How to set up promotions and sales in 1c. Accounting and taxation of discounts

Must be done by the seller if he applies discounts related to unit price changes. In this article we will look at this problem from the buyer of goods.

As we have already noted, two options are possible:

1. the price of the product is changed before it is shipped to the buyer;
2. the price is changed after the goods have been shipped to the buyer.

If the price of the goods is changed before the goods are shipped, then the buyer in accounting and tax accounting shows the cost of purchasing the goods and the amount of VAT presented by the seller at the price taking into account the discount.

The second option for applying for a discount leads to serious adjustments to accounting and tax accounting.
Firstly, having received from the seller a notice of a change in the price of a product or a universal adjustment document (UCD), the buyer is forced to make changes to the accounting records.
Secondly, it is necessary to adjust tax accounting for profit tax purposes.
Thirdly, if VAT amounts on goods received from the seller have already been deducted, they will have to be partially restored.

Let's take the example conditions exactly the same as in the previous article.
The organization "Rassvet" applies the general taxation regime - the accrual method and Accounting Regulations (PBU) 18/02 "Accounting for calculations of corporate income tax." The organization is a payer of value added tax (VAT).

On September 26, 2016, the organization “Supplier” shipped goods to the organization “Rassvet” under contract No. 7 in the amount of 236,000 rubles, including VAT 18% (36,000 rubles). Invoice No. 13 was received and invoice No. 7 dated September 26, 2016 was received. The agreement contains a condition for providing a discount of 10% of the cost of the goods if payment for the goods is made no later than 30 days from the date of shipment of the goods. The Rassvet organization paid for the goods on October 20, 2016.

Since on the date of receipt of the goods the conditions for granting the discount have not yet been met, the goods are accepted for accounting and tax accounting in accordance with the shipping documents at contract prices without taking into account the discount.
In the program, the receipt of goods is registered using the document Receipts (acts, invoices) with the transaction type Goods.
The header of the document indicates the counterparty-seller and the agreement with him.
The tabular part indicates the received product, its quantity and price without taking into account the discount. Accounting accounts in the configured program are filled in automatically.
In the “footer” of the document, the invoice received from the seller is registered - the document Invoice received is created.
When conducting a document in accounting and tax accounting, the goods will be capitalized on the debit of account 41.01 “Goods in warehouses” and will allocate on the debit of account 19.03 “VAT on purchased inventories” the amount of VAT presented by the seller in correspondence with the credit of account 60.01 “Settlements with suppliers and contractors” " The document will also make an entry in the VAT accumulation register presented. An example of filling out the Receipt document and its result are shown in Fig. 1.

Picture 1.

The buyer has the right to deduct the VAT amounts presented by the supplier after the goods have been posted, provided there is an invoice. In the program, VAT can be deducted using the regulatory document Formation of purchase ledger entries, or directly in the Invoice document received when the Reflect VAT deduction in the purchase ledger by the date of receipt checkbox is enabled. In our example, the Dawn organization uses the second method.

When posting the document Invoice received in accounting, the amount of VAT presented by the supplier will be deducted, creating a posting on the debit of account 68.02 in correspondence with the credit of account 19.03. Writes off the VAT accumulation register presented and makes an entry in the Purchases VAT accumulation register (purchase book).

The Invoice document received and the result of its execution are presented in Fig. 2.

Figure 2.

On October 20, 2016, before the expiration of 30 days from the date of shipment, the organization paid for the goods. The terms of the agreement for providing a discount were fulfilled, so the payment was made taking into account a ten percent discount in the amount of 212,400 rubles (including VAT 32,400 rubles).
The fact of transferring funds to the seller is documented in the program using the document Write-off from current account with the transaction type Payment to supplier.
An example of filling out a document and posting it is shown in Fig. 3.

Figure 3.

Having received from the seller a notice of a reduction in the price of goods and an adjustment invoice (or a universal adjustment document (UCD)), the organization must adjust its accounting and tax accounting for profit tax and VAT purposes.

As a general rule, the actual cost of goods at which they are accepted for accounting does not change, except in cases established by the legislation of the Russian Federation (clause 12 of PBU 5/01 “Accounting for inventories”). However, in this case, due to the fulfillment of the conditions specified in the contract, the contract price of the goods has changed, and such a possibility is directly provided for by civil law. Changing the price after concluding an agreement is permitted in cases and under the conditions provided for by the agreement (Clause 2 of Article 424 of the Civil Code of the Russian Federation). Consequently, on the date of presentation of the discount, the organization must adjust the actual cost of goods and the related VAT amounts in accounting, taking into account the discount. This adjustment is not a correction of an error, since at the time of receipt of the goods the organization did not have the right to a discount. Therefore, the provisions of PBU 22/2010 “Correcting errors in accounting and reporting” in this situation, in the opinion of most consultants, do not apply.

For profit tax purposes, a change in the price of a product also entails an adjustment of tax accounting data. In accordance with the clarifications of the Ministry of Finance of Russia, to discounts provided to the buyer by indicating in the purchase and sale agreement a reduced price of the goods, paragraphs. 19.1 clause 1 art. 265 of the Tax Code of the Russian Federation “Non-operating expenses” does not apply. When the discount provided to the buyer by revising the price of the goods is reflected in the tax base for corporate income tax, the taxpayer does not have taxable income. The organization is obliged to adjust the cost of goods in tax accounting taking into account the discount received (letter of the Ministry of Finance of Russia No. 03-03-06/1/13 dated 01/16/2012).

For VAT accounting purposes, in accordance with paragraphs. 4 p. 3 art. 170 of the Tax Code of the Russian Federation, if the cost of shipped goods changes downwards, including in the case of a reduction in price (tariff), tax amounts are subject to restoration in the amount of the difference between the tax amounts calculated before and after such a decrease.

The document Adjustment of receipts will help us perform all the above operations in the program.

In the “header” of the document, select the type of operation – Adjustment by agreement of the parties, select the counterparty-seller and the agreement with him. We will indicate the details of the received notification and select the basis document - the Receipt document with the help of which the goods were capitalized. We will reflect the adjustment in all sections of accounting, and we will restore VAT in the sales book.

The tabular part (in our case, on the Products tab) will be filled in automatically from the Receipts document. The tabular row for each item consists of two substrings: before the change and after the change. The substring before the change cannot be edited manually, but the substring after the change can be edited. We need to change only the price of the product in the substring after the change - indicate the new price taking into account the discount. In our case, the new price, taking into account a ten percent discount, is 180 rubles per unit of goods. The remaining line indicators will be recalculated automatically. Thus, after receiving the discount, the actual cost of the goods in accounting and tax accounting will be 180,000 rubles (decreased by 20,000 rubles), and the amount of VAT claimed by the seller will be 32,400 rubles (decreased by 3,600 rubles).
An example of filling out the Receipt Adjustment document is shown in Fig. 4.

Figure 4.

In the “footer” of the document, using the appropriate button, you must register the adjustment invoice received from the seller to the primary invoice. Transaction type code 18 - Change in the cost of shipped goods (works, services) downward. The created document Adjustment invoice received No. 15 dated October 20, 2016 is shown in Fig. 5.

Figure 5.

Let's see the result of posting the Receipt Adjustment document.
In accounting and tax accounting, the document reduced the cost of goods and the debt for goods to the seller by 20,000 rubles (reversal Dt 41.01 - Kt 60.01), reduced the amount of VAT claimed by the seller (reversal Dt 19.03 - Kt 60.01) and restored this amount of VAT payable (Dt 19.03 - Kt 68.02). The document also made an entry in the Sales VAT accumulation register, that is, it made an entry in the sales book.
The result of posting the Receipt Adjustment document is shown in Fig. 6.

Figure 6.

Such postings will be made by the document if, before receiving a discount on the product, the Rassvet organization did not ship this product.
Let's make the example a little more complicated.
Let the purchased goods be shipped. Moreover, there were two shipments: 250 units of goods were shipped in September (in previous months) and 250 units of goods were shipped in October (in the current month).
Account card 41.01 is shown in Fig. 7.

Figure 7.

If these goods were sold before receiving the discount, then it is necessary to adjust the expenses - cost of sales (account 90.02.1). Corrections in accounting must be made in the period in which the discount was received.

For profit tax purposes, if the purchased goods have already been sold, it is also necessary to adjust the tax base. But the question of in what period to make the adjustment is controversial.

On the one hand, in accordance with paragraph 1 of Art. 54 of the Tax Code of the Russian Federation, if errors (distortions) are detected in the calculation of the tax base relating to previous tax (reporting) periods, in the current tax (reporting) period, the tax base and tax amount are recalculated for the period in which these errors (distortions) were committed. . In cases where it is impossible to determine the period of the error (distortion), or when the errors (distortions) made led to excessive payment of tax, it is permitted to recalculate the tax base and the amount of tax for the tax (reporting) period in which the errors (distortions) were identified. .

In our case, as a result of the discount, the cost of the goods decreased, which means that expenses also decreased, and this led to an increase in the tax base. It turns out that the organization did not pay additional taxes. Consequently, it is necessary to adjust the tax base for the tax (reporting) period in which the goods were sold to customers and its cost was recognized as an expense for tax purposes, submit an updated tax return for income tax, and pay an additional amount of tax and penalties. This opinion is shared by the Russian Ministry of Finance and the tax authorities, which is confirmed by numerous letters (for example: Letter of the Federal Tax Service dated October 17, 2014 No. ММВ-20-15/86@).

On the other hand, the Tax Code of the Russian Federation does not disclose such concepts as “errors” and “distortions”. Therefore, to determine them, you can use the legislation on accounting (clause 1, article 11 of the Tax Code of the Russian Federation).

In accordance with clause 2 of PBU 22/2010 “Correcting errors in accounting and reporting”, inaccuracies or omissions in the reflection of facts of economic activity identified as a result of obtaining new information that was not available at the time of reflection (non-reflection) of such are not considered errors. facts of economic activity.

The organization’s right to a discount arose only in October, so the reduction in the cost of goods and the corresponding reduction in expenses in this month is not an error from an accounting point of view. Therefore, we can conclude that such a change should not be considered as an error (distortion) for tax purposes. This opinion is reflected in the Letter of the Ministry of Finance of Russia dated January 30, 2012. No. 03-03-06/1/40. Based on this position, it is possible to reflect a decrease in expenses as a result of the discount provided for profit tax purposes in the period of its provision (the current period).

Let's see what will change in the postings of the Receipt Adjustment document if the product was partially sold before receiving the discount.
Firstly, the cost of goods (account 41.01) is reversed only in relation to the balance of goods in the warehouse and goods shipped in the current month.
Secondly, in relation to goods shipped last month, expenses in accounting and tax accounting are reversed - cost of sales (account 90.02.1).
Postings of the document Adjustment of receipt, if there is a shipment of goods, are shown in Fig. 8.

Figure 8.

The cost of sales (account 90.02.1) for the current month will be adjusted (reversed) in accounting and tax accounting when the month is closed with the regulatory operation Adjustment of item cost.
The posting of the above-mentioned routine operation is shown in Fig. 9.

Figure 9.

I don’t really like the entries (No. 3 and No. 4) of the Receipt Adjustment document. Let's try to create a balance sheet for account 41.01 for a discounted product (Fig. 10).

Figure 10.

With arithmetic, everything seems to be correct - the balance at the end of the period corresponds to reality. But the turnover for the period on debit and credit is surprising.
Therefore, I propose to correct the wiring a little. You can make a corrective accounting statement, or you can directly correct the result of the document. I will choose the second method, since it is less labor intensive.
To do this, as a result of document posting, you must enable the Manual adjustment checkbox. After making adjustments, don’t forget to use the “Save and Close” button.
In posting No. 3, I propose to reflect the entire amount of the discount without VAT (reversal), and in posting No. 4, replace the credit account 60.01 with account 41.01 with the corresponding analytics.
The postings of the Receipt Adjustment document after manual adjustment are shown in Fig. eleven.

Figure 11.

Let's create a balance sheet for account 41.01 again. Now I like the balance sheet (Fig. 12).

Figure 12.

As we remember, the Rassvet organization made the first of two shipments of the purchased goods in September, that is, in the third quarter - the previous reporting period for income tax. The document Adjustment of receipts made adjustments to expenses (cost of goods sold) in accounting and tax accounting in the period of receiving the discount (in the current period). For accounting, this is definitely correct, but for tax accounting, as we have already said, this is a controversial issue. If the accountant takes the position that he can adjust the tax base in the current period for profit tax purposes, then our example can be considered complete. But it is worth noting that this approach is very risky.

If the accountant decided to adjust the tax base in the previous period, then he will have to write additional entries. Therefore, we continue to adjust the movements of the Receipt Adjustment document.

The first three wirings are no longer of interest to us at all, but with wiring No. 4 we will have to work a little. In the current period, we want to reduce expenses only in accounting, so we will delete the tax accounting amount by debit (NU Amount Dt) and reflect the corresponding temporary difference (BP Amount Dt).
Let's copy the last transaction. Let's set the posting date corresponding to the previous period. In the posting we will indicate only the tax accounting amount by debit (NU Amount Dt) and will also reflect the corresponding temporary difference (BP Amount Dt).
There may be several options below. First, let's look at the most obvious one - we'll close account 90. To do this, we'll create a new posting with the date of the previous period. For debit we will select account 90.09 “Profit / loss from sales”, for credit we will indicate account 99.01.1 “Profit and loss”. We will indicate the amount only in tax accounting and reflect the corresponding temporary differences.
The adjusted and added transactions are shown in Fig. 13.

Figure 13.

This option would have completely suited us (without indicating temporary differences), if the Rassvet organization had not applied PBU 18/02.
When applying PBU 18/02, this posting option can only be used if the organization does not re-close previous periods, since when closing the month (for our example, this is the month of September), PBU 18/02 will generate incorrect postings in the program.

Therefore, let's consider another option. Let's change the last transaction we created. Let's write off the balance of account 90.02.1 in tax accounting as credit turnover. The debit account does not matter. Let's add another entry with the date of the current period. We will reflect the amount of reduction in expenses in tax accounting as a credit to account 99.01.1. The debit account does not matter. Don't forget to record the corresponding temporary differences.
We created posting No. 5 to automatically fill out an updated income tax return - the declaration is interested in the debit turnover of account 90.02.1.
Posting No. 6 removes the influence of the previous posting on the closing of the month.
Posting No. 7 cumulatively increases the amount of tax profit and, accordingly, the amount of income tax payable to the budget - account 68.04.1 “Settlements with the budget.”
The changed postings are shown in Fig. 14.

Figure 14.

As always, we will check the correctness of our transactions in VAT accounting. Let's see what's going on in the purchase book and sales book of the Rassvet organization, the buyer of the goods.
Having received the goods and received an invoice from the supplier, the Rassvet organization legally accepted for deduction the entire amount of VAT presented by the seller and reflected this in the purchase book for the third quarter.
A fragment of the purchase book is shown in Fig. 15.

Figure 15.

In the fourth quarter, having received a discount and an adjustment invoice from the seller, the organization restored the VAT amount to reduce the cost of shipment and made an entry in the sales book for the fourth quarter.
A fragment of the sales book is shown in Fig. 16.

Figure 16.

Good evening, Tatyana!

Registration of discounts in 1C Accounting 8.3 occurs perfectly through use. There is no need to invent anything separately.

Tatiana

You can write an algorithm, for example: documents, setting prices..., etc.

Answer Profbukh8

Irina Shavrova (Master group website)

Create a basic document “Setting item prices”, register prices according to the list of products. Use it as usual.

For prices with a discount, for example, 5%, which you call “5% Discount”, copy the base document, click on the “Change” button and select “Change prices by percentage”, set your 5%.

Record the document. Use it in cases where there are discounts by selecting the desired price type in the sales document.

Tatiana

Let's say I need to create an invoice for 100 items with a 5% discount and an invoice for 150 items with a 7% discount on wholesale prices, and also a discount for the same buyer will be 10% and 3%, how can I do all this? In setting prices, THE PRICE IS SET, not a DISCOUNT….

Answer Profbukh8

Irina Shavrova (Master group website)

Tatyana, in this case you can split the implementation into 2 documents, using discounts of 5% and 7%.

Invoices for payment to the buyer based on sales based on these documents will be filled out automatically.

No manual calculations.
-----------------------

PS: In the case of “discounts from discounts,” additional refinement by a specialist or the purchase of configurations that are more “tailored” for sale are required.

But in simpler cases, such as discounts from wholesale prices, this works great.

Tatiana

Thank you very much, it seems like something is working out.

Tatiana

The only thing is that the discount is not written down in the invoice, the discount itself and the amount.

answer Profbukh8

Irina Shavrova (Master group website)

I’m glad that you “grabbed everything” so quickly.) You’re great!)

And in order to register the discount in the invoice, you need to modify the printed form. And here we need a programmer. Or put it yourself before printing in editing mode... but this is manual work.)

(1 ratings, average: 5,00 out of 5)

In trade, one of the popular tools for working on customer loyalty is considered to be reducing the price of certain groups of goods, so the question of how to set a discount in 1C programs is very relevant. It is set by users of almost all configurations where transactions for the sale of goods are expected.

The mechanism for applying discounts in 1C 8.2

In a modern retail store, pricing is quite flexible; the same product can be charged differently. Programs from 1C allow you to link price changes to any events; the main thing is to figure out how to do this and in what cases it is worth using standard techniques.

The following options are mainly used:

Create a list of discounts and draw up rules for their application. The latter is available both at the time of formation of the list and subsequently;

Fill in the classifier of conditions for applying discounts depending on the parameter entered during the sales process.

A similar mechanism is built into all configurations, i.e. setup in 1C: Accounting 8 2 or 1C: Trade Management will be the same. The only thing is that “specialized” trading programs like 1C: Retail may have additional options (depending also on whether they use the standard configuration or have adjusted it “to suit themselves”).

Price change rule options

In workplaces there is usually no access to administration, so in the store you can often hear questions like “I can’t manually change the price.” But this is the right approach - to grant the rights to adjust the rules to the enterprise administrator and its manager.

The most common rules for changing prices in the program are:

Sales time. Happy hours often offer a discount on a specified group of products;

Form of payment. When paying by card or cash, you can set different prices (depending on what is more profitable for the entrepreneur);

For a certain volume of goods or total amount. When the value is reached, discounts will be provided on all or individual products.

Among the leaders, “cumulative discounts” are noted, when this encourages constant visits to one retail outlet. Here, an automatic transition occurs when the total amount of purchases reaches the value set in the settings. Similar rules can be used regardless of the platform version (8.2 or 8 3).

1C configuration functions: Trade management

In addition to specifying general rules, their application to certain warehouses is allowed. In most cases, the price for wholesale buyers is set at a specified percentage lower than for retail sales. There are two options for managing discounts for wholesalers and retail buyers.

The first method involves shipping products from different physical warehouses, which have different prices. But this is not always convenient, because dividing inventory into separate categories is fraught with confusion if reservation is actively used without blocking the required quantity in the database.

More often they use division according to the amount of the purchased goods: 20,000 rubles. – 2%, 30000 – 3%, etc. For retail clients, discounts are usually provided through discount cards, which is fully supported by the 1C: Trade Management configuration. If the program owner wants to get the same capabilities in another version of the product, it is recommended to contact competent specialists for modification (creation of external processing).

How to make discounts in 1C: Retail

As an example, you can give the sequence of setting discounts in the 1C: Retail configuration (in accounting, discounts are not particularly needed, where actual amounts play a more important role).

The operation is carried out as follows:

In the “Directories” menu, in the Pricing item, select “Types of discount cards” from the drop-down list;

In the window that opens, create the required number of types of loyalty cards;

Next, go to the “Item Segments” submenu, select the desired list and save. Subsequently, when adding a new product, the entire segment must be updated, otherwise the discount will not be provided for it;

If necessary, in the “Schedule” tab, you must indicate the time when a particular promotion/discount is valid.

Now, when drawing up a sales document, it will be enough to indicate the type of discount card and the discount amount will be set automatically. Despite the simplest, intuitive settings, new employees or everyone at the implementation stage should be trained with the participation of experienced specialists. This makes it much easier to achieve maximum productivity from employees in the future.

It often happens that we need to somehow stimulate sales growth in a particular store or for products of a certain category. A natural question arises: how to do this in 1C? Many companies prefer, without further ado, to delegate these powers to sellers. The seller can look at the receipt and determine what discount should be set on what product. Well, after that, set the required values ​​in the “% manual discount” column. As they say, cheap and cheerful. This is certainly the simplest option, but the human factor should be taken into account, namely:

• the seller may forget about any of the current promotions and not provide the client with a discount; the client will feel deceived and upset;
• The more complex the company’s discount system, the more difficult it is to calculate what percentage of the discount should be set for each specific item; in such conditions, the seller will make mistakes and deprive either the client or the company (and it remains to be seen which is worse);
• It takes a person much more time to calculate discounts than a machine; consequently, the throughput of the checkout will be reduced, the queues will grow, and along with them the number of dissatisfied customers will increase;
• the seller will have the opportunity to falsify data (issuing a larger discount than provided for by the terms of the promotion for himself and his friends).

All these disadvantages are quite significant, so it would be safer to block sellers’ access to edit manual discounts. Consequently, we come to the conclusion that it is still better to automate the process of calculating discounts and entrust it to 1C. So today we will look at some stock options and how to set them up in 10 trading.

Promotion “Get a discount for purchasing more than 10 packages”

A discount for purchasing a large number of products at once is a great reason to buy an extra couple of packages of the desired (or not so necessary) product. In 1C, this can be implemented using the document “Setting item discounts”. As a condition, you must set “the quantity of one product in the document has exceeded.”

You can fill out the “Products” tabular part either through regular selection or using the “add/fill by group” mechanism. It is enough to select an item group, and all elements of this group will be added to the tabular section. It is important to remember that if in the future another product is added to this group, the promotion will not automatically apply to it; to do this, you will have to manually make a corresponding entry in the discount setting document.

Sometimes it is almost impossible to track the expansion of the assortment and adjust discount settings in a timely manner. Therefore, in such cases, it is better to set discounts not on the item, but on price groups. How to do it? It is necessary to select the appropriate item in the “Operation” menu. In this case, when adding a new product item to the database, you just need to set a price group for it, and you won’t have to worry about whether the promotion will apply to this item.

It should be noted that the discount will apply immediately to all items purchased in excess of the specified limit. In other words, it is impossible to implement the “buy 3 for the price of 2” (“buy 4 for the price of 3”, etc.) promotion, beloved by many supermarkets, in this way. You will have to create a new set in the nomenclature and implement the promotion using the “in-kind discount” type. This, of course, is not scary if we have a promotion only for, say, a 5-kilogram package of brand washing powderNN. What if we want to introduce this promotion, for example, on all household chemicals? Then the process of creating kits can take a long time. In this situation, it can help you...

Promotion “Buy 4 and get the fifth with a 50% discount”

This type of promotion is a generalized version of the “buy 3 for the price of 2” promotion (it can be paraphrased as “buy 2 and get the third with a 100% discount”), and it cannot be implemented using the standard 1C: Trade Management 10.3 configuration. For this we have developed a special mechanism, and it works as follows. We are creating a new document in the database “Buy Promotion”A And A with discount".

Here, as in the document “Setting item discounts,” we can limit the period of validity of the promotion and its recipients (set a list of stores in which it will be valid). On the “products” tab, unlike the standard document, we are not limited to the list of elements; we can set conditions for entire groups of items. For example, the system interprets the second line as “buy 4 packages of any product from the Gardening group and receive a 50% discount on the next 3 in your receipt.” In other words, if I buy 3 garden spades and 2 garden hoses, I will not receive a discount. But if I pick up 6 garden shovels at once, then I will be given a 50% discount on the fifth and sixth. Accordingly, if I purchase as many as 13 blades, I will receive 5 of them at a discount (13 = 4 + 3 + 4 + 2, that is, I will buy 8 at full price and 5 at a discount).

The system will also automatically determine the most advantageous discount for the client if several promotions are specified at the same time. For example, in our store, when you buy 4 pieces of any product, the fifth one is given free, and when you buy 1 kitchen knife, the second one is sold at a 75% discount. A client purchased five identical kitchen knives. Which promotion will he get the biggest discount on? We calculate: according to the “5 for the price of 4” rule, the discount on each of 5 knives purchased is on average 20%, and according to the “second knife at a discount” rule - 30%. Therefore, the rule that applies only to knives will be applied, since it is more beneficial to the client.

And in the cashier’s workplace the promotion will operate as follows. When scanning the next product or changing the quantity, a breakdown will be made into sets and automatic discounts will be calculated.

If you wish, you can inform the seller about current promotions directly from RMK. To do this, simply enter a description of each promotion in the “Comment” field of the document corresponding to it. Then, when adding a promotional item to a receipt, this description will be displayed on the screen in the form of a message to the user “There is currently a promotion in the store...”. In this case, the seller can offer the client to participate in this promotion and purchase a larger quantity of goods than planned. This reminder mechanism allows you to increase sales volumes.

Promotion “When you buy a coat, you get a scarf as a gift”

Similar promotions are often held in supermarkets of household appliances, cosmetics and clothing. For purchasing an expensive product, you get the opportunity to get a cheaper product at a good discount or for free. Such gifts can be issued in 1C, as mentioned earlier, with the help of natural discounts and the creation of sets. The main disadvantage remained unchanged: the need to specify each combination in the form of a set. Therefore, for a large assortment, it is better to refine the configuration and set up the next type of promotion.

Promotion “Buy a textbook and get a 30% discount on a workbook”

To set such discounts, you can use the non-standard document we developed “Buy Promotion”A And INwith discount". Just like for regular discounts, you can detail the list of receiving warehouses and limit the period of validity of the discount. On the “products” tab, product items or groups are specified, upon purchase of which a discount will be provided. On the “discounted products” tab, you can specify products or product groups and the discount amount on them as a percentage, as in a regular discount setting document.

As with the “Buy A and A at a discount” promotion, when adding a product from the first tab, you can send the seller a message describing the promotion valid for his purchase (the text is also taken from the commentary to the document). The mechanism for choosing the maximum discount works in exactly the same way.

Promotion “Get a double discount on your discount card”

Such increased discounts are usually timed either to coincide with some holidays (“Our company is 6 years old! We are giving a 6% discount on everything”), or as compensation for the expected decline in sales (“Thank you for buying our products in January”). You can configure this as follows.

In the above example, all owners of cards of the type “10” (meaning 10% discount) will receive a 20% discount for the entire month of January instead of the usual 10. If the discount system is multi-level, then for each level you will have to create a similar document for setting discounts. Or, as an option, you can stimulate sales growth by specifying the “No conditions” condition. This will mean that absolutely all customers will receive a discount, and not just lucky owners of information cards.

Promotion “Get a double discount on your discount card on your birthday”

But this option is, of course, possible to implement in standard 1C, but it is very difficult. In the document “Setting item discounts”, it is possible to indicate a specific information card, upon presentation of which a discount will be provided. But, you see, having a separate share for EVERY counterparty is simply unthinkable. To do this, you can use our solution. When issuing an information card to a new client, we ask for his date of birth and enter this information into the database. Then, in the special constant “Increasing coefficient on birthday” we enter the required value (for example, 2), and in the constant “Validity period of the coefficient on birthday” - the desired period (for example, if we indicate 3 here, then a double discount will be provided on your birthday, as well as three days before and after your birthday, i.e. a whole week).

Then, upon presentation of the loyalty card, the system will check whether today’s date falls within the “birthday” interval and, if necessary, increase the percentage of automatic discounts provided for all other promotions. It is also possible to send a message to the seller like “congratulate Ivan Ivanovich on his upcoming birthday.”

Promotion “Get a discount for purchases over 5,000 rubles”

What's the easiest way to get a customer to buy more at a time? Of course, offer him a discount! For example, if the check amount exceeds 5,000 rubles, you receive a 15% discount on all goods. It is very difficult to resist such a temptation.

To do this, we just need to set the condition in “The amount of the sales document exceeded”, and set the desired amount in the value (in our case, this is 5,000 rubles). Then, if desired, we can limit the duration of the discount (for us - only on weekends), recipients (recipients can be warehouses or counterparties in order to stimulate sales in a specific retail store or encourage a specific client to purchase).

Promotion “Get a discount for purchasing power tools worth more than 5,000 rubles”

Unfortunately, in the promotion described above, a discount will be provided on the specified products when purchasing ANY products for a certain amount. What if you want to give a discount only for purchasing, for example, goods of a certain brand? This cannot be done in standard trading. But if you really want to, you can adjust the configuration and set the settings as follows. Let’s create a new document “Setting discounts for item details” (looks almost the same as the standard one) and specify “Amount of goods exceeded” as a condition for granting a discount. Then, as in other cases, we indicate which products or groups of products this discount will apply to. It will function like all other discounts: recalculation will be made for any change in the composition of the check.

Promotion “Thank you for paying by card”

Accepting cash payments is quite a tedious task. First, the buyer searches his wallet for the required amount, then you count out his change, and it turns out that you have run out of all the hundred-dollar bills. The process of exchange or the client’s search for small change begins. Paying by card is much faster and more convenient. But many still prefer to pay in cash. What to do? Provide the client with a discount for a certain type of payment.

As a type of payment, you can specify any one accepted in your company: payment with a gift certificate, a bank card of a certain payment system, etc.

Promotion “Paid for your purchase with a card? A gift for you!”

Sometimes it is not economically profitable to provide a discount for paying by card, but you still want to thank the client. Then you can simply give him some small thing (often a pack of wet wipes, a lighter, or something similar). To set up a similar promotion in 1C, you can also use the document “Setting discounts for item details”. It is necessary to specify a “gift” item in the field of the same name, and when choosing payment by card, the system will automatically enter it (of course, subject to the presence of the gift in the warehouse) in the receipt (or carry out the “Write-off of goods” document, it all depends on the preferences of the company manager).

Happy hour promotion

Most often, such promotions are held in supermarkets for products of their own production. To avoid leaving dressed salads or grilled meats for the next day, they are sold at a discount in the last hour before the store closes.

In the above example (for convenience, two tabs are shown in one screenshot), a 10% discount will be provided on the specified confectionery products on weekdays from 19:00 to 20:00.