Often there is a need to analyze the prices of counterparties in order to adjust your own prices or set the price for a new product.
Moreover, not only your supplier or buyer, but also a competitor can act as a counterparty.
In this article we will look at the process of installing and analyzing prices in the 1C: Trade Management program, ed. 10.3" using the example of a study of competitors' prices.
Creating a business partner and price types
Each company whose prices you want to analyze must be created in the “Counterparties” directory.Menu: Directories - Contractors (buyers and suppliers) - Contractors
Let's add a new counterparty and indicate its name:
If you plan to interact with a new counterparty - buy goods from him or, conversely, sell them - check the appropriate “Buyer” or “Supplier” flags. And also fill out other necessary details.
If you need a counterparty only for price analysis, and you do not plan any interactions with him, then filling in the name will be quite enough.
Click the “OK” button to save the counterparty and close it.
In addition to the counterparty itself, you need to create its price types. We want to compare our wholesale prices, so for each competitor we need to create a "Wholesale" price type and set prices. For other price types (eg small wholesale/retail/distributor), separate price types for each competitor would also be needed.
Let’s open the directory “Types of prices for the items of counterparties”.
Menu: Directories - Nomenclature - Price types for counterparty nomenclature
Let's create a new type of counterparty prices and fill in:
- Counterparty - Competitor.
- Name - Wholesale prices.
- Item price type - the price type of our organization with which we want to compare the counterparty's price. In this case, this is the wholesale price.
- Currency - the currency in which prices will be set. You can select any currency, since when comparing prices, they are all converted into one currency selected in the report.
- Prices include VAT - a sign that VAT is included in the price.
Click the “OK” button to save and close the price type
Important: be sure to specify the price type of the item, otherwise the program will not understand at what priceat the costIn our organization, we plan to compare competitor prices.
Setting competitor prices in 1C
To set counterparty prices for goods, use the document “Setting prices for counterparty items”.Menu: Documents - Pricing - Setting prices for counterparties' items
Let’s create a new document and fill in the counterparty “Competitor”.
After specifying the counterparty, you can fill in the types of prices to be set. To do this, click on the selection button in the “Price type” field, in the selection window that opens, set the flag for the wholesale price and click “OK”.
Example of a completed document:
Analysis of competitors' prices in 1C
To analyze competitors' prices, use the "Price Analysis" report.Menu: Reports - Pricing - Price Analysis
In the report, it is better to select the type of prices that you want to analyze, otherwise the program will display all the information at once.
To set up selection, click on the “Settings” button, go to the “Selection” tab and select the price type - “Wholesale” (you can also use quick selections on the form).
On the report form, also set the currency in which you want to analyze prices.
Example of a generated report:
The report on the left displays all products for which wholesale prices have been set. Below are the prices of our company and the date of their installation (01/16/12).
After your own prices, the program one by one displays information about all established prices of competitors. The counterparty's price and its deviation from our price as a percentage are indicated. If the deviation is positive, it means the competitor’s price is higher than the company’s price. Conversely, if the deviation percentage is negative, then the competitor’s price is lower than your price.
Thus, you can enter the prices of several of your competitors in the program. After this, you can conduct a price analysis and adjust your pricing policy if necessary.
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 “Item Price Types” directory 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 according to the 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 “Rendering 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 information on product items whose retail price has been changed will be displayed in the tabular part of the document.
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 information 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 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;
- Kind of price type. 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 go 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 “Type of prices”.
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 product 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.
The report is intended for a comparative analysis of prices for goods from various counterparties, including the company’s own prices.
The report is generated in the form of a cross-table, the row headings of which are product items (products), and the column headings are counterparties. The report is generated for a specific date at the prices that are recorded in the information registers “Item prices” and “Counterparty prices”.
To generate a report, you can specify those price types in the “Item Price Types” directory for which the company’s prices were registered. At the same time, for comparison, those types of prices of counterparties are displayed for which the selected type of item prices is indicated in the directory “Types of prices for the item of counterparties”.
If the price type is not specified in the report settings, then the analysis will be carried out for all prices registered at the enterprise and for counterparties.
To compare prices, all prices are recalculated in relation to the base unit of measurement of the item and the currency selected in the report settings.
Using this report, you can analyze the deviations of counterparties' prices from the company's prices. To analyze deviations, you need to set the flag in the indicator “Deviation from the company price in %”.
For groups of counterparties and items, average prices for contractors and item groups are displayed, as well as average percentage deviation values.
By setting the grouping by price registration date, you can see the date when the current price for a given product was registered.
Often there is a need to analyze the prices of counterparties in order to adjust your own prices or set the price for a new product.
Moreover, not only your supplier or buyer, but also a competitor can act as a counterparty.
In this article we will look at the process of price analysis in the 1C: Trade Management program, ed. 10.3" using the example of a study of competitors' prices.
Creating a business partner and price types
Each company whose prices you want to analyze must be created in the “Counterparties” directory.
Menu: Directories – Contractors (buyers and suppliers) – Contractors
Let's add a new counterparty and indicate its name:
If you plan to interact with a new counterparty - buy goods from him or, conversely, sell - check the appropriate “Buyer” or “Supplier” flags. And also fill out other necessary details.
If you need a counterparty only for price analysis, and you do not plan any interactions with him, then filling in the name will be quite enough.
Click the “OK” button to save the counterparty and close it.
In addition to the counterparty itself, you need to create its price types. We want to compare our wholesale prices, so for each competitor we need to create a "Wholesale" price type and set prices. For other price types (eg small wholesale/retail/distributor), separate price types for each competitor would also be needed.
Let’s open the directory “Types of prices for the items of counterparties”.
Menu: Directories – Nomenclature – Price types for counterparty nomenclature
Let's create a new type of counterparty prices and fill in:
- Counterparty - Competitor.
- Name – Wholesale prices.
- Item price type – the price type of our organization with which we want to compare the counterparty’s price. In this case, this is the wholesale price.
- Currency – in which prices will be set. You can select any currency, since when comparing prices, they are all converted into one currency selected in the report.
- Prices include VAT - a sign that VAT is included in the price.
Click the “OK” button to save and close the price type
Important: be sure to specify the price type of the item, otherwise the program will not understand at what priceat the costIn our organization, we plan to compare competitor prices.
Setting competitor prices in 1C
To set counterparty prices for goods, use the document “Setting prices for counterparty items”.
Menu: Documents – Pricing - Setting prices for counterparties' items
Let’s create a new document and fill in the counterparty “Competitor”.
After specifying the counterparty, you can fill in the types of prices to be set. To do this, click on the selection button in the “Price type” field, in the selection window that opens, set the flag for the wholesale price and click “OK”.
Example of a completed document:
Analysis of competitors' prices in 1C
To analyze competitors' prices, use the "Price Analysis" report.
Menu: Reports – Pricing – Price Analysis
In the report, it is better to select the type of prices that you want to analyze, otherwise the program will display all the information at once.
To set up selection, click on the “Settings” button, go to the “Selection” tab and select the price type – “Wholesale” (you can also use quick selections on the form).
On the report form, also set the currency in which you want to analyze prices.
Example of a generated report:
The report on the left displays all products for which wholesale prices have been set. Below are the prices of our company and the date of their installation (01/16/12).
After your own prices, the program one by one displays information about all established prices of competitors. The counterparty's price and its deviation from our price as a percentage are indicated. If the deviation is positive, it means the competitor’s price is higher than the company’s price. Conversely, if the deviation percentage is negative, then the competitor’s price is lower than your price.
Thus, you can enter the prices of several of your competitors in the program. After this, you can conduct a price analysis and adjust your price if necessary.
Learn more about the capabilities and tasks that the module solves
Analysis of prices in 1C and selection of the most optimal supplier
Processing automatically analyzes supplier prices in 1C and for each product determines the best supplier according to specified evaluation criteria - at the minimum price, at the minimum price taking into account delivery times, the availability of goods in the supplier’s warehouse, etc. Any number of selected suppliers and product items can participate in the analysis (the entire directory, only certain product items selected by sales, availability, customer orders, etc.). Based on the results of the analysis, each product item is assigned the most optimal supplier, which can be used in the purchasing assistant.
You can analyze all or only selected suppliersFormation of a company price list based on supplier prices
Processing determines the best supplier, and also reveals the deviation of the company’s purchase price from the prices of the suppliers’ price lists. Based on the received deviations, you can use one button to adjust the purchase price according to your price list and recalculate the sales prices derived from it. This allows you to quickly respond to changes in supplier prices and bring your prices into line.
And when using the module, purchasing prices and your price list can be updated automatically. Imagine, any price lists of suppliers are loaded into the database on a schedule, the company’s prices are updated and promptly updated in the online store.