Accounting 8.3 retail. Tenders for corporate projects. Support and maintenance

Program 1C: Retail 8.3 on the platform 1C: Enterprise 8.3 is a solution for: network or single retail organizations of any size, small stores with one cash register or hypermarkets united in a geographically distributed trading network.

1C: Retail 8.3 has two main functional areas: commodity and warehouse accounting and cash circulation accounting, that is, Retail can be both a cash register program and a tool for the back office of a small outlet.

The functionality of the program provides the following features to users:

  • To take into account and register commodity receipts from suppliers or from a warehouse, distribute them throughout the store and in the hall, conduct an inventory;
  • Pricing management involves working with different types of prices, discounts and the use of discount cards;
  • Direct sale of goods, that is, using the solution as a cash register software that allows you to punch a check and accept payment for goods in any form (cash, bank transfer);
  • Integration with any trading and cash equipment;
  • Uploading to accounting and other accounting systems.

The format of retail trade, like no other, depends on the surrounding factors, which determines the “uniqueness” of the organizational structure of a retail enterprise in each specific case. Therefore, "Retail" supports the most flexible settings in terms of accounting for goods. For example, a warehouse and a trading floor can have different legal entities, a store can be displayed as a group of objects for which different working conditions are set.

The structure of your enterprise can be formed on the NSI tab (reference information) - enter data about the organization, stores, select warehouses.

Fig.1

The 1C Retail configuration allows you to register several types of prices, set certain price calculation algorithms, and set various types of discounts.


Fig.2


Fig.3

The easiest way to set prices is from the "Goods receipt" document by clicking the "Create based on" button - "Set item prices".


Fig.4

To set and control discounts, go to the "Marketing" section on the "Administration" tab.


Fig.5

The "Marketing campaign" section is responsible for the automatic assignment of discounts. After setting it up, a number of items are available that allow you to further configure discounts.


Fig.6

For example, you can set discounts as a percentage.


Fig.7

Or set a discount when buying a certain amount or a certain number of goods.


Fig.8

Working with discount cards - a common phenomenon in the field of working with regular customers - in the Retail program involves registering information about purchases, and automatic recalculation of discounts, etc.


Fig.9

The mechanism of "Retail" for the purpose of discounts allows you to take into account many factors in the formation of the selling price.

Retail allows you to prepare for sales, draw up cash and warehouse documents, support small wholesale sales *, operations for returning goods from the buyer, including after the close of the cash register shift.


Fig.10

*But at the same time, the program is still focused on the registration of retail sales and makes it possible to quickly create a new cash register receipt and process payment from the buyer.

Flexible settings of the interface of the cashier's workstation (RMK) allows each specific enterprise to customize the cash register screen to suit its specifics, taking into account the requirements for the implementation of different groups of goods.

In the RMC, you can choose one of two interface options - "Non-food retail" or "Food retail" (or in the "Administration" - "Nomenclature settings" menu).


Fig.11

This will allow, for example, when accounting for clothes and shoes, to reflect data in the context of sizes, colors and models, and when selling building and finishing materials, to take into account the remnants of measured goods in rolls.

Accounting for alcohol in retail

Accounting for alcoholic products and conducting operations for the purchase and sale of alcohol involves the use of the means of the Unified State Automated Information System, which controls the "movement" of alcohol in the country from January 1, 2016. It is activated through the "Alcoholic products" option in the "Nomenclature settings".

Here, the exchange function with EGAIS is implemented, the ability to download a consignment note certifying how much goods were sent by the supplier (or manufacturer). Regardless of whether retail or wholesale, entering information on the receipt of goods on sale into the system is mandatory.

A large number of various reports allows you to analyze the work of stores, cash desks of one store or data on the level of workload of cashiers in a store, etc., which gives you complete control over trading activities.


Fig.12

Quantitative planning of purchases in the context of stores and warehouses is carried out on the basis of sales analysis reports and current balances of goods. On the basis of sales data, orders are placed with suppliers, as well as the payment of these orders is controlled and the turnover of goods is analyzed.

It is possible to connect barcode scanners, magnetic card readers, fiscal registrars, data collection terminals, electronic scales, receipt printers, customer displays, acquiring systems and other equipment. To configure the equipment, there is a connection wizard, as well as a path through the tab “Administration - Connected equipment - Configure connected equipment”.


Fig.13

Salary in 1C: Retail

The program allows you to compile and store information about employees who work or have worked at the enterprise, as well as data about candidates who have applied for open vacancies.


Fig.14

The document "Daily reports" located in the "Personnel" section is intended for recording hours worked. It is possible to automate this process by creating "Registration Cards" - entry to the workplace is marked by reading information from a personal registration card, while the start time of work is fixed. Leaving his workplace, the employee is also marked with a registration card, while the program registers the end time of work.


Fig.15

Here you can also accrue bonuses to employees, set the rules for its calculation, for example, when the seller reaches a certain sales volume in sum or quantitative terms of any product or products from a specific list or group of items. The seller may be given a premium in the form of a specific amount or a percentage of the sales amount.


Fig.16


Fig.17

In addition, the program generates store work schedules, the documents “Payment Sheet” and “Cash Outlet Order”, it is possible to set up different store operation intervals - for weekdays, holidays or pre-holiday days, as well as set any non-standard store operation mode and generate reports – “Working hours of employees”, “report on hours worked” and others.


Fig.18 Fig.19


Fig.20

Setting up the program in terms of salary is done in the "Administration" - "Organization and Finance" section.


Fig.21

In the vast majority of cases, it is necessary to upload data from Retail to the accounting program *, and also, but a little less often, to Trade Management.


Fig.22

The latter, when used in conjunction with 1C: Retail, acts as a master system that consolidates regulatory and reference information, manages prices and assortment of retail stores. From "Retail" it is sent data on the movement of goods, including retail sales in the context of cash shifts and accounting documents for means of payment.

Integration with the master system allows you to create a structure with central nodes of a distributed information base (DIB). For example, it ensures the uninterrupted operation of stores where cash desks act as RIB nodes, and at the same time, the speed of a particular cash desk is completely independent of others or their number.

* The results of the operational accounting of the movement of goods and cash balances at the box office are uploaded to 1C: Accounting, providing routine accounting.

If, for example, you buy 1C UT 8 for the back office and set up data exchange with it and a typical accounting configuration, you can create a software package based on Retail that can satisfy the needs of most retail enterprises, regardless of their scale. At the same time, it is not high, which will allow, when expanding the distribution network, to simply include remote outlets in the information structure of the company.

Although Retail is one of the most “simple” and highly specialized 1C solutions, software products are produced on its basis for automating trade enterprises in specific trade sectors - clothing and footwear, books, building and finishing materials, jewelry, medicines, etc.


Fig.23

These programs reflect the relevant industry features, and their functionality is limited to certain industry tasks. That is, there is a choice - to use universal tools for store automation or a highly specialized industry configuration.

In this video collection, I will try to create a truly simple and understandable tutorial for beginners to master the program. Each video lesson will cover a specific topic: from the initial acquaintance with the program to the submission of tax returns.

By the way! Our experts have worked hard on writing a large number of step-by-step instructions for the 1C Accounting -.

I will start, perhaps, with personal experience and give a couple of tips on how to quickly learn the program and not get lost in it.

It's always scary to start working right away with real company data in a real database. And this fear is justified - pressing a couple of extra buttons can lead to the destruction of data for many years, the cancellation of days off for the next month or two. Yes, and the nerves are not superfluous.

The usual empty base 1C Accounting will help to overcome fear and become more self-confident (on how to create it). For a beginner, before working in the “live 1C database”, it is simply necessary to go through all the operations from A to Z: set up the program, create a new organization, create counterparties, accounts, sales, calculate the cost, close the month, prepare reports, etc.

You will face many problems, during the solution of which you will begin to understand the program. Most importantly, you will understand the full relationship between clicking "some checkmark" and the result in the reporting. But when you click “this tick” at the beginning of the quarter, then, of course, you won’t remember it at the end of the quarter. ( Of course, the description of all the parameters of the program is in the literature, but what kind of our compatriot reads the instructions? 🙂)

If you have already completed such a “young fighter course”, then do not delete your training base, but keep it always at hand. You can always build a test case and check how the program behaves in one case or another.

It can be very useful to create a copy of the working base and train on it. Believe me, many Accountants with even 20 years of experience with 1C put experiments on test bases before important procedures.

Videos and articles on 1C

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Video tutorial playlist on youtube, where the most popular operations in 1C Accounting are sequentially analyzed:

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In this article, we will consider in detail all the main operations when keeping records of retail trade in the 1C Accounting 8.3 program, including sales in non-automated outlets.

Often, before transferring the goods purchased from the supplier to retail, they first come to the wholesale warehouse. If you do not have such a practice, for example, you do not have a wholesale warehouse and all goods are immediately shipped to a single outlet. Feel free to bring them to the retail warehouse.

In our example, we will create a , which is located in the "Purchases" menu. The type of operation we will have is “Goods (invoice)”.

We will not show in detail the completion of this document within the framework of this article. Please note that when reflecting receipts to a wholesale warehouse, the warehouse itself must have the "Wholesale warehouse" type.

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The figure below shows an example of filling out a receipt document for the wholesale warehouse of the Kompleksny trading house from the Produkty database.

Price setting

So, we have already purchased all the necessary goods from the supplier and are ready to sell them to the final buyer. But before doing this, we need to set retail prices - those at which we will already begin to sell these goods.

They are located in the "Warehouse" menu, but for simplicity of the example, we will create it based on the receipt of goods. Of course, this option is not always convenient, but it is used quite often.

The goods from the receipt were automatically included in the created document. Let's fill in the prices for each position, and indicate the type of prices (in this case, we created it ourselves in the directory and called it "Retail"). Now the document can be posted. These prices will be valid from the date indicated in the header of the document.

Moving goods to a retail warehouse

If you first received goods at a wholesale warehouse, then you will need to transfer them to a retail warehouse, or to a non-automated outlet. The latter refers to such points as a stall, a tent in the market and others where it is not possible to keep records due to the lack of a PC or electricity.

First we will create these warehouses. They practically will not differ in any way from the wholesale except for the type.

As a result, we will get the trading floor of store No. 23 with the type "Retail Store".

Let's call a non-automated outlet "Stall at the railway station". She will have a different type.

In our example, both warehouses use the same price type, but you can also set different prices. Then you will have to create two Item Pricing documents for each of these price types.

In order to reflect the transfer of purchased goods from our wholesale warehouse to the store and stall created above, we will create a document "". You can find it in the Warehouse menu.

The figure below shows an example of filling out a document for the movement of goods from the main wholesale warehouse to a stall near the railway station.

Retail sales report

If you have completed all the previous steps correctly, then your retail warehouse will already have products with filled end-customer sales prices.

Now we can move on to the direct reflection of the sale of goods. From the Sales menu, select Retail Sales Reports. This document is required to reflect retail sales.

In the header of the document, we indicated the organization and retail warehouse "Trading Room of Store No. 23". Cash account, as expected 50.01. Also, for the purpose of additional analytics for management accounting, we indicated the Article of the DDS "Retail revenue".

Sales in non-automated outlets

Above, we took into account sales in a retail store. Now let's proceed to a non-automated outlet - the "stall".

Non-automated outlets in 1C are points where it is not possible to put a computer and establish a connection with a common database. Sales data is not entered regularly.

Cash flow

The first step is to reflect the receipt of cash with the type of operation "Retail revenue". If in a retail store the buyer could pay for the goods with a bank card, then this is unlikely here.

An example of a completed document is shown in the figure below. With the missing revenue, the retail sales report will simply not be held for you.

Reflection of retail sale

Suppose our salesperson does not write down in a notebook how many of which goods he sold. In this case, it is most logical to get the sales volume by simply subtracting the balance from the previously transferred quantity of goods.

For such purposes, in the 1C: Accounting program, there is a document "Inventory of goods". It is located in the Warehouse menu.

In the inventory document, we indicate the organization, our warehouse "Stall at the railway station" and, if necessary. For convenience, we will fill in the goods according to the balances in the warehouse. After that, you need to indicate how many goods are actually left in the column "Quantity fact".

As shown in the figure above, the “Deviation” column reflects, in fact, the quantity that was sold in this stall.

Now you can post this document and, based on it, create a report on retail sales.

Before us opened the form of the created document, in which absolutely everything was filled in automatically. Please note that the "Quantity" column contains all the data from the "Quantity fact" column of the inventory document.

If you have not taken into account the received revenue in the program, the program will not allow you to post the document and will display a message similar to the one shown in the figure below.

See also the video instruction on the reflection of such operations:

Programs 1C: Retail 2.0 (and 1C Retail 2.2) are designed to establish business processes for enterprises that have a dispersed retail network of stores. 1C Retail 2.0 (and 1C Retail 2.2) can be used both to set up work in the stores themselves, which have a large number of jobs, and in the form of cash register programs.

What do you need to know in order to start working in the 1C Enterprise Retail program? The first thing to do is to create users. We assign a specific set of rights to each user, which are defined by "roles". The same user may have several such "roles" (in addition, different users may have the same "roles"). The rights for all system participants are assigned by the administrator.

How to do it? (see table below)

In the "Enterprise" mode, new users are added to the directory with the same name, and roles are assigned to them through the creation of groups (subgroups) of user access.

For example, you can create the following access groups for users: administrators, sales managers, cashiers, accountants. After that, each of the participants can be assigned their own access group. This is indicated in the "Users" directory, the "Access rights" tab.

In order for the store to start functioning successfully, it is necessary to enter all the information - about the structure, about the employees who work in the store, about all the goods that are sold in this store, as well as about the balance of funds available at the checkout. All rights in these categories are only in the introduction of the administrator, he must make changes. Information about employees must be entered in the directory "Individuals", and information about organizations - in the corresponding tab of the directory 1C: enterprise Retail. The guide itself is available in the "Regulatory and reference information" section.

In the card for the company, we must enter the following data - the abbreviated and full name, codes - TIN and KPP, indicate the responsible persons, as well as addresses and telephone numbers. Bank details, subordinate cash desks and other information about the organization can be filled in by clicking on the link.

After all these data have been filled in, you need to go to the tab from the "Stores" directory. Here you need to specify whether the store uses an order scheme or not (we will talk about this in more detail in the Purchasing article). All other details are filled in at the discretion of the user. If we need to create a store warehouse, then we can do this directly in the directory itself (see the example below).

The store is substituted automatically, it remains for us to select the type of warehouse and the name.

There are two types of warehouse available in the system:

1. Warehouse - through this type of warehouse, wholesale sales of goods to a specific buyer (legal entity) are processed. Retail sales are not included.

2. Trading floor - a warehouse from which the retail sale of goods is carried out. A store can have as many warehouses of this type as desired.

As we already mentioned above, 1C: Retail 2.0 (and 1C Retail 2.2) programs can also be used as cash programs. The Retail configuration uses two types of cash registers:

· Operating cash desk, in which the organization's funds are stored. Cash proceeds are transferred to this cash desk from those cash desks that serve trading floors, cash desks of KKM.

· Cash register (KKM). KKM cash registers are designed to register funds received from a retail buyer.

KMM cash desk can be of different types - fiscal registrar or ASPD, KKM without connecting equipment and KKM Offline. Any checkout must be linked to the store.

And finally, let's figure out how to properly set up one of the most important things of the 1C Retail program - goods. The list of names and main characteristics of the goods is stored in the "Nomenclature" directory (which we will talk about in more detail a little later).

First you need to enter information about the initial balances of goods in warehouses (entered using the document "Receipt of goods", which, in turn, is located in the "Warehouse" section). The table contains information about the goods that are in stock, their characteristics, quantity and purchase price (see the example in the table below).

In order not to enter the nomenclature, counterparties and balances manually, we can offer to use processing for loading information from both 1C: Enterprise Accounting, 1C: Small Business Management (UNF), 1C: Trade Management (UT), and from various files, e.g. xls, xml.

So, we have considered the general initial settings for 1C Retail. The rest of the settings in the 1C Retail program can be found in our other articles.

Petersburg Business Solutions will be glad to see you among its clients!

If you have any questions, you can use any means of communication convenient for you.

"1C: Retail" is a universal solution for retail management. Fully automates all the main business processes of both an individual store and a large retail chain. Allows you to organize effective management of sales and purchases, inventory and warehouse, store personnel, assortment and pricing, marketing promotions and loyalty systems. Automates the workplace of the cashier. Provides prompt generation of reports for monitoring and analyzing the performance of retail outlets.

Supports the requirements of 54-FZ (fiscal data formats 1.05 and 1.1, provided that the format is supported by a cash register), works with connected commercial equipment, is integrated with state accounting systems for goods circulation: EGAIS, Mercury, Chestny Znak.

It is configured individually for the tasks of any retail sector. It can be used independently, including as a cash program, or in conjunction with other 1C solutions: "1C: Trade Management 8", "1C: Management of our company", "1C: Accounting 8", cloud service "1C: Cash register ".

Key features of 1C: Retail

Working with reference information

Convenient directories for working with the nomenclature and prices, registration of operations, centralized data entry and updating.
Built-in services for filling and standardizing reference data and obtaining information from all-Russian basic classifiers containing information about postal addresses, banks, countries, etc.

Assortment and pricing management

Analysis of consumer demand and liquidity of goods. Determining the needs for goods, the formation of the optimal range.
Pricing management taking into account the format, location and target group of buyers of each particular store. Delayed application of prices.

Loyalty program management

Support for more than 20 discount conditions, both in monetary terms and in the form of gifts. Accounting and control of sales and use of gift certificates.
Analysis of target groups of buyers, formation of marketing campaigns, control and evaluation of the effectiveness of bonus programs.

warehouse management

Operational accounting of goods by storage warehouses and departments of the store, including serial accounting by expiration date.
Completion and disassembly of goods, packaging of weight products with the function of printing labels, setting up schemes for selecting goods for selective inventories.

Inventory and Purchasing Management

Formation of individual and centralized orders to suppliers. Automatic distribution of incoming goods by warehouses and departments of the store. Printing labels and price tags.
Monitoring the performance of suppliers in terms of terms, volumes and prices of delivery. Registration of returns and registration of the reasons for the write-off of goods.

Cashier's workplace

A specialized cashier workplace interface that supports more than 40 commands for processing retail sales, taking into account the specifics of different industries.
Allows you to accept various types of payment, issue discounts, accept returns, keep a record of the seller's personal sales, select products in different ways, etc.

Store personnel management

Maintaining a list of store employees and employees with access to the system. Support for personnel registration cards with magnetic or bar codes.

Planning and control of working time, analysis of the effectiveness of employees. Accounting for personal sales, calculation of bonuses for personal sales, formation of payroll for bonuses, payment of salaries in cash from the store's cash register.

Obtaining waybills from the labeling systems, confirming purchases, writing off products from the balance sheet in case of damage, registering sales, maintaining mark records, monitoring the status of labeling codes, registering balances and transferring to the GIS all the necessary data on retail sales of regulated products.

Connecting commercial equipment

Support for working with various retail equipment: online cash registers, offline cash desks, receipt printers, barcode scanners, electronic scales, data collection terminals, customer displays, acquiring terminals, etc.

Analytical reporting

More than 130 analytical and statistical reports to analyze target performance indicators of outlets: revenue and profit, number of checks per shift, average check, return statistics, marketing campaigns efficiency, stock balance analysis, supplier performance, etc.

Advantages of "1C: Retail"

Versatility

  • Suitable for managing retail sales in companies of any size and in any area of ​​trade.
  • Allows you to register almost all operations related to the acceptance, movement, sale and return of goods.
  • Supports work with almost all types of connected commercial equipment: online cash registers, barcode scanners, data collection terminals, label printers, acquiring terminals, etc.

Simple and convenient operation

  • The functionality of the program can be easily configured in accordance with the assortment management and pricing methodology adopted in a particular company, the discount system, the way warehouse operations and retail sales are processed, and other features of the stores and user needs.

Integration without borders

  • Compliance with the requirements of 54-FZ, integration with EGAIS 3.0, FSIS "Mercury", NSCM "Honest Sign" and other state information systems.
  • It can be used autonomously, including as a cash register program, or as a back office under the control of the 1C: Trade Management or 1C: Our Company Management system. Easily integrates with "1C: Accounting" and "1C: Mobile cash desk".

Support and maintenance

  • Openness and system and ease of adaptation, wide scalability and integration, simplicity and ease of administration and support.
  • Consultations and support - upon request, including from certified Competence Centers 1C according to 54-FZ. Training materials, presentations and videos with a detailed analysis of the functions - at any time.

Additional features and connected services

To increase the efficiency of users' work, convenient services can be connected to 1C: Retail:

  • 1C-OFD- to connect to fiscal data operators, receive assistance at the Competence Centers 1C according to 54-FZ, integrate cash registers with 1C:Enterprise, replace the fiscal drive and extend the contract with OFD.
  • 1C-Products- for more accurate forecasting of demand, taking into account average sales, trends, periods of shortage of goods, seasonality, holidays, sales and promotions; control of minimum balances and timely sending of orders to the supplier; analysis of profitability and turnover of goods, rational planning of the assortment.
  • 1C: Nomenclature- to standardize descriptions of goods and services when exchanging electronic documents with counterparties and searching for goods during purchases, for the convenience of the initial filling of the database, optimizing and maintaining the structure of working databases, loading various details and images of goods.
  • 1SPARK Risks- to assess the reliability and monitoring counterparties.
  • 1C-EDO- to exchange invoices and other legally significant documents with suppliers and other counterparties in electronic form directly from 1C:Enterprise.
  • 1С:Signature- for simple and quick receipt of a qualified electronic signature certificate (QES) and exchange of legally significant documents with counterparties in EDI, etc.

 

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