Products catalog
A product is an article or service a company sells or purchases. In 1C:Drive, products can have the following types:
- Inventory. A physical item stored in a warehouse.
- Service. An activity that results in an essentially intangible benefit. For example, legal consulting, travel agency service, or barber shop service.
- Work. An activity that requires allocating employees’ time and materials. For example, wires installation requires technicians’ time and cables.
1C:Drive helps you register products and track their availability. You can do it in the Products catalog.
To open the catalog:
- Go to Sales > Catalogs > Products.
You can also open the catalog from:
- Purchases > Catalogs > Products.
- Warehouse > Catalogs > Products.
- Production > Catalogs > Products.
- Service > Catalogs > Products.
- Product field of any 1C:Drive window where you add products.
In the Products catalog, you can:
After you create a product, you can add it to your company’s documents (such as sales and purchase orders) and track the inventory flow. You have the following options:
- Create a list of products first and then select them as you create or edit documents.
- Create products from the Product field of a document window as you create or edit the documents.
The Products catalog is a common catalog for all the products that you sell, purchase, or produce. It is one of the basic catalogs for the following business processes:
- Procure to pay
- Quote to cash
Viewing products
To view products:
- Go to Sales > Catalogs > Products.
You can customize the catalog columns to meet your needs. By default, the following columns are displayed:
- Description. A product name or short description. You can quickly find a product by description.
- Unit. A product’s unit of measure.
- Code. An automatically assigned product ID. You can use it for tracking products if your company does not use custom product IDs.
By default, the catalog shows all products. You can filter the catalog to view only in-stock or out-of-stock products. For details, see Checking stock availability.
To quickly spot certain products:
- Sort the catalog by any column by clicking a column header. To change the sorting order, click the header again.
- Search products by name using the search field at the top right corner.
- Filter products by prices, categories, and groups. To do this, on the right panel, set the filter parameters as follows:
- Click Prices, then specify the price range and price type.
- Click Categories and select a product category.
- Click Hierarchy and select a product group.
Viewing product details
To view product details:
- Go to Sales > Catalogs > Products.
- Double-click the product line.
The products details are grouped on the General and Additional data tabs.
On the General tab, you can also view the following:
- Product net sales.
- Product pricing trends.
- Product quantity on hand and available.
If you do not need to view product net sales and pricing trends, hide the charts.
To do so, click More actions > Hide charts.
Viewing product net sales
To view product net sales, use the Net sales chart. It shows net sales by quantity within a certain period. To set a period, click the period link (such as ) and select the period.
You can view net sales by days, weeks, or other regular intervals. To specify a regular interval, click , select Periodicity, then select a regular interval.
Viewing product pricing trends
To view product pricing trends, use the Prices chart. It shows sale price changes within a certain period. To set a period, click the period link (such as ) and select the period. You can view price changes by days, weeks, or other regular intervals. To specify a regular interval, click
and select a regular interval.
Viewing product quantity on hand and available
Product quantity on hand is the quantity of product items currently in stock. Available product quantity is the quantity of currently not reserved product items. You can view the on hand and available quantities in the On hand / available section.
Creating products
To track products your company sells and purchases, add them to the Products catalog. It is enough to specify only the product description, detailed description, and unit of measure. You can add other details later.
To create a product:
- Go to Sales > Catalogs > Products.
You can open the catalog from the Product field of any 1C:Drive window where you add products. - In the Products catalog, select Create. The product card is displayed.
- Specify general data.
- Specify additional data.
- Specify additional attributes.
- Click Save and close.
Specifying general data
To specify the general data:
- On the product card, select the General data tab.
- Enter or select the following:
Field
Description
Product type
One of the following:
- Inventory. A physical item stored in a warehouse.
- Service. An activity that results in an essentially intangible benefit.
- Work. An activity that requires allocating employees' time and materials.
You cannot change it after you save the product.
Freight
Indicates whether the service cost is included into the Freight total amount in print forms of sales documents.
The checkbox is available if the product type is Service.
Product category A group of products that share common attributes. Categories help easily define product variants.
For example, you assign a product to the "Boots" category that includes "Color" and "Material" attributes. Then you can add products of various colors and materials to a sales order or other documents.
Description
A product name or short description that you use to find the product in 1C:Drive.
Group
The parent product group. It is displayed as a folder on the right panel of the Products catalog.
Folders help you quickly spot a certain assortment of products and filter data in reports.
Code
The product identification number. Populated automatically. Detailed description
A detailed description displayed in print forms.
Notes
Additional product details.
Base unit The product’s main unit of measure. It is automatically populated in business documents (such as sales and purchase orders).
Weight A base unit's weight. For instance, 1 l of honey weighs 1.5 kg. This weght is required for calculating and prefilling the package weight in packing slips. The weight unit of measure is as defined in the Weight unit field under Shipping weight in Settings > Purchases/Warehouse. This field is available if the product type is set to Inventory.
Item # The product's item number. It is shown in the print forms of business documents. Report unit The product's unit of measure for reporting purposes. You can customize reports so that they show the product quantity in this unit of measure. For instance, you store sheets of paper, but sell them in packs of 100. Then you might want to view the Available stock report in packs. Conversion rate The conversion factor for converting the main unit of measure to the report unit. This field is only available if the report unit differs from the main unit of measure.
Additional units
A link that opens a section where you can define additional units of measure for the product. For example, sticky notes can come in boxes (main units) and blocks or packs (additional units).
To create a unit:
- Click Create.
- In the Unit (create) window, enter the following:
- Description. A unit of measure name or short description. Select a unit of measure from the Units classifier. Then you can edit its details.
- Conversion rate. A conversion factor for converting the main unit of measure to the specified unit.
- Weight. This unit's weight. For instance, 1 l of honey weighs 1.5 kg. This weght is required for calculating and prefilling the package weight in packing slips. The weight unit of measure is as defined in the Weight unit field under Shipping weight in Settings > Purchases/Warehouse.
- Click Save and close.
Add an image
A product image placeholder.
To add an image, click the placeholder and select an image. You can select multiple images and then scroll them on the product card.
You can include a product’s image to a price list.
The image placeholder is available if the product type is Inventory.
Specifying price
To set a product price, in the command bar, click Pricing > Set price.
For more details about pricing, see Product prices overview.
Specifying additional data
To specify the additional data, on the product card, select the Additional data tab and specify the following:
- Invoicing settings
- Product bundle settings
- Replenishment settings
- Default storage location
- Pricing settings
- Additional attributes
Specifying invoicing settings
To specify the Invoicing settings, in the Invoicing section, enter or select the following:
Field |
Description |
Batches |
Indicates whether accounting by batches applies to the product. The checkbox is available if all of the following conditions are met:
|
Variants |
Indicates whether accounting by variants applies to the product. |
Serial numbers |
Indicates whether accounting by serial numbers applies to the product. With accounting by serial numbers, you can track the after-sales warranty period of the product. The checkbox is available if the following conditions are met:
|
Variant template |
A variant template that applies to the product. |
Mandatory variant usage |
Indicates whether a variant must be selected whenever the product is specified in a document. |
Line of business |
A business line the product is associated with. You can use it to track profits and losses by business lines. |
Normal shipping delay (days) |
Estimated product delivery time in days. It affects the date in the Shipment date field of sales orders. |
VAT rate |
The VAT rate that is automatically populated in business documents (such as sales and purchase orders). |
Specifying product bundle settings
The Product bundle settings are available if the Use product bundles checkbox is selected in Settings > Sales > Product bundles.
Specify the Product bundle settings if a product is a package that combines multiple products. Then you can quickly add product bundles to your sales documents.
The Product bundle settings determine a pricing strategy that applies to product bundles in sales documents. A pricing strategy defines how to determine prices for the products that compose a bundle. This help you track income by product bundle components.
You can also specify how to show product bundles in the print forms of sales documents.
To specify the Product bundle settings, in the Product bundle section, enter or select the following:
Field |
Description |
Is bundle |
Indicates that a product is a combined package of several components. When you add the product to a sales document, all its components are added. |
Taxable | Select this checkbox if the product is subject to the sales tax. |
Pricing strategy |
A pricing strategy for a product bundle. You have the following options:
|
Display in print forms |
Options of showing a product bundle in the print forms of sales documents:
|
Bundle components |
Click the link to add components to a bundle. When you add components, specify their variants, quantity, units of measure, and cost share. Cost share affects a component price in sales documents. You can specify it if you have set Pricing strategy to Bundle price prorated by the components cost share. |
Specifying replenishment settings
To specify the Replenishment settings, in the Replenishment section, enter or select the following:
Field |
Description |
Replenishment method |
The document you prefer to create while planning purchases for replenishing an out-of-stock product. For more information about purchase planning, see Demand forecasting and Demand planning. The field is available if the product type is Inventory. |
Supplier |
A supplier automatically populated in purchase orders when you are planning purchases. For more information about purchase planning, see Demand forecasting and Demand planning.
|
Supplier item # | The reference number the supplier assigned to the product. |
Manufacturer | The business that made the product. |
Country of origin |
A country for grouping products in customs declarations. The field is available if the product type is Inventory. |
HS code |
A harmonized system code for grouping products in customs declarations. Groups are based on the first 4 digits of the code. |
Replenishment period (days) |
The estimated product replenishment time. It affects the date in the Date required field in purchase orders and production orders. The field defines the estimated deadline for purchase and production. |
Warranty period |
The period for automatic calculation of the warranty expiration date in print forms of sale documents and RMA requests. |
Shelf life | The time from the manufacturing date the product remains usable and saleable providing that it was stored under proper conditions. |
Issue warranty card |
Indicates whether the print form of a warranty card is available from sales invoices and sales slips. The checkbox is available if the following conditions are met:
|
Default bill of materials |
The bill of materials automatically populated for a product in all documents where a bill of materials is required (for example, in work orders). The field is available if the product type is Inventory or Work. |
Specifying normal storage location
To specify normal storage location of a product, in the Normal storage location section, enter or select the following:
Field |
Description |
Business unit |
The business unit where the product is usually stored. It is displayed on the print form of the Inventory allocation card. |
Storage bin |
The storage bin where a product is usually stored. It is displayed on the print form of the Inventory allocation card.
|
Specifying pricing settings
To specify the Pricing settings, in the Pricing section, select a price group. You can use the group as a filter parameter for quick generation of price lists and bulk price recalculations. You can also use the group to tune your discount strategies.
Specifying additional attributes
An additional attribute is a product's characteristic such as model, color, size, or weight.
To specify additional attributes for a product, on the Additional attributes tab, click Set up additional attributes and create the attributes as described here. The created attributes appear on the Additional attributes tab. Specify the attribute values.
By default, the additional attributes are shown as a single list under Other group. This is a predefined group for the product's additional attributes. You can create more groups and arrange the attributes in these groups. For example, a laptop can have a group "Device specification" with attributes such as Processor, RAM, and Operating system. To create a group, click Set up attribute groups. For details, see Creating additional attribute groups.
To learn more about a product's additional attributes and their usage, see Product's additional attributes.
Creating product groups
1C:Drive stores all products that you sell and purchase in the Products catalog. When products are numerous, it is hard to navigate through the catalog. To make navigation easier, organize products into groups.
To create a product group:
- Go to Sales > Catalogs > Products.
You can open the catalog from the Product field of any 1C:Drive window where you add products. - Select Create group.
- Enter or select the following:
- Description. A group name or short description.
- Group. The parent group for the new group.
To create a group at the root level, leave the Group field blank.
- Select Save and close.
The product group appears as a folder on the right panel of the Products catalog. To view product groups, click Hierarchy.
To add products to a group:
- Go to Sales > Catalogs > Products.
You can open the catalog from the Product field of any 1C:Drive window where you add products. - Double-click a product line.
- On the product card, select the General data tab.
- In the Group field, specify a group.
Checking stock availability
In 1C:Drive, you can quickly view products that are currently out-of-stock or in-stock.
To view in-stock products:
- Go to Sales > Catalogs > Products.
You can open the catalog from the Product field of any 1C:Drive window where you add products. - Select In-stock.
- Select the Show balances checkbox.
This adds the Balance column. It shows available product quantities.
To view products by warehouse, in the filter field above the product list, select a warehouse.
To view out-of-stock products:
- Go to Sales > Catalogs > Products.
You can open the catalog from the Product field of any 1C:Drive window where you add products. - Select Out-of-stock.
Using shopping cart
You can select and store a product list for sales or purchase. To do so, use the shopping cart tool.
You can do the following:
- Add products to the shopping cart.
- Save shopping cart variants.
- Clear the shopping cart.
- Generate sales or purchase documents for products in the shopping cart.
Adding products to shopping cart
To add products to the shopping cart:
- Go to Sales > Catalogs > Products.
- Drag and drop products to the shopping cart on the right panel.
The quantity and amount of the selected products is shown.
After you have added products to the shopping cart, you can continue with one of the following:
Saving shopping cart variants
You can save a product list added to the shopping cart. This creates a shopping cart variant. You can save multiple shopping cart variants and then use them to quickly generate sales and purchase documents.
To save a shopping cart variant:
- Add products to the shopping cart.
- Click
.
- In the Cart dialog, click Save variant.
The shopping cart image is changed from to
. When you click the image, the variants menu drops down. You can select a shopping cart variant, add more products, or generate a sales or purchase document.
Switching between shopping cart variants
You can switch to another shopping cart variant only if the shopping cart is empty. To empty the shopping cart, do one of the following:
- Save the shopping cart variant.
- Clear the shopping cart.
- Generate a sales or purchase document for the products in the shopping cart.
To switch to another shopping cart variant:
- On the right panel of the Products catalog, click
.
- From the variants menu, select a shopping cart variant.
- In the Cart window, click Continue.
This uploads the product list to the shopping cart.
Clearing shopping cart
You can delete a product list from the shopping cart. To do so:
- On the right panel of the Products catalog, click
.
- In the Cart window, click Clear cart.
To delete saved shopping cart variants:
- On the right panel of the Products catalog, click
.
- From the variants menu, select a shopping cart variant.
- In the Cart window, click Clear cart.
Generating sales or purchase documents for products in shopping cart
To generate sales or purchase document based on product list in the shopping cart :
- On the right panel of the Products catalog, click Generate and select a sales or purchase document.
The shopping cart is cleared.
To generate a sales or purchase document based on a shopping cart variant:
- On the right panel of the Products catalog, click
.
- From the variants menu, select a shopping cart variant.
Note that if you decide to select another variant and use the currently selected later, save it. See Switching between the shopping cart variants. - In the Cart window, click Generate and select a sales or purchase document.
The shopping cart is cleared. The shopping cart variant is no longer available.
The generated document is shown on a new tab. You can edit and process the document. To learn more, see the following guidelines: