Applies to: 1C:Drive 1.6.2
Related modules: Purchases, Sales, Warehouse management
Created on: April 22, 2025

Objective

In 1C:Drive version 1.6.2, several enhancements to purchase and sales documents were introduced, making warehouse management  more powerful and flexible.

After completing this tutorial, you will:

• Learn how to place products in different warehouses with a single purchase document.
• Learn how to sell products from different warehouses with a single sales document.

Prerequisites

To complete this tutorial, you need to:

• Have a user with the profile Purchases (also available for Administrator profile)
• Have a user with the profile Sales (also available for Administrator profile)

It is also recommended that you:

• Have a basic understanding of Purchase and Sales processes.

Case description

Batik Production Company is a company specializing in the purchasing and selling of shirts. To speed up warehouse operations, prevent loss of goods, and optimize logistics within their warehouses, the company uses a complex warehouse storage system, which includes several warehouses and multiple storage bins within those warehouses.

The company purchases two types of shirts: “Shirt Gray”, made of cotton, and “Shirt Black”, made of silk. Since these products have different storage requirements, the Purchases manager needs to distribute them across different warehouses. The cotton shirts, which have a high turnover rate, are stored in a warehouse closer to the shipping area for faster dispatch. The delicate silk shirts require careful handling, so they are placed in a climate-controlled warehouse with designated storage bins. However, some of the black shirts need to be kept in the warehouse with a higher turnover to be shipped to intermediaries for presentation purposes.

Later, the Sales manager processes customer orders, ensuring that each type of shirt is shipped from the correct warehouse. To do this, they create the necessary sales documents, specifying the appropriate warehouse and storage bin for each order.

Let’s look at the documents that the managers register in the system.

Key steps

During the tutorial, you will go through the following steps:

1. Setting up warehouses
2. Setting up document default view
3. Setting up products
4. Registering purchase documents
   1. Purchase order
   2. Goods receipt / Supplier invoice
5. Registering sales documents
   1. Sales order
   2. Sales invoice / Goods issue

Setting up warehouses

Let’s start with setting up the company’s warehouses.

To do this, go to Settings > Purchases / Warehouse > Warehouse accounting and select the checkboxes:

- Use multiple warehouses.
- Inventory accounting by storage bins.

Next, go to Warehouses > Catalogs > Storage bins to create warehouses for this tutorial. Add a warehouse Retail warehouse and two storage bins: A1 and A2. We will use the default warehouse Main warehouse as well.

Setting up document default view

Before this release, 1C:Drive only allowed users to select a single warehouse and storage bin for the entire sales or purchase document, because the fields Warehouse and Storage bin were located only in the document header. Now, users can choose to move these fields from the header to the product list and specify them for each product item individually.

Each user can set up the document view through the More Actions > Settings menu within a document. This allows users to customize the display for their specific needs.

Additionally, the user with Administrator profile can change default document view settings for other users. These default settings will apply automatically unless the user changes them in the document.

To configure the default document view for each user, follow these steps:

1. Log on as a user with Administrator profile.
2. Go to Settings > Users and rights settings > Users.
3. Select a user and open their form.
4. Click the User settings link and locate the folder Main values for substitutions in documents and catalogs.

5. Find settings items named Warehouse position in documents and Storage bin position in documents, and set both to In Tabular Section.
   
   

Now you have configured the default document view. Let’s proceed to creating the products.

Setting up products

The product card includes various settings that are used to automatically populate fields in documents and other areas, helping to speed up processes and maintain consistency across records. Previously, the values in the Default storage location section were purely informational. However, with the new functionality, these values can now be used to automatically fill in the warehouse and storage bin fields in documents. This is particularly useful when the product is primarily stored in a specific location, as it ensures the correct default values are applied, reducing the need for manual entry.

Let’s start with creating the product "Shirt Black." Follow these steps:

1. Go to Warehouse > Catalogs > Products.
2. In the product list, click Create.
3. In the Description field, enter "Shirt Black," set Base unit to "pcs," and then go to the Additional data tab.
4. On this tab, locate the default storage location fields. The values in these fields will be used for automatic filling of documents, though they can be changed by the user later.

5. Set the Warehouse field to Retail warehouse, and the Storage bin field to A2.
   

Next, create "Shirt Gray". For this product, set Warehouse to Main warehouse, and leave the Storage bin field empty.

Registering purchase documents

Purchase order

Before creating the purchase order, you need to create a supplier. Name them as you like.

After that, all is ready to place an order for shirts and receive them into different warehouses and bins. Follow these steps:

1. Go to Purchases > Purchases > Purchase orders.
2. Click Create to generate a new purchase order.
3. Select the supplier you have just created.
4. Note that the Warehouse column appears in the purchase order’s tabular section.

5. Fill in the products as shown in the screenshot below.
   

Above the tabular section, you can see the Warehouses menu button, which can assist you in quickly filling the Warehouse column. Based on the menu options, you can either populate the column with default values from the product cards, select and fill warehouses manually, or clear the entire column.

According to case description, some of the black shirts need to be kept in the warehouse with a higher turnover to be quickly shipped to intermediaries for presentation purposes. In the purchase order, split “Shirt black” into two lines — 50 pcs for the Retail warehouse and 50 pcs for the Main warehouse . To do this:

1. First, click Warehouses > Fill in default warehouse.

2. Then, split the “Shirt black” line into two and adjust the Warehouse value for these lines according to the screenshot below.
   

To proceed, change the Lifecycle status of the purchase order to In progress and then post the document.

Goods receipt / Supplier invoice

Generate the Goods receipt / Supplier invoice document based on the Purchase order you created in the previous step. The product table will automatically be populated with the ordered products. At this stage, you will also have the option to select storage bins in the column next to the Warehouse column.

Above the tabular section, similar to the Purchase order menu, there is a menu button that can assist in filling the Warehouse and Storage bin columns automatically. The menu contains the following options:

• The first option fills in the default values.
• The second option fills in the same selected values.

• The third option clears both the Warehouse and Storage Bin columns.
  

You do not need to use this menu now; instead, manually fill in the Storage bin column shown in the screenshot below. Remember that products in A2 are reserved for intermediaries.

Once all the necessary details are filled in, post the document.

For warehouse employees, you can also print the Inventory allocation card, which indicates the product locations as well.

To control the stock balance of warehouses and storage bins, view the Available stock report. To do this, go to Warehouse > Reports > Available stock, and switch to the Available stock by storage bins report option.

Registering sales process

Sales order

The customer in this tutorial operates two retail locations in different geographical areas and needs to purchase a batch of shirts. To optimize logistics and ensure timely delivery, the customer wants to receive part of the order from one warehouse and the rest from another. This allows the customer to efficiently manage inventory across both locations while reducing shipping time and costs.

Before creating the sales order, you need to create a customer. Name them as you like.

Then, go to Sales > Sales orders and click Create.

In the newly opened sales order form, fill in the customer you have just created and click the Select button above the tabular section. The form that appears will allow you to select products for the sales order, and it will also display current storage location for each product. For example, you will be able to see the balance of the Shirt Black in both warehouses, along with detailed information about the stock in storage bins.

In our case, we will select 10 pieces of Shirt Black from the Retail warehouse and 10 pieces from the Main warehouse. Make sure they are added to the cart, then click Select. Once selected, the products will appear in the sales order, and the Warehouse column will be automatically filled.

The next step is optional, but if you want to ensure that the products will be available for issue, click Reservation > Fill in column. The Reservation column will be filled automatically.

Set the price value, change the Lifecycle status to In progress, and post the document.

Next, let us review the stock report. Navigate to Warehouse > Reports > Available stock and switch to the Available stock by storage bins report option. Please note that the reservation does not account for storage bins. In the report, you will only see the "On hand" quantity in the storage bins, and the "On order" and "Available" quantities will be displayed under the warehouse lines.

Sales invoice / Goods issue

Now that the sales order has been created, the next step is to issue the products to the customer. This can be done by generating a Sales invoice or Goods issue based on the sales order. The system will automatically populate the tabular section of the document, with the Warehouse column copied from the sales order. Additionally, the Storage bin column will be filled according to the default values set in the product card.

Now, issue the products to the customer. Generate a Sales invoice or Goods issue based on the Sales order. The tabular section will be automatically populated, with the Warehouse column copied from the Order. The Storage bin column will be filled according to the default values in the product card.

Post the document.

Additionally, you can print the Requisition print form, which includes information about the product location. This form is useful for warehouse staff, as it provides them with the necessary details to quickly locate the items for picking and shipping.

To verify that the products have been issued and all documents were created correctly, let’s review the Available stock by storage bins report again. This confirms that the product balances have been updated as expected.