"using the subsystem" Operational planning» a mechanism has been implemented that allows you to apply various strategies for working with customers. The decision to use a particular strategy with customers is usually made by company management. IN this section Several specific application examples will be discussed different strategies when working with customers. The examples given in this section were modeled in the “Trade Management for Ukraine” configuration, version 2.3 (release 2.3.3.4). This technique also applicable for the configuration "Manufacturing plant management for Ukraine", edition 1.2, release 1.2.7.8.

Example 1. Placing a customer order with automatic reservation of goods at different company warehouses

This strategy is usually used in cases where the buyer asks to reserve a product for a certain period and promises to pay the invoice issued to him (the buyer's order) within this period.

Registration procedure:

• contract to the counterparty
• Mutual settlements are carried out “According to orders” or “According to the agreement as a whole”.
• The amount of advance payment for the buyer's order... - the percentage of advance payment for the order is indicated (according to the established conditions in the buyer's agreement).
• Hold reserve without payment... - indicates the number of days for which the buyer asked to reserve the product.
• The document should indicate the expected date of shipment for the order. In the future, this date is used to schedule the shipment of goods according to customer orders.
• Automatic filling of the scheme for placing and reserving goods in warehouses is carried out by clicking the “Fill and Post” button. This button is only available in online mode.
• To automatically distribute and reserve goods in warehouses, you must set the “Automatic reservation” flag.
• After clicking the “Fill in” button, the “Placement” column in the document will be automatically filled in.
• In the future, one or more invoices may be issued for payment to the buyer.

Attention!
If the product is available in several warehouses, then the priority warehouse for automatic placement will be the warehouse indicated in the header of the document. That is, the goods will first of all be placed in the warehouse indicated in the header of the document, and only if there is not enough goods in this warehouse, will it be placed in other warehouses of the company.

In the event that goods need to be reserved with priority in different warehouses, they can be specified manually in the “Placement” column. Then, when you click on the “Fill and Post” button, the placement will be filled in only for those products for which the “Placement” column was not filled in manually.

An example of drawing up a contract and an application when applying such a strategy is shown in Figures 1 and 2.

Fig. 1 Drawing up a mutual settlement agreement when reserving goods in several warehouses

Fig. 2 Filling out a buyer’s application when reserving goods at different warehouses

Example 2. Placing a buyer’s order with a reservation of goods against upcoming deliveries of goods from the supplier

This strategy is used if the goods can be shipped to the buyer in accordance with the terms of the contract later: when the goods previously ordered from the supplier arrive. In this case, the free balance of goods in the warehouse is released and it can be sold, for example, to a retail buyer. It is assumed that at the time of placing the order the buyer is in information base There are previously placed orders with the supplier, for which the goods should arrive in the near future.

The date of expected delivery of goods according to the order to the supplier is recorded in the order to the supplier in the “Receipt” field.

Registration procedure:

• A new document “Buyer’s Order” is generated.
• In order to control payment of the invoice and ship goods only on prepayment terms, the counterparty for whom the order is being placed must set the following parameters in the contract:
• Hold reserve without payment... - indicates the number of days for which the buyer asked to reserve the product. Reservation of goods will occur after the goods have been received from the supplier.
• In the document, in the “Shipment” field, you must indicate the date of expected shipment for the order.
• The order placement scheme is automatically filled in when you click the “Fill and Post” button. This button is only available in online mode.
• To automatically place goods in orders, the supplier must set the “Automatic placement” flag.
• In the future, one or more invoices may be issued for payment to the buyer.

After clicking the “Fill and Post” button, the “Placement” column in the document will be automatically filled in. The placement column will fill in those orders to the supplier whose receipt date is less than or equal to the expected shipment date for the order being placed.

Attention!
When distributing according to supplier orders, you can specify a priority order to the supplier for a specific product. For example, this is justified if the same product is ordered from different suppliers. This information is entered manually in the “Placement” column. Then, when you click on the “Fill and Post” button, the placement will be filled only for those goods for which the “Placement” column was not filled in manually, and the priority order specified by the user will not change.

An example of placing an order for a buyer is shown in Figure 3.

Rice. 3 Distribution of the buyer’s order according to previously placed orders from suppliers

Example 3. Placing a buyer’s order followed by ordering goods to the supplier (to-order strategy)

This design option is used if the company uses a “made to order” strategy. The buyer places an order for the purchase of goods and, based on his order, the goods are ordered from the supplier. After the goods arrive from the supplier, the goods are reserved for a specific buyer.

Registration procedure:

• A new document “Buyer’s Order” is generated.
• In order to control payment of the invoice and ship goods only on prepayment terms, the counterparty for whom the order is being placed must set the following parameters in the contract:
• Mutual settlements are carried out “According to orders” (“According to the agreement as a whole”).
• Control of prepayment on the buyer's order... - the percentage of prepayment on the order is indicated (according to the established conditions in the buyer's agreement).
• The placement column in the “Buyer’s Order” document does not need to be filled out. Therefore, in the auto-reservation parameters, the “Automatic filling” and “Automatic placement” flags also do not need to be set. The document is posted in the usual way by clicking on the “Post” or “OK” button.
• In the future, one or more invoices may be issued for the shipment of goods according to the order.
• You can automatically fill out an order to a supplier. To automatically fill, use the “Fill” button. In the event that the order to the supplier must be completed according to one buyer’s order, then you need to select the “Fill according to buyer’s order” menu item. If an order to a supplier is placed based on several customer orders, then for automatic filling you need to use the “Add by customer order” button.
• The receipt of goods from the supplier is recorded by a receipt document, which is issued on the basis of the “Order to Supplier” document. Upon receipt, the goods are reserved for those customer orders that are indicated in the “Order to Supplier” document in the “Buyer’s Order” column.

Attention!
The “Order to Supplier” and “Receipt of Goods” documents do not necessarily have to indicate the same warehouses. The goods will be reserved at the warehouse to which they actually arrived (the warehouse specified in the “Receipt of Goods” document) and reserved for the buyer’s order specified in the “Order to Supplier” document. Examples of placing an order for a buyer and an order for a supplier with this work strategy are shown in Figures 4 and 5.

Fig.4 Placing an order for the buyer in the case of using the “to order” strategy.

Fig.5. Placing an order with a supplier in case of using the “to order” strategy.

Example 4. Placing a buyer’s order with preliminary reservation of goods and placing an order with the supplier for missing goods

This example assumes a combination of all those strategies that were discussed in the previous examples. An option is being considered when goods are automatically reserved at various company warehouses, as well as in previously placed orders to the supplier, and the missing goods must be ordered from the supplier.

Registration procedure:

• A new document “Buyer’s Order” is generated.
• In order to control payment of the invoice and ship goods only on prepayment terms, the counterparty for whom the order is being placed must set the following parameters in the contract:
• Mutual settlements are carried out “According to orders” (“According to the agreement as a whole”).
• Control of prepayment on the buyer's order... - the percentage of prepayment on the order is indicated (according to the established conditions in the buyer's agreement).
• Hold reserve without payment... - indicates the number of days for which the buyer asked to reserve the product. Reservation of goods will occur after the goods have been received from the supplier.
• In the document, in the auto-reservation parameters (the “Fill and Post” button), you must set the “Automatic filling” and “Automatic placement” flags.
• In the “Shipment” field, indicate the date of expected shipment of the goods for the order.
• Automatic filling of the reservation scheme for warehouses and placement of orders is carried out by clicking the “Fill and Post” button. This button is only available in online mode.
• To create a printed form of an invoice for payment, you should then enter the document “Invoice for payment to the buyer” based on the document “Buyer’s Order”.

After clicking the “Fill in” button, the “Placement” column in the document will be automatically filled in. In the “Placement” column, those warehouses that have remaining goods (taking into account previously reserved goods) and those orders to suppliers whose receipt date is less than or equal to the expected shipment date for the order being placed will be filled in. In this case, the goods will first be placed in orders from suppliers, and then reserved in warehouses.

• After placing the buyer’s order, the “Order to Supplier” document is drawn up.
• In the “Order to Supplier” document, in the “Buyer’s Order” column, an order (or several orders) is indicated for which reservation should occur when the goods are received from the supplier.
• You can automatically fill out an order to a supplier. To automatically fill, use the “Fill” button. In the event that the order to the supplier must be completed according to one buyer’s order, then you need to select the “Fill according to buyer’s order” menu item. If an order to a supplier is placed based on several customer orders, then for automatic filling you need to use the “Add by customer order” button. The tabular part of the order will be filled only with those goods that were not reserved in warehouses and were not placed in previously placed orders from suppliers. That is, in fact, those for which, when automatically filling out the “Placement” column in the “Buyer’s Order” document, it was left blank.
• The receipt of goods from the supplier is recorded by a receipt document, which is issued on the basis of the “Order to Supplier” document. Upon receipt, the goods are reserved for those customer orders that are indicated in the “Order to Supplier” document in the “Buyer’s Order” column.

Examples of placing an order for a buyer and an order for a supplier are shown in Figures 6 and 7.

Redistribution of the reserve is carried out using the document “Reservation of goods”. Using this document, you can easily change the applied product reservation and placement strategy scheme. That is, move reserves of goods from warehouse to warehouse, reserves from a warehouse to an order for a supplier, cancel a reservation for an order for a supplier or for a warehouse.

The document indicates the buyer's order for which the placement needs to be adjusted, as well as the option for the original placement and the new placement.

So, for example, if a buyer is late in paying an invoice, the goods reserved for him can be transferred to another buyer, and the goods can be reserved for him for future deliveries.

In this case, two documents must be completed. In the document “Reservation of goods” for the first buyer, the warehouse to which the goods were previously reserved is indicated as the initial placement, and the order to the supplier for which the goods should be received is indicated as the new placement.

In the document “Reservation of Goods” for the second buyer, the order to the supplier is indicated as the initial placement, and the warehouse where the goods should be reserved is indicated as the new placement.

If nothing is specified as a new placement, then the original reservation scheme is canceled and the item is removed from the reservation.

An example of the design of the document “Distribution according to customer orders” is shown in Figure 8.

Fig.8. Registration of changes to the goods reservation scheme.

Order fulfillment analysis

To analyze the current state of orders, use the “Analysis” button in the “Buyer’s Order” document form.

You can get a summary schedule of shipments based on customer orders and deliveries based on supplier orders using the “Operational Product Calendar” report. Figure 9 shows an example of the generated report.

Fig.9. Consolidated schedule of receipts and shipments of orders.

A schedule for shipping goods to customers can be generated using the universal report “Customer Orders”. An example of report settings and the generated report are shown in Figures 10 and 11.

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Fig. 10. Setting up the universal “Customer Orders” report.

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Rice. 11. Schedule of shipment of goods by dates of expected shipment and customer orders.

Other materials

Many companies use mechanisms for reserving goods in 1C. This description is suitable for the programs “1C: Trade Management, ed. 10.3" and "Management manufacturing enterprise».

Indeed, the reservation mechanism is very convenient - you can place a reserve on goods for the client, ship the reserved goods, and remove the reserve if necessary. Unfortunately, our practice of trading automation shows that not all users fully understand the operation of the reservation mechanism.

In this article we will try to correct the situation, consider the basic principles of reservation and answer the following questions:

1. How can I reserve an item?
2. How can I remove the reserve, in what cases does this happen automatically?
3. In which reports can I view information about reserves?

The article will be useful to users who are familiar with the program and want to generalize their knowledge of the reservation mechanism.

Product reservation

There are several ways to reserve an item for a buyer.

Method No. 1 – in the buyer’s order

At the time of placing an order, the buyer can reserve the goods specified in the order.

Menu: Documents – Sales – Customer orders

To do this, in the goods table you need to indicate in the “Placement” column the warehouse where you want to make a reserve.

If you don’t want to manually select a warehouse, the order has a “Fill and Post” button. Clicking on this button causes the placements to be automatically filled in and the order is placed. The button is only available when placing an order today.

Method No. 2 – adjusting the buyer’s order

To correct a buyer's order, many users create a document “Adjustment of a buyer's order,” indicating in it the items to be added and removed from the order.

You can create an adjustment based on an order or manually.

Menu: Documents – Sales – Adjustment of buyer’s order

Adjustments to customer orders can also set a reserve, just like a customer order. Specify the warehouse in the “Placement” column or use the “Fill and Post” button.

Method No. 3 – in the document “Reservation of goods”

You can place a reserve using a separate document “Reservation of goods”. It can be created based on a customer order or manually.

In order to place a reserve, you need to indicate the order, the product being reserved and its quantity, and also fill out the warehouse in the “New placement” column. At the time the document is processed, a reserve will be established.

Method No. 4 - at the time of receipt of goods

Menu: Documents – Purchasing – Receipts of goods and services

To set a reserve in the receipt of goods, the “Buyer’s order” column must be filled in.

If the receipt was created based on an order to a supplier, then customer orders will be filled automatically. Selecting a buyer's order in the goods receipt if the goods were ordered to the supplier not for this buyer, but simply for the warehouse, is strongly not recommended.

Method No. 5 – in an internal order

An internal order is used to order goods from the warehouse of your own department or warehouse.

Menu: Documents – Inventory (warehouse) – Internal orders

In an internal order, as in a buyer’s order, there is a “Placement” column and a “Fill and Post” button, which allow you to put the item in reserve.

In addition to these methods, there are other options when the program can set a reserve:

• In adjusting an internal order (similar to adjusting a customer order)
• In the document “Receipt order for goods”, if the “Without the right to sell” flag is set (goods are taken for safekeeping)
• In the document “Return of goods from the buyer” - when returning goods that were sold from reserve
• In the “Advance report” document, if the accountant went to pick up goods ordered by a supplier (similar to the receipt of goods).

Removing goods from reserve in 1C

There are also many ways to withdraw the reserve; let’s look at the main ones.

Method No. 1 – in the sale of goods

At the time of shipment of goods, the document “Sales of goods and services” is drawn up in the program.

Menu: Documents – Sales – Sales of goods and services

If goods were reserved according to the buyer's order, then at the time of sale the reserve must be removed. In order for the reserve to be removed from goods, you need to indicate the write-off method “From reserve” in the “Products” table.

If the sale of goods is filled out based on the buyer’s order, the program itself determines which goods are in reserve and which will be written off from the free balance in the warehouse. Be very careful when filling out the document manually: if you specify the write-off method “From warehouse”, the product will be written off, but the reserve for it will not be removed and will “hang”.

Method No. 2 - in the document« Closing customer orders»

Menu: Documents – Sales – Closing customer orders

The document specifies customer orders that need to be closed. At the time the document is posted, the program checks whether there are reserves for the specified orders. If there are reserves, they are automatically removed.

After the document has been processed, there will be no reserves for all orders included in it.

Method No. 3 - in the document« Reservation of goods»

In addition to setting a reserve, this document can also be used to remove a reserve.

Menu: Documents – Sales – Reservation of goods

In order to remove a reserve, you need to indicate the order, product and its quantity, and also fill out the warehouse in the “Initial placement” column. At the time the document is processed, the reserve will be removed.

Note: with one document you can simultaneously remove a reserve from one warehouse and reserve goods in another if you fill out both the original and new placement.

Method number 4 - in« Requirements-invoice » or« Movement of goods »

The documents “Request-invoice” and “Movement of goods” are used to write off goods as department costs and move goods from one warehouse to another, respectively.

Menu: Documents – Inventory (warehouse) – Movement of goods

Menu: Documents – Inventory (warehouse) – Request invoice

If documents are drawn up on the basis of an internal order in which a reserve was established, then at the time the documents are processed, the reserve must be removed. To withdraw a reserve, the “Reserve Document” column must be filled in:

Note: if the movement of goods is done from the buyer’s reserve, then the program not only removes the reserve at the sender’s warehouse, but also sets it at the recipient’s warehouse.

These methods of withdrawing a reserve are the most popular, but there are other possible situations:

• In the “Write-off of goods” document, if the “Reserve document” is filled in in the “Goods” table
• In the document “Receipt order for goods”, when goods previously accepted for safekeeping without the right to sell are returned to the counterparty
• In the documents “Adjustment of the buyer’s order” and “Adjustment of the internal order”, if a negative quantity of goods is indicated and the placement is filled out
• In the document “Closing internal orders” (similar to closing customer orders)

Product reservation reports

We are convinced that there are a lot of opportunities for reserving and withdrawing reserves in the program. Moreover, in most cases, the program sets/removes the reserve automatically, based on filling out the document, without signaling the user in any way.

To control the reserves in the warehouse, you need to use reports, thanks to them you will always know which goods are in reserve.

Report “Goods in reserve in warehouses”

Menu: Reports – Inventory (warehouse) – Goods in reserve in warehouses

The report can be customized: set selections, change the composition of groups, etc.

Report “Analysis of the availability of goods in warehouses”

Menu: Reports – Inventory (warehouse) – Analysis of the availability of goods in warehouses

Many trade organizations work "to order". That is, the organization first receives several orders from customers. Then he finds suppliers and purchases the necessary goods from them. As soon as the goods arrive at the warehouse from the supplier, they are immediately shipped to customers.

In such a situation, purchasing managers must have convenient mechanisms for generating orders to suppliers and tracking delivery times.

In the program “1C: Trade Management, ed. 10.3" a purchasing manager can do the following:

• Look full list goods that need to be provided to customers.
• Automatically create an order to the supplier for all goods needed by customers. In this case, the order to the supplier will clearly indicate for which customer orders the order was placed to the supplier. And the moment the goods arrive at the warehouse, they are automatically reserved for the client.
• Indicate the deadline for receipt of goods for all orders to suppliers.
• Monitor the timing of goods receipt, and if the deadlines are not met, cancel the order to the supplier.

Let's take a closer look at each of these possibilities.

To analyze the goods that need to be purchased for customers, you can use the “Customer Order Analysis” report.

Menu: Reports – Sales – Order analysis – Customer order analysis

The report can be generated for orders that have not yet been shipped. To do this, set the “Order shipment status” flag and mark the values ​​“Not shipped” and “Partially shipped.” Thus, we will receive a report on orders that have not yet been fully shipped:

The report shows all unshipped orders. For each order we see the required goods; the required quantity is indicated in the “Remaining to be provided” column. If this column is not empty, then the product is out of stock and has not been reserved - it must be ordered from the supplier.

Creating an order for a supplier

From the “Analysis of Customer Orders” report, we found out that our customers need to place an order with a supplier. But we don’t have to remember who is missing what goods. Directly from the report, you can create an order to the supplier for all missing goods!

Click on the button “Order to supplier – Create one order to supplier”:

A new document “Order to supplier” is created, which automatically includes all the goods necessary for the order:

For each product, the “Order” column indicates the buyer’s order for which the product is ordered from the supplier. Thanks to this information, the moment the goods arrive at the warehouse, they will be reserved for the buyer automatically.

In the order you need to select a supplier, a contract, and fill in the purchase prices. We agreed with the counterparty "Mobil" on the delivery of this product on December 28, 2011. We indicate the expected date of receipt of the goods in the “Receipt” field:

Click the “OK” button to process and close the order to the supplier.

After placing an order with the supplier, we will again generate the “Analysis of Customer Orders” report. Now the “Remaining to be provided” column is empty, because we have ordered all the necessary goods from the supplier. Information that a product has been ordered to a supplier is displayed in the “Placed in orders” column:

Delivery time control

To control delivery times, we will use the “Analysis of orders to suppliers” report.

Menu: Reports – Purchasing – Order analysis – Analysis of orders to suppliers

We'll make a setup to see orders for which the delivery date has been missed. Click the “Settings” button.

In the settings form that opens, add a new selection “Order. Receipt date less than or equal to the current date” in the table below. To do this, click the “Add” button, in the field selection window that opens, find the “Order” field, expand it by plus and select the “Date of receipt” field inside:

In the main report form, we will also set the “Receipt Status” flag and mark the values ​​“Not Received” and “Partially Received”.

Click “Create” and as a result we will see all orders that should have been fully received before the current date, but this did not happen:

The “Remaining to purchase” column will indicate the quantity of goods that did not arrive on time.

Based on the results of the analysis, the manager may decide to cancel the order to the supplier. To do this, a document “Closing an order to a supplier” is drawn up. You can create a document based on an order to a supplier or manually.

Menu: Documents – Purchasing – Closing orders to suppliers

We will close the order based on. To do this, you can find the required order for the supplier in the list of orders:

Menu: Documents – Purchasing – Orders to suppliers

Or open an order to a supplier directly from the report.

To open an order to a supplier from a report, you need to double-click on it and select “Open order to supplier” in the list of actions that opens:

In the order to the supplier, use the enter button on the base and select the item “Closing orders to suppliers”:

In the document that opens, “Closing orders to suppliers,” the order to be closed, the counterparty, and the order amount will already be indicated:

You can also specify the reason for closing an order and then analyze the reasons for closing orders in the report:

Menu: Reports – Purchasing – Order analysis – Analysis of reasons for closing orders

Click the “OK” button and close the document.

After closing an order to a supplier, the program will no longer expect any receipts or payments for it. The order to the supplier will no longer be shown in reports:

In addition, if we generate the “Analysis of customer orders” report again, we will see that the product again appears in the “Remaining to be provided” column:

Now the purchasing manager should create a new order to the supplier for the missing goods and expect delivery of this product on time.

Customer order is a document that records customers' intentions to purchase a product. The order management functionality developed in Trade Management 11.2 provides support in making management decisions.

The use of Customer Orders becomes possible after enabling the function in section Master data and administration → Sales → Use of customer orders. Specify the use case - Order from warehouse and to order. Other options for using Orders are suitable for you if you intend to use the Order only for printing an Invoice for payment or if you plan to accept orders only for goods in stock. (Fig.1).

In addition, in this section you have the opportunity to:

• establish bans on closing orders that have not been fully shipped;
• establish prohibitions on closing orders that have not been paid in full;
• maintain a list of reasons for canceling orders;
• register sales of goods based on several orders;
• create certificates of completed work for several customer orders;
• store invoices issued for payment in the program.

We include all the above features.

We create Customer order In chapter Sales(Insert). At the top of the form are Order Statuses, Priority and Current Status . (Fig.2).

Order statuses (Fig.3).

Fig.3

The choice of status in the document is determined by the strategy for using orders, which we defined above. If you use orders with the option Order as invoice, then the statuses in the document are not available. If you use orders according to the strategy Order only from warehouse, then the following statuses are available:

.To be agreed- the order does not create records in the registers; it is used to register the client’s unconfirmed desire;
. In reserve- the order reserves the goods in the warehouse;
. For shipment- the goods can be shipped.

If you use the strategy Order from warehouse and to order, then the possible statuses are:

.To be agreed
. To be completed- it is possible to manage shipment, as well as reserve goods for each item in the document.

A priority

Priority is used in the program to determine the importance of the Order for the manager. The default priority for a new order is set to medium. An employee can change the priority of an order by assessing the degree of importance of the order. High priority in the order log will be highlighted in color. (Fig.4).

Fig.4

Current state

The following states are available for Customer Orders:

 Approval awaited;
 An advance is expected (before security);
 Ready to provide;
 Prepayment is expected (before shipment);
 Collateral is expected;
 Ready for shipment;
 During shipment;
 Payment is expected (after shipment);
 Ready to close;
 Closed.

Filling out the bookmark Basics.

We select a client and an agreement. Based on the selected agreement, the Warehouse, payment procedure and operation are filled in. The Operation value determines the shipment option (sale or transfer to commission). In the Order, you can clarify the procedure for settlements under the document if there are differences from what is specified in the agreement or contract. Options for payment procedures: according to contracts, according to orders, and possibly according to invoices.

Go to the bookmark Goods.

You can add a list of products by clicking the Add button, or by clicking Insert, copying the line with the product conveniently using the F9 key or through the context menu → Copy. But the most convenient option for filling out a list of products is through workplace selection of goods. (Fig.5).

(Fig.5).

The prices for the goods are reflected according to the type of price that we have chosen in the Order, as well as the remaining goods in the warehouse that we have indicated. To view other prices for a product, use the button Prices. It is possible to set selection by price by specifying a price range from and to. To select products that are in stock, you need to activate the flag Only in stock from the document.
In the selection window, you can set various filters to limit the search area for goods: by item hierarchy, by item type, by goods of a different quality.

We select the product we need, indicate the quantity, price, and, if necessary, the shipment date of each product. To transfer the selected products to the document, click Move to document. (Fig.6).

Fig.6

Option to secure orders(Fig.7).

Fig.7

To fill out the option for providing goods for an order, you must select all order lines (Ctrl-A) and run the command Fill out the collateral. In the window, fill in the supply options, depending on the required actions with the product.
For separate provision for a specific product or an order as a whole, the option is intended Provide separately(only available when the function option is enabled Separate supply of orders In chapter Master data and administration → Warehouse and delivery → Meeting needs.

The date of expected shipment for this order is filled in the field Desired shipment date. To be able to ship goods on the same date, you additionally need to set a flag Ship on one date.

Bookmark Delivery

We described delivery management in detail in another article. The ability to specify a delivery address is enabled by the Delivery management option in the section Master data and administration → Warehouse and delivery → Delivery. (Fig.8).

Fig.8

Closing an order

There are two in the Customer Orders log order closing option:

 Closing of fully processed orders- on which goods were sold;
 Closing orders with cancellation of unprocessed lines- the program analyzes and cancels all unsold order lines. The user must indicate the reason for failure to ship the goods according to the order.

This document is used to record a preliminary agreement with the consumer on the intention to purchase goods.
The details used to control shipment and payment for the order in the contract with the counterparty are entered.
In the order, it is possible to specify the expected date of payment (“Payment”) and the bank or cash desk where the money must go to pay for the order. This information is used to plan incoming payments.
The order can be registered from the buyer or from the commission agent. The type of contract that is specified in the document determines for whom the order is created - for the buyer or for the commission agent.
It is not mandatory to register customer orders for trade transactions. Trading operations can be registered even when order accounting is not created.
If the entire quantity of goods specified in the document is shipped to the customer or if the order is forcibly closed by the “Closing Customer Orders” document, then the order will be considered completed.
When the “Separate accounting of goods according to customer orders” checkbox is selected in an agreement with a consumer counterparty with the type of mutual settlements “Under the agreement in full” or “By orders”, batch cost accounting of inventory items will be maintained separately. In customer orders, it is also permissible to define a list of returnable containers in which material assets will be shipped to the consumer. The “Containers” panel displays data on returnable containers. The “Services” panel displays additional services associated with order execution, for example, services for transporting goods.

Reservation of goods to order in the warehouse and placement in orders
It is permissible to reserve goods during the buyer’s ordering process for a given order from a given free balance at any storage location (wholesale or retail) or place them in other orders - orders to suppliers, internal orders. In the tabular part, in the “Placement” column, you select a warehouse for reservation or an order for placement; similarly, according to a single buyer order, a product can be reserved in several warehouses and placed in several orders.
It is prohibited to reserve goods for a buyer's order at a non-automated point of sale.
On the “Containers” panel and for returnable containers, it is possible to make reservations and placement in orders by defining a warehouse or order in the “Placement” column.
It is permissible to make automated reservation and/or placement during the operational processing of a document. Automated placement can only be done in an order to a supplier. The details of automated reservation and placement are configured in a special form. This form appears when you click on a button in the command bar of the document.
If you need to make an automated reservation, you need to set the “reservation” flag in the form, and to perform automated placement, you need to set the “placement” flag. It is also possible to edit the default auto-reservation strategy in the form.
The content specified in the Warehouse/Group parameter at the top of the document is taken into account during automated reservation and putaway. IN this parameter It is permissible to define a warehouse or an availability group of storage locations. The contents of the parameter are taken into account as follows:

· The warehouse of preferred location is determined. In a situation where the order specifies a specified warehouse, it will be considered the warehouse of preferred placement; otherwise, the warehouse of preferred placement will be the warehouse that is defined as the main warehouse in the user settings.

· The availability group of storage locations is determined. In a situation where the order specifies a storage location availability group, then this group is specified; otherwise, the result is a storage location availability group that is specified in the user settings.

· Reservations will be made initially at the warehouse of the preferred location, then at warehouses included in the availability group. Placement will be made initially in orders to suppliers in which the warehouse of preferred placement is defined, then in orders in which warehouses that fall into the availability group are specified.

The expected shipping date in the customer's order and the expected receipt date in the supplier's order are taken into account during automated putaway. Only those orders to suppliers will be placed for which the date of receipt of the order is less than or equal to the date of shipment of the order to the consumer (the goods must arrive earlier than it is planned to be shipped).
In a situation where the “Apply series definition when making reservations” flag is set in the accounting details settings on the “Orders” panel and the order specifies an agreement in which separate accounting is created, then it is permissible to make a reservation of goods in a warehouse by specifying product series. In the “Products” tabular section, the definition of series is only relevant for those lines for which reservations are made in the warehouse.
Using the following methods, it is permissible to fill out a series in the line of the “Products” tabular section:

· Manually. In this case, initially, in the “Placement” column, the warehouse at which the goods will be reserved must be defined.

· Using a selection algorithm. In this case, the warehouse must be defined at the top of the document. This warehouse will be automatically placed in the “Location” column. If the warehouse in the upper part is not defined, then the selection of the series during item selection is blocked.

· Automatically. When automatically reserving goods using a button “Fill out and post”.

All manually selected series will be lost during automated reservation.
It is permissible to combine the methods of automated and manual reservation and placement in orders to suppliers; for this you need to manually determine the case of placement for some positions in the document, and then use the button “Fill out and post.” The “Clear placement before filling” flag does not need to be set on the automated reservation setup form to ensure that automated placement is performed only for those items for which it was not performed manually.
The method of placing and reserving an order using the document “Reservation of Goods” can be corrected after placing the order.
Batch registration of documents for the consumer

The service algorithm is implemented in the buyer's order, which allows batch entry of documents, reducing the time it takes to record documents for the consumer.
When you click on the button in the document command panel, a form for setting up batch input of documents appears. The button becomes available after recording the document.
The setup form specifies which documents need to be registered - “Tax invoice”, “Cash receipt order”, “Sales of goods and services”, and sets the printing order for each type of document (with preview or immediately for printing). Specify the printable version for the document “Sales of goods and services.”
The settings set by the user in the settings form are saved and can be applied in the next session. If you clear the flag "Show the settings window while processing documents" in the settings form will not open when you click on the button “Register implementation”, and actions will immediately be performed in accordance with the specified settings. From the menu “Actions” - “Call the window for setting up the fixation of a package of documents” restore the display of the form and edit the settings details.
Price control in the order

It is permissible to use planned cost to control selling prices in orders. Those prices are entered in the form of the planned cost price type, in relation to which the allowable markup percentage is calculated. The “Apply planned cost” checkbox is defined in the order in the “Prices and Currency” window that opens. When filling in the prices in the order, the markup percentage and deviation from the planned cost will be automatically calculated. The price type of the planned cost is set in the accounting details settings on the “General” panel.
Notification of upcoming order transactions

The opportunity has been implemented, in the “Buyer’s Order” document, to connect a notification system about upcoming order operations (shipment or payment for the order), which provides for the quick creation of an attached task with a reminder. A button with an image of an alarm clock is available in the system button panel of the order form, clicking which leads to the appearance of a dialogue in which you need to determine the reminder time (in the "Date and time of notification" field), and, if necessary, enter detailed description the reason for which the reminder occurs, and save the reminder task.
In the calendar of a user included in the “Contact Manager” list, it is possible to see information about current, overdue and upcoming shipments and payments for the buyer’s order.