Loading prices in 1s. Your own individual search options

Today, programmers have created a lot of processing for all kinds of downloads from Excel, but they all require the user to specify some parameters, adjust the table so that there are no empty rows, remove the text after the table so that it does not end up in the program as “download data” " etc. Developers sometimes do not think that these operations require increased attention and a lot of time from the second one. Unfortunately, for many users, these most valuable resources exist in limited quantities, and often they do not exist at all (due to high workload). But all this routine work can be automated. Actually, the automation of these operations is also included in this processing.

"How will processing find out the number of the starting line of the table? How will it understand that the “Code” column is the product article, it’s just called differently. And it may not even exist at all... But it happens thatbuyersendsdocumentwith barcodes. I want them to be loaded into the database, and the search for items to take place using them...".

These downloads raise a number of questions among both users and program developers. I’ll make a reservation right away that I’m, of course, not presenting a fully-fledged independently thinking artificial intelligence ;), but nevertheless, the processing contains many algorithms, which ultimately allows you to automate the loading process from Excel to 1C as much as possible down to “one click of a button.”

Processing capabilities

Universal loading of buyer and supplier documents. Using the knowledge base embedded in the processing, the document type is automatically determined, which allows the processing to independently build a more suitable loading algorithm and determine the table and location of the data for loading into 1C.

Only what is needed is loaded. If the Excel table contains intermediate data that does not need to be loaded (headings, repeat headers, etc.), then processing will identify them and skip them when loading into 1C.

Smart search for downloadable items in the database. The program searches for items when loading by name, by barcode (if it is in the table), by article (if it is in the table), by partial match of the name or article.

Ability to manually configure item matching. If the item is not found in the database, then processing will provide the user with the opportunity to indicate the correspondence of the item. This action will be saved as a rule for future downloads.

Creation of nomenclature and its subordinate directories. If a new item is loaded, the processing will create a new reference value and write the necessary data into it (code, name, unit of measurement, article), and also create a barcode, customs declaration series, country of origin and characteristics of the item if any are found in the document Excel.

Manual adjustment of the number of the first row of the table and the numbers of key columns. If the table has a complex structure, the program may incorrectly determine the positions of the columns. For such cases, it is possible to manually adjust the boot parameters. This system is as simple as possible, but at the same time allows for flexible parameterization for loading Excel files.

As a rule, when customers place an order, they create a free-form table; moreover, this table can be without a header. In such cases, processing will find data to load using special algorithms.

Also, if the table from Excel does not load or loads, but not as needed, then for a successful result you can simply manually adjust the parameters in the processing settings, or contact technical support for help (the service is free, valid for all license buyers). Technical support services are provided promptly and directly by the solution developer. As practice shows, the vast majority of Excel files are successfully loaded automatically.

This processing is more than 5 years old

The processing mechanism has been tested hundreds of times by the developer, modified many times and fine-tuned according to user requirements. More than 500 companies successfully use this solution. You can see this from the reviews in the comments.

Video loading examples

Animated screenshot of processing

Description of the algorithm for searching items from Excel in 1C

The search for items occurs in several stages:
The first stage is an exact match search. At this stage, if barcodes or article numbers are found in the Excel document, processing searches for items based on full compliance with one of these details, because in most cases, they are directory identifiers, but in this case, processing first checks the quality (length and content) of the barcode and article in Excel and if they meet the requirements, then a search is performed on them.
The second stage consists of a search using the details of names in the database (name, full name).
The third stage - the program searches in the details that the user specifies when manually setting item matching (additional description, comment, full name). This algorithm works on all versions except UT 11 and KA 2. In those configurations, the standard scheme - the Partner Nomenclature Directory - is used as correspondence details. In other words, the user, when loading a product that was not found for the first time, indicates its correspondence in the resulting table, processing saves this connection and in the future already knows which item in 1C the item from Excel belongs to.
The fourth stage is the last. Processing searches for occurrences of a string in an Excel document and vice versa (nomenclature from Excel in 1C and nomenclature in 1C from Excel). Search by occurrence is configured for the “Name” and “Article” attributes; again, the minimum length of the value for the search is also taken into account here.
Any of these stages can be disabled in the loading parameters (second tab), as well as the creation of an item not found. If a barcode or article number is found in Excel for an item, but it is not found in the database using it, then it is included in the search in the following stages until it is found.

Brief description of files to download

Uploading documents from Excel (version for UT 10.xx, UTP2.xx, KA 1.xx, UPP1.xx). Processing for loading documents of orders, receipts of goods, returns, invoices, etc. As a rule, these are “Invoice”, “Invoice for payment”, “Invoice”, “TTN”, “TORG-12”, etc. . Screenshots of processing in the description of the publication. Adapted for work in the configurations "Trade Management 10.xx", "Trade Enterprise Management for Kazakhstan 2.xx" "Complex Automation 1.xx", "Manufacturing Enterprise Management 1.xx", "Manufacturing Enterprise Management". enterprise for Kazakhstan 1.xx".

Order to supplier;

Buyer's order;

Sales of goods and services;

Posting of goods;

Retail sales report;

Setting item prices;

Setting prices for the counterparties' nomenclature;

Return of goods to the supplier;

1C documents into which this processing version is loaded:

Receipt of goods and services;

Sales of goods and services

Return of goods to the supplier;

Posting of goods;

Write-off of goods;

Invoice for payment to the buyer;

Invoice for payment to the supplier.

1C documents into which this processing version is loaded:

Receipt of goods and services;

Sales of goods and services

Return of goods to the supplier;

Return of goods from the buyer.

1C documents into which this processing version is loaded:

Receipt of goods;

Sales of goods;

Buyer's order;

Order to supplier;

Movement of goods;

Return of goods to the supplier;

Return of goods from the buyer.

from Excel (version for UT 11.xx, KA 2.xx, ERP 2.xx). The same processing is adapted to work in configurations on managed forms “Trade Management 11.xx”, “Complex Automation 2.xx”, “ERP Enterprise Management 2.xx”.

1C documents into which this processing version is loaded:

Order to supplier;

Customer order;

Receipt (purchase) of goods and services;

Sales of goods and services

Commissioner's report on sales;

Report to the consignor on sales of goods;

Retail sales report;

Movement of goods;

Return of goods to the supplier;

Return of goods from the client;

Setting item prices.

from Excel (version for BP3.xx). The same processing adapted to work in the configuration on managed forms "Enterprise Accounting 3.xx".

1C documents into which this processing version is loaded:

Receipt of goods and services;

Sales of goods and services;

Commissioner's report on sales;

Report to the consignor on sales of goods;

Retail sales report;

Movement of goods;

Posting of goods;

Write-off of goods;

Return of goods to the supplier;

Return of goods from the buyer;

Invoice for payment to the buyer;

Invoice for payment to the supplier.

from Excel (version for Retail 2.xx). The same processing adapted to work in the configuration on managed forms "Retail 2.xx".

1C documents into which this processing version is loaded:

Buyer's order;

Order to supplier;

Receipt of goods and services;

Sales of goods and services

Return of goods to the supplier;

Return of goods from the buyer;

Retail sales report;

Setting item prices.

from Excel (version for Managing a small (our) company 1.xx). The same processing adapted for working in the configuration on managed forms “Management of a small (our) company 1.xx”.

1C documents into which this processing version is loaded:

Buyer's order;

Order to supplier;

Capitalization of inventories;

Inventory transfer;

Purchase Invoice;

Sales Invoice;

An invoice for payment;

Invoice for payment (received).

How to start processing:

In the 1C main menu, press: "File" - "Open".
In the window that appears, find and select processing.

You can also open the processing by simply dragging the processing file into the 1C window.

All versions have the ability to be included in the directory of additional processing.

How to activate a license:

Open the processing, click the “Activate license” button (you will see it immediately after opening the processing) and simply enter the email address that you specified when purchasing the license.

Reasons to buy:

Configurations and versions on which processing testing took place:

1. Trade management 10.3.12.3, 10.3.18.4, 11.2.3.202, 11.3.3.196, 11.4.1.248. Guaranteed work on any configurations "Trade Management 10.3 - 11.4" (UT 10.xx - 11.xx).

2. Manufacturing plant management 1.3.80.1, 1.3.84.1. Guaranteed operation on any configurations "Manufacturing Enterprise Management 1.3" (UPP 1.3).

3. Comprehensive automation 1.1.75.3, 1.1.79.1, 2.0.3.89, 2.4.1.15 Guaranteed operation on any configurations "Complex Automation 1.1 - 2.xx" (KA 1.1 - 2.xx).

4. Enterprise accounting 2.0.52.4, 2.0.66.3, 3.0.49.27. Guaranteed operation on any configurations "Enterprise Accounting 2.0 - 3.0" (BP 2.xx - 3.xx).

5. Retail 1.0.2.4, 1.0.5.3, 2.2.5.26. Guaranteed operation on any configurations "Retail 1.0 - 2.xx".

6. Managing a small (our) company 1.6.6.42, 1.6.7.55. Guaranteed work on any configuration "Management of a small (our) company 1.6 (UNF 1.xx)".

7. ERP Enterprise Management 2.4.1.110, 2.4.3.160. Guaranteed operation on any configuration "ERP Enterprise Management 2.xx" (ERP 2.xx).

8. Alfa-Auto 5.1 5.1.02.04, 5.1.05.08 Guaranteed operation on any Alfa-Auto 5.xx configurations.

9. Trading enterprise management for Kazakhstan 2.0.13.10. Guaranteed work on any configurations "Management of a trading enterprise for Kazakhstan 2.xx".

HISTORY OF CHANGES

Version for "Trade Management 11.xx", "Complex Automation 2.xx", "ERP 2.xx"

v 3.4 from 05/21/2019

The algorithm for loading into the “Order to Supplier” document has been improved. Now the “Supplier nomenclature” column is filled in automatically with the nomenclature that corresponds to the selected partner in the document;

Automated algorithm for searching for a counterparty to record item compliance;

The algorithm for loading into the “Retail Sales Report” has been improved. The "Buyer" column is now filled in automatically.

Minor bugs fixed.

v 3.2 from 02/11/2019

v 3.0 from 01/09/2019

Implemented the ability to download specifications from the supplier's nomenclature directory
- When changing the “Partner” in the selection form, the matches are refilled;

- The database of barcode search keywords has been replenished;

- Processing is adapted to changes in the configuration of UT 11.4.6.166 and higher;

- Added a function for creating a type of item if there is no suitable one;

- When an item is found in the database by barcode, the item characteristic assigned to this barcode is also pulled up;
- Added the ability to load into the documents “Capitalization of surplus goods” and “Write-off of shortages of goods”.

v 1.9 from 05/23/2018

- Adapted for loading into the ERP configuration Enterprise Management2;

Added the ability to load into documents: “Report of the commission agent”, “Report to the principal”, “Report on retail sales”, “Movement of goods”;

v 1.8 from 12/03/2017

Fixed an error in calculating the amount of VAT when the price in the downloaded document does not include VAT;
- Adapted to work on new versions of UT 11 (starting from 11.4.1).

v 1.7 from 10/26/2017

Fixed an error in searching for a column with the amount in some types of downloadable UPD from Excel;
- Adapted to work on older versions of UT 11 (starting from 11.0.1).

v 1.5 from 10/14/2017

Fixed an error in the selection of units of measurement;

Added the ability to load the value of the amount by line from Excel and calculate the price (in the download parameters, third tab, checkbox "Load amount from Excel and calculate price");

The loading process has been accelerated by optimizing the search for items;

The mechanism of operation of the item selection form has been improved: if an item is repeated in the selection form, then the user-selected match will automatically be installed for all such items (convenient if the item is loaded with characteristics);

Fixed an error when loading into the document "Setting item prices".

v 1.4 from 09/03/2017

Implemented the ability to download through the "Substitute" MS Excel;

An error in recalculating the amount of mutual settlements with a counterparty that occurred when loading certain types of items has been fixed.

v 1.3 from 08/01/2017

The algorithm for determining the sign of accounting for a gas customs declaration has been corrected;

The algorithm for determining the default unit of measurement has been fixed;

Added the ability to load into the document "Setting item prices";

The algorithm for searching for items in the database has been improved (search by item occurrence).

v 1.2 from 06/28/2017

The search algorithm for the directory "Nomenclature of Suppliers" has been improved;

v 1.1 from 05/26/2017

The algorithm for creating items has been improved: more details to fill out on the item card, improved selection of item types.

IN version for "Enterprise Accounting 3.xx"

v 2.4 from 06/05/2019

Added the ability to upload to the "Movement of Goods" document.

v 2.2 from 02/11/2019

The algorithm for searching tables without headers has been improved;
- Improved algorithm for removing extra spaces, tabs and other invisible characters in the downloaded data;
- Fixed an error that occurred when restoring user settings due to restricted access rights;
- The database of VAT search keywords has been replenished;
- The decision-making algorithm for loading GTD data has been improved;
- Fixed an error in automatic detection of the first line, which could occur when loading several sheets;
- Fixed an error searching for data in complex versions of excel files that have several additional tables that do not need to be loaded;
- Fixed the error "Object method not found 'OpenValue()'".

v 2.0 from 01/09/2019

Improved loading algorithms with search for tables without headers;
- The database of item search keywords has been replenished;
- Adapted for loading taking into account the VAT rate of 20%;
- The database of barcode search keywords has been replenished;
- When loading CCD Numbers, spaces and other unnecessary separators are erased;
- Added a mechanism for searching and loading VAT amounts and amounts;
- Added a mechanism for searching and loading the country of the customs declaration, as well as creating it if it is not in the directory of countries;
- The mechanism for recalculating amounts, VAT amounts and amounts with VAT has been redesigned;
- The mechanism for loading price lists has been improved;
- Processing adapted to changes in the configuration of BP 3.0.67 and higher;
- The database of quantity search keywords has been replenished;

v 1.4 from 05/20/2018

Adapted for downloading via a Web client;

Added the ability to download through the built-in 1C "Spreadsheet Document" mechanism (allows you to download XLS and XLSX documents without MS Office installed);

Algorithms have been optimized, which has made it possible to significantly increase the speed of loading documents;

The system for automatically determining the VAT indicator (from above or including) has been improved;

Added the ability to load into documents: “Report of the commission agent”, “Report to the principal”, “Report on retail sales”, “Movement of goods”, “Posting of goods”, “Write-off of goods”;

Fixed errors related to working through a thin client;

Fixed an error in searching for a series of items.

v 1.2 from 08/06/2017

The knowledge base for determining the nomenclature column has been increased;

Added the ability to load into the documents "Invoice for payment to the buyer" and "Invoice for payment to the supplier."

v 1.1 from 06/28/2017

The search range for key and additional columns of the loaded table has been increased;

Fixed an error in item search selection;

Fixed a bug in saving boot parameters;

Added the ability to register in the "Additional processing" directory.

IN version for "Retail 2.xx"

v 2.4 from 04/25/2019

The search algorithm for searching by barcode has been improved. The unit of measurement and characteristics of the item are transferred to the tabular part of the document if the item was found by barcode.

v 2.2 from 02/11/2019

The algorithm for searching tables without headers has been improved;
- Improved algorithm for removing extra spaces, tabs and other invisible characters in the downloaded data;
- The database of barcode search keywords has been replenished;
- The database of VAT search keywords has been replenished;
- The decision-making algorithm for loading GTD data has been improved;
- Fixed an error in automatic detection of the first line, which could occur when loading several sheets;
- Fixed an error searching for data in complex versions of excel files that have several additional tables that do not need to be loaded;
- Fixed the error "Object method not found 'OpenValue()'".

v 2.0 from 01/09/2019

v 1.7 from 05/21/2018

Adapted for downloading via a Web client;

Added the ability to download through the built-in 1C "Spreadsheet Document" mechanism (allows you to download XLS and XLSX documents without MS Office installed);

Algorithms have been optimized, which has made it possible to significantly increase the speed of loading documents;

The system for automatically determining the VAT indicator (from above or including) has been improved;

Fixed errors related to working through a thin client;

Fixed errors when loading items taking into account characteristics;

Fixed an error in searching for a series of items.

Version for " Managing our (small) company 1.xx"

v 2.2 from 02/11/2019

The algorithm for searching tables without headers has been improved;
- Improved algorithm for removing extra spaces, tabs and other invisible characters in the downloaded data;
- The database of barcode search keywords has been replenished;
- The database of VAT search keywords has been replenished;
- The decision-making algorithm for loading GTD data has been improved;
- Fixed an error in automatic detection of the first line, which could occur when loading several sheets;
- Fixed an error searching for data in complex versions of excel files that have several additional tables that do not need to be loaded;
- Fixed the error "Object method not found 'OpenValue()'".

v 2.0 from 01/09/2019

When creating an item, the "Item Type" is now automatically filled in;

Improved loading algorithms with search for tables without headers;
- The database of item search keywords has been replenished;
- Adapted for loading taking into account the VAT rate of 20%;
- The database of barcode search keywords has been replenished;
- Added a mechanism for searching and loading the customs declaration number;
- Added a mechanism for searching and loading VAT amounts and amounts;
- Added a mechanism for searching and loading the country of the customs declaration, as well as creating it if it is not in the country directory;
- The mechanism for recalculating amounts, VAT amounts and amounts with VAT has been redesigned.
- The mechanism for loading price lists has been improved.
- Processing is adapted to changes in the configuration of Management of our company 1.6 and higher.
- The database of quantity search keywords has been replenished.
- Added a function for creating an item type if there is no suitable one.
- When an item is found in the database by barcode, the item characteristic assigned to this barcode is also pulled up.

Version for "Trade Management 10.xx", "Trade Enterprise Management for Kazakhstan 2.xx", "Complex Automation 1.xx", "Manufacturing Enterprise Management 1.xx"

v 4.2 from 05/31/2019

Adapted for work in “USP for Kazakhstan 2.xx”, “USP for Kazakhstan 1.xx”;

Errors in the algorithm associated with the creation of product series have been corrected;

The knowledge base has been added to search for items in the downloaded file.

v 4.0 from 01/09/2019

Improved loading algorithms with search for tables without headers;
- The database of item search keywords has been replenished;
- Adapted for loading taking into account the VAT rate of 20%;
- In setting prices, if “Price type” is not filled in, it is filled in automatically with the default price type;
- The database of barcode search keywords has been replenished;
- When loading CCD Numbers, spaces and other unnecessary separators are erased;
- Added a mechanism for searching and loading VAT amounts and amounts;
- Added a mechanism for searching and loading the country of the customs declaration, as well as creating it if it is not in the directory of countries;
- The mechanism for recalculating amounts, VAT amounts and amounts with VAT has been redesigned.
- The mechanism for loading price lists has been improved.
- The database of quantity search keywords has been replenished.
- Added a function for creating an item type if there is no suitable one.
- Fixed errors that occurred when loading into the document "Receipt of goods";
- When an item is found in the database by barcode, the item characteristic assigned to this barcode is also pulled up.

v 2.9 from 05/20/2018

Adapted for downloading via a Web client;

Added the ability to download through the built-in 1C "Spreadsheet Document" mechanism (allows you to download XLS and XLSX documents without MS Office installed);

Algorithms have been optimized, which has made it possible to significantly increase the speed of loading documents;

The system for automatically determining the VAT indicator (from above or including) has been improved;

Added the ability to load into documents: “Report of the commission agent”, “Report to the principal”, “Report on retail sales”, “Position of goods”;

Fixed errors related to working through a thin client;

Fixed an error in searching for a series of items.

v 2.8 from 07/11/2017

Added the ability to load into the document "Setting item prices" and "Setting prices of counterparties' items"
- Fixed an error when loading complex tables with a large number of intermediate headers in the table;
- Fixed the error of an empty unit of measurement in the created item barcode.
- Improved algorithm for automatically determining boot parameters.

v 2.5 from 07/11/2017

- The search range for tables and key columns has been increased.

v 2.4 from 05/26/2017

- The knowledge base for loading UPD documents has been improved;

v 2.3 from 03/10/2017

- The logic for automatically determining parameters has been improved;

Updated demo version of processing.

v 2.2 from 03/07/2017

The file loading algorithm has been improved. The knowledge base has been supplemented to eliminate potential errors when uploading documents like TORG-12 or similar templates of this form.

v 2.1 from 02/08/2017

The algorithm for searching tables without headers has been improved;

Added dialog messages;

Improved system for automatically detecting boot parameters.

v 2.0 from 01/10/2017

Processing of loading documents from suppliers and from buyers are combined into one;

All user settings have been redesigned. A page-by-page division of settings has been made, the ability to specify methods for searching for items and the specifics of loading documents from the buyer has been added;

Added the ability to download a series of items and characteristics;

Added the ability to load multiple table sheets;

Changed the appearance of the main form;

Added load accounting scheme for batch accounting, with product series and additional characteristics;

Fixed errors when searching for key columns and the starting row of a table.

v 1.0 from 11/19/2016

Added additional procedures for filling out the tabular part;

v 1.0 from 11/19/2016

Processing is adapted for loading in other configurations (UPP, BP, KA, Retail, UNF, etc.);

Fixed an error in the query when searching for the main unit of storage of balances.

v0.9 from 11/15/2016

Added the ability to upload returns to the supplier;

Added the ability to download returns from the buyer;

Fixed an error when searching for a barcode in a multi-level table.

v0.8 from 11/08/2016

Added function for processing numeric fields (price, quantity). The function removes any characters in such fields except numbers, commas and periods.
- Fixed an error in assigning a base unit of measurement for a new item.
- New meanings have been added to the list of words for searching the nomenclature column;
- Added the ability to upload to the “Order to Supplier” document.

Version for "Enterprise Accounting 2.xx"

v 2.1 from 02/24/2019

The algorithm for searching for countries of origin has been improved;
- The algorithm for searching for the amount of goods has been improved;
- The search algorithm for the gas turbine engine series has been improved.

v 2.0 from 01/09/2019

"Administration -> Users". "Others". Find an item in the list OK".

You do not have enough rights to use external processing in 1C. You can contact a specialist servicing your 1C or fix the problem yourself if you have 1C administration rights. To do this, you need to open the Configurator, in the main menu select: "Administration -> Users". Next, double-click the user and go to the bookmark "Others". Find an item in the list "Interactive opening of external reports and processing" and put a tick in front of it. Click " OK".

Software registration certificate

THIS PROCESSING HAS A CERTIFICATE OF STATE REGISTRATION OF COPYRIGHTS OF INTELLECTUAL PROPERTY. CERTIFICATE NUMBER: 2018612610. ANY PARTIAL OR COMPLETE COPYING OF PROGRAM ALGORITHMS WITHOUT THE CONSENT OF THE AUTHOR IS PROHIBITED.

additional information

The program is partially closed source (the object module is not available). Any modifications at your request are carried out by the author of the processing after purchasing the programming hours. You can check with the author of the processing about the number of hours required to complete your revision tasks. Does not require renewal (when you purchase processing, you can use it for an unlimited period of time). The period of free user support is 3 months or more from the date of license purchase (depending on the number of licenses purchased). Updating to a new version is free and does not depend on the period of technical support. To update the processing, simply download the version you need from the list below and replace the current processing with a new one. If you have an outdated 1C platform (8.3.6 and earlier), for processing to work, you may need MS Office installed on a computer with a 1C base (in the case of a client-server architecture version on managed forms - on a 1C server with local or network access to downloaded file).

There are no restrictions on the period of use. The number of licenses is equal to the number of jobs. One license can be used in several 1C databases simultaneously within one workplace (computer/server).

SPECIAL PRICES AND CONDITIONS apply to partners. For detailed information, please contact the technical support service.

Users who purchased the processing from 07/01/2018 to 01/09/2019 have 2 free licenses for new versions of the processing. Just when activating the new version, indicate the email address to which the processing was sent to you.

If the processing does not complete the operations listed in the description above, you will be refunded the full amount of your payment.

P.S.You may be interested in my new program for recognizing and loading scans in 1C: .

Money back guarantee

Infostart LLC guarantees you a 100% refund if the program does not correspond to the declared functionality from the description. The money can be returned in full if you request this within 14 days from the date the money is received in our account.

The program has been so proven to work that we can give such a guarantee with complete confidence. We want all our customers to be satisfied with their purchase.

Price and pricing are fundamental concepts of a market economy. Also, price is the main characteristic of both the product being sold and the product being purchased.

The price of a product purchased for sale - “Purchase price”, of course, is the main part of its cost, and as a result, affects the selling price - “Wholesale price”, “Retail price”. For the purpose of planning purchases/sales, “Planned prices” are used, and for price analysis, competitors’ prices can be used – “Reference prices”.

All this variety of price types in the context of the company’s product range turns into huge data tables, which are quite difficult to work with. At the same time, the probability of an error when setting the price is extremely high.

To facilitate work with product prices, ensure the correctness of price selection and the ability to quickly analyze prices, the 1C company has provided special tools for registration and price analysis in its software products.

Let's consider the price registration mechanisms available in standard 1C configurations running on the basis of 1C Enterprise 8.3.

Example

Price registration mechanisms will be considered for the following product items:

Glass table;
Wooden chairs;
Office sofa.

For the listed items, we will set prices for the following types/types:

Purchasing;
Wholesale;
Information.

In this case, we take into account the following conditions:

Purchase price – the price of the item set by the supplier who supplied the goods to us;
Wholesale price – calculated as Purchase price + 20% (rounded to 100);
Reference price – fixed price of competitors.

Table 1. Item prices

Setting prices in 1C Accounting 8.3

“1C Accounting 8.3” provides us with 2 options for setting prices:

Using the document “Setting item prices”;
Through the nomenclature card.

Document “Setting item prices.” Price types

First, let's look at the document “Setting item prices.” First, let's find him.

This document is located in the “Warehouse” section, subsection “Prices”:

Having created a new price setting document, first of all, let’s turn to the “Price Type”. We have defined for ourselves 3 necessary types of prices: “Purchase”, “Wholesale”, “Reference”. There is no Reference price type in the demo database, which means you need to create it. For our example, I will indicate that the Reference price includes VAT. Other price types do not include VAT. This attribute shows that the price set for this price type includes or does not include VAT; the attribute does not in any way affect the selection of the price type in documents.

The directory “Item Price Types” can be easily supplemented with the elements you need.

In the current document, select the price type – “Reference”. Next, we need to select product items for which we plan to set prices. The selection of item items can be done using three commands:

Add;
Selection;
Fill in.

The “Add” command will accordingly add one empty line to the document. The item selection will need to be done manually.

The “Selection” command will open a workspace for selecting items, in which, having established the necessary selections, you can quickly select a list of required items for transfer to the document. Each selected item will be displayed in a separate line of the completed document.

The “Fill” command provides greater opportunities for selecting item items, namely:

Table 2. Commands for filling out the document “Setting item prices”

	Action
*Fill in by nomenclature*	Displays the entire list of nomenclature items from the Nomenclature directory
*Fill in by item group*	Displays a list of item items belonging to the user-selected item group	The tabular part of the document is cleared
		The tabular part of the document is cleared
	Displays a list of product items with set prices according to the price type specified in the header of the document being filled out
		The tabular part of the document is NOT cleared
*Fill out upon receipt*	Displays a list of item items from the user-selected base document. When selecting several basis documents, the document being filled out will include items only from the last basis document selected for selection.	The tabular part of the document is cleared
*Add upon arrival*		The tabular part of the document is NOT cleared

After selecting a list of product items, you need to set prices for them. The easiest option is to fill in the prices manually. However, if the list of item items consists of hundreds, or even thousands of elements, this option will be quite labor-intensive. In this case, you should use the mechanism for loading prices from an Excel file (discussed below).

Because in our example, we set prices for only three product items; it will not be difficult for us to do this manually.

After setting prices, the document must be “Posted and closed”. The posted document will reflect the entry in the periodic information register “Item prices”. The frequency of this information register will allow you to control changes in prices by item.

To set purchasing prices, we will reflect the purchase of item items (this is an optional condition; prices can be filled in manually or loaded from a file). Let's say we bought 100 units of each item and reflected this operation with the goods receipt document KP00-000001 dated 05/06/2018.

Let's return to the price setting document. Set the “Price type” to “Purchasing” (keep in mind that changing the price type does not clear the tabular part of the document, which means you can select items by one price type, replace the price type and set new indicators for the selected items). And we fill out the document according to the previously entered receipt.

Nomenclature items and prices from the base document have been transferred to the tabular part of the document being filled out. Please note that the document does not contain any connection with the “Supplier” who supplied us with the goods at these prices.

We navigate and close the document.

Purchase prices are filled in, you can proceed to wholesale prices. In our example wholesale prices = purchase prices + 20% (prices rounded to 100). We don’t have to calculate the amount on a calculator at all; the program will “help” us with the calculations.

Create a new price setting document. “Price type” – “Wholesale”. We will fill out the list of nomenclature items in any convenient way. Click the “Change” button to open a workspace for changing the table of goods and set prices by price type – “Purchasing”.

Prices are set.

Please note that the price setting document is not linked to the Organizations directory. Prices are set general for the entire enterprise.

Setting prices from the Nomenclature directory. Loading prices

Let's consider the mechanism for setting prices through the “Nomenclature” directory.

First, let’s look at the “Nomenclature” reference book itself. The directory contains the tabs “Item Price Types” and “Planned Price Type”.

“Item price types” are already familiar to us (from this tab you can add price types for items), but “Planned price type” is a new concept for us.

“Type of planned prices” is the type of price that will be reflected by default in the documents “Production report for a shift” and “Provision of production services”. On this tab, you can select only one price type from the previously created ones.

For each element of the “Nomenclature” directory, you can set prices of any type. Let’s open any item item we created earlier and go to the “Prices” tab. We see the set prices of the item for the date we have selected. Opposite each price type is the document by which the price was set. Because We did not set retail prices, the value of the retail price is “empty”, but we see the number of the last document for setting the retail price for other product items.

By setting the retail price manually and clicking the “Record prices” command, we will automatically generate a new price setting document.

Once the prices are set, you can download the Price List.

Click the “Products and prices” - “Upload” button to open the processing “Uploading products and prices to a file”.

We determine the required fields of the item card and selections by item and price. Click the “Upload” command, and then select a folder to save the file.

The following data was downloaded based on the results of our work with prices.

Let's add data on the retail prices of tables and chairs to the uploaded file and load them into 1C.

Click the “Products and prices” - “Download” button to open the “Loading products from file” processing.

Please note that the system will not allow you to upload prices of different types at the same time. When setting the details required for the price type, the previous setting disappears.

To load data, the “untitled” columns must be deleted, and then click the “Next” command. On the next tab, select “Price type” (if not selected automatically), “Price setting date”, “Item details” and click the “Download” command.

Checking the retail prices of the table and chair, we see that they are filled out using a new price setting document, in the comments to which there is the phrase: “#Loaded from file.”

Retail prices. Revaluation of goods

And one more important point regarding setting retail prices.

Unlike goods sold at wholesale prices, which are accounted for at the cost of the goods, retail goods are accounted for in accounting accounts at the sales cost.

The document “Setting item prices” reflects movements in accounting accounts; therefore, a change in retail prices by this document will create a gap in the data on retail prices stored in the information register “Item prices” and accounting data.

To correct this discrepancy, the document “Revaluation of goods in retail” is provided.

Let's create a new document. Click the command “Fill” - “Fill at changed prices”, after which the tabular part of the document will display information on product items whose retail price has been changed.

Carrying out this document will ensure the consistency of prices in the registers and on the accounting accounts.

Setting prices in 1C Retail 8.3

Price groups. Types of prices. Pricing Rules

All reference books and documents for setting prices in 1C Retail are located in the “Marketing” section, subsection “Pricing”.

In 1C Retail there is such a thing as “Price group”.

“Price group” is a directory with elements that are as simple in structure as possible (the element consists only of “Name”). This directory is located in the “Marketing” section, “Pricing” subsection.

“Price group” is a requisite for elements of the “Nomenclature” directory and allows you to make price settings for all nomenclature items of a certain price group at once.

To work on our task (see Example), we will create a price group “Example” and assign the value of this price group to item items for the example under consideration.

In addition, each price must belong to one or another price type, so first of all, let’s look at the mechanism for creating “Price Types”. In the example, three types of prices are indicated (“Purchase”, “Wholesale” and “Reference”).

Name;
Price usage parameters:
If the price will be set in the sales documents, check the “Use for sale” checkbox;
If sales between your own organizations are intended – “Use when transferring between organizations.”
Method of setting the price.

The program allows you to choose one of four ways to set the price:

1. Set manually– the name speaks for itself;

2. Set according to information security data(information base);

3. Fill in according to information security data upon admission.

Data composition schemes (hereinafter referred to as DCS) determine which information security data will be taken into account when determining the price. For example, when selecting the “Cost” SKD, when determining the price, all costs allocated to the cost of the item (product cost, transportation and procurement costs, etc.) will be collected.

An arbitrary access control system allows you to use a query constructor to “collect” a price from any data available in the IS.

When you select this method of setting prices, the “Calculation Rules” tabular section opens, allowing you to define the price calculation formula for all types of prices and add individual calculation rules for specific price groups.

The price calculation formula can be entered manually or using the formula builder. By clicking the “Check Formula” button, the program will check the formula for logical errors.

For the example under consideration, we will set up the following price calculation rules:

Table 3. Setting up price types for the Example. 1C Retail

All types of prices include VAT.

For the “Wholesale” price type, we will set up rounding rules. To do this, in the “Types of Prices” directory element, go to the “Price Rounding Rules” tab.

On this tab you can configure both arithmetic rules for rounding prices and “psychological” rules. If there are no issues with arithmetic rounding, then “psychological rounding” is not a well-known concept.

When setting price rounding rules, the user is given the opportunity to define different rules for prices of different orders. This feature can be implemented by setting the “Lower Border” in the tabular part of the bookmark.

“Rounding accuracy” is set manually; at the bottom of the form you can determine the rounding method: according to arithmetic rules or always up.

Psychological rounding can be set either manually or using the constructor. In the "Constructor" you can use an example to check how the rule of psychological rounding will be worked out. Psychological rounding can adjust the price to the value with the last digit: 9, 7, 5, 3. (1000 –> 999.99; 999.97; 999.95; 999.93).

Setting up price types allows you to determine the “Trigger Threshold” of the price settings. The triggering threshold determines the percentage of deviation of the new price from the previous one, at which the price had to be recalculated. The trigger threshold can be set for all prices of a given type, as well as for specific price groups.

Having configured price groups and price types, you can proceed to setting up “Pricing Rules”. Pricing rules are useful analytics for elements of the “Stores” directory and determine the main type of prices used in a given store. Types of prices can be clarified by price groups.

The “Price includes VAT” checkbox is a filter when selecting price types.

To set item prices, you must go to the “Item prices” workspace and create a new price setting document.

The first page of the document presents all types of prices, indicating dependent and influencing types. At this step, you need to select the types of prices that will be filled out in this document.

After clicking the “Proceed to setting prices” button, a tabular section will open in which you need to select product items to set prices for them. To select the required items, the IS position contains a wide selection of selection mechanisms.

After the list of items is displayed in the tabular section, it is necessary to set prices. By clicking the “Set prices” button, the user also receives a list of options for filling out prices. When filling out, the previously set price is displayed in the “Old price” column, and the new one is displayed in the “New price” column.

In accordance with the conditions of the example, we will set prices for the selected items:

Using the “Calculate prices” command (Setting prices), we display the value of purchase prices;
Manually enter “Reference prices”;
We carry out the document;
We create a new price setting document, price type – “Wholesale”;
Using the “Calculate prices” command (Setting prices), we display the value of wholesale prices.

When calculating, the program took into account the rounding settings, for example, the “Purchase price” of a glass table is 10,369 rubles. * 1.2 (i.e. + 20%) = 12,442.80 rubles. -> rounding up to 10 = 12,450 -> psychological rounding to 0.9, total = 12,449.90.

The example shows that in order to calculate price values based on another price type, you must first set the value of the price type on the basis of which the calculation will be carried out in the future.

If necessary, a price setting/change document can be created based on a goods receipt document. In this case, in the price setting document, those item items that are listed in the goods receipt document will be selected, and those types of prices that can be filled in based on purchase prices, both directly and through another type of price.

In the “Marketing Reports” subsection of the “Marketing” section there are four reports on prices:

General parameters of pricing rules;
Price list;
Prices by type of price;
Cents according to pricing rules. :

These reports provide similar information in different sections. Below is an example of the “Prices by Price Types” report.

Setting the price in 1C UPP

Setting prices in 1C UPP will be considered through the presentation of the full interface.

To switch to the full interface, you must perform the steps “Switch interface” - “Full”.

To set item prices and item prices of counterparties (purchasing, etc.), you need to define “Price Types” and, if necessary, specify price groups.

Price types define the main characteristics and how prices are determined.

Types of prices. Price groups

The directories “Price types” and “Price groups” can be opened through the section “Directories” - “Nomenclature”.

“Price groups” is a simple reference book. Directory elements can be grouped.

The created price group must be assigned to item items included in this price group, which will serve as a grouping of items for setting prices.

To create an “Item Price Type” you need to determine the following characteristics:

Name of price type – in our case “Wholesale”, “Purchase” and “Reference”;
Default price currency – the price currency can be changed in documents. For the example under consideration, it is necessary to set the currency - rubles;
The price includes VAT - let's say it includes;
Type of prices. You can choose one of three types of prices:

Table 4. Types of prices 1C UPP

For dynamic and calculated price types, there are two ways to calculate prices:

By percentage markup for the basic type (in this case, you must indicate the percentage markup in the field next to it);
When the base price enters the range (using the document “Setting base price ranges” you can configure the dependence of the new price type on the base one).

In both cases, the value must be selected in the field below.

The price rounding method is set to “According to arithmetic rules” or “Always up”.

The directory element “Types of prices for items of counterparties” is much simpler than “Types of prices for items”. In this directory you need to fill in the following information:

Counterparty;
Name;
Currency;
The price includes VAT;
Item price types (for price comparison using the “Price Analysis” report).

Using the document “Setting price types by item groups for customers,” you can assign a specific price type to a particular price group.

The document for setting item prices is located in the “Documents” - “Pricing” section.

First of all, let’s define the “Price Type” (_Purchase; _Reference; _Wholesale).

Table 5. Filling out 1C UPP prices

	Action	Preliminary clearing of the tabular part of the document
*Fill in item prices*	Displays a list of product items with set prices according to the price type specified in the header of the document being filled out	The tabular part of the document is cleared
*Add by item prices*	Displays a list of product items with set prices according to the price type specified in the header of the document being filled out	The tabular part of the document is NOT cleared
*Update by item prices*	In the tabular part of the document, current price values are set for those item items for which they were previously set	The tabular part of the document is NOT cleared
*Fill in at counterparty prices*	Offers for selection “Counterparty”, “Price type” and “Nomenclature for price selection”.	The tabular part of the document is cleared
*Add by counterparty prices*	Offers for selection “Counterparty”, “Price type” and “Nomenclature for price selection”	The tabular part of the document is NOT cleared
*Update based on counterparty prices*		The tabular part of the document is NOT cleared
*Fill in at planned prices*	Offers for selection “Nomenclature for selection of prices”	The tabular part of the document is cleared
*Add at planned prices*	Offers for selection "Nomenclature for selection of prices"	The tabular part of the document is NOT cleared
*Update at planned prices*	In the tabular part of the document, the current values of counterparty prices are established for those item items for which they were previously set	The tabular part of the document is NOT cleared
*Fill out upon receipt*	Displays a list of item items from the user-selected base document. When selecting several basis documents, the document being filled out will include items only from the last basis document selected for selection.	The tabular part of the document is cleared
*Add upon arrival*	Displays a list of item items from the user-selected base document. When selecting several basis documents, the document being filled out will include items only from the last basis document selected for selection.	The tabular part of the document is NOT cleared

Using the “Change” command you can perform a group price change:

Setting prices for counterparties' items

The document “Setting prices for items of counterparties” is located in the same section as “Setting prices for items” and has a similar appearance. Differences:

Among other things, you must select the “Counterparty”. Filling in prices is limited to filling in by counterparty prices and by receipts.

You can also set purchase prices from the “Receipt of goods and services” document.

Based on the results of the work, let’s turn to the “Price Analysis” report (“Reports” - “Pricing” - “Price Analysis”):

The prices are set correctly.

Setting prices in 1C ERP. Setting prices in 1C Trade Management 11.3 (UT)

The mechanisms for setting prices for 1C UT and 1C ERP are absolutely identical, therefore they will be considered within one block. To begin with, it is worth noting that in 1C UT/ERP there are two types of prices: “Prices” and “Supplier prices”. Let's start with the simplest mechanism - “Setting supplier prices”.

Setting supplier prices. Types of supplier prices

To set supplier prices, you must refer to the “Purchases” section, subsection “Procurement master data” and follow the link “Supplier prices (price lists)”.

In the workplace that opens, to set supplier prices, first of all, you need to select a supplier. If necessary, prices can be downloaded by clicking the “Load from external file” command and filling out the form that opens.

If you do not plan to load prices from a file, click the generate button to select product items and price types. By clicking the “Generate” command, a window for setting up price list parameters will open. On the “Item Selection” tab, you can select items for which the price will be set. If selection is not set, then all positions in the “Nomenclature” directory will appear in the price setting window.

Next, you need to go to the “Price List Columns” tab to select the types of supplier prices for which data will be entered. From the same tab you can “Add” a type of supplier prices. The price type card contains information about the price currency, the presence of VAT in the price, the availability of the price type and the amount of the minimum supply for this price type. The value “Min.delivery” is a property of the “Price type” object and is for reference only. The value of this field is set by the user independently and can have any indicator.

After filling out the price type, you must check the box next to this type to select it.

The “Sorting” tab allows you to set a sorting rule for displayed item items and is not required to be filled out.

After filling out the price list parameters, you must click the “OK” command and manually fill in the supplier’s prices for the selected product items in the resulting tabular section.

Pay attention to the processing date! Price values are displayed at the beginning of the specified date. Those. If you set prices for a number of items today and update the price data in processing for today, the price values will be empty/remain old. And only as of the next day the prices will take the correct value.

But this does not mean that incorrect prices will be included in procurement documents. The prices in the documents will be current, since the data will be taken from the information register “Supplier nomenclature prices”, and the current prices are recorded in the register.

Price setting documents can be viewed by clicking on the link “History of price changes”.

Purchasing prices can also be set from purchasing documents (“Order to supplier”, “Purchase of goods and services”, “Receipt of goods and services”).

To do this, in the “Products” tabular section, in the “Price type” field, you must select “Supplier price type”, in our case – “Purchasing”. On the “Advanced” tab, check the “Register supplier prices automatically” checkbox.

Setting prices (price list). Types of prices

The process of setting your own prices is very similar to the process of setting supplier prices. The main difference is the ability to configure “Types of prices” and, as a result, the use of different methods for calculating prices.

To add price types, you must follow the “Settings and references” link in the “CRM and Marketing” section. To enter item prices, you must follow the “Prices (price list)” link in the same section.

Let's start working with the “Price Type”.

For the price type, it is necessary to define the following parameters:

Name;
The program itself will offer an identifier for formulas;
Price type status: Valid/Not valid;
Price currency;
Availability of VAT included in the price (“Price includes VAT”);
Price usage parameters:
- If the price will be set in the sales documents, check the box “When selling to clients”;
- If it is necessary to calculate retail prices based on the prices registered in the delivery documents and the specified markup on the receipt price - “When entered based on delivery documents”;
- If sales are intended between one’s own organizations – “When transferred between organizations.”
Method of setting the price.

When using the simplified capabilities of the “Types of Prices” directory element, you can use the following details/functions:

The price setting method has three possible values to choose from:
- Manual assignment;
- Markup on other types of prices;
- Markup on the entry price.
It is possible to select product items/price groups for which this Price Type will apply;
You can set the rounding precision and rounding option:
- According to arithmetic rules;
- Always in favor of the client;
- Always in favor of the company.

Using the full capabilities of the “Price Types” directory element adds the following functionality:

1. The method for setting prices expands to five options:

Manual assignment;
Markup on other types of prices;
Markup on the entry price;
Arbitrary formula for other types of prices;
Arbitrary request to information security data.

At the same time, “Custom request to information security data” allows you to use the following data layout schemes:

Admission price;
Cost price without additional expenses;
Cost price with additional expenses;
Maximum prices from suppliers;
Average prices of suppliers;
Minimum prices from suppliers;
Minimum prices of competitors;
Average prices of competitors;
Maximum prices of competitors;
Cost + percentage of profit (intercampaign);
Cost + percentage (intercampaign);
Arbitrary.

2. When you select the method of setting prices “Markup on another type of price”, “Markup on the receipt price” or “Custom formula from other types of prices”, an additional tab “Clarification by price groups” is displayed in the directory element, allowing you to set a calculation rule for a specific price group.

3. The attribute for setting rounding accuracy is removed from the view, but the “Rounding Rules” tab appears.

On this tab you can configure both arithmetic rules for rounding prices and psychological rules. If there are no questions with arithmetic rounding, then psychological rounding is not a well-known concept.

“Psychological rounding” is reducing the price by a few smallest units to create the impression of a lower price. For example, you can often see a price of 999.99 rubles, in fact the price of the product = 1,000.00 rubles, but buyers perceive this price as nine hundred “plus”, i.e. as a lower price.

When setting price rounding rules, the user is given the opportunity to define different rules for prices of different orders. This feature can be implemented by setting the lower border in the tabular part of the bookmark.

The “price range” will be determined by the program automatically after determining the lower limit of the range.

According to arithmetic rules;
Always in favor of the client;
Always in favor of the company.

Psychological rounding can be set either manually, in the “Subtract from result” column, or using the constructor. In the "Constructor" you can use an example to check how the rule of psychological rounding will be worked out.

Setting up price types allows you to determine the “Trigger Threshold” of the price settings. The triggering threshold determines the percentage of deviation of the new price from the previous one, at which the price must be recalculated. The trigger threshold can be set for all prices of a given type, as well as for specific price groups.

“Price groups” is a directory with elements that are as simple in structure as possible (the element consists only of “Name”). This directory is located in the “Marketing” section, “Pricing” subsection.

The price group is a requisite for the elements of the “Nomenclature” directory and allows you to make price settings for all nomenclature items of a certain price group at once.

You can access the “Price Groups” directory by following the “Price Groups” link in the “Settings and Directories” list, “CRM and Marketing” section.

To set item prices, you must refer to the “CRM and Marketing” section, the “Prices and Discounts” subsection, and follow the “Prices (price list)” link.

In the workspace that opens to set supplier prices, you must specify the date the price was set. Price values are displayed at the beginning of the specified date. Those. If you set prices for a number of items today and update the price data in processing for today, the price values will be empty/remain old. And only as of the next day the prices will take the correct value.

If necessary, prices can be downloaded by clicking the “Excel” - “Download” command and selecting a file with a template filled with price data.

To obtain a loading template, you must first unload it, select all the necessary item items, and use the “Excel” - “Unload” command.

To fill out the list of product items and select the types of prices at which prices will be set, click the “Generate” button. By clicking the “Generate” command, a window for setting up price list parameters will open. On the “Item Selection” tab, you can select items for which the price will be set. If selection is not set, then the price setting window will include all positions of the “Nomenclature” directory.

Next, you need to go to the “Price List Columns” tab to select the types of supplier prices for which data will be entered. Please note that if the workplace for setting prices is open, and you add another type of price, then in order to see the new type of prices in the “Price List Columns”, the workplace for setting price types will have to be closed and reopened.

So, on the sheet “Price list columns” we mark the necessary types of prices with checkmarks. In our case, these will be “Wholesale” and “Planned prices”. The “Sorting” tab allows you to set a sorting rule for displayed item items and is not required to be filled out.

After filling out the price list parameters, you must click the “OK” command and the resulting tabular section will display a list of selected item items. If necessary, download prices exactly at this moment You need to download a template to load prices.

In addition to uploading prices, 1C offers other types of filling them out. The “Change prices” command opens a list of possible actions:

Load from price setting documents (you will need to select a specific document whose prices you are interested in);
Load current ones (set manually);
Calculate calculated ones (using information security data and formulas);
Round prices (set manually);
Change to percentage;
Change prices (set the same price for all items of the selected price type).

To solve the example, you must use the “Calculate calculated” function, and wholesale prices will be calculated based on the purchase price. Reference prices must be set manually. Next, you need to click the “Apply changed prices” command and in the window that appears, select the “Record and post” action, and then click the “Set” command.

Price setting documents can be viewed by clicking on the link “History of price changes”. We will display a price list for the items in question. Report path: “CRM and Marketing” - “CRM and Marketing Reports” - “Prices and Discounts” - “Price List”.

Wholesale prices are calculated taking into account the established psychological rounding.

In typical 1C configurations, you often find standard functionality for loading any data into the program. In this article we will look at loading supplier prices, using the example of 1C 8.3 “Trade Management 11”. This method is also applicable in other situations where a similar download is available, for example, procurement plans in ERP and so on.

Let's go to the "Purchases" section and select the "Supplier prices (price lists)" item. We will load into the program exactly the price list that the supplier sent us in an Excel file.

You will see a form in which you can create a price list for a specific date with selection by supplier. Click on the “Load from external file” button in this window.

A window appeared in front of us, in which the field of the spreadsheet document is located. It is in it that you will need to place the price list intended for loading into 1C.

Also, do not forget to indicate the date and types of prices in the download assistant header. In our case, this will be the wholesale price that we created ourselves, specifying the USD currency.

Now let's move on to the most interesting part - filling out the spreadsheet document. After selecting the price type, an additional column appeared in it - “Wholesale”. In the future, we will put the price of the supplier’s item from the price list into it.

This spreadsheet document also contains the columns “Article” and “Supplier nomenclature”. This information will also need to be filled out.

Let's open the price list that the supplier sent us in an Excel file. Next you need to select the area that should fall into 1C. We now have three lines with corresponding columns.

Next, go to 1C and click on the cell from which the data we copied should be inserted. We inserted the data into the first row of the “Article” column. Pasting can be done using the context menu (right mouse button) and the hot key combination Ctrl+V.

Data can be entered into this spreadsheet document not only by copying from Excel, but also from Word, as well as from other files that support data copying. You can also fill the table manually with small amounts of data.

After entering all the lines of the supplier’s price list, indicating the date, price types and the supplier itself in the header of the download assistant, click on the “Next” button in the lower right corner.

1C 8.3 will analyze the data you entered for some time depending on its volume (in our case it took no more than a second). After that, we were presented with a warning window that for some lines of the price list we entered, no matches were found in the supplier’s product catalogue. Everything is correct, since we have not purchased these product items before.

We display the entire product range, but if the volume is large, using the corresponding switch you can view only unmatched items.

As you can see in the figure above, in the “Supplier Nomenclature” column, in each line by default it is written what will be created upon loading. This means that for all those nomenclature items for which there were no established correspondences in the directory, new ones will be created. Of course, by clicking in this field you can select an existing item.

After checking all unmatched items, click on the “Next” button and specify the method for registering prices. Naturally, you can only register changed prices only for matched item items.

This completes the setup for downloading the price list and all data will be included in the program.

You need to upload a price list in .xls format in 1C in several stages. The nomenclature tree will be formed based on the groupings in the price list.

First, open the processing file: click on the pop-up menu icon (near the 1C logo) and click “File” -> “Open”. Select the external price list processing file provided by the development company.
We wait for the processing file form to open, fill it out:

Field “File” - indicate the downloadable price list* from your local computer. In this case, the “File Address on FTP” field remains empty.

Attention! To upload a file to 1C nomenclature, you must first close all programs that can use it (for example, text editors or viewers). If this is not done, the file will not be loaded.

Field “Counterparty” - here we indicate the counterparty who is the supplier of the goods. The completed fields of the processing file for a specific counterparty can be saved, and in the future you will no longer have to fill in the counterparty’s data again.
Field "File encoding" - reading a csv file. We fill this field only when the encoding does not correspond to the one configured by default in 1C.
The “File Address on FTP” field is intended to indicate a file located not on the local computer. The path is written as: /folder1/file.xml. In this case, the “File” field is left empty.

Now let's start setting up the price list download:

“Download” tab – displays the file content according to the selected settings;
“General Settings” tab - contains basic settings for the loaded item (parent group, item type, etc.);
“Document Settings” tab - contains information that is necessary for generating standard 1C documents (method of generating balances, taxation, etc.), as well as setting up warehouses, item prices and currencies;
“xls Settings” tab - contains settings for loading information from an Excel file;
“Images” tab - here we indicate the path to product images.

It is best to start with the General Settings tab, but the description will be given in the order specified in the processing file.

Loading

Section “File Contents” - a list of product positions from the xls file will be displayed here after the price list is displayed.
Sections “Attributes”, “Prices”, “Characteristics” - according to the selected line in the “File Contents” section, there will be information about the nomenclature (price type, characteristics, attributes).

The following parameters are set here:

Parent group—specify the group into which subgroups with products will be uploaded (for example, the parent group “Clothing”). If the file also contains a parent category, then leave this field empty.

Attention! If there is a need to control the receipt of goods, then you should specify a parent group, for example, “New goods”. After this, a new group will be created in the 1C nomenclature with the same name and hierarchy as in the price list. Existing products will simply be updated in their groups.

Search by - we indicate the criterion by which items will be searched in 1C while loading goods from the file (an algorithm that will search for matches between product positions in the 1C item and the file).
Default name - If the price list does not have a product name, then this value will be filled in from this field. If there are several similar products, then their names will be the same, which is why in “Search by” you need to select “Article”.
Type of item without characteristics - this field is required. Here you need to add a type of item that will be assigned to downloaded goods (without 1C characteristics).
Type of item with characteristics - this field is required. Here the name of the item type with characteristics is set.
Manufacturer—specify the default manufacturer. The contents of this field will be displayed if the “Manufacturer” field value for the item in the price list is not filled in.
Image separator - it is possible to upload several images for one product at once. To implement this possibility, we indicate in a separate column in the price list the names of the images separated by a separator (for example, separated by a comma “,” or separated by a semicolon “;”).
Group separator - the separator used in the price list for groups and subgroups (for example, Clothes/Women/Skirts: in this case, a slash “/” is used as a separator).
Group delimiter - in the price list in the group field it is possible to specify more than one value (for example, Clothes / Skirts; For women / Skirts, where the semicolon “;” acts as a separator).
Use the supplier’s nomenclature - if it is necessary for the supplier’s nomenclature to be formed, set “Yes”, if not necessary, set “No”.
Use download dates - if the M-IT: Online Store Management module is installed, then it is possible to enter the download date according to the supplier in order to track the status of the site’s inventory.
Load without taking into account changes - if we select “Yes”, the data will be completely loaded into the receipt document (into setting prices). If we select “No”, then the current balance will be checked against the quantity in the file, and the prices for the goods in the file and the supplier’s prices will also be checked.

This tab allows you to configure the synchronization of standard 1C documents and additional price list information:

Method for generating balances - here we select the value according to which the balances will be generated (entering balances or new receipt of goods).
Operation—defined for the “Receipt Document” operation; most often, the value in this field is “Purchase from a supplier.”
Organization - indicate the organization that receives the receipt of goods.
Warehouse - we indicate the warehouse that will accept the goods and from which they will subsequently be written off (Retail warehouse, online store warehouse, virtual warehouse).
Receipt agreement - set the agreement according to the receipt of goods and services for the selected counterparty. You can create a custom agreement.
Receipt of contract - indicate the contract with the selected counterparty
Receipt quantity - here we indicate the value that will be assigned to goods for which the quantity is not indicated in the price list.
Generate write-off - if you want the write-off to occur when you upload a file, then set “Yes”. For example, in “Load without taking into account changes”, “No” is selected, which means that those goods from the receipt document will be written off. If “Yes” is selected, then goods with a balance of 1C will be written off.
Create an order for a supplier - if you want an order document to be generated for a supplier (counterparty), select “Yes”.
Currency—currency of receipt.
Set item prices - if you need a “Setting prices” document containing all the prices specified in the “Prices” tab, select “Yes”. Prices with the value “0” will not be indicated.
Register supplier prices - the “Registration of supplier prices” document is generated. During the next download (if the "Load without changes" field is set to "No"), the supplier's prices will be compared with the price in the file.

xls settings

General Tab

In “xls Settings” fill in the fields to load information from the xls file:

The “Sheet number” field is the sheet number in the xls file (at the bottom of the sheet).
Field “Start line” The download will begin from this line.
Field “Header line” - indicate the line in which the headers in the file are indicated (for example, “Price”, “Quantity”, “Name”).
Parameter “Characteristics in headings” - if you want the headings to be loaded as 1C characteristics for products, then check the box. In our case, the headings with characteristics are “S-42, XS-40” and so on.

Attention! This parameter is needed only to create an item with 1C characteristics. If you do not keep track of products by characteristics (and do not intend to), then do not check this option.

Option “Load columns from file” - click on the button to read the price list data - it becomes possible to determine the value for all customization fields. Click on the arrow to determine the value and select the one you need in the drop-down list.

Checkbox next to the settings field - If there is a need to update item data, put a checkmark next to one of the fields. If you do not check this box, the information for an existing product will not be updated. If you do not check the box, but there are no products in 1C, then the information, if the values are specified, will still be loaded.

Attention! If you do not check the “Group” and “Parent” fields, the information will not be loaded.

Attributes Tab

If the price list contains data on product attributes (for example, style, collection, model, country of origin), then filling in the attributes is required. To add an attribute, click “Add”. On the left side of the line, indicate the name of the attribute (select one of the proposed options; if there are none, then create it yourself using the “Create” button).

“Update attributes” parameter - if you check this box, the attributes of positions that are in 1C will be updated (for re-downloaded products).

XLS Price Types Tab

Here we assign the types of prices that are indicated in the price list file. The Price List may have separate columns for different types of prices and only one for the price of the product. If there is only one, then we mark it as “Receipt price” (or “Retail price”, depending on the conditions of the price list) with the value “Price”.

Attention! If this section is not filled out, “Setting item prices” will not be generated.

Features Tab

We fill out this tab if the price list contains product characteristics and you will keep records according to the 1C characteristics. The settings of this tab will be relevant only if the “Characteristics in headers” item is checked in the “General” section, or the characteristic is in separate columns. Below are the characteristics indicated in the price list and presented as headings, the quantities (values) are indicated in the columns.

Tab "Group Definition Conditions"

A condition value is created to determine the group value in the price list. In the “Condition” line, select “and” or “or”. With “or” only one value will be selected, with “and” a number of values will be selected. The name of the column in the price list is the file column. The value is what is indicated in the price list cell for the group:

Attention! The group level is determined by the groupings in the file. If there are no groupings, then the groups are loaded into the root or the selected parent group.

If you need to save all the installed settings for this supplier, then you just need to click “Save settings”. If the supplier's price list format has changed, then the settings will need to be adjusted according to the price list and the settings for the selected supplier will need to be re-saved.

Images Tab

Using this tab you can upload images for products.

Attention! If on the “xls Settings” tab in the “Path to image directory” field the path to the folder with pictures is already specified, then do not fill in this tab.

Upload pictures only if there are no attached files - we upload images only if there are no attached images in the 1C nomenclature, otherwise they will not be uploaded. For new products, images will be created upon upload.

Path to local image directory - specify the path to the images on the local computer.
Path to http catalog with images - specify the path to the catalog with pictures on the online store website.
FTP settings - the ability to upload images via an FTP connection.

When all tab lines are filled, click “Display” on the “Download” tab. We wait until the price list is displayed (it may take several minutes depending on the volume of goods), then click “Load” - and the goods are loaded into the 1C* item.

*Attention! If the price list contains non-unique product names, and in the administration you specified the “Control the uniqueness of the working name and characteristics” parameter, then in this case, loading products from the price list will become unavailable. To change this, uncheck this parameter in the “Administration->Item Settings->Control the uniqueness of the working name and characteristics” section.

In large commercial companies, quite often it is necessary to update information about goods in accounting programs, and in such cases, loading a price list from Excel into 1C is the most acceptable option. Transferring information from Excel documents does not take much time, in addition, this method eliminates the need for accountants to manually enter data. To download product names and prices, you can use standard processing supplied with the licensed version of the program, or software products from third-party developers.

External processing greatly facilitates the process of loading price lists into 1C: 8; any user can work with them. Compared to paid programs, the functionality of standard processing is somewhat limited. High-quality software products have wide functionality; with their help, you can not only upload data to 1C, but also analyze it.

What operations can external software products perform in the 1C system?

Analysis of price lists, determination of the lowest prices and setting them as purchasing prices. Update product prices when adding a markup.

Reading pictures and barcodes.

Comparison of columns, removal of unnecessary elements.

Search for products by specified details (article number, barcode).

Setting up a downloadable Excel table, matching columns and rows.

Advantages of using processing to download price lists

Reducing the workload on employees, increasing labor productivity.

Significant time savings (the supplier’s price list can be downloaded within a few minutes).

Reduce the number of errors associated with manual information entry.

Saving money on wages for several employees.

Increasing company income by setting the most competitive prices.

Processing is used not only for downloading price lists, but also other documents. The programs are suitable for several configurations (1C: Retail, 1C: Trade and Warehouse, etc.).

Loading a price list in 1C: 8.2 from an Excel document

Before uploading information, you need to prepare a price list so that it is displayed correctly in the 1C system.

Open the 1C: 2 program through the combination “File” - “Open”, find the element “Loading Data from a Spreadsheet Document”, install it.

Click on the “Enterprise” menu, then click “Products” - “Setting item prices”. A list of previously installed prices will appear. You need to create a new file, indicating in it the type of price and the period from which the specified details will take effect, click “Record”.

Open processing, then in the “Load mode” line indicate “To tabular part”, in the “Link” field select the document.

Go to the “Tabular document” tab, use the “Open” button to find the price list in Excel format and download it. The received data will open in the system.

Go to the settings tab. Here you need to set parameters for transferring information from the columns of an Excel spreadsheet document.

Return to the tabular section. Press the “Filling Control” button and wait for the system to display the results. If no errors were found, you can download the file.

Check the “Price Setting” document; the transmitted data should appear in it.

Importing data from documents in Excel format into UT 10

In order for information from the price list to be correctly loaded into the 1C: Trade Management system with automatic distribution into groups, the user must prepare a table in an Excel document. If necessary, you need to add columns; the cells should contain only the same type of data. Transfer of information to the UT 10 configuration will be carried out using standard processing, the procedure is given below:

Start processing. In the “Load mode” field, select “To directories”, in the “Directory type” field, indicate “Nomenclature”.

On the “Tabular Document” tab, upload the price list. If it is not initially displayed, you need to set “Excel Sheet” in the “file type” field.

Go to the settings tab and define the boot options. Check the boxes only for the necessary details, and uncheck unnecessary options. Click "Download". If the data transfer was successful, the 1C program will display a message.

Review the item reference books; new items should be added to them.

Assign details for product cards. This can be done manually or automatically.

On the “Tabular Document” tab, reload the price list that was previously used to copy items. Go to another tab, set parameters. Click “Download” and wait for a message about the successful transfer of information to 1C.

After loading the main price, you should begin transferring other types of prices.

Using the same principle, data from price lists is imported into the 1C:KA configuration.

Parameter settings when importing price lists into 1C: Trade Management

“Operation” - filled in when goods arrive, the key detail is “Purchase from a supplier.”

“Organization” is the name of the company to which the products are supplied.

“Warehouse” is the name of the department where the goods will be transferred.

“Set item prices” - indicate “Yes” if, when loading the price list, the prices specified in the “Setting prices” document will be used.

“Create write-off” - set “Yes” only if it is necessary to write off goods when importing data.

“Generate an order for a supplier” - if you select “Yes”, an order document for the counterparty will be automatically generated.

“Search by” - before loading data from the price list into the 1C program, you must specify the details by which the items will be searched.

“Load without taking into account changes” - indicate “Yes” if you need to import information into the price setting document; If you click “No”, the balance of goods will be checked against the quantity indicated in the downloaded document.

Loading price list in 1C: UT 11

This edition of the program has a built-in special tool that allows you to import prices from any sources in just a few clicks. It is called “Registration of Supplier Prices”. One document may contain information about the cost of goods, delivery times, and various conditions for purchasing products. Loading prices from the price list occurs in the following order:

Open the “Marketing” menu, then “Load prices from files”. When a window with documents appears, you need to find the required price list among them and indicate the type of document to be downloaded, click “OK”.

Now let's start copying prices. To do this, you need to open the Excel file, select the cells and copy them into the 1C program (key combination Ctrl+C and Ctrl+V). After that, click “Next”.

If the system issues a warning that it is necessary to compare the item manually, the user will have to select the names of goods in the “Nomenclature” field independently.

Once the comparison is complete, click the “Next” button. Check the box next to the required pricing option and click “Finish”.

At the end of the procedure, new prices should be established.

Importing price lists into the 1C: UNF configuration using the external tool “Universal Loader”

To correctly load data from an Excel file into the 1C: UNF system, you need to prepare a source table: place the column names in the very first line, the column names should contain only letters and numbers.

Enter the program in the “Configuration” mode and use the “File - Open” combination to start external processing. Select an Excel document with the name of the goods. Click "Next".

Mark the objects that should be loaded into the infobase and proceed to the next step.

Adjust the source table.

Upload data into the system and check the result. If errors were made, the program will inform the user about them.

The procedure for importing information will take 5-10 minutes. And if you save the settings to a template, then the next time the transfer of data from Excel tables will be completed in a few seconds. The market for information products offers a large number of high-quality programs that greatly facilitate working with the 1C system, so it makes no sense to waste your time manually entering information.