Customer order and sale of goods upon order. How to place a customer order with a reservation of goods from the current balance in the warehouse after the customer has paid in advance? Registration of shipment through “Invoices for clearance”

To reflect the fact of the sale of goods or provision of services, in the program “” there is a document “Sales of goods and services”.

Let's look at step-by-step instructions using an example of how to create and fill out this document, and also analyze what accounting entries it generates.

A new 1C Accounting document window will open. Let's start filling it out:

Required fields are usually underlined with a red dotted line. It is not difficult to guess that first of all you need to indicate:

• Organization
• Counterparty
• Warehouse
• Price type

The price type specifies the price at which the product will be sold. If the price type is specified in the counterparty agreement, it will be set automatically (from the previously established values ​​in the documents). If the price type is not specified and the person responsible for filling out the document has rights to edit sales prices, the price is specified manually when creating the tabular part.

I note that if the 1C 8.3 program keeps records of only one organization, the “Organization” field does not need to be filled in, it simply will not be visible. The same applies to the warehouse.

We have indicated the necessary details in the header of the document; let’s move on to filling out the tabular part.

You can use the “Add” button and fill out the document line by line. But in this case, we will not see the remaining goods in the warehouse. To make it easier to select products in the table section, click the “Selection” button:

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The “Item Selection” window will open, where we see the remaining product and can safely select it. When you select a particular line, the program will ask for the quantity and price (if the price type is not selected) of the selected product.

The items selected and ready to be transferred to the document are reflected in the lower part of the window. After all the necessary positions are selected, click “Move to document”.

Now let's add a service to the document. Services are selected on the “Services” tab. Let’s go into it and also click the “Selection” button. I selected the “Delivery” item, indicated the quantity, cost and transferred it to the document.

To provide one service to multiple contractors, it is convenient to draw up one document -. This can be especially useful for enterprises that provide periodic “subscription services”: for example, in the housing and communal services sector.

Here's what I got:

Now the document can be posted. When carried out, transactions will be generated that will reflect the fact of sale of goods in accounting.

Postings for the sale of goods and services in 1C

Let's see what sales transactions the document generated for us in 1C. To do this, click the button at the top of the document. A window with generated transactions will open:

The following types of postings have been generated:

• Debit 90.02.1 Credit 41 (43) - reflection of the cost of goods (or);
• Debit 62.02 Credit 62.01 - since the buyer previously made an advance payment, the 1C program reads the advance;
• Debit 62.01 Credit 90.01.1 - reflection of revenue;
• Debit 90.03 Credit 68.02 - ;

Postings can be edited manually; for this, there is a “Manual adjustment” checkbox at the top of the window. But this is not recommended.

Our video on selling goods in the 1s 8.3 program:

Setting up accounts in transactions and 1C documents

If transactions are automatically generated incorrectly, it is better to understand the settings why this is happening, or correct the accounting accounts in the document. The fact is that, in accordance with, when filling out a document, accounts are inserted into the document, and only then transactions are generated based on them.

Let's see where you can view and edit them (again, I will say that it is better to set them up correctly once than to correct them in the document every time).

The same applies to services:

Finally, I will say that correct setup of accounting accounts is a very important task, since the correctness of accounting depends on it. For our example, setting up accounts is done in the directories “ ” and “ “, but this is a topic for a separate article.

Selling services in 1s 8.3:

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 section 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.

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 Status

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 goods is through the workplace selection of goods. (Fig.5).

(Fig.5).

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 Provide separately(only available when the function option is enabled Separate supply of orders in section 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.

To complete this operation, use the Customer Order document.

To complete this operation, the Customer Orders checkbox must be enabled in the program settings (section Administration - CRM and Sales). To complete this operation, you can use the work options Order from warehouse and Order from warehouse and to order. The method uses the Order from warehouse and to order operating mode.

A new document can be entered from the list of Customer Orders documents (Sales section) or created based on a transaction with a customer, a commercial proposal, or an assignment to a sales representative. The procedure for entering and filling out fields in these cases is described in the relevant sections of the reference book. In this section we will consider the option when a customer order is entered from a list of documents.

It should be noted that the procedure for working with a customer order depends on the conditions that are determined by the agreement with the customer and does not depend on exactly how the new customer order was created.

When you enter a new document after selecting information about a partner, the details that we have established in the agreement for this partner are automatically installed.

In previous sections of the reference book, we have already considered the issue of how to formalize an agreement with a client, how to enter information about prices and discounts that will apply within the framework of this agreement.

Entering a new client into the order form can begin by entering information about the partner (Client) or information about the legal entity of the partner (Counterparty). You can use the Quick Entry mode to enter customer information.

For example, if we know information about the client’s TIN, then information about the first digits of the TIN can be entered in the Client or Counterparty field and press the Enter button. If the program can uniquely identify this information, it will automatically fill in the information about the counterparty. If unambiguous identification has not occurred, a list of values ​​will be offered (as shown in the figure) from which you need to select the one you need.

In a similar way, you can fill in the first letters of the name of the partner (client).

After entering customer information, all available information is automatically filled in if it can be uniquely identified:

• if one legal entity is defined for the client, then after entering information about the client, information about the counterparty will be automatically filled in;
• if the client always works under the same conditions, that is, an individual or a very specific standard agreement applies to him, then information about this agreement will be automatically filled in in the document;
• if, according to the terms of the agreement, settlements must be carried out according to agreements and one agreement is defined for the legal entity of the partner (counterparty), then information about this agreement will be automatically filled in in the document.

If the client has a choice - the client can work under several agreements or on behalf of several legal entities, then this information must be additionally filled out in the document, indicating the necessary data in the appropriate fields of the document.

When entering a new document, the program automatically fills in information about the organization and warehouse in accordance with the statistics of indicating this information in previous documents of this type, if this information is not specified in the agreement. That is, if a manager places orders on behalf of one organization for one warehouse, then when entering subsequent documents (when entering a third document), this information will be filled in automatically.

So, the Simon & Schuster partner was chosen as the client who ordered the goods from us. The Wholesale sales (prepayment) agreement is selected as the agreement with the client. When drawing up a document, the parameters set in this agreement will be used.

To view the parameters set in the agreement, you need to click the button next to the agreement name.

According to the conditions of the example, the goods should be reserved according to the customer's order only after full payment by the buyer. Therefore, in the agreement with the client, the Prepayment payment schedule was selected, which specifies a 100% advance payment with a deferred payment of 5 days. In accordance with this parameter, the payment date (hyperlink To payment) in the document will be automatically calculated. We will fill in the payment date later, after we have decided on the order amount (list of ordered items).

Note

The payment date can be calculated according to calendar or business days. This is determined by checking the box in the payment schedule. In our case, we use Accounting for deferment by calendar days. Therefore, the payment date will be calculated taking into account weekends.

By default, the wholesale price is set for this client (Price type – wholesale). Information about this price will be used when filling out prices for goods in the document.

The agreement with the client sets the currency - rubles (RUB). This currency is set by default in the customer order. A customer order can be placed in any currency registered in the Currency directory. Information about the currency is filled in on the Additional page.

The currency specified in the customer's order will be the currency in which mutual settlements with the partner are carried out. The currency of mutual settlements specified in the order is strictly related to the currency of mutual settlements under the agreement. If mutual settlements with the client are carried out according to agreements, then only the agreement whose currency matches the currency of the order can be specified as an agreement in the customer’s order.

Within the framework of one agreement, orders can be placed with mutual settlements in different currencies and under different agreements. In accordance with the conditions specified in the agreement, indication of the contract is not required, therefore information about the contract will not be indicated in the document.

It should be remembered that if the customer's order is placed in a currency different from the agreement currency, this will be a violation of the terms of sale. Only the manager for whom the right to deviate from the sales conditions is enabled will be able to place such an order, or for this order it will be necessary to carry out additional approval of deviations from the sales conditions.

In our example, we will place the customer’s order in the currency specified in the agreement, in rubles. In accordance with the terms of the agreement, the document was automatically filled in with information about the organization “Trading House “Complex”, on whose behalf the client’s order will be processed.

Information about the warehouse where the goods will be reserved was filled out in the customer order in accordance with previously completed documents (according to usage statistics). We will consider the option when goods are reserved and shipped from one warehouse. According to statistics, the Central Warehouse has filled up. Let's change the warehouse and indicate the "Household Appliances" warehouse. It should be recalled that warehouses in edition 11 of the “Trade Management” configuration are storage areas that can be divided into several premises. The actual shipment of goods can subsequently be made from different premises of the same warehouse territory. At the same time, it is possible to specify a group in one order, which will include several warehouse territories.

In the "Household Appliances" warehouse, the balance of goods is controlled, taking into account previously reserved goods (the Control collateral checkbox is selected).

After determining the main parameters of the order, we proceed to the selection of goods in the tabular part of the document. When selecting products, you can use the quick selection option by the first letters of the short name or by product article number.

With this selection option, wholesale prices for the product will be automatically filled in (if they were registered on the date the document was issued).

You can also use the item selection option using the Item Selection dialog box. The selection dialog box is called up by clicking the Select products button.

The selection principle is the same in all documents. It has already been considered when preparing commercial proposals.

Let us dwell on some features of selection when selling goods.

In the example under consideration, goods are reserved from the current free balance in the warehouse. Therefore, when selecting, you should analyze the current balances of goods in the warehouse and select those goods that are in the available balance. Information about the available balance of goods is shown for the warehouse specified in the document if the display option Detailed information about balances (show) is set. Since in our example the goods must be shipped from the current balance, we should set a filter based on the availability of goods in the current warehouse (Only available in the Household Appliances warehouse).

It should be noted that usually fixed prices are set when selling goods. Price information is filled in in accordance with the price type specified in the document. Therefore, when selecting, it is recommended to exclude requests for quantities and prices. This will speed up the process of selecting products into the tabular part of the document. However, if you still need to control prices and indicate the quantity of goods when selecting, then you can leave the option to request quantity and price (All actions - Settings - Request quantity and price).

When selecting products, you can use various product search options. To limit the list of products, you can use a filter by item types and properties.

The peculiarity of this selection is that when using it, you can set the selection based on additional information (additional properties and details) that we have arbitrarily added for products. The list of those parameters by which selection must be made must first be added to the Types of Items directory. Each type of item can have its own selection parameters.

For example, when you check the box next to a specific parameter value, a quick selection will occur and only those refrigerators that have the selected type (brand) will be shown in the list. If you additionally set a filter by product availability, then the list will show only those selected brands of refrigerators that are available in a specific warehouse.

This selection method is also convenient to use for selecting products based on their characteristics. For example, if we need to select shoes of size 36, then we can set selection by type of nomenclature “Shoes” and selection by property of the characteristic - size 36.

Using the ability to select by additional properties, you can quickly find those products that have the same properties as the original product. Moreover, this can be done in the general list without setting a filter by types and properties. To do this, use the context menu command Product with similar properties.

You can also use quick context search to search for products. For example, if you need to find coffee makers in the list of electrical goods, then just type this information in the search bar. When using this search option, you should use full-text data search. The search option is configured using the command All actions – Settings – Configure search.

Products are selected for the document by double-clicking or using the Enter key. Products can be transferred directly to the document or first added to the Selected Products dialog box and then transferred to the document. It depends on the position of the switch Total positions selected... (show).

If the checkbox is checked, then after checking the list of selected products you need to click the Transfer to document button. If not installed, the goods are automatically transferred to the document at the time of selection.

When selecting products, you can see a list of those products that are usually sold with the selected product (Sold together with the selected item). To display such products, the Items sold jointly checkbox must be selected in the Administration – Items section. The list of products that are sold jointly is configured in the Regulatory and reference information section - Settings and reference books.

After the goods are selected in the document, it is necessary to clarify the status of security for these goods, that is, whether we can ensure the shipment of this product taking into account previously reserved goods. To do this, you need to call the Supply Status processing in the order.

In the provisioning state, we see that all the positions we have selected are marked in green. This means that all products can be shipped from the warehouse (full collateral available).

In this case, we do not consider the option when the missing goods can be ordered from the supplier, as well as the possibility of partial shipment according to the order. We will consider these questions in the following sections.

We need a preliminary list of goods to calculate the advance payment amount and issue an invoice to the client. Reservation of goods will be made after we register receipt of payment from the client. After we have decided on the order amount, it is necessary to fill out information about the amount of the advance payment in accordance with the payment schedule.

To fill out payment information, click the Fill in stages according to schedule button. When filling out payment information, we can indicate the type of payment (cash, non-cash, payment card).

Let's assume that the client will pay for the order by transferring funds to the bank account of our company. You need to specify all this data on the page in the Payment Rules dialog box.

You should pay attention to one more parameter that we can fill in the document - Desired shipment date.

The program suggests filling in this date in accordance with the expected date of transfer of the advance payment by the client, since the shipment of goods can only be made after full payment of the client's order.

After all the data has been entered into the document, you need to set the status To be completed in the Customer Order document. Since we do not want to reserve the goods until payment is received from the client, we will set the Do not provide action for all order lines. For group filling, you can use the Fill collateral command.

Since we have drawn up the document in accordance with the terms of sale, we do not need additional approval of the order from management.

After we set the status of the customer order to Fulfillment, the status of the order changed. The status of the order is set to Advance payment expected (until security is secured). Items ordered cannot be shipped (set the Ship action for order lines) if payment for the order is not registered.

Important!

Control of the need for prepayment will occur only if the procedure for conducting mutual settlements is used according to orders.

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In this article we will look at such a concept in 1C Customer Order, directly in 1C UT 11. What information does it contain, and how to quickly obtain

maximum useful information when working with a list of orders.

In 1C UT, a customer order is a document that is used to register a customer’s request in the system to sell goods for him, provide services, or transfer goods for commission.

First, you need to select the order use option in the settings (Master data and Administration section → Master data and sections settings → Sales → Wholesale sales).

Consider a Customer Order in 1C 8.3

The header displays the command panel of the document, as well as the status and priority of order execution. The list of statuses depends on the chosen option for using orders:

If Order to order is selected, the status field on the document form is not displayed;

With the Order only from warehouse option, the list of statuses includes “Under approval”, “In reserve” and “For shipment”;

With the Order from warehouse and to order scheme, you can only choose from two statuses – “Under approval” and “For execution”.

The priority of a Customer Order in 1C 8.3 is used to indicate its significance. The priority can be Low, Medium and High.

Pay attention to the command panel; it is presented in the form of icons (buttons) that allow you to perform certain actions with system data. These and other icons are used when working in 1C with customer orders and other system objects. The main buttons are presented in the table.

 The “Basic” tab contains information about who buys what, from whom, and under what conditions. Here, as a rule, the seller organization, client, counterparty, agreement, contract are indicated. Based on the data registered in the agreement, the order will determine the terms and payment schedule, the main parameters for pricing, the rules of provision and shipment, the tax regime will be established, and the need for using reusable packaging will be taken into account.

 On the “Products” tab there is a list of goods/services that the client is going to purchase, their prices, quantity and other important information are indicated, if they are necessary for the selected product (for example, characteristics, series, packaging). You can fill out the list of products in three ways:

Adding empty lines and selecting item items from the directory;

Using the commands, fill in → Select products, open the Selection Workplace and select products using various filters that limit the search area;

Load products from an external file using the command of the same name.

For each line, an option for supplying goods is indicated; for this, select the command Supply → Fill in supply. To confirm the need to ship the goods to the client in the order, you need to set the supply option to Ship; for other items of the order, a sales document will not be generated.

In the footer of the bookmark, the date of shipment of the goods to the client is indicated.

 The data on the “Delivery” tab determines the order of delivery of goods to the client (Pickup, Our transport service to the client, Our transport service to the carrier, Carrier (from our warehouse), At the discretion of the transport service) and the delivery parameters are indicated.

All delivery orders are subsequently collected in the “Delivery” workplace, in which the “Transportation Order” documents are generated. This tab is displayed in the order only with the appropriate settings (Administration → Master data and sections settings → Warehouse and delivery – Delivery → Delivery management), otherwise the delivery address is entered in a separate dialog box in the Delivery address field on the additional page - Printing details.

 The “Additional” tab contains other information, such as the manager who placed the order, order currency, order number according to customer data, etc.

Also in the document Customer Order in 1C 8.3 contains a line displaying the total amount, VAT and discount.

So, we have become familiar with the basic data that a customer order contains in 1C 8.3. Now let's go to the list of orders and see what information about the order we can get from it without opening the document, and how to simplify working with this list.

First of all, pay attention to the selections.

A quick selection panel is displayed above the list of orders in 1C UT. With its help, you can select orders according to certain criteria, for example, select by deadline and display only overdue orders or orders for today.

Next, you can set selections that the system will remember and use when opening. For example, by field manager, and then when opening a list of orders, only those that were created by this manager will be visible. You can do this in the More menu by selecting Customize list. In the Qualifications section, select the Manager filter field and in the Value field specify the required user.

This List Settings form also allows you to: set different sortings in the list of documents; configure the color highlighting of data according to the selected criteria; group fields.

The next step is to configure the display of columns that is convenient for you. In the More section, select Edit Form to open the Form Settings window.

In the proposed list, you can use checkboxes to remove the display of unnecessary columns and add more important ones. Using the arrows it is easy to set up a convenient sequence.

% of payment, % of shipment, % of debt. These columns reflect the status of payment and shipment of goods for orders.

Due date. Contains the shipping date, overdue orders are marked in red.

Current order status. Depending on what stage the order is at, different states are available, such as Advance Expected (until secured). In the process of shipment, Awaiting payment (after shipment), Closed, etc.

If you have questions about working at UT 11, fill out the application on this page or call.

We enter documents: buyer order, supplier order, receipt of goods and services, sale of goods.

Chain of buyer order - implementation

Let's introduce into the enterprise management system 2.0 the classic chain of movement of goods, starting with a buyer's order and ending with sales to this buyer.

Our chain will involve an order to a supplier. That is, the following documents will be entered - the buyer’s order, then the order to the supplier, the receipt of goods and services, the sale of goods and services to the buyer.

To place an order for the buyer, go to the “Sales” section. Select the item “Customer Orders”. By the way, if you do not have this item, you must not forget that the enterprise management system is customizable, and this item may be disabled in your system. And this is configured in the “Administration” menu in the “and sales” section. There is a corresponding checkbox here - “customer orders”. If it is disabled, we do not have “Customer Orders” in the “Sales” section. Let's turn it back on.

So let's get back to creating customer orders. Let's create a new document. We indicate the client. This will be the "Shining Path". We need to choose the same agreement. And add the product that the client wants to purchase. We will indicate the quantity of the product and its price. We also need to indicate the desired date of shipment. Our document date is the 9th. Let the desired shipment date be the 14th.
Also, on the “Advanced” tab, you need to check the completion of payment stages. We will fill them in automatically. And we will select the payment option - “after shipment”, otherwise the program will not allow us to ship this product without payment, and we do not consider payment in this lesson. Click OK.

And in principle, our document is completed with the exception of such an important point as “Status”. Status is also a customizable item. Statuses can be disabled, but if they are enabled, it must be filled out in order for the document to be posted correctly. In this case, our status is “to be secured”. By clicking the up arrow, the program automatically sets the highest possible document status. Click the “Post and close” button. And we create a document “Customer Orders”.

In the order itself, we can see the progress status of this order. This report shows: how much the client has ordered, how much needs to be provided and by what date, and how much, in fact, is already collected in the warehouse, and how much has been shipped to him. That is, in this report you can see a complete picture of the execution of this order.

Based on this customer order, we will enter an order to the supplier. Click the “Create based on” button. And select “Order to supplier”. We will open a new order for the supplier. You can also enter an order to a supplier through the “Purchases” - “Orders to Suppliers” section.

So, we have filled out the document on the basis of the order to the supplier. We need to specify the supplier. We also have a tabular section filled in where we just need to indicate the price of the order. On the “Advanced” tab, we must also indicate the stages of payment to the supplier. We indicate the payment stages so that the accountant can pay all our orders on time, so that we have a clear picture of the money that will come to us and the money that we must pay, so that our organization does not have a cash gap. From payments and receipts we create the so-called “payment calendar”. Click OK. We also set the status of the order to the supplier. Click the “Proceed” button.

And then we will create “Based on” directly from the form of this document “Receipt of goods and services”. The system tells us that we cannot enter the receipt of goods and services because the status of this document does not allow us to do so. This can be done only after the status is ready for admission. In order for the status to be “For admission”, we can set it to “For admission” and post the document.

Now we create “Based on” - “receipt of goods and services”. We indicate the date of the document – ​​the 10th. Here we can also indicate that an invoice has been received from the supplier. On the “Advanced” tab we must indicate “Division”. Let's indicate the division - “Purchasing Department”. And click “Post” the document. The document will be processed. And in the “Order to Supplier” we can see the progress status of this order. We see that 5 pieces have been ordered. and also decorated 5 pcs. In the “Order to supplier” we set the status to “Closed”. And we will carry it out.

Now let's go back to our “Customer Order”. And check its execution status. As you can see, it has not changed at the moment. Let’s enter “Based on” the customer’s order the document “Sales of goods and services”. The system does not allow us to enter a document for the sale of goods and services while the document is in the “for collateral” status. We will transfer it to the “for shipment” status. Let's do it. And let’s introduce “Based on” - “sale of goods and services”. Here we also need to indicate the division on the “Advanced” tab. Let's indicate "sales department". We will also create an invoice. And we'll go through the document.

Let's return to the customer's order. Let's see its execution status. As we see, in the document 5 pieces were ordered, 5 pieces were issued. Thus, we see that the order has been completed. Let’s set the status of the customer’s order to “Closed”. And we will carry it out.

Thus, we went through the entire chain from the client’s order to the sale of goods to the client. Let's see how this affected the company's activities. Let's go to the "Finance" section. Let’s open the “Financial Reports” item. And open the “Enterprise Gross Profit” report. Click the “Generate” button.

As we can see, the system shows us revenue and cost by department, organization and manager. But in this case, the cost has not been calculated and the program shows us 100 percent profitability of our operation. What is this connected with? This is due to the fact that the cost in this program is calculated separately.

Let's calculate the cost of our operation. To do this, go to the “Month Closing” section in the “Finance” menu. Click the “Calculate” button opposite the “Cost cost calculation” item. The cost will be calculated.

If your cost has not been calculated, then perhaps you have not set up an accounting policy for calculating cost. To do this, you need to go to “Settings and Directories”. And indicate the setting of methods for assessing the cost of goods. In this case, it is indicated as the average for the month. But it can be FIFO weighted or rolling valuation. Also a very important checkbox is to update the cost with a regulatory task. It means that the cost will be recalculated automatically once every predetermined period of time.

But let’s return to our “Enterprise Gross Profit” report. Let's form it. We will see that the cost has been calculated. We achieved gross profit and profitability.