General wholesale terms

Here you can find out how to activate and create the necessary system objects to manage wholesale marketing conditions.

A marketing strategy defines a business model and relies on business assumptions or conditions that answer numerous questions, including: What product to sell? Who sell the product to? At what price? and so on. When you develop a marketing strategy, you identify product segments, sales channels, transport and warehouse logistics, and payment terms.

As a rule, a marketing strategy is adopted for a certain period (quarter, year, or several years), depending on a strategic horizon. So, business assumptions have an appropriate time horizon and should be updated regularly as the strategy changes.

A system object called Standard terms of sales usually acts as a set of business assumptions that is a regular marketing strategy result for the upcoming horizon.

This instruction will help you to register wholesale marketing conditions. Firstly, you'll activate all the necessary functions and create auxiliary catalog items. Then you'll create a list of standard terms of sales.

Enable Customer segments

Here you can enable combining all customers into segments.

A segment is a set of items that meet the rules defined for the segment. It provides information on the items of this set. This usually reflects the segment purpose. For example, a segment can be a set of partners whose business region is A. One item can be included in several segments. Segment generation rules and segment presentation can use arbitrary information stored in the infobase and connected to the items included in the segment.

Afterwards you can define special sales rules for each customer segment.

Paths

Path	Master data and settings → Master data and sections → CRM and marketing
In-app link EN code	e1cib/data/DataProcessor.TMAdministrationPanel.Form.CRMAndMarketing
In-app link RU code	e1cib/data/Обработка.ПанельАдминистрированияУТ.Форма.CRMИМаркетинг

What you can do after activation

You get access to the Customer segments catalog.

Customer segments catalog

Here you can generate a list of customer segments without setting up how to generate each segment.

Paths

Path	CRM and marketing → Sales master data → Customer segments
In-app link EN code	e1cib/list/Catalog.PartnersSegments
In-app link RU code	e1cib/list/Справочник.СегментыПартнеров

How to keep the catalog structure

1. Open the catalog and click Create group.

2. Fill the Description field.

3. Select a parent catalog item.

How to create a new customer segment

1. Open the catalog and on the Common segments tab (if available), click Create.

2. Specify the Description and the Details.

3. In the Generation method field, select Generate manually.

Note

There are several ways to generate segments:
Generate dynamically. Database tables do not store the item set, only its generation rules. The dynamic segment is generated every time you access it and is not stored in the infobase. Use such segments to get and view additional analytical partner data. You cannot use these segments to solve applied tasks, for example, to specify sales rules, provide discounts, marketing activities, and so on.
Update periodically. Item set is stored in the database tables and updated on the schedule specified in the scheduled job. To automatically generate segments in accordance with the generation rules, a scheduled job is used. When you save a segment, a scheduled job with a specified schedule is generated.
Generate manually. You can add or remove items from a segment. Before that, you can generate an item set according to the defined rules. You can automatically clear manually generated segments after a particular date. To clear manually generated segments on schedule, use the Segment clearance scheduled job.

4. Specify the Date created. To update the segment regularly, specify the Cleanup date.

Enable Inventory segments

You can combine items into segments and limit scopes of terms of sales and discounts (markups) by them. You can also filter items by segments.

Paths

Path	Master data and settings → Master data and sections → Items
In-app link EN code	e1cib/data/DataProcessor.TMAdministrationPanel.Form.ProductSettings
In-app link RU code	e1cib/data/Обработка.ПанельАдминистрированияУТ.Форма.НастройкиНоменклатуры

You get access to the Inventory segments catalog.

Inventory segments catalog

Classifier of item division into groups, which you can use to restrict scopes of terms of sales and discounts (markups).

Paths

Path	Master data and settings → Master data → Item related catalogs → Items → Inventory segments
In-app link EN code	e1cib/list/Catalog.ProductSegments
In-app link RU code	e1cib/list/Справочник.СегментыНоменклатуры

How to keep the catalog structure

1. Open the catalog and click Create group.

2. Fill the Description field.

3. Select a parent catalog item.

How to create a new inventory segment

1. Open the catalog and click Create.

2. Specify the Description and the Details.

3. In the Generation method field, select Generate manually.

Note

There are several ways to generate segments:
Generate dynamically. Database tables do not store the item set, only its generation rules. The dynamic segment is generated every time you access it and is not stored in the infobase. Use such segments to get and view additional analytical partner data. You cannot use these segments to solve applied tasks, for example, to specify sales rules, provide discounts, marketing activities, and so on.
Update periodically. Item set is stored in the database tables and updated on the schedule specified in the scheduled job. To automatically generate segments in accordance with the generation rules, a scheduled job is used. When you save a segment, a scheduled job with a specified schedule is generated.
Generate manually. You can add or remove items from a segment. Before that, you can generate an item set according to the defined rules. You can automatically clear manually generated segments after a particular date. To clear manually generated segments on schedule, use the Segment clearance scheduled job.

4. Specify the Date created. To update the segment regularly, specify the Cleanup date.

Select Payment terms and procedure (sales)

Here you can enable templates with advanced payment term settings.

Paths

Path	Master data and settings → Master data and sections → Sales
In-app link EN code	e1cib/data/DataProcessor.TMAdministrationPanel.Form.Sales
In-app link RU code	e1cib/data/Обработка.ПанельАдминистрированияУТ.Форма.Продажи

What you can do after activation

If you select the Payment schedule templates option:

You can keep the Payment schedule templates catalog. You can configure templates with arbitrary number of payment milestones.
Payment schedule field becomes available in Terms of sales and payment rules of the Sales order and Customer invoice documents.
Payments are split into milestones according to the specified payment schedule template.

Note

You can also select other options:
Payment before or after shipment. Simplified payment planning option. You can split the payment into two milestones, Before shipment and After shipment, or select the payment only for one of them. If you use payment before shipment, you can control whether the prepayment is made.
Arbitrary number of payment milestones. You can split the payment into an arbitrary number of milestones with various options for controlling and calculating the schedule. You can specify payment milestones in terms of sales. Payment milestones specified in terms of sales will be prefilled in payment rules of sales orders and customer invoices.

Payment terms catalog

Here you can create a list of centralized (corporate) payment terms with customers.

Paths

Path	CRM and marketing → Sales master data → Payment terms
In-app link EN code	e1cib/list/Catalog.PaymentSchedules
In-app link RU code	e1cib/list/Справочник.ГрафикиОплаты

How to create new payment terms

1. Open the catalog and click Create.

2. Fill the Description field, select Any in the Payment method field.

3. Click Add. Specify Period (days), Calculate from, Control, and % of payment. Fill other payment milestones. Make sure the sum in the % of payment column equals to 100%.

4. Select whether you want to calculate the delay by calendar days or workdays of the business calendar.

Price types catalog

Here you can create the list of general price types for wholesale, set up pricing rules, rounding rules, and deviation percentages.

Price types are columns of the company price list. For example, dealer, wholesale, and retail prices.

You can specify a general price type in the following system objects: terms of sales, partners, retail formats, and warehouses. When registering sales documents, the system will automatically set prices according to the general price type specified in these system objects.

If you apply general and special price types simultaneously, the special price type will be used.

Paths

Path	CRM and marketing → Settings and catalogs → Prices and discounts → Price types
In-app link EN code	e1cib/list/Catalog.TypesOfPrices
In-app link RU code	e1cib/list/Справочник.ВидыЦен

How to create a new price type for wholesale

1. Open the catalog and click Create.

2. Fill the Description field, set the status to Active, select the offered ID for formulas and a parent group.

3. In the Designed for: field, select all.

Note

This setting shows that the price type is general.

4. Select the Price currency. If applicable, select the Price includes VAT check box.

5. Under Use in:, select Wholesale.

6. In the Pricing method field, select Manual assignment to register prices with the Price setup document.

Note

There are additional pricing methods, including:
Markup for the receipt price. Price is calculated in accordance with the specified markup for the receipt price. To register sales prices when entering delivery documents, select the Set price according to delivery documents check box. When you generate the Price setup document based on the Vendor invoice and Purchase order documents, such price types are selected automatically. Their check boxes are selected in the price selection table. Sale prices are calculated in accordance with the specified markups.
Another price type markup. Price is calculated in accordance with the markup on the base price.
Arbitrary formula of other price types. Price is calculated automatically based on other price types according to a given formula. For example: Dealer price = Min (Average market price, Wholesale price). You can set the calculation algorithm for the whole price type and, if necessary, specify it for each price group. You can write calculation formulas manually or use a special formula editor. When you write formulas, use the same rules as when setting formulas in 1C:Enterprise. Price name in the formula must match the ID specified in the price type card.
Other methods.

7. Specify price rounding rules for All prices or Prices by ranges. Click Rounding constructor to check the price rounding settings.

8. Set up deviation percentages.

Note

Deviation percentage is a price change, at which a new price is registered. You can set up deviation percentages for both increasing and decreasing prices.

Enable price approval

We recommend that you use price approval if marketing experts calculate preliminary prices at the enterprise, and enterprise management (CFO, CEO) is responsible for final approval.

Paths

Path	Master data and settings → Master data and sections → CRM and marketing
In-app link EN code	e1cib/data/DataProcessor.TMAdministrationPanel.Form.CRMAndMarketing
In-app link RU code	e1cib/data/Обработка.ПанельАдминистрированияУТ.Форма.CRMИМаркетинг

What you can do after activation

You can start a special price approval process.

Enable automatic discounts in sales

Here you can set automatic discount calculation and assignment conditions.

Paths

Path	Master data and settings → Master data and sections → CRM and marketing
In-app link EN code	e1cib/data/DataProcessor.TMAdministrationPanel.Form.CRMAndMarketing
In-app link RU code	e1cib/data/Обработка.ПанельАдминистрированияУТ.Форма.CRMИМаркетинг

What you can do after activation

You can keep the Discount (markup) terms catalog.

Discount (markup) terms catalog

Here you can set up discount (markup) terms of the enterprise according to the marketing strategy.

You can set up both discounts (markups) as a percent and as an amount, as well as provide bonuses (gifts, discount as quantity).

Paths

Path	CRM and marketing → Settings and catalogs → Prices and discounts → Discount (markup) terms
In-app link EN code	e1cib/list/Catalog.DiscountMarkupTerms
In-app link RU code	e1cib/list/Справочник.УсловияПредоставленияСкидокНаценок

How to keep the catalog structure

1. Open the catalog and click Create group.

2. Fill the Description field.

3. Select a parent catalog item.

How to create a new discount (markup) term

1. Open the catalog and click Create.

2. Select Term.

3. Select the required options and specify the values depending on the selected condition.

Note

The following discount terms are available:
Standard term Terms Use Use example
For sale time Goods are sold at a certain point in time. You can set up time intervals when the discount is applied (week day and time) Wholesale and retail sales To boost sales in the morning, apply a discount, which will be valid from Monday to Friday from 9 a.m. to 11 a.m.
For payment method Specified payment method (cash, bank account, payment card, gift card) in sales documents (Sales order, Customer invoice) Wholesale If the customer pays by transferring money to a bank account, a 5% markup is applied.
For payment schedule Specified payment schedules in sales orders Wholesale If goods are shipped to the customer on credit terms, the order amount is increased by 5%
For one-time sales volume Applied once at registering a sales document. The discount depends on sales quantity or amount. These parameters can be applied to the whole document or a document line. Wholesale and retail sales The discount is provided if the document amount exceeds 5,000 USD or the quantity of goods exceeds 10 units. You can limit the list of items to provide a discount for to an inventory segment
For accumulated sales volume Discount is provided when your customer buys goods for a certain amount over a certain period Wholesale and retail sales Used to set the cumulative discount. You can provide a discount for one inventory segment and take into account only this particular inventory segment sales volume.
For customer's birthday Discount is provided to an individual in accordance with the date of birth specified in their customer (partner) card Wholesale and retail sales Discount can be provided in advance (a few days before the customer's birthday) and be valid for several days after the customer's birthday
Loyalty card is not registered Used as a condition for generating a message about issuing a loyalty card to customers Wholesale and retail sales Message about issuing a loyalty card is generated only for those customers who do not have a loyalty card
For loyalty card Owners of discount cards (loyalty cards) get an additional discount Wholesale and retail sales When you hold a marketing campaign to sell household appliances, an additional discount is provided to owners of "golden" discount cards
Limitation by user group List of users who can provide a discount is limited. The system analyzes the user specified as a responsible person in the document, for which the discount is provided. Wholesale Applied together with other discount terms. For example, only the Sales Manager can provide VIP customers belonging to a certain segment with additional discounts
For customer from a segment Discount is provided only to customers belonging to a certain group (segment) Wholesale Allows you to provide discounts to certain customer segments (dealers, distributors, and so on). For example, during marketing campaigns, shoe dealers will be given additional discounts on women's shoes, and distributors of household appliances will be given additional discounts on refrigerators.
In the For accumulated sales volume and For one-time sales volume discount terms, you can filter items to provide discounts for.
You can filter items by:
Segment.
Arbitrary list of items.
Any item parameter, including item variant or property.

Standard term	Terms	Use	Use example
For sale time	Goods are sold at a certain point in time. You can set up time intervals when the discount is applied (week day and time)	Wholesale and retail sales	To boost sales in the morning, apply a discount, which will be valid from Monday to Friday from 9 a.m. to 11 a.m.
For payment method	Specified payment method (cash, bank account, payment card, gift card) in sales documents (Sales order, Customer invoice)	Wholesale	If the customer pays by transferring money to a bank account, a 5% markup is applied.
For payment schedule	Specified payment schedules in sales orders	Wholesale	If goods are shipped to the customer on credit terms, the order amount is increased by 5%
For one-time sales volume	Applied once at registering a sales document. The discount depends on sales quantity or amount. These parameters can be applied to the whole document or a document line.	Wholesale and retail sales	The discount is provided if the document amount exceeds 5,000 USD or the quantity of goods exceeds 10 units. You can limit the list of items to provide a discount for to an inventory segment
For accumulated sales volume	Discount is provided when your customer buys goods for a certain amount over a certain period	Wholesale and retail sales	Used to set the cumulative discount. You can provide a discount for one inventory segment and take into account only this particular inventory segment sales volume.
For customer's birthday	Discount is provided to an individual in accordance with the date of birth specified in their customer (partner) card	Wholesale and retail sales	Discount can be provided in advance (a few days before the customer's birthday) and be valid for several days after the customer's birthday
Loyalty card is not registered	Used as a condition for generating a message about issuing a loyalty card to customers	Wholesale and retail sales	Message about issuing a loyalty card is generated only for those customers who do not have a loyalty card
For loyalty card	Owners of discount cards (loyalty cards) get an additional discount	Wholesale and retail sales	When you hold a marketing campaign to sell household appliances, an additional discount is provided to owners of "golden" discount cards
Limitation by user group	List of users who can provide a discount is limited. The system analyzes the user specified as a responsible person in the document, for which the discount is provided.	Wholesale	Applied together with other discount terms. For example, only the Sales Manager can provide VIP customers belonging to a certain segment with additional discounts
For customer from a segment	Discount is provided only to customers belonging to a certain group (segment)	Wholesale	Allows you to provide discounts to certain customer segments (dealers, distributors, and so on). For example, during marketing campaigns, shoe dealers will be given additional discounts on women's shoes, and distributors of household appliances will be given additional discounts on refrigerators.

4. Select the automatically created value in the Description field.

Select Use standard terms of sales

Here you can enable centralized sales conditions.

Paths

Path	Master data and settings → Master data and sections → Sales
In-app link EN code	e1cib/data/DataProcessor.TMAdministrationPanel.Form.Sales
In-app link RU code	e1cib/data/Обработка.ПанельАдминистрированияУТ.Форма.Продажи

What you can do after activation

If you select the Only standard terms of sales option, you can keep the Standard terms of sales catalog.

Note

This is enough to keep centralized sales conditions.Later you can enable the Special terms of sales catalog. To do it, select the Standard and special terms of sales option.

Enable Terms of sales approval

Here you can enable sales terms approval functionality.

The approval process includes approval of logistic, financial, price and commercial terms of sales.

Paths

Path	Master data and settings → Master data and sections → Sales
In-app link EN code	e1cib/data/DataProcessor.TMAdministrationPanel.Form.Sales
In-app link RU code	e1cib/data/Обработка.ПанельАдминистрированияУТ.Форма.Продажи

What you can do after activation

You can use special business processes to approve the Terms of sales catalog items.

Standard terms of sales catalog

Here you can create a list of general marketing sales conditions.

Standard terms of sales are sets of generally accepted sales conditions that are used for the entire enterprise. Standard terms of sales contain a certain set of sales conditions. When you apply them together with special terms of sales, special terms of sales become a top priority.

The number of standard terms of sales usually depends on a marketing strategy and the diversity of general financial, logistic and commercial sales conditions applied across the enterprise.

A set of marketing sales conditions is applied to each customer segment (wholesale customers, dealers, distributors, and so on) and to each inventory segment. The system will control that such sales conditions are not applied to a customer who is not included in the customer segment or to an item that is not included in the inventory segment.

Using both standard terms of sales and segments allows you to dynamically change the sales rules for a specific customer or item in the following ways:

To change the sales rules, add a customer or an item to another segment.
To change the sales rules for all customers or items from a certain segment, change the standard terms of sales used for this segment.

Paths

Path	CRM and marketing → Sales master data → Standard terms of sales
In-app link EN code	e1cib/list/Catalog.TermsOfSale
In-app link RU code	e1cib/list/Справочник.СоглашенияСКлиентами

How to create new standard terms of sales

1. Open the catalog and click Create.

2. Specify the Description. Specify Number and date if applicable.

3. Set status to Valid and specify Validity period.

4. Select Customer segment and Inventory segment.

5. Leave the Company field blank not to limit the terms of sales to only one company.

How to set up financial terms for standard terms of sales

1. Open the catalog and open the previously created record.

2. Click the Sales terms and conditions tab, select Contracts are not used, and select AR/AP currency.

3. Select how to define AR/AP.

Note

The following options are available:
Functions Order for prepayment and invoice Order for prepayment, Invoice for invoice By AR/AP documents
Invoice debt Registered and aggregated in the Order AR/AP object. Registered in the Invoice AR/AP object. Registered in the Invoice AR/AP object.
Payment for invoice Registered and aggregated in the Order AR/AP object. Registered and set off against invoice debt upon bank statement processing. Registered and set off against invoice debt upon bank statement processing.
Advance payment (not under invoice) Automatically allocated to invoice debts aggregated in the Order AR/AP object according to the FIFO method. Offset is not required as the advance is already aggregated in the Order AR/AP object. Registered as a negative debt in the Order AR/AP object. Use separate AR/AP offset documents to manually offset it against the invoice debt. Registered as a negative debt on the Payment order AR/AP object. Use separate AR/AP offset documents to manually offset it against the invoice debt.

Functions	Order for prepayment and invoice	Order for prepayment, Invoice for invoice	By AR/AP documents
Invoice debt	Registered and aggregated in the Order AR/AP object.	Registered in the Invoice AR/AP object.	Registered in the Invoice AR/AP object.
Payment for invoice	Registered and aggregated in the Order AR/AP object.	Registered and set off against invoice debt upon bank statement processing.	Registered and set off against invoice debt upon bank statement processing.
Advance payment (not under invoice)	Automatically allocated to invoice debts aggregated in the Order AR/AP object according to the FIFO method. Offset is not required as the advance is already aggregated in the Order AR/AP object.	Registered as a negative debt in the Order AR/AP object. Use separate AR/AP offset documents to manually offset it against the invoice debt.	Registered as a negative debt on the Payment order AR/AP object. Use separate AR/AP offset documents to manually offset it against the invoice debt.

4. Select Payment terms.

How to set up logistic conditions in standard terms of sales

1. Open the catalog and open the previously created record.

2. Click the Sales terms and conditions tab, select the origin Warehouse, and specify Delivery period.

3. Select how to Create goods issues.

Note

When you select By orders and invoices, you can only create goods issues based on one order. In this case, you cannot group goods issues by partners and itineraries.When you select By customers and itineraries, you can create goods issues based on several orders. In this case, you can group goods issues by:
Shipment date.
Wareroom.
Itinerary if you pick goods according to the delivery procedure.

How to set up commercial conditions in standard terms of sales

1. Open the catalog and open the previously created record.

2. Click the Sales terms and conditions tab, select Price currency, and select the Price includes VAT check box if applicable.

3. Select the General price type check box and select Price type for wholesale.

Warehouses and stores catalog

Here you can specify the wholesale price type for the wholesale warehouse to automatically fill warehouse print forms.

Paths

Path	Master data and settings → Master data and sections → Warehouse and delivery
In-app link EN code	e1cib/list/Catalog.Warehouses
In-app link RU code	e1cib/list/Справочник.Склады

How to set up a wholesale price type for a warehouse

1. Open the catalog and then open a warehouse card.

2. Click More actions → Allow attribute editing. Select the options and click Allow editing.

3. Click the Main tab. In the Print prices field, select By price type.

4. In the Accounting price type field, select Price type for wholesale.

5. Click Price list and view the report.

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