Sales overview

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In 1C:Drive, the Sales module is designed to help you manage and monitor sales transactions for your goods and services. With this module, you can manage the entire life cycle of sales transactions, maintain the sales-related master data, plan future sales, and analyze reports based on the sales transaction data.

Register and manage transactions

• Sales transactions
  Register sales transactions through a detailed chain of documents, from quotation to sales invoice and goods issue.
• Retail sales
  Record sales to retail customers through cash registers or POS terminals, record product returns from retail customers, create sales slips, manage cash register shifts
• Consignment sales
  Register sales of goods through consignees, track payments and returns of unsold goods, manage sales commissions.
• Reconciliation
  Compare customer’s documents against your company’s sales records to verify that all transactions are recorded accurately.
• Subcontracting services provided
  Register production of goods from customer-owned materials, monitor delivery of produced goods to customers and receipt of payment.

Maintain master data

• Customers
  Register individuals or businesses purchasing your goods or services. For each customer, you can specify contact information, bank accounts, preferred delivery method, a sales rep, and more.
• Products
  Register goods or services your company offers. For each product, you can specify a tax rate, warranty period, shelf-life period, and much more.
• Product prices and discounts
  Manage prices and specify discounts for product groups or on per-product basis.
• Income items
  Create income items to classify and analyze your company’s income from sales.

Plan sales

• Sales targets
  Set expected sales targets for product groups for a period, accumulate and analyze statistics on reaching these targets.
• Profit estimation
  Quickly determine how much profit is expected from a proposed sale. Find out what price you should set in order to reach a specific profit margin.
• Subscription plans
  Manage recurring sales easily, automatically issuing sales invoices according to a schedule.

Analyze reports

• Use a variety of reports to monitor and analyze sales orders, customer payments and debts, accounts receivable aging, and more.

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