Sales overview

In 1C:Drive, the Sales module helps you arrange, monitor, manage, and analyze your sales process.

You can do the following:

Process wholesale transactions
- Make offerings to customers
- Order goods for sales
- Invoice customers
- Handle good returns
Develop pricing strategies
Make flexible discount plans
Define payment terms
Define delivery terms
Estimate sales order profitability
Make stock reservations
Track backorders
Analyze sales results

1C:Drive offers you a variety of Sales documents that you can use depending on your needs:

Document	Description
Quotation	States an offering to a prospective buyer. It lists the proposed prices of your goods and services.
Sales order	Confirms that a customer is ready to purchase your goods and services. It authorizes sale of listed items for the specified amount.
Goods issue	Registers physical transfer of goods from your company to any third party.
Sales invoice	Requests payment for goods or services that you have supplied to a customer.
Tax invoice	States the details of your VAT taxable sales in compliance with the VAT law.
Credit note	States that you provide the credit to a customer as reduction of their debt. The document is the evidence of the reduction in your sales.

The listed documents cover the entire sales process from providing quotations to issuing sales invoices and tax invoices. Sales invoice is the most common document in a sales process.

The sales process stages can vary. You are free to use only the documents that cover the stages of your sales process.

Processing wholesale transactions

When you need to perform a sales transaction, create the target sales document.

1C:Drive helps you save efforts and ensure accurate sales processing. You can create sales documents based on other sales documents. 1C:Drive allows many-to-many relations.

All documents you create go to document journals. For posted documents, transaction records are available.

Using document journals

1C:Drive provides you with a user-friendly interface for managing sales documents. Document journals help you store all the documents that you create. You can quickly spot and view them. In a journal, you can also:

Monitor document statuses
View document details
Generate related documents
Post documents

Tracking transaction records

In 1C:Drive, you have various options for tracking product sales. The options include:

Options

Description

Accounting settings

Set accounting by:

Variants
Batches
Serial numbers

For more information, see the Products catalog.

Billing settings

Set billing by:

Contracts
Orders

For more information, see the Counterparties catalog.

When you post a document, it generates transaction records. The accounts payable records generated by sales documents depend on the billing settings. For example, if you set billing by invoices, the accounts payable records contain information about sales invoices.

To learn how to create and manage sales documents, see:

Issuing preliminary invoices

Before delivering an order, you may need to ensure that the order meets your customer’s requirements. In this case, you can send a proforma invoice. It is often a part of international transactions for customs purposes on imports.

In 1C:Drive, you can easily generate a proforma invoice based on a sales order.

Developing pricing strategies

Prices are integral part of any sales transaction. They can vary depending on the situation where they apply. 1C:Drive helps you store, classify, and analyze your prices. This ensures that your sales go on best pricing conditions.

The table below describes how you can manage your prices. The information is by tasks and tools supporting them.

Task	Tool	Usage
Set default prices	Product card	Use the card to specify a default product price. The price automatically applies to sales documents you create for customers.
Arrange differentiated prices	Price types list	Use the tool to classify prices by conditions when they apply (such as quantity sold). For example, you can add price types like: Wholesale price VIP client price For details, see Price types.
	Product prices list	Set price types and then use this tool to register differentiated prices based on the price types. For example, add a wholesale price of 100$ and VIP client price of 50$.
	Contract card	Set price types and then use this form to assign a price type to a customer. It will apply to sales documents you create for the customer and automatically fill in prices.
Arrange target price groups	Price groups	Use the tool to classify prices by purpose. You can create a list of price groups and assign them to products. Then quickly set discounts or generate a price list for an assortment of products. For example, you can create a price group “Notebooks”, assign it to several notebook models, and set a discount for the price group. The discount applies to all specified models.
Maintain actual price lists for customers	Price lists	Use the tool to generate price lists by: Price types Price groups Products If prices no longer apply, you can easily recalculate them. A price list can show product variants. For example, t-shirts of certain size or color. To view variants, turn on product accounting by variants.

You can easily update prices when you process a sales document by switching between:

units of measure
currencies
prices types
discounts

As you switch, 1C:Drive recalculates prices.

For units of measure settings, see Units of measure catalog.

To set up a currency, price type, and discounts for a sales document, use its Prices and currency settings.

Making flexible discount plans

Discounts are an intrinsic part of the sales process. With 1C:Drive, you can set a variety of discounts:

Manual discounts are discounts that you define for a certain customer on the level of the customer’s contract. The discounts apply to the sales documents that you create for the customer.

Automatic discounts are dynamic discounting rules. They apply to the sales documents matching the rule conditions.

Early payment discount is a percentage discount that you provide if a customer pays an invoice within a specified number of days. For example, a 5% discount for invoices paid within 15 days.

To set up discounts, work with the Discount types list.

Defining payment terms

Sales are based on contracts that you conclude with customers. Payment terms are an intrinsic part of contracts. 1C:Drive helps you register contracts and their payment terms including:

Currency
Payment method (for example, electronic or cash-in-hand)
Payment type (for example, single payment or payment by installments)
Pricing terms (for example, wholesale prices)
Discounts (for example, early payment discounts)

When you create a sales document based on a contract, 1C:Drive automatically prefills the payment terms. This ensures your sale goes in compliance with the contract. You are free to change the payment terms manually for a certain sale.

Defining delivery terms

Sales end up with order delivery. Clear delivery terms ensure your customers receive their order at the right place and time. 1C:Drive helps you define the delivery terms including:

Delivery method (for example, self-pickup or by logistic company)
Shipping address
Delivery dates
Incoterms

The delivery details are available on printed forms of sales documents such as order confirmation, proforma invoice.

Estimating sales order profitability

When you sell products, you may need to negotiate sales order terms with a customer. As a result, in some cases, you change the terms. The changes affect potential profit of a sales order. So, you need to ensure the changes do not cause the profit loss.

1C:Drive provides you with the profit estimation tool. You can use it before the final offer to check how sale order changes affect its profitability.

Making stock reservations

When you sell products, you need to ensure that stock is sufficient for delivering orders in time.

In 1C:Drive, you can easily check stock availability and reserve the required quantity for your orders. The stock that you have reserved is not available for other orders.

You can track your reservations using the following reports:

Report name	Report sample
Order analysis
Available stock

Tracking backorders

A customer can order products that you do not have in stock. In this case, you usually register a sales order and place a purchase order to restock the products. These products go on backorder. 1C:Drive automatically makes pre-reservation for them.

The Backordered items report helps you monitor your backorders. So, you can ensure that you comply with the delivery deadlines and fulfill your commitments.

Analyzing sales results

1C:Drive provides a variety of reporting tools for analyzing your sales results. For example, you can easily track your accounts receivable and net sales.

Report name	Report sample
Accounts receivable statement
Net sales

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