Workplace exchange plan. Exchange "at the workplace" Analysis of sales and work with suppliers

The “Retail” configuration is designed to automate the business processes of stores that may be part of a distributed retail network of a trading enterprise. Can be used to automate stores with a large number of jobs, including as a cash register program.

The network structure of the retail network is supported by the regime distributed information bases. The program supports two types of internal data exchanges:

RIB shopping allows you to establish reliable data exchange between stores with separation of document flow. The central RIB node consolidates information on all stores in the network; with its help, you can quickly create a peripheral RIB node.
RIB by workplace provides the user with an exchange between the store server and the cash register that is optimized in terms of data volume, and ensures autonomous operation of the cash registers.

The “Retail” configuration is designed for both independent, stand-alone operation and interaction with other application solutions. Bilateral data exchanges with standard configurations “Enterprise Accounting” and “Trade Management” make it possible to create software systems that cover the needs of retail enterprises of various sizes.

Configuration "Enterprise Accounting" ed. 2.0, 3.0, when used together with the “Retail” configuration, provides routine accounting of operations. Operational accounting of merchandise flow and cash balances in cash registers is carried out in the “Retail” configuration.
Configuration "Trade Management", ed. 11, when used together, acts as a control system that supplies regulatory and reference information to the “Retail” configuration, manages the assortment and prices of retail stores. From the “Retail” configuration, merchandise flow is transferred to the management system, including retail sales by cash register shifts, and payment instruments accounting documents.

The program implements multi-company accounting, in which each store warehouse can be assigned to a specific organization. For certain sales areas of a store, UTII accounting may be assigned.

"1C: Retail 8" automates typical processes of a retail enterprise. The functionality of the program in various areas of the enterprise’s activities can be configured in accordance with the store operating technology adopted by the enterprise.

Management of normative and reference information. The functionality of the program ensures the entry, storage and timely distribution of reference information throughout the store network. The wide capabilities of the program allow you to create a comprehensive description of the target group of customers, stores and products for convenient work of enterprise employees in all technological areas.
Marketing. The program allows a marketer to manage the assortment of multi-format retail chains and build flexible retail price management. It provides the opportunity to collect and analyze information about consumer preferences and set up a variety of incentive discount programs.
Inventory and purchasing. The manager is given the opportunity to place orders to the supplier based on an analysis of sales and current inventory balances, taking into account the supplier’s performance; carry out planning and control of payment for supplies.
The store's inventory is up to date. Barcoding technology makes it possible to quickly and accurately record the movement of goods through store warehouses with the degree of detail required for various types of items.
Sales. The program is focused on registration of retail sales using the streaming method. A highly customizable, intuitive graphical interface for the cashier's workstation (WWC) allows you to quickly generate a receipt and process payment for your purchase.
Finance. Accounting for various means of payment for retail purchases is supported: cash, payment by payment card, gift certificate and through the conclusion of a consumer lending agreement. Balances of cash and certificates are recorded at the places of actual storage.
Staff. The store manager has the opportunity to optimize the work schedule of store employees, taking into account the shift schedule and the load on the cash registers. Personal sales registration is supported.

The program supports connection equipment, which provides barcoding technology at all stages of working with goods: from creating an item card to selling goods at the checkout point.

Offered in pre-configured user profiles correspond to typical positions of store employees and allow them to work in the program without first setting up access rights.

Exchange "By checkout"

Purpose

* Ensuring the continuous functioning of the Retail database with acceptable performance in stores with a large number of cash registers

* Ensuring the independence of cash registers from monetary means of communication with the server.

general description

When running the “Retail” configuration in stores where there are many cash registers, and each cash register runs a separate 1C:Enterprise session connected to the server, the performance of the program at the cash registers can be reduced (or even suspended) due to the following factors:

* Intensive work of other users with the database;
* Problems with the local network;
* Problems in working with the server (for example, server loading due to the execution of an exchange with the control system).

The main task of this algorithm is to eliminate these shortcomings by using a distributed information base algorithm in stores, in which each cash register will have a separate RIB node.

This solution will guarantee:

* Greater productivity at checkouts compared to multi-user mode;
* Independence of the operation of cash registers from the operation of the local network;
* Independence of cash register operation from server operation.

Data transfer

The cashier at his workplace, as the data exchange is carried out, has the opportunity to receive the following information:

* Nomenclature, units of measurement of the nomenclature, characteristics of the nomenclature (and properties and categories)
* Store range prices
*Discounts
* Discount cards

* Remaining goods in other stores
* Remaining goods in the warehouses of this store
* Cash related to his cash register
* Checks relating to his cash register
*Retail sales reports related to his cash register.

This information allows the cashier to fully work in his local database.

From the local cash register database it is possible to transfer information to:

* Sales using discount cards
* Sales by payment cards
* Cash
* Checks
* Retail sales reports

Setting up the “By checkout” exchange

Preliminary actions

Exchange between databases can be carried out according to a specific schedule using routine tasks.
In order for such an opportunity to be validly used in the “Retail” configuration, in the accounting details settings on the Data Exchange panel, it is necessary to define a user for routine tasks in the file version and the interval for polling routine tasks in the file version. If the client-server case is used, then the user for routine tasks and the polling interval do not need to be specified.

In order to ensure that survey data does not interfere with real work, it is better to allocate a separate user to perform routine exchange tasks.

Informative remainders

Informative balances are intended to inform the user about inventory balances in warehouses and stores.

* Informative warehouse balances store information about inventory balances in the warehouses of a given store.
* Informative store balances store information about inventory balances in other stores of the retail network.

Information balances for stores and warehouses can be transferred to the cash register unit.

To use the algorithm for creating informative balances for stores, in the accounting details settings, you need to enable the “Update data on informative balances of stores with a routine task” checkbox and define a schedule for a routine task: data about informative balances in stores will be updated according to this schedule.

To use the algorithm for creating informative balances for warehouses of a given store, in the accounting details settings, you need to enable the “Use exchange of informative balances for warehouses” checkbox and set a schedule for a routine task: data about informative balances for warehouses will be updated according to this schedule. Setting up the main node

Before you start setting up data exchange, you need to fill in information about the main node, which will be the initiator of working with cash registers. The main node will ensure the transmission of information about the goods sold and their prices to the cash registers and the acceptance of information about the sales of goods registered in different cash registers connected as a RIB node.

Initially, the list of nodes stores information about the main node of the main node's information base.
The name of this node is not initially specified.

Edit the master node information. Specify the node code and its name.

Create an exchange setup

Further setup of data exchange is performed using the exchange setup assistant (Service -
Distributed information security across cash registers - Assistant for setting up data exchange with the cash register node).

The assistant allows you to step by step and accurately determine all the exchange details, enter a cash register node, configure data exchange for this node, determine an exchange schedule, enter the initial image of the cash register information base (local database).

Launch the assistant. On the first page, set the radio button to “Create a newly created exchange setting.” Click "Next".

On the "Data exchange details" page, specify the cash register for which the local database is being created, the start date for uploading documents (documents will not be uploaded before this date), and the name of the exchange node (any convenient for you). Click the “Next” button.

On the "Data transfer between information bases" page, set the switch to the "Single file resource" position, in the "Directory" input field, select the directory that will be used to exchange data with the local cash register database.

Click the “Done” button. On the last page of the assistant, you can define an automated exchange schedule, add an initial image of the local cash register database (by defining a directory on the disk and clicking the “Create initial image” button).

Setting up an exchange schedule

Editing exchange settings.

Launch the assistant and set the switch to the “Change existing exchange setting” position.
Further work with the settings does not differ from the scenario described earlier. At the end of the assistant's work, the exchange settings will be saved.

Setting up cash register node details

When setting up an exchange through the assistant, when creating a newly created data exchange setting, a new exchange node “By checkout” is created.
You can see all exchange nodes by cash desk through the menu Service – Distributed information security by cash desks – RIB nodes by cash desk.

By calling the exchange plan node, you can edit the details specified in the exchange setup assistant with the cash register node.

Also, for each node it is possible to determine the order of unloading information residues:

* Unload informational balances from warehouses.

When the checkbox is selected, the remaining goods in the warehouses of this store are unloaded into the cash register node.
Shown in selections (also in the RMK version).

* Upload informational balances from other stores.

When the checkbox is checked, remaining goods from other stores are unloaded into the cash register node. Shown in selections (also in the RMK version).

To create balances, you also need to define the use of these mechanisms in the accounting details settings.

Note!

Information about the current balances of goods in the store's warehouses is not uploaded to the cash register (informative balances provide only information and are not related to the control of balances). For this reason, before starting work, in the cashier’s workplace settings, you need to turn off the control of inventory balances when closing a receipt.

When the cash register has not been exchanged with the server for a long time, a large number of checks can accumulate at the cash register for unloading. After connecting to the server, uploading receipt data can take a long time and, accordingly, slow down the operation of the cash register.

To prevent such a situation, you must adhere to the following operating procedure.

Immediately after the connection between the server and the cash registers is established, it is advisable to turn off the execution of routine tasks on the server for the exchange with the cash registers.

To do this, you need to call the Exchange Execution Settings directory (Service – Data Exchange) and in the window that opens corresponding to the entry about the exchange execution settings with cash registers, uncheck the Apply schedule for exchange execution flag.

Then, on the server, it is advisable to manually initiate an exchange with cash registers free from customers, one by one, through the Data Exchange Settings directory, using the Execute Exchange button.

After manual exchanges have been made with all cash registers, you need to enable the use of routine tasks for exchanging with cash registers.

For interactive loading of information, it is also possible to use the menu item Service – Data exchange –
Perform data exchange.

In the window that appears, you need to specify the data exchange node required by the cash register cash register and click the Execute exchange button.

During the exchange, information about the KKM checks punched at the cash register is downloaded from the cash register. After closing the cash register shift, the Retail Sales Report document is uploaded.

Note. To interactively download information from the cash register cash register to the central node, it is also permissible to use the Data exchange menu item if the cashier’s work is performed using the cashier’s workstation (procedure
RMK).

Control of data exchange is carried out using the exchange monitor (Service – Distributed information security by cash registers –
Communication Monitor).

Purpose
general description
Transmitted data
- Create an exchange setup
- Creating an exchange script
- Changing sharing settings
Features of exchange by workplace

Purpose

Ensuring sufficient program performance in stores with active streaming sales;
Operation of cashiers' automated workplaces independent of external factors.

general description

When the configuration is running Retail for Ukraine, ed. 2.0 In stores with several cashier workstations, the performance of the program at the checkout counters may be reduced (or even suspended) due to the following factors:

Intensive work of other users with the database;
Problems with the local network;
Problems in working with the server (for example, server loading due to exchange with the management system).

The main goal of this mechanism is to eliminate these shortcomings by using a distributed information database mechanism in stores, in which each workplace will have a separate RIB node.

This solution will provide:

Cashiers' automated workplaces have greater productivity compared to multi-user modes of operation;
Independence of the work of cashiers' automated workstations from the work of the local network;
Independence of the work of cashiers' automated workstations from the work of the server.

Exchange operation scheme By workplace in the shop.

Transmitted data

The following data is transmitted to the local database (cashier's workstation) from the central node:

Regulatory and reference information, including:
- Nomenclature packaging,
- Item properties.
Retail prices.
Information about ongoing marketing campaigns.
Information on sales using discount cards.
Information on sales by payment cards.
Cash and cash flow information.
Remaining goods in other stores.
Remaining goods in the warehouses of the current store.
KKM checks.

Data is transferred from the local database (Cashier's workstation) to the central node:

Sales using discount cards.
Sales using payment cards.
Cash balances and cash flows.
KKM checks.
Retail sales reports.

Setting up exchange “By workplace”

Configuring communication settings

The use of data exchange is determined in the data synchronization settings (item Data synchronization in the section navigation panel). In the data synchronization settings form, set the flag Use data synchronization, set Infobase prefix.

Setting up updating information balances

Informative balances are intended to inform the cashier in the cashier's workstation about inventory balances in warehouses and stores.

Informative warehouse balances store information about inventory balances in the warehouses of the current store.
Informative store balances store information about inventory balances in other stores of the retail network.

Information balances for stores and warehouses can be transferred to the cashier's workstation.

If you plan to transfer data on information balances to the cashier's automated workplace, set up a schedule for updating information balances using a routine task: item Support and Maintenance in the section navigation panel Setup and administration. Setting up routine tasks is done in the form Routine and background tasks.

Set up a schedule for routine tasks Updating the information register “Informative balances of goods by stores” And Updating the information register “Informative balances of goods by warehouses”.

Data on informative balances in stores and/or warehouses will be updated according to specified schedules.

Create an exchange setup

In chapter Setup and administration On the page Data synchronization open the list Data synchronization, press the button Set up data synchronization, select the item from the drop-down menu Create a new data synchronization for a workplace.

In the Data Exchange Creation Assistant form that opens, click Further.

On the next two pages, configure the transport of messages between infobases:

Data exchange through a local or network directory;
Data exchange via FTP resource.

On the page Configuring data synchronization settings enter a custom name for the data exchange.

Start date of document uploading.
The store where the workplace is located.
The workplace for which the exchange is being configured.
Local node prefix of the cashier's workstation.

If you plan to transfer information balances to the cashier's workstation, set the flags Upload informational balances for warehouses and/or Upload informational balances from stores. Save the specified restrictions by clicking the button OK. Go Further. Check the previously configured communication settings.

On the last page of the Data Exchange Setup Assistant, click Ready.

In the form that opens, confirm the creation of the initial image of the cashier's workstation database by clicking on the button Create a starting image.

In the form that opens for setting up initial image placement parameters, set the infobase image placement parameters.

Click the button Create a starting image. The initial image data preparation operation can take a long time to complete. After creating a local image, save the generated 1Cv8.1СD image file to a directory on disk. After that, close the initial image creation form.

When you first launch the information base of the cashier's workstation, the previously specified exchange settings will be applied in this information base.

The network structure of the retail network is supported by the regime distributed information bases. The program supports two types of internal data exchanges:

RIBshopping allows you to establish reliable data exchange between stores with separation of document flow. The central RIB node consolidates information on all stores in the network; with its help, you can quickly create a peripheral RIB node.
RIB by workplace provides the user with an exchange between the store server and the cash register that is optimized in terms of data volume, and ensures autonomous operation of the cash registers.

Configuration "Enterprise Accounting" ed. 2.0, 3.0, when used together with the “Retail” configuration, provides routine accounting of operations. Operational accounting of merchandise flow and cash balances in cash registers is carried out in the “Retail” configuration.
Configuration "Trade Management", ed. 11, when used together, acts as a control system that supplies regulatory and reference information to the “Retail” configuration, manages the assortment and prices of retail stores. From the “Retail” configuration, merchandise flow is transferred to the management system, including retail sales by cash register shifts, and payment instruments accounting documents.

The program implements multi-company accounting, in which each store warehouse can be assigned to a specific organization. For certain sales areas of a store, UTII accounting may be assigned.

Management of normative and reference information. The functionality of the program ensures the entry, storage and timely distribution of reference information throughout the store network. The wide capabilities of the program allow you to create a comprehensive description of the target group of customers, stores and products for convenient work of enterprise employees in all technological areas.
Marketing. The program allows a marketer to manage the assortment of multi-format retail chains and build flexible retail price management. It provides the opportunity to collect and analyze information about consumer preferences and set up a variety of incentive discount programs.
Inventory and purchasing. The manager is given the opportunity to place orders to the supplier based on an analysis of sales and current inventory balances, taking into account the supplier’s performance; carry out planning and control of payment for supplies.
Stock. The functionality of the section allows you to keep the store's inventory up to date. Barcoding technology makes it possible to quickly and accurately record the movement of goods through store warehouses with the degree of detail required for various types of items.
Sales. The program is focused on registration of retail sales using the streaming method. A highly customizable, intuitive graphical interface for the cashier's workstation (WWC) allows you to quickly generate a receipt and process payment for your purchase.
Finance. Accounting for various means of payment for retail purchases is supported: cash, payment by payment card, gift certificate and through the conclusion of a consumer lending agreement. Balances of cash and certificates are recorded at the places of actual storage.
Staff. The store manager has the opportunity to optimize the work schedule of store employees, taking into account the shift schedule and the load on the cash registers. Personal sales registration is supported.
EGAIS. The functionality of “1C: Retail 8” allows you to work with the unified state automated information system (EGAIS), which is designed to automate state control over the volume of production and turnover of ethyl alcohol, alcoholic and alcohol-containing products.
Connecting equipment. The program supports working with the store's cash register, which includes a barcode scanner, fiscal registrar, acquiring system terminal, customer display, magnetic card readers and electronic scales. It is also possible to work with external devices installed in the sales area.

The program supports connection equipment, which provides barcoding technology at all stages of working with goods: from creating an item card to selling goods at the checkout point.

Offered in pre-configured user profiles correspond to typical positions of store employees and allow them to work in the program without first setting up access rights.

Purchasing and updating the program

The conditions for purchasing the software product are specified in information release No. 13527. Current prices are indicated in the price list.

Registered users can.