Products catalog

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A product is an article or service a company sells or purchases. In 1C:Drive, products can have the following types:

  • Inventory. A physical item stored in a warehouse.
  • Service. An activity that results in an essentially intangible benefit. For example, legal consulting, travel agency service, or barber shop service.
  • Work. An activity that requires allocating employees’ time and materials. For example, wires installation requires technicians’ time and cables.

1C:Drive helps you register products and track their availability. You can do it in the Products catalog.

To open the catalog:

  • Go to Sales > Catalogs > Products.

You can also open the catalog from:

  • Purchases > Catalogs > Products.
  • Warehouse > Catalogs > Products.
  • Production > Catalogs > Products.
  • Service > Catalogs > Products.
  • Product field of any 1C:Drive window where you add products.

In the Products catalog, you can:

After you create a product, you can add it to your company’s documents (such as sales and purchase orders) and track the inventory flow. You have the following options:

  • Create a list of products first and then select them as you create or edit documents.
  • Create products from the Product field of a document window as you create or edit the documents.

The Products catalog is a common catalog for all the products that you sell, purchase, or produce. It is one of the basic catalogs for the following business processes:

  • Procure to pay
  • Quote to cash

Viewing products

To view products:

  • Go to Sales > Catalogs > Products.

Note. You can open the catalog from the Product field of any 1C:Drive window where you add products.

You can customize the catalog columns to meet your needs. By default, the following columns are displayed:

  • Description. A product name or short description. You can quickly find a product by description.
  • Base UOM. A product’s unit of measure.
  • Code. An automatically assigned product ID. You can use it for tracking products if your company does not use custom product IDs.
  • Type. A product type.

By default, the catalog shows all products. You can filter the catalog to view only in-stock or out-of-stock products. For details, see Checking stock availability.

To quickly spot certain products:

  • Sort the catalog by any column by clicking a column header. To change the sorting order, click the header again.
  • Search products by name using the search field at the top right corner.
  • Filter products by prices, categories, and groups. To do this, on the right panel, set the filter parameters as follows:
    • Click Prices, then specify the price range and price type.
    • Click Categories and select a product category.
    • Click Hierarchy and select a product group.

Viewing product details

To view product details:

  1. Go to Sales > Catalogs > Products.
  2. Double-click the product line.

The products details are grouped on the General data and Additional data tabs.

On the General data tab, you can also view the following:

  • Product net sales.
  • Product pricing trends.
  • Product quantity on hand and available.

If you do not need to view product net sales and pricing trends, hide the charts.
To do so, click More actions > Hide charts.

Viewing product net sales

To view product net sales, use the Net sales chart. It shows net sales by amount or by quantity  within a certain period. To switch between the options, click settings_icon.pngand select Sales by amount or Sales by quantity. To set a period, click the period link (such as period_link.png) and select the period.

You can view net sales by days, weeks, or other regular intervals. To specify a regular interval, click settings_icon.png, select Periodicity, then select a regular interval.

Viewing product pricing trends

To view product pricing trends, use the Prices chart. It shows sale price changes within a certain period. To set a period, click the period link (such as period_link.png) and select the period. You can view price changes by days, weeks, or other regular intervals. To specify a regular interval, click settings_icon.pngand select a regular interval.

Viewing product quantity on hand and available

Product quantity on hand is the quantity of product items currently in stock. Available product quantity is the quantity of currently not reserved product items. You can view the on hand and available quantities in the On hand / available section.

Creating products

To track products your company sells and purchases, add them to the Products catalog. It is enough to specify only the product description, detailed description, and unit of measure. You can add other details later.

To create a product:

  1. Go to Sales > Catalogs > Products.
    You can open the catalog from the Product field of any 1C:Drive window where you add products.
  2. In the Products catalog, select Create. The product card is displayed.
  3. Specify general data.
  4. Specify additional data.
  5. Click Save and close.

Specifying general data

To specify the general data:

  1. On the product card, select the General data tab.
  2. Enter or select the following:

    Field

    Description

    Product type

    One of the following:

    • Inventory. A physical item stored in a warehouse.
    • Service. An activity that results in an essentially intangible benefit.  
    • Work. An activity that requires allocating employees’ time and materials.

    You cannot change it after you save the product.

    Product category

    A group of products that share common attributes. Categories help easily define product variants.  

    For example, you assign a product to the "Boots" category that includes  "Color" and "Material" attributes. Then you can add products of various colors and materials to a sales order or other documents.

    Description

    A product name or short description that you use to find the product in 1C:Drive.

    Group

    The parent product group. It is displayed as a folder on the right panel of the Products catalog.
    Folders help you quickly spot a certain assortment of products and filter data in reports.

    Detailed description

    A detailed description displayed in print forms.

    Notes

    Additional product details.
    Base UOM

    The product’s main unit of measure. It is automatically populated in business documents (such as sales and purchase orders).

    Additional UOM

    A link that opens a section where you can define additional units of measure for the product. For example, sticky notes can come in boxes (main units) and blocks or packs (additional units).

    To create an additional unit of measure:

    1. Click Create.
    2. In the Additional unit of measure (create) window, enter the following:
      • Description. A unit of measure name or short description. Select a unit of measure from the Units of measure classifier. Then you can edit its details.
      • Conversion rate. A conversion factor for converting the main unit of measure to the specified unit.
    3. Click Save and close.

    Add an image

    A product image placeholder.

    To add an image, click the placeholder and select an image. You can select multiple images and then scroll them on the product card.

    You can include a product’s image to a price list.

    The image placeholder is available if the product type is Inventory.
    Set price

    Click the link to set a product sale price. To learn more, see Registering sale prices manually.

    You can set main and additional sale prices. For example, wholesale and retail prices. The main sale price is based on the main price type. It is shown in red color on the product card.

    The main sale price is prefilled in sales orders, sales invoices, quotations, and work orders.

    Is freight service

    Indicates whether the service cost is included into the Freight total amount in print forms of sales documents.

    The check box is available if the product type is Service.

Specifying additional data

To specify the additional data, on the product card, select the Additional data tab and specify the following:

  • Invoicing settings
  • Product bundle settings
  • Replenishment settings
  • Normal storage location
  • Pricing settings
  • Additional attributes

Specifying invoicing settings

To specify the Invoicing settings, in the Invoicing section, enter or select the following:

Field

Description
Variants

Indicates whether accounting by variants applies to the product.
The check box is available if the Inventory accounting by variants check box is selected in Settings > Purchases / Warehouse > Inventory (products).
Batches

Indicates whether accounting by batches applies to the product. Accounting by batches is mandatory for products that you do not own, namely:

  • Products you sell on consignment.
  • Materials you accept for processing.

Batches help you to:

  • Differentiate between your company’s and third party’s products.
  • Filter products by expiration dates or certification marks.

The check box is available if the following conditions are met:

  • The Inventory accounting by batches check box is selected in Settings > Purchases / Warehouse > Inventory (products).
  • The product type is Inventory.
Serial numbers

Indicates whether accounting by serial numbers applies to the product. With accounting by serial numbers, you can track the after-sales warranty period of the product.

The check box is available if the following conditions are met:

  •  The Use product serial numbers check box is selected in Settings > Purchases / Warehouse > Warehouse accounting.
  • The product type is Inventory.

Line of business

A business line the product is associated with. You can use it to track profits and losses by business lines.

Normal shipping delay (days)

Estimated product delivery time in days. It affects the date in the Shipment date field of sales orders.
VAT output

The VAT rate that is automatically populated in business documents (such as sales and purchase orders).

Specifying product bundle settings

The Product bundle settings are available if the Use product bundles check box is selected in Settings > Sales > Product bundles.

Specify the Product bundle settings if a product is a package that combines multiple products. Then you can quickly add product bundles to your sales documents.

The Product bundle settings determine a pricing strategy that applies to product bundles in sales documents. A pricing strategy defines how to determine prices for the products that compose a bundle. This help you track income by product bundle components.

You can also specify how to show product bundles in the print forms of sales documents.

To specify the Product bundle settings, in the Product bundle section, enter or select the following:

Field

Description

Is bundle

Indicates that a product is a combined package of several components.

When you add the product to a sales document, all its components are added.

Pricing strategy

A pricing strategy for a product bundle.

You have the following options:

  • Per-component pricing. A product bundle price is dynamic. It is calculated as a sum of component sale prices. The bundle price is automatically displayed on the General data tab.
  • Bundle price prorated by components prices. You specify a product bundle price manually or using the Pricing tool. Prices of the bundle components are calculated by the following formula:

    A component price from its Product prices list / Total price of all bundle components * Product bundle price

  • Bundle price prorated by the components cost share. You specify a product bundle price manually or using the Pricing tool. Prices of the bundle components are calculated by the following formula:

    Product bundle price / Total cost share of all bundle components * A component cost share

    You set a cost share when you add product bundle components. By default, a component cost share is 1.

Display in print forms

Options of showing a product bundle in the print forms of sales documents:

  • Bundle. Only a product bundle description is shown.
  • Bundle and components. The descriptions of a product bundle and  its components are shown.
  • Components only. The descriptions of product bundle components are shown.

Bundle components

Click the link to add components to a bundle.

When you add components, specify their variants, quantity, units of measure, and cost share.

Cost share affects a component price in sales documents. You can specify it if you have set Pricing strategy to Bundle price prorated by the components cost share.

Specifying replenishment settings

To specify the Replenishment settings, in the Replenishment section, enter or select the following:

Field

Description
Replenishment method

The document you prefer to create while planning purchases for replenishing an out-of-stock product. For more information about purchase planning, see Demand forecasting and Demand planning.

The field is available if the following conditions are met:

  • The products type is Inventory.
  • The Enable section use checkbox is selected in Settings > Production.
Supplier

A supplier automatically populated in purchase orders when you are planning purchases. For more information about purchase planning, see Demand forecasting and Demand planning.
The field is available if the product type is one of the following:

  • Inventory
  • Service

Country of origin

A country for grouping products in customs declarations.

The field is available if the product type is  Inventory.

HS code

A harmonized system code for grouping products in customs declarations. Groups are based on the first 4 digits of the code.
Replenishment period (days)

The estimated product replenishment time. It affects the date in the Date required field in purchase orders and production orders. The field defines the estimated deadline for purchase and production.
The field is available if the product type is Inventory.
Warranty period

The period for automatic calculation of the warranty expiration date in print forms of sale documents and RMA requests.

Issue warranty card

Indicates whether the print form of a warranty card is available from sales invoices and sales slips.

The check box is available if the following conditions are met:

  • The Use product serial numbers checkbox is selected in Settings > Purchases / Warehouse > Warehouse accounting.
  • The product type is Inventory.

Default bill of materials

The bill of materials automatically populated for a product in all documents where a bill of materials is required (for example, in work orders).

The field is available if one of the following conditions are met:

  • The product type is Inventory and the Enable section use check box is selected in Settings > Production.
  • The product type is Work and the Enable section use check box is selected in Settings > Service.

Specifying normal storage location

To specify normal storage location of a product, in the Normal storage location section, enter or select the following:

Field

Description

Warehouse

The warehouse where a product is usually stored.  It is displayed on the print form of the Inventory allocation card.
The field is available if the product type is Inventory.

Storage bin

The storage bin where a product is usually stored. It is displayed on the print form of the Inventory allocation card.
The field is available if the following conditions are met:

  • The Inventory accounting by storage bins option is turned on in Settings > Purchases / Warehouse > Warehouse accounting.
  • A product’s type is Inventory.

Specifying pricing settings

To specify the Pricing settings, in the Pricing section, select a price group. You can use the group as a filter parameter for quick generation of price lists and bulk price recalculations. You can also use the group to tune your discount strategies.

Specifying additional attributes

If you need to add other attributes to a product, in the Additional attributes section, click Click here to create attribute and add attributes. The new attributes appear in the Additional attributes section. Then specify their values.

Creating product groups

1C:Drive stores all products that you sell and purchase in the Products catalog. When products are numerous, it is hard to navigate through the catalog. To make navigation easier, organize products into groups.

To create a product group:

  1. Go to Sales > Catalogs > Products.
    You can open the catalog from the Product field of any 1C:Drive window where you add products.
  2. Select Create group.
  3. Enter or select the following:
    • Description. A group name or short description.
    • Group. The parent group for the new group.
      To create a  group at the root level, leave the Group field blank.
  4. Select Save and close.

The product group appears as a folder on the right panel of the Products catalog. To view product groups, click Hierarchy.

To add products to a group:

  1. Go to Sales > Catalogs > Products.
    You can open the catalog from the Product field of any 1C:Drive window where you add products.
  2. Double-click a product line.
  3. On the product card, select the General data tab.
  4. In the Group field, specify a group.

Checking stock availability

In 1C:Drive, you can quickly view products that are currently out-of-stock or in-stock.

To view in-stock products:

  1. Go to Sales > Catalogs > Products.
    You can open the catalog from the Product field of any 1C:Drive window where you add products.
  2. Select In-stock.
  3. Select the Show balances check box.
    This adds the Balance column. It shows available product quantities.

To view products by warehouse, in the filter field above the product list, select a warehouse.

To view out-of-stock products:

  1. Go to Sales > Catalogs > Products.
    You can open the catalog from the Product field of any 1C:Drive window where you add products.
  2. Select Out-of-stock.

Using shopping cart

You can select and store a product list for sales or purchase. To do so, use the shopping cart tool.

You can do the following:

Adding products to shopping cart

To add products to the shopping cart:

  1. Go to Sales > Catalogs > Products.
  2. Drag and drop products to the shopping cart on the right panel.

The quantity and amount of the selected products is shown.

After you have added products to the shopping cart,  you can continue with one of the following:

Saving shopping cart variants

You can save a product list added to the shopping cart. This creates a shopping cart variant. You can save multiple shopping cart variants and then use them to quickly generate sales and purchase documents. 

To save a shopping cart variant:

  1. Add products to the shopping cart.
  2. Click cart1________.png.
  3. In the Cart dialog, click Save variant.

The shopping cart image is changed from cart1________________.pngto cart2________.png. When you click the image, the variants menu drops down. You can select a shopping cart variant, add more products, or generate a sales or purchase document.

Switching between shopping cart variants

You can switch to another shopping cart variant only if the shopping cart is empty. To empty the shopping cart, do one of the following:

To switch to another shopping cart variant:

  1. On the right panel of the Products catalog, click cart2________.png.
  2. From the variants menu, select a shopping cart variant.
  3. In the Cart window, click Continue.

This uploads the product list to the shopping cart.

Clearing shopping cart

You can delete a product list from the shopping cart. To do so:

  1. On the right panel of the Products catalog, click cart1________.png.
  2. In the Cart window, click Clear cart.

To delete saved shopping cart variants:

  1. On the right panel of the Products catalog, click cart2________.png.
  2. From the variants menu, select a shopping cart variant.
  3. In the Cart window, click Clear cart.

Generating sales or purchase documents for products in shopping cart

To generate sales or purchase document based on product list in the shopping cart :

  • On the right panel of the Products catalog, click Generate and select a sales or purchase document.
    The shopping cart is cleared.

To generate a sales or purchase document based on a shopping cart variant:

  1. On the right panel of the Products catalog, click cart2________.png.
  2. From the variants menu, select a shopping cart variant.
    Note that if you decide to select another variant and use the currently selected later, save it. See Switching between the shopping cart variants.
  3. In the Cart window, click Generate and select a sales or purchase document.

The shopping cart is cleared. The shopping cart variant is no longer available.

The generated document is shown on a new tab. You can edit and process the document. To learn more, see the following guidelines: