1C:Enterprise 8. Trade management and customer relations (CRM)

How to find out the version of the platform 1c trade management

1C:Enterprise 8. Trade management and customer relations (CRM)

Start configuration and select operating mode Introduction Trade both wholesale and retail is one of the most common types of economic activity. Everybody trades: aspiring entrepreneurs and successful businessmen, state-owned stores and private supermarkets, small speculators and large trade and industrial groups.

how to find out the version of the platform 1c trade management

The popularity of this type of activity is primarily due to its relative simplicity, especially in comparison with such industries as manufacturing, construction or agriculture: expensive equipment is not required, investments are minimal especially if you take goods for sale or on a deferred payment basisspecial education not necessary, etc. Therefore, by the way, trade as a kind of occupation for many entrepreneurs is a kind of "launching pad": practically all large modern business at one time started from commercial kiosks, stalls and small shops.

how to find out the version of the platform 1c trade management

Modern trading enterprises offer their customers the widest range of goods, which amounts to thousands and tens of thousands of items.

Moreover, many positions can be sold on different terms: prepayment, deferred payments, discount, margin, lot size, etc. Clients are often divided into categories - VIP client, regular client, regular client, small wholesale client, etc. Commodity items can be completed and dismantled, many goods are subject to mandatory certification and hygienic research, substandard items must be written off, inventory must be periodically carried out in warehouses, each company must have its own marketing policy, etc.

Obviously, all this vigorous activity requires automation.

1c 8 trade management tutorial. Start configuration and select operating mode

To solve this problem, there are special software tools, and in this book we will introduce you to the most popular product designed to automate the activities of a trading enterprise - "1C Trade Management", which is implemented on the latest technological platform version 1C 8. Chapter 1. First acquaintance with "1C Trade Management 8. You will find out what are functionality of this standard solution what are the features of the program in comparison with previous versions how to launch the program, create and select infobases, and much more.

Functionality of a typical solution One of the key advantages of the considered configuration is the flexibility of the platform, which allows the program to be widely used in a wide variety of areas.

The implemented mechanisms for managing wholesale and retail sales, marketing events, wholesale purchases, warehouse and enterprise finances, other assets and liabilities open up ample opportunities for accounting and go far beyond traditional accounting and management standards.

The tasks to be solved with the help of the program "1C: Trade Management 8. In addition to the above, with the help of the considered configuration, it is possible to solve a number of other tasks, the presence of which may be due to the specifics of a particular enterprise.

Start configuration and select operating mode Each software of the 1C family can operate in two modes: "1C: Enterprise" applied how to find out the version of the platform 1c trade management and "Configurator". The choice of the mode is carried out by pressing the corresponding button in the program launch window Fig. In other words, it is in this mode that accountants, financiers, managers and other end users of the program work.

As for the "Configurator" mode, it is intended for setting up and administering the program. This is where configuration objects are created and edited, interfaces are configured and dialog boxesthe view and content are determined printed form documents, as well as a number of other similar actions are performed.

Usually works with the Configurator system Administrator or another authorized specialist, since this requires specific knowledge administration skills, etc.

Here we will not consider in detail the issues of configuring 1C, since special literature is intended for acquaintance with this topic.

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Note that an ordinary user is not recommended to edit the Configurator on his own without the most serious reasons: this can violate the data integrity, and indeed lead to unpredictable consequences. However, some of the program settings are placed in the application mode.

You can edit them yourself, and how this is done will be described below, in the corresponding section.

how to find out the version of the platform 1c trade management

To start the program, use the appropriate shortcut on the Desktop when installing 1C, it is automatically displayed on the Desktop. Double click on it - as a result, the launch window will open, which is shown in Fig. Figure: 1.

1С:Trade Management

Program launch window In this window, you can select the required operating mode 1C: Enterprise and Configurator buttonsas well as the infobase. The list of infobases is formed in the central part of the window.

IN this list an infobase with a demo configuration may be present; this base is included in the delivery set and is intended for preliminary acquaintance with the program.

how to find out the version of the platform 1c trade management

The infobase is selected by clicking on the corresponding position in the list. You can add new ones to the list or edit and delete existing infobases - for this, the corresponding buttons in the right part of the window are intended. NOTE In this case, the infobase is the data with which you plan to work in the upcoming session.

The lower part of the window displays the path to the infobase directory where the cursor is positioned. The procedure for starting the program is as follows: first you need to select in the launch window by clicking information how to find out the version of the platform 1c trade managementand then press the 1C: Enterprise or Configurator button - depending on the mode in which you want to run the program.

As we noted earlier, the program is used for its intended purpose in the "1C Enterprise" mode. Composition and structure of a typical solution Users of previous versions of the program immediately notice that in new version configuration has changed dramatically user interface At first, this can cause certain difficulties, but adaptation is quick, since the advantages of the new structure of the typical solution are obvious.

The main window of the 1C Trade Management 8. Main program window At the top of the interface there is a section panel, which includes links to the following sections of the program: Desktop, Marketing, Wholesales, Retail sales, Inventories and purchases, Finance this section is open in Figure 1.

The first thing the user should do after starting the program is to select the section in which he plans to work.

In the process of work, the user can freely move from one section to another - depending on what he intends to do. Let's briefly describe all sections of the program "1C Trade Management 8. In this section, you can create a list of the most urgent tasks, documents and other objects. In other words, everything that requires a priority response is displayed on the Desktop.

This section is not required for use, but it increases the convenience and comfort of work. In this section, the marketing policy of the commercial enterprise is formed: types of prices and price groups are formed, standard agreements with clients are set up, the conditions for granting discounts and markups are determined, marketing activities are planned and carried out, etc.