1. About the program

The video tutorial talks about “1C: Managing Our Company” - a comprehensive ready-made solution for operational accounting, control, analysis and planning, providing both the needs of small businesses and the expansion of automation needs during business development, up to solving complex problems of production management, planning, budgeting, multi-currency accounting, integration with online stores, etc.

“1C: Managing Our Company” is a ready-made solution for automating key management processes in small businesses: accounting, control, analysis, planning. The program helps improve company performance by providing owners and managers with a wide range of management tools, and employees with new opportunities for productive work.

The mission of the book is to help anyone who has never seen 1C:UNF to start using the program on their own. This book has no analogues; it is written in an easy-to-read format with color illustrations. The authors are 1C:UNF experts - Yuri Pavlov and Ilya Bandulya. The book is recommended for small and medium-sized businesses as an assistant in automating a company with 1C:UNF

2. New versions of the program

In version 1.6.16 UNF we have prepared many interesting and useful projects for you! The full functionality of the 1C:UNF solution is now available on mobile devices; Our company's management assistant is Dasha; New discount program - bonuses; New resource scheduler for planning work, production and scheduling appointments; Step-by-step assembly of products and automated workplace"Performing Stages"

Among the innovations in version 1.6.14 of 1C:UNF are integration with virtual PBXs, gift certificates, development of automatic payment posting, and expanded capabilities for processing production operations. Version 1.6.14 provides new functionality for a wide range of companies: History of document changes in chats; Templates for commercial proposals and contracts. New values ​​for substitution; Development of integration with postal services; New reports "Applied discounts"; "Sales" and "Summary Report" reports with limited rights; Returning goods to another cash register shift; Improving exchange with online stores, etc.

New opportunities have emerged for a wide range of companies: wholesale and retail trading companies, online stores, manufacturing companies, individual entrepreneurs and companies providing regular services. As well as the development of CRM, publication and search of trade offers in the 1C: Business Network service, new possibilities for accounting for mutual settlements and much more

Meet the new tool CRM systems- IP telephony! By connecting a virtual PBX to 1C:UNF, phone calls can be made from customer cards and any lists that contain contact information. When receiving a call, 1C:UNF identifies the client and automatically downloads his card. This way, telephone conversations can be conducted more substantively and effectively, having all the important information at hand

The video describes the new features of version 1.6.11 of the 1C: Managing Our Company program: sale of sets and kits, deliveries and shipments to several warehouses, automatic generation and sending of a receipt to the buyer for online payment (54-FZ), the ability to choose documents of a special taxation regime for printing checks, preparing contract templates and much more

The video describes the new features of version 1.6.10 of the 1C: Managing Our Company program: generating commercial proposals for the client, loading contacts for mailing from external sources, automating the most popular delivery scenarios, loading data from 1C-Bitrix, adding pictures for characteristics goods, uploading custom order states to the website, support for the use of foreign accounts and banks, facsimiles of signatures and seals on printed documents, personnel orders, accounting in the Book of Income and Expenses for purchases of goods purchased for sale, etc.

The video describes the new features of version 1.6.9 of the 1C: Managing Our Company program: mobile telephony, downloading data from the UMI website, the “State of the Company” report, simplifying the operation of moving money, templates emails and SMS, billing, control of invoice dates, calculation of orders based on supplier prices, etc.

The video describes the new features of version 1.6.8 of the 1C: Managing Our Company program: support Federal Law 54-FZ (use of cash register equipment with data transfer to the Federal Tax Service through a fiscal data operator), Support of cash register equipment, sending electronic receipts to customers, etc.

The video describes the new features of version 1.6.7 of the 1C: Managing Our Company program: the CRM section containing tools for interacting with customers, a new mechanism for working with order states, a sales funnel, costing of customer orders, a warranty card in production, a HS code in invoices, budget classification codes for tax payments, etc.

The video talks about the new features of version 1.6 of the 1C: Managing Our Company program: simplifying the program settings, increasing the convenience of working with product and counterparty directories, product and counterparty cards, reconciliation report, using a basket for selecting goods, using Yandex Market category classifiers, increased pricing flexibility and ease of creating price lists, a more powerful mechanism for generating and customizing reports, regulated reporting for entrepreneurs on the simplified tax system and UTII, employee calendars, etc.

The video provides an overview of the new features of the 1C: Managing Our Company version 1.5: flexible configuration of access rights, automatic verification of counterparties using the Federal Tax Service database, convenient filling out of contracts, improved integration with email, etc.

3. Interface

The video tutorial explains how to set up the workspace on the screen in such a way that it is convenient to work with the program on small screens.

The video tutorial explains how to set up an employee’s workspace so that the information most needed at work is always at hand.

The video tutorial will introduce you to the capabilities of the toolbar, with which you can make your work in the program more comfortable.

The video tutorial explains how to change the composition, name of details and bookmarks in document forms to make it more convenient for you to work with them.

4. Sales

The video tutorial tells about the cashier’s workplace in the “1C: Managing Our Company” program, where you can quickly and conveniently issue cash register checks and carry out routine cash transactions, process returns from customers for open and closed cash register shifts, accept payments in cash and bank cards, quickly search for retail documents.

The video tutorial explains how to use the program to carry out acquiring transactions (payment for goods and services with bank cards) and control the accounting for these transactions.

The video tutorial presents new form item list with the ability to work with a shopping cart, a new form of item card, and also categories that are downloaded from Yandex.Market.

5. CRM

The video tutorial describes how, using the mechanism for sending mass mailings, you can easily and quickly inform customers about marketing events.

The video tutorial explains how the program can inform your customers via SMS about the completion of an order or about a special promotion, about discounts on products they are interested in, etc.

The video tutorial describes how to use the address book and Google calendar in the 1C: Managing Our Company program to plan meeting schedules, schedule tasks and check their completion on time.

The video tutorial describes how in the program you can send messages and links to each other, record changes in documents and the main directories of the program.

In version 1.6.12 1C:UNF, IP telephony appeared. By connecting a virtual PBX to 1C:UNF, phone calls can be made from customer cards and any lists that contain contact information. When receiving a call, 1C:UNF identifies the client and automatically downloads his card. This way, telephone conversations can be conducted more substantively and effectively, having all the important information at hand

6. Analysis

The video tutorial talks about the manager's monitor, which allows you to quickly and conveniently get the most important information in the main areas of the enterprise’s activities, timely identify points of growth or negative dynamics.

The video tutorial talks about the program reports, which provide the director with a complete picture of the state of affairs in the company and help control key indicators activities of the company and make informed management decisions.

The video tutorial explains how, using the ABC and ABC/XYZ reports - sales analysis, you can analyze the company's sales by product line, managers or customers and identify the leaders and outsiders in each group.

The business grows as its customer base increases and relationships with consumers strengthen. Reports from the 1C: Managing Our Company program will allow you to know your client by sight.

The video tutorial explains how to use the program to obtain prompt and accurate information about the availability and movement of goods for effective management inventory.

7. Mutual settlements

8. Integration

Integration of 1C:UNF and amoCRM organically connects two strong systems and helps to organize effective work with clients: communication and sales in amoCRM; processing and execution of orders in 1C:UNF

It is now possible to connect Evotor smart terminals to 1C: Managing our company without additional processing. The "1C-Evotor" application will allow you to synchronize data from 1C and Evotor smart terminals, delete or change the items on the terminals directly from 1C, upload sales data to 1C: UNF, generate reports to analyze the work of your store. Integration with amoCRM

The video describes DirectBank technology, which allows you to exchange payment documents with banks directly from the 1C:UNF program without installing additional software

The video explains how from “1C: Managing Our Company” you can create a website for any business in one click, fill it with products and tell friends and clients about it

9. Reports and reporting

The video tutorial explains how using the 1C: Managing Our Company program you can easily generate and submit reports to regulatory authorities. The program supports the ability to generate taxes and reporting if an entrepreneur uses a simplified taxation system or single tax on imputed income

The video tutorial presents a new form of working with reports in the 1C: Managing Our Company program, edition 1.6. This report form has everything you need for quick and convenient setup: a search bar, the ability to apply selections, convenient setting of the period and structure of the report, etc.

10. Mobile application and mobile client

The video tutorial shows how to organize convenient ordering, maintain a customer base, take into account balances and movement of goods, and Money, receive a variety of reports, etc.

The video tutorial describes the new features of the mobile application “1C: Managing Our Company” 1.2.80: automation of one or more small retail outlets, documents for reflecting retail sales transactions, cash receipts couriers of online stores when delivering orders to customers, support for barcode scanner, cash register with ATOL data transfer (11F, 15F, 22F, 25F, 30F, 52F, 55F, 77F) and acquiring terminals.

The video tutorial talks about the tax calendar in the mobile application “1C: Managing Our Company”. The tax calendar shows when the tax filing deadline is approaching. If mobile app is used in conjunction with the desktop or cloud solution 1C:UNF, then individual entrepreneurs using a simplified tax system and UTII can immediately prepare reports and send them via the Internet to regulatory authorities.

The video tutorial describes the new features of the mobile application “1C: Managing Our Company”. You can invite colleagues to work in the application directly from the mobile application. Free version supports collaboration of 3 users on mobile devices.

11. Webinars

The webinar was prepared specifically for small business manufacturing companies. It will be of interest to owners and directors of manufacturing companies and firms, as well as employees responsible for the organization production process

The webinar will be of interest to those who want to easily manage their business from a mobile phone, quickly gain access to a sales, goods and money accounting system, and synchronize the work of managers without being tied to the office. It will be useful for directors, entrepreneurs, startupers, managers, marketers, and company owners. Scenarios of working only in the mobile application and sharing the mobile application and the main database are considered

The webinar discussed the possibilities of integrating 1C:UNF with online stores: how to set it up automatic receipt orders from the site, how to transfer information about goods, prices and stock balances to the site, etc. Scenarios for the operation of an online store from purchasing goods to order to ensuring timely delivery are analyzed step by step

The webinar examines the main capabilities of the 1C: Managing Our Company program for automating the sales department and Customer Relationship Management (CRM). Scenarios for using the program recommended by the developers are analyzed, as well as tools for monitoring operational work sales managers, key performance reports and sales and customer base analysis tools

The webinar will be of interest to business owners and managers. And financial directors and chief accountants responsible for managing money and preparing financial statements. The main capabilities of the 1C:UNF program for an organization are considered financial accounting: from cash management to control of income and expenses, as well as management of mutual settlements. Practical examples show the methods recommended by the developers for organizing the accounting of funds, liabilities and costs in 1C: UNF, basic financial reports, as well as business analysis tools

Service “1C: Business Network. Trade offers" works on the principle trading platforms: suppliers place trade offers with product name, description and prices. Buyers, for their part, see a list of offers that include the product they are interested in, and can immediately form and send an order to the supplier. The webinar will be of interest to suppliers and buyers who want to automate their trade and purchasing activities, as well as partners who want to open a new profitable line of business

The webinar will be of interest to owners and directors of service companies and service companies, as well as any companies providing regular services. The webinar examines an end-to-end example of work in 1C:UNF for a company that provides work and services for the installation of custom systems, as well as regular warranty and paid services for a large number of clients.

The webinar will be of interest to owners and directors of small trading companies - wholesale and online stores. During the webinar, an example of organizing work in 1C: UNF “wholesale and through the website” was discussed. The end-to-end example includes all stages of using work in 1C: UNF in trading company: accepting orders by phone or from the website, processes for agreeing on the contents of the order and delivery conditions, logistics of purchasing and sending orders to customers

The webinar will be of interest to owners and directors of small manufacturing companies and firms that assemble products from components. The webinar examines an example of organizing the work of a manufacturing company in 1C:UNF. An end-to-end example includes all stages of using work in 1C:UNF in a manufacturing company: from receiving an order for calculation and generating specifications according to customer requirements, to release finished product and sending to the customer.

The webinar will be interesting individual entrepreneurs on a simplified taxation system, UTII and patent. The webinar describes how to keep records of individual entrepreneurs yourself, what reports need to be submitted, how to quickly prepare them, about insurance premiums, a simplified taxation regime, a single tax on imputed income, and the patent regime, as well as about the features of individual entrepreneurs with employees and sending reports via the Internet .

The webinar will be of interest to owners and directors of small companies and aspiring entrepreneurs, including those already working at 1C: Managing Our Firm (1C: UNF). The webinar covers the main indicators of financial accounting in small businesses, the cash method of accounting for income and expenses, setting up analytics and getting started in the Finance subsystem, identifying and eliminating losses.

The webinar will be of interest to owners and directors of small companies and aspiring entrepreneurs, including those already working in 1C: Managing Our Company. The webinar talks about cash management, expense management, how to avoid falling into a cash gap, how to use a payment calendar, calculating profits using the accrual method, distributing expenses between several business areas for a more accurate calculation of profits, and analyzing financial results.

The webinar is intended for entrepreneurs and managers who want to quickly receive summary information about the state of their business. The webinar describes control of the main business flows: financial, material, information, features of getting started with 1C: Managing Our Company, the use of special features: mobile application, telephony, website integration, cloud services, etc.

Version 1.6.11 of the “Management of our company” configuration (rev. 1.6) for “1C:Enterprise 8” has been released.

New in version

CRM

Interaction system

The functionality of internal chats 1C:UNF - Discussions has been updated.
Now it is implemented using a new and actively developing mechanism of the 8.3.10 platform - Interaction Systems.
Chats have acquired a friendly interface, more similar to a messenger, display the status of the interlocutor (online/offline) and even support video calls between users of the same application.
The ability to make video calls is in beta testing. To take part in testing, you must send a letter to: [email protected].
Previously used discussions have been renamed "History". If necessary, the user can enable the previous chat option in parallel with the new one. There is a setting for this in the CRM section.

New opportunities in commercial offers

For commercial proposal templates, the list of used parameters has been expanded and automatic name declension has been implemented. Now it is possible to add parameters such as the manager’s signature, the counterparty’s bank account, article number and description of the item to the CP.

Working with contract templates

New opportunities for creating contracts have been implemented: quick access to contract templates, creating contract templates for a specific type of document, declining the name of an individual/contact person in a contract.
Due to the improvements made, the procedure for working with contract templates has changed. Agreement forms created in previous versions of 1C:UNF are marked as outdated.

History of interaction with clients

User rights have been expanded to view the history of customer interactions.
Now the interaction history (the "Documents for the counterparty" log) in the counterparty card is available not only to users with full rights, but also to users with assigned access rights profiles - "Sales", "Purchases" and "Money".

Sales

Sets and kits

The new version of 1C:UNF implements work with sets and bundles of goods and services.
A set/set in 1C:UNF is several different goods and services combined into a group for convenient execution of sales transactions. Sets will be useful for anyone who sells sets of goods, such as flower shops, cosmetics shops, gifts and others.
The following options for setting the price of a set are possible:
It consists of the prices of components;
Assigned to a set and distributed among components in proportion to their price;
Assigned to the set and distributed among the components in proportion to the cost shares.
Work with sets is supported in the selection of documents, price lists and commercial offers.
The new “Sets Remaining” report will help you find out how many sets you can still collect from current leftovers.

Warehouses in tabular parts of documents

It is now possible to select a warehouse for each product in the “Receipt invoice” and “Invoice invoice” documents. Now the user will be able to specify a warehouse for each row of the "Products" table.
Warehouse display settings are available in the context menu of the tabular part of the document.

Online store

Automatic generation and sending of a receipt to the buyer during online payment

In accordance with the new edition of Federal Law No. 54-FZ "On the use of cash register equipment", when calculating by electronic means payment in an online store (online payment), the seller is obliged to send electronic check to the buyer.
To support the requirements of 54-FZ, automatic sending of receipts upon payment on the website has been implemented. Information about order payment can now be transmitted from the site. If the order is paid, based on it, a payment card transaction and an electronic check will be automatically created in 1C:UNF. Using cash register equipment, the check will be transferred to the OFD and sent to the client via e-mail or sms.
A convenient Online Payment Monitor has been implemented to send checks and track online payments. The user can configure automatic notification of failures in the check generation process.

Reserving goods in an order from an online store

The ability to automatically reserve products ordered by customers in the online store has been implemented. When loading an order into 1C:UNF, a reserve will immediately be set for the product items (regardless of whether the order has been paid for). Reserving the balance for the order will allow you to avoid a situation where by the time of shipment the goods are no longer left in the warehouse.
You can set up a reservation in the settings of the exchange node with the site.

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

A new “Site” tab has appeared in the buyer’s order, which is displayed when the “Exchange with site” option is enabled.
This tab stores information about the order from the online store, such as the number and date of the order on the website, information about the counterparty and additional information by order.

Retail

Selecting a tax regime for cash register receipts

It is now possible to select a special tax regime when a cash register check is punched.
The tax regime can be specified in the following documents:
Work order;
Sales Invoice;
Certificate of completion;
Sale of property;
Receipt at the cash desk;
Expense from the cash register;
Payment card transactions;
KKM check;
KKM receipt for return.
The following values ​​are available for selection: UTII, Unified Agricultural Tax, PSN or Not applicable.

Printing price tags and labels

There are new options for printing price tags and labels:
It became possible to encode SKU codes;
Processing for printing price tags and labels has been improved: printing support has been implemented full name, printing of a price tag with two prices (old and new) is available;
Printing of labels and price tags from cards and product lists is supported;
You can now set a label and price tag template directly for an item category.

Weight goods

A new attribute has been added to the nomenclature card - Weight. It will help the system distinguish goods that must be unloaded and numbered in a special order on scales with printed labels. It will be useful if exchange with connected Offline equipment is used.

Totals for discounts in the document "Retail Sales Report"

In the document Report on retail sales Added display of totals for the Discount and Auto columns. (automatic discount). Calculating the total amount of discounts will allow us to obtain information about the amount of discounts per shift.

Production

Calculation of the cost of operations according to time standards

For piecework orders, the ability to calculate the cost of a technological operation has been added, taking into account the time spent on production. When this option is enabled, the time spent on it will be taken into account when calculating the cost of operations in order costing and piecework work orders.
The user can see the calculation of the cost of operations taking into account the standard time in the report Standard composition of the product.

Seal

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

The new functionality for working with fax signatures has been extended to the following printed forms:
Certificate of completion;
Reconciliation Act;
TORG-12;
UPD.
It is now possible to configure the document number format for printing.
Added printed forms for registration of safekeeping: MX-1 and MX-3.

Individual entrepreneur reporting

Access rights profile "Taxes"

A new user profile has appeared - "Taxes". This profile will allow the user to work with the Taxes section, generate and submit tax reports.

Certificate 2-NDFL for an employee

It is now possible to generate Form 2-NDFL for employees. This certificate contains information about the income paid to the employee and may be required when receiving a loan, property or social deduction, or changing jobs.
You can generate this form from an employee’s card.

Service

Remote workplace (RIW)

Now 1C:Management of our company supports the mechanism of distributed information bases (RIB). This mechanism is intended for creating geographically distributed systems based on identical 1C:Enterprise 8 configurations.
In simple words, RIB will allow you to connect several geographically dispersed points in unified system through the creation of dedicated jobs. When working in a distributed information base (RIB), a constant connection to the Internet is not required.

Synchronization with 1C:Accounting

A number of user requests regarding synchronization with 1C: Accounting have been implemented:
When transferring currency purchase transactions, the documents will be posted automatically (no longer require filling out mandatory details).
When uploading documents on loans and borrowings from 1C: Accounting to 1C: UNF, a credit/loan agreement must be entered. If there is no corresponding agreement in 1C:UNF, it will be generated in accordance with the terms of the document automatically and inserted into the loan document.
Now the “Production” document can be transferred from 1C: UNF to 1C: Accounting as the “Item Assembling” document if the assembly is performed in a warehouse.
The tabular parts “Working clothing” and “Special equipment” have been added to the document “Transfer of Inventory” with the type of operation “Transfer into operation” and “Return from service”. The addition of new tabular parts made it possible, during synchronization, to fill out the corresponding tables in inventory transfer documents in 1C: Accounting.

Updating libraries

The version includes the following standard libraries:
Library of standard subsystems 2.4.2;
Service technology library 1.0.12;
Library of connected equipment 2.0.4;
Library electronic documents 1.3.8;
Library of regulatory reporting 1.1.11;
Internet User Support Library 2.2.2;
Labeling system library 1.0.4;
EGAIS Integration Library 1.3.1.

1C: Managing our company - a program for automated management small company. Suitable for small businesses engaged in providing various types of commercial services, trade, online sales, contract work or small production.

1C: Managing our company allows us to quickly carry out many trade and financial transactions: receive orders, execute transactions, make mutual settlements, maintain a payment calendar, calculate the cost and selling price of goods. In addition, the program quickly displays the company's cash flow, statistics on the company's expenses and income, sales dynamics and current information on turnover. In addition, the application supports the creation of all related documentation: creation, printing and sending, including directly to banks, of all financial documents (invoices, sales receipts, invoices, certificates of work performed, invoice statements and payment orders). The program also supports working with accounting and tax accounting, including sending accounting data and tax documents to the 1C database: Accounting 8 and government agencies.

Additional functions of 1C: Management of our company make it possible to automatically maintain warehouse and production records, monitor the placement, sorting, reservation, inventory and dispatch of goods to customers. Among other interesting features of the program, we can note the ability to work with cash registers V retail outlets and other special equipment (registration of sales, registration of returns, use fiscal registrars and barcode scanners, printing labels and price tags for goods). It is also possible to customize the program for working with an online store (interaction with suppliers and clients, accounting for goods, processing orders, managing couriers). In addition, the program has a built-in CRM system for quick interaction with clients and business partners. This system allows you to automatically receive and send calls or SMS messages, supports work with email services and instant messengers, including Skype, provides convenient cards with information about clients and business partners, etc.

Application 1C: Management of our company can be used by installing it on a PC or working with the cloud version of the program via the Internet from any computer or mobile device.

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 to email [email protected] indicating:

· registration number 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 being tied to documents.

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

Once the checkbox is checked, a dialog box will appear asking you to get new code registration or enter the 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 offer (5).

(1) displayed in contracts and counterparties;

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

(1) and (3) are displayed 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 Contact person's full name and full name Individual Now it is possible to indicate your 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 composition 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 new edition 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.

You can see on the monitor 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:

1. 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).

1. 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 piecework orders, the ability to calculate the cost has been implemented 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 - printed form available from the documents Receipt invoice (with the Receipt for safekeeping option enabled) and from the 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”

IN software product a new option has appeared - 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 in 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.