window in which you need to enter the amount withdrawn from the cash register
In the comments, let’s write down for ourselves what we gave the money for

We do everything Record
Conduct
You can print by clicking on the print button.
And OK
Similarly, you can issue a salary

All consumables are ready and the money has been minus from the cash register.

P.S. It’s just a pity that 1C Seven is no longer sold, and with a high probability you start working in the program without a LICENSE, then sooner or later you won’t be able to officially license it and work, you’ll have to switch to another product and learn again. Keep in mind that you won’t be patted on the “Head” for this. Yes, and it is morally outdated, 1C version eight is not so simple.

If you are just starting to work, look towards other products. For example, there is an absolutely free program without restrictions OPSURT - our rating is 4 - it does not yet have support for new cash registers.

Or if you are opening a business for yourself, you work without hired employees (there is no cashier whom you don’t trust). Switch to a software product from InfoEnterprises, for the Trade Warehouse program, it is free for 1 user, there is no way to set passwords, but it is constantly supported and regularly updated and supplemented. (We recommend visiting them.)

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Purpose of laboratory work

The program “1C: Trade and Warehouse” is designed to solve a wide range of problems in accounting for the trading activities of an enterprise: warehouse stocks of goods and their movement, mutual settlements with customers and suppliers, money in the cash register, commodity loans and control of their repayment issued for the sale of goods, their return and payment: reservation of goods and payment control; automatic calculation of prices for write-off of goods.

The system allows you to organize accounting for several companies and several warehouses.

During laboratory work, students must study the program interface and become familiar with its main capabilities. As a result, students should be able to:

enter information about the organization;

fill out reference books;

record information using documents;

generate reports and analyze entered information.

Students generate the initial data for completing the work independently.

Work order

The program is launched in the “1C: Enterprise” mode ( Start - Programs - 1C Enterprise Monopoly- information base Trade and warehouse - OK)

Working with the program begins with entering information about the company.

When you launch the program for the first time, a dialog box appears on the screen "Getting Started Assistant" (« Assistant..." can be displayed on the screen via the menu item Help-Beginning of work). Fill in all windows " Assistant...”, pressing the button Further to go to the next window. When finished filling, press the button Ready. Then confirm the recording of periodic details by clicking on the button OK dialog box " Recording periodic details" Fill in information about program users in the “ Users" In the future, all entered information can be viewed and edited in the window Setting up accounting parameters menu item Service And Constants menu item Operations.

Explore the program menu.

There is a dialog box on the screen “ Configuration Guide"(if it is not on the screen, call it through the menu item Help- Guide). In it you can find out information about the structure of the program, its main elements; sequence of work in the program; detailed instructions for performing all work in the program. Check it out. You can perform all further actions through “ Configuration Guide».

The next preparatory stage is filling Directories(menu Directories-….).Fill in Directories:

Firms– maintaining a list of companies (enter information about one company);

Warehouses– information about the company’s warehouses (enter information for one warehouse);

Counterparties– a list of the company’s counterparties (enter information about 2 suppliers, 2 buyers and 1 seller);

Currencies– list of currencies and history of exchange rates;

Nomenclature– description of the company’s goods (enter information about 5 items of goods);

Users– list of program users;

All business transactions are registered in “1C: Trade and Warehouse” by entering the relevant documents (menu Documentation- …). To display entered documents are intended Document logs(menu Magazines-…). Along with General Journal of Documents are available and Document logs by functional purpose.

Before starting to use the program, you must enter information about the balances of inventory, cash, and mutual settlements with counterparties. For this purpose, the program has a special set of documents (menu Documentation-Vvodostatkov-…):

Entering inventory balances – to enter the balances of batches of purchased goods and materials, batches of goods and materials accepted for sale, batches of goods and materials given for sale;

Entering initial balances cash desk, bank, accountant- for entering cash balances at cash registers , cash from accountable persons, non-cash funds ;

Entering supplier balances;

Entering balances for the buyer;

Enter information about the balances for the 1st product, for the 1st customer, non-cash funds at the cash register. To do this, you need to set the working date to the last day preceding the current quarter: Tools – Options – General tab- field Working date. Fill out the documents. After entering balances, change the working date to the current one.

Enter into “1C: Trade and Warehouse” business transactions for the purchase of goods (for non-cash and cash payments), wholesale and retail sales of goods.

All documents for processing the purchase of goods are in the menu Documents-Suppliers. The program provides several options for processing the purchase of goods:

Non-cash payments (payment).

Enter the following documents to complete a business transaction for the purchase of goods from a supplier by bank transfer with payment after receipt of the goods:

Order to supplier (Documents - Order to supplier);

Purchase Invoice (Documents – Suppliers – Receipt of goods and materials (purchase and sale) or select in General Journal of Documents document Supplier order- menu Action- team Input based on- select the required document from the list Receipt of goods and materials (purchase and sale));

Received invoice(Highlight in General Journal of Documents Receipt of goods and materials - Actions – Enter based on – Receipt. Invoice or click the button Invoice in the document Receipt of goods and materials after its recording);

Payment order(Highlight in General Journal of Documents Receipt of goods and materials – Actions – Enter based on – Payment order or through Documents - Bank - Payment order);

Bank statement (Documents – Bank – Bank statement or through Entry based).

View reports on the entered business transaction:

Reports – Statement of counterparties(suppliers);

Reports – Statement of inventory balances;

Reports – Inventory balances;

Reports – Product report;

2. Non-cash payments (prepayment).

Enter the following documents to complete a business transaction for the purchase of goods from a supplier by bank transfer with prepayment:

Payment order;

Bank statement;

Purchase Invoice;

Received invoice

Look at the reports.

3. Complete all documents accompanying the acceptance of goods for sale from the consignor using “ Configuration Guide».

View reports on all product purchase transactions:

Complete business transactions for the sale of goods:

1. Wholesale. Enter the following documents:

Sales of goods and materials (purchase and sale) (Documents - Buyers - Sales of goods and materials (purchase and sale));

Invoice drawn up directly from the document Sales of goods and materials (purchase and sale);

Bank statement line is issued for non-cash payments based on the document);

Receipt cash order issued for cash payments based on a document Sales of goods and materials (purchase and sale(Highlight in General Journal of Documents Sales of goods and materials (purchase and sale)- Actions - Enter based on – Cash receipt order).

View implementation reports:

Sales analysis;

Sales report;

List of counterparties;

Remains of inventory items.

Retail sales. Using " Configuration Guide» Check out the capabilities of the programs. Complete several documents.

Transfer of goods for sale. Complete the documents for transfer of goods for sale, using the prompt “ Guidebook...»

Explore the capabilities of the program for processing the return of inventory items yourself.

Save your work. To do this, run 1C:Enterprise in mode Configurator. Select menu item Administration-Save data. Archive to file 1Сv7.zip – specify the path to save the information– Archive.