Mobile view of the remains of goods from 1c retail. Entering initial balances in "1C: Retail": posting goods
Within the "Inventory Management" interface, you can find out the balances in warehouses, as well as receipts and expenditures for a certain period, as follows: select the "Warehouse" tab in the top panel, then "Goods in warehouses" in the drop-down menu. Exactly the same version of the report in the Procurement Management interface, the Inventory tab - Goods in Warehouses. Then you need to click the "Settings" button and specify the period. To get the balances at the beginning of the year in 1C, you need to enter the date of the first of January in the date cell.
The shape of the table will depend on the "Group Rows" options. If you select the word “hierarchy” in the line “Nomenclature”, then the positions will be arranged in order: for example, first sheets, then pipes, then hardware, etc. To get a general report on balances in 1C, you should select the word "hierarchy only" - only amounts will be shown without decoding. The grouping by warehouses is carried out in the same way.
To get information only on specific warehouses or groups of goods and materials, you should pay attention to the "Selections". If you select the item "In the list" as the type of comparison, then in the column "Values" you can specify the required warehouses, item groups.
The table displayed by the program within the framework of "Goods in warehouses" contains data only on the quantity of materials. If you need to get information on cost and prices, you need to switch the interface to "accounting and tax accounting". Here, select the tab "Accounting", "Turnover balance sheet" and specify account 10 in the settings. The period, grouping parameters (details), selections are selected in the same way. Such a 1C report on balances looks different, it indicates the total cost of goods and materials and the quantity.
Another way to see the balances in 1C is to contact ready-made templates programs. They are available in any interface; to search for them, you need to select the "Service" tab, "Additional reports and processing", or " Custom reports". There are also templates created specifically for specific tasks by the company's IT service or 1C specialists. For example, sometimes a report is useful indicating the date of the last receipt of goods and materials or the number of the warehouse.
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Getting started accounting through software"1C: Enterprise" you need to perform the initial settings of the application and add account balances. At the same time, the working chart of accounts adopted accounting policies enterprises, and the chart of accounts used by "1C", after which the data is entered through the auxiliary account 00.
Instructions
Determine the starting date for computer accounting. This can be the beginning of a month, quarter or reporting year, depending on the adopted accounting policies enterprises. Set a work date, i.e. balance entry date. It must be earlier than the start date of the accounting. For example, the last day of the previous reporting period.
Set a period for accounting totals. To do this, go to the "Service" menu, the "Options" section and select the "Accounting totals" tab. The period must be selected relative to the date of entry of account balances, so that their analysis is carried out either at the end of the period, or at the beginning. Perform a full recalculation by selecting the section "Managing accounting totals" in the "Operations" menu.
Add account balances. Object transactions analytical accounting and balance accounts, as well as sub-accounts must be entered in correspondence with account 00 "Auxiliary", and the balances on off-balance accounts are reflected by a simple entry indicating one account. Be careful when defining accounts in the 1C: Enterprise program, as they differ slightly in numbering from accounting accounts.
Check that the correct account balances are entered using the standard report. To do this, go to the "Reports" menu and select "Turnover balance sheet". You can also click the corresponding button on the toolbar. The balances were entered correctly if the debit amount is equal to the loan amount. If in the reporting on account 00 a non-zero balance was formed, then errors were made when entering.
They need to be fixed by running the "Drill Down" command, which reveals detailed information about the report parameters. To edit, click the "Open document" button, make corrections, then close all windows except the required report, and double-click on the "Update" button.
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Before you enter the receipt and expense invoices into the database, you need to reflect in the accounting the balances in the warehouse at the beginning of its maintenance. Stock balances must be entered on the date before the beginning of the period. It is most convenient for accountants to keep records of goods in the program "1C: Trade + Warehouse", the configuration of which allows filling in the table "Inventory of goods and materials" using the report "Remains of goods and materials".
Instructions
Start setting up the "Remains of goods and materials" report and call the processing of the tabular section "Inventory of goods and materials" from the dialog. This can be done in any of two ways: using the "Inventory" button or the "Fill" button in the "Inventory of goods and materials" document by selecting the "Fill from report" tab in the menu. After that, you need to fill in the table from the inventory document, which contains the "Inventory balances" report for the group of goods you need.
Select the warehouse where and specify a specific group of goods for which the balance check is carried out. Keep in mind that you can select products based on their properties. In addition, using a multiple filter, it is possible to create an arbitrary list of products.
Set the "Balances" filter to the "All non-zero" option in the "Including reserve" flag. This is done so that the inventory takes into account the real balances, and not the reserved goods. Use a convenient switch in the "Prices" tab - "Average cost without VAT". This will make it easier for you to complete your task. However, if the inventory is carried out in a retail warehouse, the position should be set as "Sale price (only)", because in such a warehouse it is carried out at the same retail prices at which the goods in the retail warehouse are counted.
Click the "Inventory" button when you have finished installing all the required settings. In automatic mode, the required document "Inventory of goods and materials" will be generated. If you have selected a wholesale warehouse, the type "Inventory (by warehouse)" will be set for the generated document. If you specified a retail warehouse, then the type will be indicated "Inventory (by)". The table in the document will contain the balances of goods in accordance with the settings that you set in the report “Inventory balances”.
Enter in the "Inventory" all the actual data on the goods in the warehouse. Next, fill out the documents "Write-off of goods and materials" or "Posting goods and materials", depending on whether you need to reflect the shortage or enter a surplus of goods.
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Sources:
- stock balances in 2019
1C today is a demanded program at an enterprise, in a commercial organization or firm. This is a comprehensive, convenient solution for organizing personnel, financial, accounting and material accounting. "1C: Trade Management" makes it possible to control and record absolutely all purchase and sale operations at the enterprise. However, not all accountants initially know how to transfer balances to 1C at the beginning of the year.
You will need
- - PC;
- - "1C: Trade Management".
Instructions
Purchase and install the 1C: Trade Management program and enter all your data into it. If "1C: Trade Management" is already available and in use, just run it on your computer. To do this, just click on the corresponding shortcut on the desktop.
Open the required database in "1C: Trade Management". Go to the "Documents" menu to enter balances. Then go to the "Sales" item by selecting the appropriate tab. Select the "Debt Adjustment" option.
In addition to the above method, you can open a document for entering balances using the following transition: "Documents" - item "Purchases" - "Adjustment of debt".
Look at the document journal that appears in front of you. Click on the "Add" button in the window and wait until the new document... Select in the field "Counterparty" the counterparty you need.
Enter the required number of contracts in the tabular section of the document, as well as in the appropriate field, the currency and the amount of debt. Click on the "Add" button. Such actions will make it possible to make given line into your tabular section.
Find the column "Increase in debt" and enter the amount of the counterparty's debt to the enterprise in it. Click the "OK" button and enter the stock of the item as of the beginning of the year. To do this, set the working date in 1C before starting to enter balances on last month that precedes the start of the accounting period. In our case, this is December.
Select "Tools" - "Options" from the menu. Set the desired date and save the information by clicking "OK".
Create a document "Posting of goods" to enter all balances of goods in warehouses. To do this, follow these steps.
Go to the "Documents" menu, select "Inventory (warehouse)". Go to the item "Posting goods". Click the Add button.
Select the Base field and enter Enter initial residues", Then the item" Prices and currency "and in it mark the type of prices" Purchase ". Click on the "Selection" button and check the boxes opposite the "Quantity", "Price", "Characteristics" fields.
Select the desired item and specify the options. Add all products. Exit the nomenclature window by clicking the "OK" button.
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Before entering expense and receipt invoices into the database, it is necessary to reflect the current balances in the warehouse in the accounting. Stock balances are entered on the date that precedes the start date of the period.
Instructions
Run the report in the program "1C: Trade + Warehouse", which is called "Remains of goods and materials". Having started its construction, you will call the processing of the table "Inventory of goods and materials" using the dialog boxes. You can do this in two ways: by clicking on the "Inventory" button or using the "Fill in" button in the document called "Inventory of goods and materials". Select the Fill From Report tab from the menu. Next, fill in the tabular section of the inventory document containing a report called "Inventory balances" for your group of goods.
Determine the warehouse in which the inventory is carried out. In addition, you should indicate the group of goods you need, for which you will create balances. Please note that you can select products by their properties, and using a multiple filter, you will be able to create a list of products arbitrarily.
Set the value "All non-zero" in the "Balances" filter, which is located in the attribute called "Including reserve". Then, during the inventory, all real balances will be taken into account, excluding the reserved goods. For your convenience, you can use a special switch that is located in the "Prices" tab and is called "Average cost without VAT". Thus, you will simplify the task at hand. Keep in mind that if you are inventorying an item in a retail warehouse, you need to set the “Sale price (only
To withdraw account balances in 1C, you need to create a balance sheet and select the necessary settings. This is the period for which you need to show the turnover, account or subaccount number, detailing parameters. In the "selection", you can specify warehouses, item groups, or other limiting factors. For example, in order to form the balances on account 10 "Materials", in this tab it is necessary to select the required warehouses "in the list" or one desired warehouse is "equal".
Sometimes it is convenient to display only general account data in 1C, in this case, in the settings, you must select "Hierarchy" or "Only hierarchy". In the first case, materials will be displayed, grouped by the nomenclature groups "Black sheet", "Stainless sheet", "Circles", etc., and in the second - only the total amounts for these groups. When transferring a table to Excel or a similar program, it is important to take into account that the sums for the elements are added to the sums for subgroups, and they are all indicated in one column - therefore, when setting the formula " total amount»The program will simply double the total.
The interfaces "Procurement Management" or "Inventory Management" also allow you to display account balances, but only the quantity will be indicated in the table (the "Goods in warehouses" report). If you form the actual purchases for a certain period, the number of 10 materials received on the account with an indication of the price will be displayed. Important - here the cost will be with VAT, while in the current account 10 the total cost is indicated without VAT.
It is convenient to use the "Quick Selection" functions to find the desired positions. For example, by selecting the desired department or warehouse, you can quickly display all balances for a certain period. If you need to find out about the availability in the warehouse or the movement of certain items, you need to make a selection in the "Nomenclature" cell. To do this, set the parameter "in the list" or "equal", then in the selection field, click "...". Here you can choose a material, sequentially "traveling" through the menu, or write in the field "contains" known information - steel grade, standard size, marking, etc. For the list to be formed, it is necessary to press the "hierarchical view" button in the upper part of the window. Having selected the required element, generate a report on it - balances at the beginning and end of the period, movement.
In accordance with the methodology for accounting for stock balances of alcoholic beverages, all receipts of alcoholic beverages in the EGAIS system are credited to the register of stocks of goods No. 1. In turn, all goods intended for retail sale must be transferred to the register of goods balances No. 2 in the EGAIS system.
This can be done using docs ( Warehouse –EGAIS). Document Transfer to the trading floor of EGAIS can also be drawn up on the basis of other configuration documents: Receipt of goods, Moving goods, .
Possible sequence of user actions in the configuration:
- If the goods are delivered directly to the trading floor (to the warehouse with the "Trading floor" type), then on the basis of the document Receipt of goods(after completion of the cycle of data exchange with EGAIS upon admission) The user draws up a document Transfer to the trading floor of EGAIS and sends it to EGAIS. Thus, in the EGAIS system stock balance the goods in the warehouse decrease at register # 1, and increase at register # 2.
- If in the store the premises of the acceptance warehouse and the sales area are divided by accounting, then on the basis of the document Receipt of goods User can checkout Internal movement of goods... In this case, the balances of goods in the trading floor will change only according to the configuration data. In the EGAIS system, these goods are still listed on the register of inventory balances of goods No. 1. In order for such goods to be transferred to the register of goods balances No. 2 in the EGAIS system, it follows on the basis of a document Internal movement of goods create document Transfer to the trading floor of EGAIS... Transfer to the trading floor should be completed after the completion of the data exchange cycle with the Unified State Automated Information System (EGAIS) upon receipt, i.e. after EGAIS confirmed that the TTN was successfully accepted and confirmed.
In the created document, certificates 2 are filled in according to information on the receipt of alcoholic beverages. After posting the document, you must use the command Send to EGAIS... At the same time, in the EGAIS system, warehouse balances on the register No. 1 of goods in the warehouse decrease, and in the register No. 2 they increase, but they are already stored without a cut of certificates 2.
Returns from the sales area to the warehouse, for example, for a return to the supplier or return transfer to the distribution center, is processed using a document Return from the trading floor of EGAIS (Warehouse – EGAIS). The document can also be drawn up on the basis of other configuration documents: Moving goods, Internal movement of goods... Returns from the sales area can be issued only after the goods have been registered on the register number 2 in EGAIS.
For each product line, the user must specify reference 2, according to which the goods were written off to the trading floor. After posting the document, you must use the command Send to EGAIS... At the same time, in the EGAIS system, warehouse balances on the register No. 2 of goods in the trading floor decrease, and in the register No. 1 of goods in the warehouse, they increase.
The program also supports requesting balances for each ledger using a document Remains of EGAIS (Warehouse – EGAIS).
When creating a document, you must select Score, The organization and the register by which the request is formed Inquiry for stock balances or Request for balances in the trading floor. Post the document and send a request to EGAIS. It should be borne in mind that requests for balances have a low priority of execution, and balances are formed for all goods at the time of execution of the request in IS EGAIS.
Therefore, the document will reflect the balances of all warehouse goods in the context of certificates 2 or in the trading floor, but already grouped by goods.
If the User is just starting to keep records in the configuration, then he can request the remains of alcoholic beverages in EGAIS with a document Remains of EGAIS and create a document based on it Posting goods(if necessary, adjusting the tabular section of the document) to reflect the original balances.
In the clarification of the FSRAR of 06/02/2016(http://egais.ru/news/view?id=1472) regarding the maintenance of balances on the accounting registers of the EGAIS it is said:
In addition to the previously posted information on the methodology for maintaining balances by organizations retail alcoholic beverages(http://egais.ru/news/view?id=1456), Rosalkogolregulirovanie reports the following.
For the retail sale of labeled alcoholic beverages:
From 01.07.2016:
✓ if there is a positive balance of products in register No. 2, the sold products will be automatically written off in register No. 2;
✓ in the absence of a positive balance of products in register No. 2, the sold products will not change the current balances of the organization (there will be no “loss” in terms of balances);
From 01.10.2016.
✓ regardless of the presence of the remainder of the products in the register No. 2, the sold products will reduce the current balances of the organization;
✓ in the absence of a positive balance of products in register No. 2, the system will automatically “take the balance into minus”);
✓ closing negative balances will be made automatically in case of transfer by the organization the corresponding amount products for the remains of register No. 2;
✓ data on current balances will not be used in monitoring activities.
From 01.01.2017.
✓ Rosalkogolregulirovanie plans to start using data on current balances in control activities.
Correction of balances of EGAIS
Important! In accordance with the methodology for accounting for trade balances of alcoholic beverages, retail organizations, no later than 01.10.2016, must record in EGAIS the balances of alcoholic beverages received before 01.01.16 and not sold until 01.10.2016.
The remains of alcoholic beverages in the EGAIS system must be fully brought in line with the actual organizations of wholesale and retail trade by 01.01.2017, FSRAR reminds of this in a message dated 07.19.2016.(http://egais.ru/news/view?id=1478).
In order to reconcile and adjust balances on the EGAIS registers, an inventory assistant has been developed in the configuration Correction of balances of EGAIS(section Warehouse – EGAIS).
The assistant allows you to generate documents that change the remains of alcoholic beverages in the EGAIS system at register No. 1 of goods in the warehouse and at register No. 2. The assistant analyzes the accounting balances of alcoholic beverages (balances according to configuration data and balances according to EGAIS data) and invites the user to adjust the balances in the EGAIS system. Depending on the situation, the following documents can be automatically generated:
- The act of putting on the balance sheet of EGAIS;
- Transfer to the trading floor of EGAIS;
- EGAIS write-off certificate;
- Return from the trading floor of EGAIS.
Before adjusting the balances, it is necessary to conduct a complete inventory of alcoholic beverages.
- Conduct a complete inventory of alcoholic beverages and make sure that all Required documents movement of goods (write-off of goods, posting of goods, an order to reflect the results of the recount of goods).
- Check that for all operations of the movement of alcoholic beverages, for which fixation in the EGAIS is provided, the data were transferred and responses from the EGAIS were received.
- Request balances in EGAIS for register No. 1 and register No. 2.
- If necessary, compare the nomenclature and counterparties with alcoholic beverages and EGAIS organizations, respectively.
- Check which documents for adjusting the balances the assistant proposes to issue and form them (Act of putting on the balance sheet of EGAIS, Transfer to the EGAIS trading floor, Act of writing off EGAIS, Return from the EGAIS trading floor).
- Carry out the documents generated by the assistant. Correction of EGAIS balances, send to EGAIS.
Important! From October 1, 2016, quantitative restrictions will be introduced in relation to electronic documents for placing products on the balance sheet, which will not allow large volumes of products purchased before the introduction of the Unified State Automated Information System (EGAIS) to be placed on the balance sheet.(http://egais.ru/news/view?id=1478). In addition, it should be borne in mind that residual requests have a low execution priority.
It is highly recommended to carry out an inventory in advance (without leaving it at the end of September 2016) and bring the remains of alcoholic beverages in the EGAIS system in line with the actual ones. The mechanisms necessary for this are already implemented in the configuration.
An assistant is designed to correct the balances. Correction of balances of EGAIS(section Warehouse – EGAIS). The list and order of actions that the assistant prompts the user to perform corresponds to the recommended procedure for organizing work on adjusting balances in the EGAIS system, described above.
At the first step, you should indicate the organization for which you need to adjust the balances in the EGAIS and the store.
If the user of the program keeps a partial record of transactions with unmarked alcoholic beverages, confirming receipts, but not transferring information about sales to EGAIS (in the section Administration – Item settings – Alcohol accounting the functional option is disabled -), then by processing the balance correction, he can prepare the program for full accounting by writing off the remains of low-alcohol products accumulated on the EGAIS accounting registers. To do this, you need to check that the setting is set on the first page of the assistant -.
If the user keeps records of transactions for all alcoholic beverages, both labeled and non-labeled, then the setting Correct unmarked product leftovers will not be displayed on the assistant form, and correction documents will be generated for all products.
By filling in the fields Organization and Score you need to go to the next step using the command Further.
The first thing that the user sees at the next step "Preliminary check" is a recommendation on the need for a complete inventory of alcoholic beverages. Using a hyperlink Create a you can go directly from the helper form to creating a new one Order for recount of goods (inventory)... In this case, the rule for the selection of goods will be automatically set in the document. Inventory of alcoholic beverages... This rule allows you to include only alcoholic beverages in the list of goods for recounting (item items that belong to the item type Product: Alcoholic (alcohol-containing) products.
The recalculation of alcoholic beverages is executed in the same way as for any other goods. After the recalculation is completed and the status is set in the document Recalculation completed, then on the form of the assistant the item "Conducting inventory" will be marked completed.
To the user using a report Registration of surplus / shortage of goods it is recommended to check that, based on the results of the recount of goods, all the necessary documents for the movement of goods ( Write-off of goods, Posting goods, Order to reflect the results of the recount of goods). The report can be called directly from the helper form using a hyperlink To shape.
If the inventory is not completed (in the document Order to recount goods (inventory) status not set Recalculation completed) or the recalculation was performed not in all store warehouses, such information will be displayed on the assistant form and will be marked with a corresponding icon.
Let's move on to the analysis of pending exchanges with EGAIS.
Before sending a request to EGAIS to receive balances, the assistant checks the completeness of exchanges with EGAIS. If the configuration contains documents awaiting confirmation from EGAIS, or there are unloaded documents in the Universal Transport Module, such information will be displayed on the assistant form and will be marked with a warning icon. In this case, you can perform an exchange with EGAIS directly from the assistant form.
Attention! Documents with processing status New do not affect the result of the adjustment and are not analyzed by processing. If there are such documents in the infobase, the user should independently analyze the draft documents and delete the documents created by mistake. Information on the statuses of EGAIS documents can be obtained in the corresponding lists of documents in the section Warehouse – EGAIS.
After the preliminary check has been completed successfully, you can proceed to the next step. At the third step, the user can form a request to EGAIS to receive balances according to register No. 1 (balances in the warehouse) and according to register No. 2 (balances in the trading floor). Separate requests for balances are generated for each register. To do this, you need to set the switches Request stock balances and Request balances on the trading floor and use the command Further.
The opportunity is given to select the previously loaded remains of the EGAIS. This option may be in demand if the balances have already been received earlier and since the request for the balances, no transactions have been made that change the balances in the EGAIS.
In the next step, the assistant removes the remnants of alcoholic beverages.
If in the assistant at the step "Receiving balances from EGAIS" the switch was set Select previously downloaded, then on the tab Accounting balances the balances are displayed as of the date and time of receipt of the EGAIS balances. If the user has requested balances from EGAIS directly from processing, then the current accounting balances of the item in the user's infobase will be displayed as accounting balances.
If in the store the premises of the acceptance warehouse and the sales area are separated by accounting, the accounting balances will be displayed in two columns Ost. warehouse and Ost. shopping room... Moreover, if several warehouses with the "Sales area" and "Warehouse" type are defined in the configuration for a store, the cumulative balances for each type of warehouse are displayed.
On a bookmark Remains in EGAIS the remainders of alcoholic beverages obtained from the Unified State Automated Information System are displayed for each register.
List of nomenclature and alcoholic beverages, which is displayed on the tabs Accounting balances and Remains in EGAIS, depends on the setting Upload sales of unmarked products to EGAIS In chapter Administration – Item settings and settings Correct unmarked product leftovers in the assistant for adjusting the balances of the EGAIS (see above). Labeled alcoholic beverages are always displayed, and unmarked ones - if the user maintains a complete account of unmarked products in EGAIS or plans to adjust the residues using processing.
It is possible to go to the next step to generate corrective documents for the Unified State Automated Information System (EGAIS), provided that no system warnings were received at the "Remains of alcoholic beverages" step. If any warnings are found, then a warning icon and a text description are displayed for such lines, and further work with the assistant is blocked.
Possible system warnings:
- Found unmatched alcoholic beverages present on leftovers.
In this case, it is necessary to compare the EGAIS alcoholic products with the configuration nomenclature. - A piece sold product related to a bottled classifier item was found.
An item sold in bulk must be classified as an item type Product: Alcoholic (alcohol-containing) products (Sold in bulk), compared with alcoholic products of EGAIS with the type of product Unpackaged, and also the volume in decalitres of the base unit of measurement must be indicated.
To compare EGAIS alcoholic beverages with the configuration nomenclature, you must use the command Compare on the bookmark Accounting balances or Remains in EGAIS... When comparing alcoholic beverages EGAIS, the system also analyzes whether the EGAIS organization was compared (indicated in the EGAIS nomenclature card in the field Manufacturer
If there is no connection between alcoholic beverages and the configuration nomenclature, on the form Comparison of the EGAIS nomenclature for such alcoholic beverages, a warning pictogram is displayed and when using the command Compare first, it is proposed to perform a comparison of the EGAIS organizations. If the comparison of the EGAIS organizations is not performed, then the comparison of the EGAIS nomenclature will not be performed.
After all EGAIS alcoholic products have been compared with the configuration nomenclature, the command becomes available Further.
At the next step, the assistant displays a table that displays accounting balances and balances according to EGAIS data. For each line in which the accounting balances do not coincide with the balances according to the EGAIS data, the amount of alcoholic beverages that must be put on / written off from the EGAIS balance, transferred to the trading floor or returned from the trading floor is calculated.
Manual correction of data in the table is provided only for products sold in bulk, since the remainder of such products in the Unified State Automated Information System (EGAIS) may differ from the actual one by the volume of opened containers. All quantities for draft products are displayed on the form in decalitres. To bring the remains of bottled products in EGAIS in line with the actual ones, it is necessary to calculate the number of unopened containers for such products, convert the decaliter to the unit of measurement and enter the amount that needs to be written off / put on the balance in EGAIS, transfer / return from the trading floor in the appropriate columns of the table.
To create documents for adjusting the balances of EGAIS, you must use the command Further.
At the last step, you need to post the generated documents and use the command Send to EGAIS... Since each document is transferred to the Unified State Automated Information System separately, the command must be executed as many times as the number of documents must be uploaded to the Unified State Automated Information System.
Official website http://its.1c.ru/db/egais#content:69:retail22
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When you start working with any automated system preparatory work is required. These include initial setup, regulatory input reference information, loading leftovers, etc. In this article, we will touch upon an important question for many newbies who have just installed the 1C Retail program, how to make leftovers in 1C.
In order to "make" the balances in 1C, you will need a document called Posting goods. It is designed to register the fact of an increase in the accounting balances of the goods when entering the initial balances. It also serves to reflect the fact that surpluses are found in the organization's warehouse. It is available in the Warehouse section → Warehouse operations.
A new document is entered using the New command.
Let's start filling in the header. When creating a document, some of the fields can be filled in automatically, either if you have set filters in the document journal before creating a new document, or if default values are entered for the user. In any case, it is necessary to fill in all the fields presented in the header, with the exception of the number and date, they will be filled in automatically when the document is recorded.
Filling is possible in different ways:
Line-by-line filling using the Add command and selecting items from the Nomenclature directory.
Using the pick function, opened by the Pick items command. The selection window can be customized in a way convenient for you. On the left, the selection option is indicated, for example, grouping by item types, on the right, the catalog items corresponding to the selected grouping. Here, if you only know the name of the product and you don’t care which group it belongs to, you can position yourself in the topmost grouping and use the search bar by entering the name.
Also in this window you can get information about the existing balances in warehouses, this will allow you to eliminate duplication of data entry during the initial filling of the system.
Here you can select a variety of items, they are stored in the list at the bottom of the window, which is displayed when the Show selected products checkbox is checked. To get the selected items into the document, use the Move to document command.
You can also make balances in 1C by the barcode of the product, for this you need to scan it using the TSD (data collection terminal) or enter it manually by clicking the icon to find by the barcode.
In addition to the commodity items themselves, in the tabular section, you will need to indicate (if you have not done this before) the quantity, unit of measurement and price of goods and materials, as well as the series and characteristics, if the goods involve their maintenance.
After the leftovers are entered, the document must be posted. On the basis of it, you can display printable forms: the act of posting, inventory, labels and price tags (available by the print command).
You can check the results of your work in warehouse reports, for example, movements with a grouping by warehouses.
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