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Setting up 1C management of our company from scratch. Publications. Entering initial data

25.03.2024

Application "1C: Managing a small company"(hereinafter referred to as UNF) allows you to exchange with sites (online stores) that support exchange according to the standard CommerceML 2.05 .

This opportunity will increase the efficiency and productivity of labor in your company. Thanks to data exchange, you will achieve a significant simplification in updating current information on the site, for example, information about product availability and prices.

Integration of UNF with the site allows you to:

work on all orders (made on the website, placed by phone or in the store) centrally;
maintain the relevance of information on products presented on the website;
eliminate additional costs for duplicating information and setting up communication between the site and the accounting system;
eliminate additional staff costs for managing an online store.

General scheme of interaction with the site.

The general scheme of interaction with the site is as follows:

Uploading information about products, stocks and prices to the website.
Registration of customer orders on the website.
Uploading registered orders and processing them in the UNF application.
Transferring changes and order statuses (paid, shipped, etc.) to the website.

Exchange options

There are two options for exchanging with the site:

1. Exchange over the Internet using the HTTP protocol

With this option, the setup and initialization of the exchange are carried out in the UNF application. At the same time, integration is possible with online stores that support exchange according to the CommerceML 2.05 standard and the open exchange protocol with the site, published on the 1C:Enterprise 8 system website.

The integration is functionally divided into two blocks:

Uploading product offers to the website. Provides publication on the website of a catalog of product items and information on product availability and prices.
Exchange of information about orders. Allows you to download data on customer orders from the website to the UNF application and further synchronize the composition and status of orders.

The exchange can be launched either interactively (manually) or automatically, according to a set schedule. At the same time, from the UNF application it is possible to download both the full volume of unloading and unloading only the changes that have occurred since the last successful unloading. Uploading only changed positions ensures high speed of exchange execution.

2. Exchange via web service

When using this option, the exchange is configured and performed on the site side. It is based on the use of a web service that allows you to obtain information base data. This service is provided by the UNF application.

This option is an additional feature that allows you to integrate sites that do not support exchange with the UNF application.protocol for exchange with sites.

Exchange setup

Let's take a closer look at the necessary settings for using each of the above options.

General settings

To start using the website integration functionality, you need to go to the section Administration and in shape Settings set option Exchange with sites. After that, in the section navigation panel Administration the item will appear Exchanges with sites, when clicked, the form opens Exchange nodes with sites.

Let's look at the procedure for setting up the exchange when using the first option ( Exchange via the Internet using a protocolHTTP).

Create a new exchange

In the shape of Exchange nodes with sites, at the press of a button Create , will open Assistant for creating data exchange withwebsite that will tell you how in a few steps perform all necessary actions. Each step of the assistant contains information describing the purpose of each setting.

Let's go through the necessary setup steps together.

1. Setting the data exchange mode

In the first step of the assistant, you should mark the points Unload goods and/or Exchange orders.

After selecting the communication mode, press Further.

2. Setting the settings for connecting towebsite

In the second step of the assistant, you need to check the box Internet exchange and indicate the address for connecting to the site, user name and password. After this, you can check the connection settings by pressing the button Check connection.

3. Setting up item unloading

In the third step of the assistant, you need to set the settings for unloading items (this setting is displayed if the checkbox is checked in the first step Unload goods).

At this step of the assistant, you need to specify the types of prices and product groups that will be uploaded to the site. If you check the box Upload images of items, along with the product range, attached images of the products will be uploaded.

In addition, you can set additional selections. For example, you can set selection by field Remaining greater than 0 and only those goods that are in stock will be uploaded to the site.

4. Settings for exchanging customer orders

In the fourth step, you need to specify the settings for exchanging orders (the setting is displayed if the checkbox is checked in the first step Exchange orders).

When loading customer orders from the website into the UNF application, new items of the nomenclature are identified by name, and counterparties in accordance with the established search method, which is indicated in the field Method of loading counterparties. For example, you can search for counterparties by Name or by INN + checkpoint. In this case, if the counterparty is not found, it is created.

If there is no need to create new counterparties when loading orders from the site, as the field value Method of loading counterparties can be specified Don't create and in the field that appears, select the counterparty who will be included in the loaded orders.

In addition, in the fields Group for new nomenclature And Group for new contractors You can specify groups into which unfound items and counterparties will be loaded.

5. Setting up a schedule for automatic exchange

In the last step, you can check the box to use automatic exchange andset a schedulein the opened form. If automatic exchange is not required, no settings need to be made.

After pressing the button Ready a new exchange node with the site will be created. Moreover, if the checkbox is checked Execute exchange withwebsite when you click on the “Done” button, an exchange session with the site will be automatically started.

In addition to the settings described, detailed information on the setup and operation of the exchange can be obtained from the help called up from the form Exchange nodes with sites.

Settings when using the exchange option via a web service

When using exchange via a web service, the settings on the part of the UNF application are reduced to obtaining the address of the published web service. Please note that the mechanism of interaction withThe web service must be implemented on the site side.

To obtain the web service address, you need to set the value of the switch in the second step of the assistant Exchange viaweb service and copy the contents of the field Address to connect toweb service.

You can learn more about the exchange functionality through the web service by following the link.

CRM

In the new version 1.6.11, the internal chats 1C:UNF - Discussions have been updated. Now chats are built on a new developing platform 8.3.10 - Interaction Systems.

The chat interface is now more similar to the usual instant messengers. In the chat, the user can see the status of his interlocutor and make video calls if the interlocutor uses the same application.

However, the video calls mode is currently in beta testing. To participate in testing, you need to send an application by email [email protected] indicating:

· registration number of the software product, which is specified in the contract, as well as the enterprise tax identification number;

· email that was used when registering the interaction system;

number of active users of 1C:Enterprise 8 programs.

It will be possible to connect to testing the video calling mode only if available.

Thanks to instant messages, the user will be aware of all new messages.

Also in the new version it is possible to exchange messages without reference to documents.

To enable discussions, you need to select “Even more features - Discussions” in the CRM settings.

After the checkbox is checked, a dialog box will appear asking you to get a new registration code or enter one previously received in the 1C:Dialog service.

Please note that the interaction service only works when connected to the Internet.

When you click “Get Code” you will need to specify the email address to which it will be sent. Then the received code should be entered into the system and click the “Register” button.

When the interaction system is connected, the “Discussions” item will appear in the section menu.

In “Discussions” you can open new chats without being tied to a specific object and invite participants to participate in the discussion.

Changes have also occurred in contextual discussions that are tied to a directory item or document.

The user has the opportunity to enable the old chat option in parallel with new discussions. To do this, in the CRM section settings you need to select: Even more options - Discussions and check the Chat box in the history of objects.

New opportunities in commercial offers

New parameters have appeared in Commercial Proposal templates. Now you can select parameters such as the counterparty’s bank account, article number and description of the item, and management signature.

In the CRM section, you can add new details to the Commercial Proposals template. To do this, you need to go to the “CP and Contract Templates” section, open the template to which you need to add the details, and select the option to add to the file.

For many parameters it became possible to add contact information and additional information. Details as subordinate parameters. They will appear if you expand the list on the “+” icon.

So, for example, by expanding the Organization parameter, the following values will appear: Position, Signature Explanation, Full Name, etc.

Below is a complete list of parameters for version 1.6.11:

Organization
- Manager's signature
  - Full name
  - Position held
  - Acts on the basis
- Enterprise codes expanded
Counterparty
- Bank account
- A signatory has been added to the main person
  - The list of contact person parameters has been expanded
  - Contact details
  - Possibility of declination of full name
Tabular part of the Order
- Item number
- Add. item details
- Description of the nomenclature

Working with contract templates

Version 1.6.11 provides new opportunities for creating contracts: quick access to different contract templates has appeared, it has become possible to create a contract template for a specific type of document, and the ability to decline the name of your own contact person specified in the contract.

Due to the innovations, the procedure for working with contract templates has changed.

In the latest version, you can open a list of contract templates directly from the CRM section. To do this, you need to click on the link Templates for commercial proposals and contracts.

You can also go to the list of print templates from the print submenu, which contains commands for printing by template, show all by line.

Agreement forms created in previous versions of 1C:UNF are marked as outdated, and the entry “outdated” is added to the name.

The Print Templates list includes all contract and commercial proposal templates.

The algorithm for creating a contract has changed. Now to create it the following steps are performed:

1. Specify the name of the template and select its purpose.

The destination can have the following values:

Counterparty agreement (1);
Agreement + Order (2);
Contract + Order work order (3);
Agreement + Account (4);
Commercial proposal (5).

(1) displayed in contracts and counterparties;

(1) and (2) appear on sales orders;

(1) and (3) appear on work orders;

(1) and (4) appear on the invoices;

(5) displayed in orders;

(1), (2), (3), (4) are displayed together in the submenu Contracts of counterparties.

2. The document from which the template is created is loaded. A previously prepared agreement in docx (Microsoft word) or odt (Open Office) format will work well.

In the parameters Full name of the Contact person and Full name of the Individual, it is now possible to indicate the full name in declension, based on the context.

Templates and print commands now have restricted access by rights:

full rights;
sales;
procurement;
money.

Expanding user rights in the Documents Journal

In the new version of 1C:UNF, the Documents journal is available to users with the following rights level: Sales, Purchasing, Money.

You can open this journal from the counterparty’s profile.

Users have the opportunity to independently select the composition of documents displayed in the journal. For this purpose, a special filter is implemented in the form.

Sales

Sets and kits

The new version of 1C:UNF allows you to work with sets and kits.

A set or set is several different products and services that are combined into groups for more convenient sales. Bundles are convenient for anyone selling bundles of products. This could be a flower, clothing, or gift store.

To work with sets, you need to select the Sets and kits option in the Sales settings.

After enabling this option, the Set/Kit group is displayed in the item card.

After checking the This is a set/kit checkbox, the set settings become available: Set price and display in printed form.

Rules for setting the price of a set:

The price is formed from the prices of components;
The price is set for the set and distributed among the components in proportion to their cost;
The price is set for the set and distributed among the components in proportion to the price shares.

In the Change set contents section, you can enter the set composition or change it. Editing the composition of sets is available only to users with Administrator rights or through the Allow editing of items rights settings.

The corresponding icon will be displayed opposite the set in the item list. To make working with sets more convenient, a filter has been added to the list of items, which, when enabled, allows you to see only sets.

To sell a set, select it in the tabular part of the sales document. When you select a set of items, the entire composition is automatically added to the tabular part of the documents.

This algorithm is implemented in the documents:

buyer's order;
Sales Invoice;
invoice for payment to the buyer;
invoice;
certificate of completion;
receipt invoice with the type of operation “Return from buyer”;
work order (for the “Works and Services” and “Inventories” tabular parts);
retail sales report;
KKM check (including RMK form);
KKM check (return).

Barcode input sets are added in the same way.

You can change the composition of the sets that are added to the tabular parts in a separate window. It opens by double-clicking on the composition lines. With such a change in the set, prices, discounts, etc. are completely recalculated.

Please note that the set is not stored in the warehouse as an independent unit. The process of completing the set occurs at the time of shipment of the goods to the buyer.

The user can independently estimate how many sets he is still able to collect. For this purpose, a new parameter Remaining sets has been added. The report on kit balances is displayed in the list of reports in the Purchasing section (if the Use kits/Kits option is enabled).

The report displays to the user the balances of sets based on the remaining components.

Added the ability to display information about implemented sets. This can be seen in the Sales report. When you add groupings by sets to the report, the number of sets sold is displayed.

If this grouping is missing, the report is generated in the old way - the quantity of the item sold is displayed.

Warehouses in tabular parts of documents

The functionality of version 1.6.11 allows you to select a warehouse for each product in documents. For this purpose, a Receipt Invoice and an Expenditure Invoice have been implemented. The user can select a warehouse for each row of the Products table.

To start using the new option, you need to set the options Multiple warehouses and Allow warehouses in tabular parts in the settings of the Purchasing section.

To open the warehouse settings, you need to call the context menu with the right mouse button and select Header/table part. You can also go to the More menu - Header/table part.

To select a warehouse in the delivery and receipt invoices and in the tabular section, you need to select the parameter in the settings: warehouse location in shipping documents: in the tabular section.

When the Warehouse option in the table section is enabled, the table is filled with warehouse data from the product card. If the card does not contain information about the warehouse, it is inserted from the header of the document.

The Warehouse parameters must be filled in. When creating a new document based on a Receipt or Expenditure Invoice, the position of the Warehouse column is borrowed from the base.

Online store operation

Automatic generation and sending of a receipt to the buyer when paying online

According to the new version of Law No. 54-FZ On the use of cash register equipment, when accepting payments using bank cards in an online store, the seller is obliged to provide the buyer with an electronic receipt by sending it to the buyer’s email or phone number.

Work in 1C:UNF version 1.6.11 is carried out in accordance with this law. Thus, the program allows you to automatically run a check in 1C upon payment on the site.

Below is a detailed diagram of how the new functionality works:

When setting up an exchange with a website in 1C:UNF, orders from the online store are loaded. As of 01/01/2017, downloading payments is already functioning on sites running on the 1C:Bitrix and 1C-UMI platforms.

If the order contains payment information, the Payment Card Transaction document is automatically generated, in which the payment method is set to Online Payment.

An online receipt will be sent to the client by email or phone in the form of SMS, depending on the data specified by the client in the order. In this case, it is not necessary to print a paper check.

To enable automatic generation of checks for online payments, you need to select Exchange with the site in the settings (Company - Even more options - Integration with other programs).

After this, the Online Payment Monitor function will become available to the user. The right to launch the online payment monitor is granted only to the administrator.

Note! To run an online check, the online payment monitor must be open.

In the monitor you can see up-to-date information about all customer payments made and punched checks.

Errors and failures that occur during check generation processing are displayed in the monitor.

You can set up automatic notifications about failures in Workflows. To do this, you need to specify Error in breaking through online checks as the start condition.

Reserving goods in an order from an online store

It is now possible to reserve goods ordered from the online store by customers. When an order is loaded into the program, a reserve is immediately established for product items from the order, regardless of payment. Reservation allows you to avoid situations where, by the time the order is shipped to the client, there is no longer any product left in warehouses.

To use this option, you need to enable Inventory Reservation in the settings (Purchasing - Even more options - Inventory Reservation).

You can also set up product reservation in the settings of the exchange site with the site: Company - Even more opportunities - Integration with other programs and open Exchange Settings with the site.

In the exchange settings with the site, you need to go to the Order Exchange tab and fill out the table in accordance with the order statuses.

Select the Reserve item checkbox next to the status. If a product is accounted for in several warehouses in the database, you should specify the Reserve Warehouse.

New fields have been added to the exchange settings with the site; based on them, the corresponding order details are filled in when downloading from the website:

Warehouse for substitution in orders - will fill in the Reservation Warehouse in the customer order if the Warehouse (reserve) is not filled in in the exchange settings table. The field is displayed if the Accounting for multiple warehouses option is enabled.
Method for setting the order shipment date - will set the Shipment Date in the customer order. Can have three values: the current date, the number of days from the current date, and not set.

Information about exchange with the site in the buyer's order

A new Website tab has appeared in the customer's order. It is visible when the Exchange with site function is enabled.

This tab stores information about the order from the online store: number, date and time of the order, information about the counterparty and additional information about the order.

In version 1.6.11, the user can search for an order by number without taking into account the prefix.

Retail

Printing price tags and labels

The functionality of the new version provides even more opportunities for printing price tags and labels.

Among them:

Coding SKU codes.

SKU is an identification number of a product item; it is unique for each product within the information base.

SKU codes are determined in the context of Items, Characteristics, Lots, Units of Measurement.

Scales with a printer now have two codes uploaded: PLU, as before, and additionally the SKU code.

For new products, SKU codes must be assigned manually. This is done in the product card or using the processing Work with SKU codes (Company - Administration - Connected equipment - Exchange rules with connected equipment).

Products entered earlier are numbered automatically when the database is updated.

SKU codes for weight products are distributed in the range 1-100000, for other products - 100000-…. You can change the upper and lower ranges of weighted goods in the Company section (Administration - Connected equipment - Setting up ranges).

Support for scanning labels from scales into UNF has been implemented.

Weight goods

To use exchange with connected Offline equipment, a new parameter has been added - Weight. With its help, the system can distinguish goods that should be unloaded and numbered on scales with printed labels.

Weighted goods in the item card are marked with the Weight flag. Previously, such goods were registered in a barcode. In version 1.6.11, old products with a weight barcode are converted automatically. These items of the nomenclature will be assigned the Weight attribute.

It can be assigned to an entire category. When creating a new item, in this case it is inherited from the category.

Totals for discounts in the Retail Sales Report document

The new edition of 1C:UNF in the document Retail Sales Report contains a summary of the Discount and Automatic Discount columns. By calculating the total amount of discounts, you can obtain data on the amount of discounts for the entire shift.

Other changes

The functionality of the new version allows you to:

Use the Cash Register Directory without enabling the Retail Sales option.
Equipment management forms have been added to the More menu in the lists Cash register documents, Cash receipts, Cash expenses, Payment card transactions.

Select taxation for printing a receipt in the documents Receipt to the cash register, Expense from the cash register, Payment card transaction.

Production

Calculation of the cost of operations according to temporary standards

For a piecework order, it is possible to calculate the cost of the technological process taking into account the time spent on production.

Enabling calculation according to time standards is carried out in the settings: Production (Production - Even more options - Cost calculation method).

When calculating the cost of operations, the time spent will be automatically taken into account.

Calculation of the cost of operations taking into account temporary standards is displayed in the Standard product composition report.

Seal

New printing capabilities: facsimiles in the Act, TORG-12 and UPD, setting up printing of document numbers and new printing forms

In version 1.6.11, the printing subsystem has been functionally improved. In the previous version, the ability to edit a fax signature directly in the document was implemented.

New features allow you to work with facsimile signatures in the following printed forms:

Certificates of completed work.
Acts of reconciliation of mutual settlements.
TORG-12 (Order, Adjustment of invoice, Processing reports, Invoice).
UPD (Acts of completed work, Work order, Adjustment, Invoice).

When working with documents, you can choose to present the code in printed forms, for example, in an invoice, in TORG-12, etc.

You can configure views in the menu: Company - Administration - Printed forms, reports and processing.

When printing the form, you can enter the following values in the Code column:

product code;
product article;
leave the value blank.

The format of the document number in which it will be printed can be configured separately. This is done like this: Setting up printing of document numbers - Administration - Printed forms, reports and processing.

Below we will look at a sample document number Invoice for payment.

If the checkbox is set to Exclude infobase prefix, then the number AC-18 will be printed.
If the checkbox is set to Exclude organization prefix, then the FR-18 number will be printed.
If the checkbox is set to Preserve leading zeros, the number ASFR-000018 will be printed.
If the checkbox is set to Exclude custom prefix, the number will hide prefixes that were added manually.

When you check the boxes, as shown in the screenshot below, the number 18 will be displayed. Using these features, the user will be able to obtain a convenient format for printing the number.

Printing settings are made for all documents in the database.

New printing forms

Version 1.6.11 has several printable forms:

MX-1 - the printed form is available from the Receipt Invoice documents (with the Receipt for safekeeping option enabled) and from the Expenditure Invoice document (with the Transfer for safekeeping option enabled).
MX-3 - the printed form is available from the Invoice document when the Reception for safekeeping option is enabled.

Reporting for individual entrepreneurs

Access rights profile “Taxes”

A new option has appeared in the software product - Taxes. It allows the user to generate and submit tax reports.

A new level of rights can be assigned to the user in the card on the Access rights tab: Company - Administration - User and rights settings.

Certificate 2-NDFL for employees

You can generate 2-NDFL certificates for company employees. The certificate contains information about the employee's income. This certificate may be needed to apply for a loan, property or social deduction, change of job, etc.

You can generate a certificate from the employee’s card.

The program also allows you to view certificates that were issued to the employee before. This is done in the Taxes section: Certificates 2-NDFL (employees).

Service

Remote workplace (Distributed infobases)

Version 1.6.11 1C:Management supports the mechanism of distributed information bases (RIB). Using this function, you can create geographically distributed systems based on the same 1C:Enterprise 8 configurations.

In other words, RIB allows you to combine several territorial points into a single system by creating remote workplaces. Working with a distributed information base does not require constant access to the Internet.

The RIB is configured in the Company - Integration with other programs section. In the subsection Synchronization with 1C: Enterprise programs, you need to check the Data synchronization checkbox. Then the Set up data synchronization link will be available.

When creating a remote workplace, you can choose two options:

RIB full exchange;
RIB with a filter by organization.

RIB settings are open to profiles with full rights.

There is a limitation for the databases in which Company Accounting is maintained. Only the RIB full exchange option is available to them.

Then the user needs to select the appropriate base scheme, perform configuration and initial unloading, and connect the RIB base at the workplace.

Synchronization with 1C:Accounting

Version 1.6.11 takes into account the wishes of program users regarding synchronization with 1C: Accounting.

So, it became possible:

Transfer currency purchase documents

In the Receipt to Account document, the Purchase of Currency transaction is equipped with additional fields Counterparty and Agreement. These fields are required if an exchange with 1C: Accounting is configured.

Thanks to the introduction of new required fields, it has become possible to transfer a document to the Verified status. Before this, the user had to fill in the required fields to post the document.

Fill out documents on loans and borrowings

Loading documents on loans and borrowings from 1C: Accounting to 1C: UNF is accompanied by inserting a credit/loan agreement. If there is no corresponding agreement in 1C:UNF, it is generated automatically based on the terms of the document and is inserted into it for credit and loan.

Transfer item configurations

The new version allows you to transfer the Production document to 1C: Accounting as the Item Assembling document when performing assembly in a warehouse.

Carry protective clothing, special equipment and consumables

The Inventory Transfer document with transaction types Transfer to service and Return from service contains new values of Working clothes and Special equipment.

Adding table values allows you to fill out the corresponding tables in inventory transfer documents in 1C: Accounting when synchronizing data.

To enter information about accounting parameters and initial data into the program, the Accounting Setup processing is used. You can open processing from the Quick Start window (see Fig. 2.4), using the transition command Setting up accounting parameters or from the Settings area of the navigation window. The Accounting Settings processing window can also be opened using the SettingsConfiguring Accounting Parameters command on the Settings and Administration tab.

Processing contains several tabs or settings sections (Fig. 2.5). All work organization parameters are determined by setting checkboxes and switches. On the Enterprise tab, the company structure is configured. A company may consist of several organizations. In this case, check the Keep records in the infobase for several organizations checkbox and fill in the Organizations directory, which can be opened from the processing window by clicking on the transition command View and edit the list of organizations. The company for which data will be consolidated is determined.

The Keep records of transactions in currency checkbox can be selected.

From this processing section you can also open the directories Organizations, Organizational and structural units of the company, Lines of activity, Cash desks. To be able to open Organization or Cash desk directories for viewing or editing from the processing window, you need to record the data. If the changes are not confirmed, an error message will appear on the right side of the settings window.

Check the boxes that correspond to the planned organizational structure of the company.

Click the button

The data will be saved. Now you can open the Organization and Cash desk directories from the settings window.

The Organization Directory (Fig. 2.6) is intended to store information about all organizations that are part of the company.

To open the directory, open the Accounting Settings window and click on View and edit the list of organizations.

A new element is created using the Create button on the toolbar of the directory window.

To view and edit complete information about an organization, double-click on the line.

Rice. 2.5. Processing Accounting setup

Rice. 2.6. Organization Directory

In the dialog for creating a new element, data that characterizes the organization is entered. The value of the Prefix field will be used to number documents of this organization. An organization can also be an individual. In this case, the switch is set to the Individual position. The full name is subsequently displayed in printed forms of documents.

The dialog has two tabs: General and Addresses and phone numbers. On the General tab, in the Production calendar field, select a value from the Calendars lookup. The Codes group of fields is filled in. Details Default values will be used for substitution in documents. The values of these fields are selected from reference books of the same name.

More details about working with directories will be described in the next subsection of the chapter.

The directory Organizational and structural units of the company contains information about the organizational and structural units of the company - administrative, managerial and production divisions. Information about warehouses should also be entered into the directory of organizational and structural units of the company. The directory window displays the type of unit, the organization to which this unit belongs, and the financially responsible person. The Order checkbox is set for a structural unit of the Warehouse type if the separation of warehouse and financial transactions is used for this warehouse, provided that the ability to maintain such accounting is enabled.

To open the directory Organizational and structural units of the company, open the Accounting settings window and click on View and edit the list of warehouses.

Information about all areas of the company's activities is stored in the Directory Areas of Activity. For each direction, income and expense accounts are indicated in the directory element window, which are selected from the Chart of Accounts. The Chart of Accounts window will be discussed below.

The list of cash registers of organizations is stored in the Cash Register directory. For each directory item, the currency and account are indicated. The Account account field is required. The field value is selected from the chart of accounts.

To open the Cash Register directory, open the Accounting Settings window and click on View and edit the list of cash registers of organizations.

To set sales parameters, use the Marketing and Sales tab. The tab indicates the deadline for receipt of payment from the buyer for use in contracts with the supplier, as the maximum period for deferring payment by the buyer. By checking the checkboxes, you allow the use of the transfer of goods for sale under a commission agreement, the use of discounts and markups in sales documents, etc. By setting the switches, the user determines in which part of some sales documents (header or tabular part) the details Planned shipment date will be placed, Order and Type of work.

On the Supply and Purchasing tab, you configure the parameters of supply and purchase operations by setting check boxes and switches. The payment period to the supplier is indicated for use in contracts with the buyer.

The program provides additional capabilities for accounting for inventories of inventory items in warehouses and in production. For example, accounting by product characteristics, by batches of goods and warehouse cells, separation of financial and warehouse operations of inventory accounting, receipt and transfer of inventories for storage, etc. If you plan to use any of these features, check the boxes on the Warehouse tab and production.

Beginning users of programs developed on the 1C:Enterprise platform, having come to the point of purchasing the “box” or having already purchased it, naturally ask the question: “How to install 1C Enterprise?”

In fact, installing 1C Enterprise is a simple process; it is not necessary to have any special skills and knowledge for this. In this article we will take a detailed look at the installation process and give step-by-step instructions to resolve all possible questions during installation.

The first step for installation is to obtain the installation distribution of the 1C platform. You can do this in three ways:

Take the distribution kit on disk in the same yellow box that you received when purchasing any 1C configuration. In this case, you don’t even have to look for the distribution itself on the disk, but use autorun;
If you have an ITS subscription, simply register on the support site users.v8.1c.ru and download the distribution from there.
Again, if you have an ITS subscription, request the installation distribution from a representative of the company serving you.

*It is worth noting that regardless of where the distribution comes from, the 1C 8 installation process will remain unchanged.

Let's take a closer look at the first two ways to obtain a distribution.

1. The box you purchased contains a disk with installation distributions for the 1C platform and configuration. To install, insert the disc and use autorun. You will see the following window (it is the same for all typical 1C configurations):

Quick installation of 1C 8 and launch. The program itself will install the minimum set of components required for operation.
Custom installation of 1C 8. The user independently selects the necessary installation components.

To install the 1C platform, select “1C:Enterprise 8”. We will describe further actions below, since they are the same for all points.

2. To download the distribution kit from the 1C support site, type the address into the address bar of your browser

Once the site loads you will see the following:

Active links for going to the necessary sections are highlighted in the text. You will need the “Software Updates” or “Download Updates” item. Clicking on any of the inscriptions will take you to a page with a list of sections for downloading (of course, after entering the login and password that you specified when registering on the site).

In the list of sections you will need the very first one, “Technological distributions”. Click on it and see the subsections. You will need one of the sections shown in the screenshot below, depending on which platform you want to install.

In our example we will install platform version 8.3

We go to this subsection and see the available versions. We will use the latter, but if necessary, you can choose any of them.

When you click on the desired version, you are taken to a menu of download options. Don't be intimidated by the abundance of items: you will only need one of the two - a technology platform for 32- or 64-bit* versions of Windows.

*It is important to remember one nuance here: the platform for 32-bit versions works perfectly on 64-bit versions, but not vice versa.

After selecting the version, you are taken to a page with a download link. Download the archive with the platform to any location on your hard drive. After unpacking you will receive a folder with files that look like this:

You will need a "Setup" file. It is the penultimate one in the list of files. Launch it by double-clicking and the installation begins.

Direct installation of 1C

The 1C installation process itself is very simple. As a rule, it is enough to agree with the proposed settings during installation.

In the first window, click “Next”, in the second - select the components to install. You don't have to change anything here. To work with 1C, it is enough to install the minimum set of components specified by the system by default. You can also select the folder in which 1C will be installed. By default, this is drive C. Click “Next”.

In the next window you will be asked to select the interface language. There are 3 options available: System settings (the default language of your version of Windows), English and Russian. Choose the desired option. In the next window, the program will inform you that everything is ready for installation. Click the “Install” button. We wait for the installation to complete and in the window that appears we see a proposal to install the protection driver. If you purchased version 1C (USB), then do not uncheck the box. If you have a version with software protection, you can remove it. Click Next.

In the next window, the program will inform you that the installation of 1C Enterprise is complete. Uncheck the box if you do not want to read the help information and click “Finish.”

So we're done: we've completed the 1C installation. After this, a shortcut to quickly launch the program should appear on the desktop. Ahead of you is the installation and configuration of 1C - the configuration in which you will work.

There are a huge number of different companies in the world. They may differ from each other both in their areas of activity and in their accounting processes. In order to make the configuration “1C: Managing a small company 8 for Ukraine” convenient to use in any company, the developers have implemented an option that allows you to customize the configuration functionality. This feature is called setting up accounting parameters. For example, such parameters could be settings that allow transactions to be reflected in currency or the reservation of goods for customer orders.

In addition to managing the functionality of the system, when setting up accounting parameters, various accounting data that cannot be changed or is changed extremely rarely is specified: for example, a list of organizations, structural units of the company (warehouses, divisions), currencies used, management accounting currency, etc.

What is standard functionality? Is it possible to expand it?

When you first start the configuration, the accounting parameters are set to the simplest and most common values for various organizations, in terms of functionality. This setting is called standard configuration functionality.

Before starting to operate the system, it is recommended to check and configure the accounting parameters in accordance with the needs of the company - fill out the regulatory and reference information, and, if necessary, enable the functionality that is intended to be used. It should be remembered that having enabled the extended functionality and used it at least once, you will not be able to disable it in the future as long as there are objects related to this functionality in the system. For example, having enabled the ability to record retail sales and entered at least one retail transaction, it will no longer be possible to disable this subsystem as long as the entered transaction is present in the information base.

The figure below schematically shows the standard functionality and the possibility of expanding it by enabling the appropriate settings.

How to configure accounting parameters?

It is also used in the “Settlements with buyers” monitor to determine the amount of overdue debt from buyers.

How to enable the use of discounts and markups in sales documents?

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In the future, the value of the contract detail “Payment period to supplier” is used in the “Manager’s Monitor” monitor.

IMPORTANT!

IMPORTANT!
To distinguish own inventories from inventories accepted for commission, an additional accounting section is used - “Item batches”. Therefore, in the accounting settings, section "Inventory and production", you must check the "Keep inventory records by batch" checkbox. When recording the fact that goods are accepted for consignment, it is necessary to create at least one batch for an item with the status “Goods on consignment”.

How to include the possibility of transferring raw materials and materials for processing?

The “Use transfer of raw materials and materials for processing” parameter determines the possibility of transferring your own raw materials and materials to third parties for manufacturing or processing. This parameter is located in the configuration section "Service and Administration" / Action Panel / Command Group "Setting Parameters" / Command "Setting Accounting Parameters" / Section "Supply and Purchasing". When you first start the program, the ability to transfer raw materials and supplies is disabled. To use this feature, you must select the appropriate checkbox in the accounting settings.

After checking the box and saving the set values of the accounting parameters in the program interface (configuration section "Supply and Purchasing" / navigation panel / group "Advanced"), the document "Reports of processors" and the report "Inventory transferred" will appear (configuration section "Warehouse and production" / action panel / "Reports" group). In the document "Entering initial balances" in the "Inventories" section, the tabular part "Inventories transferred" will appear for entering the balances of goods transferred for processing.