What is price analysis in 1C 8. Report “Price Analysis. Retail prices. Revaluation of goods

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 sufficient.

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 suppliers

Similarly with the nomenclature, you can analyze the entire assortment or select only products of interest (by groups, properties, list of items, number of sales, availability in your warehouses, suppliers’ warehouses, etc.)

The best supplier is determined by minimum price, minimum price and delivery time, minimum price, delivery time and stock availability, etc.

Based on the results of the analysis, you can establish the best supplier as the main supplier for the product and order goods from him

Formation 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.

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 sufficient.

Click the “OK” button to save the counterparty and close it.

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”.

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).

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.

Automatic analysis of price lists of suppliers and competitors in 1C

Program for Trade Management 11.4, 10.3, UNF, KA, UPP, ERP, 1C Retail.
The module consists of several parts and performs several tasks at once.
1) Comparison of price lists of suppliers and competitors.
2) Create advanced rules for calculating your prices.
3) Automatic formation of prices in 1C (your own price list).
Everything can happen either manually (this is a large report in which you can even see balances and sales by item) or fully automatically (by task). The Advanced Price Types directory allows you to create a large number of different conditions, rules, and tasks.
The delivery includes a module Extended loading of price lists in 1C (for a standard program), both modules are included in Megaprice PRO and add even more functions.

Introduction. Supplier prices in 1C

The module is used to work with prices in 1C. Calculates sales prices. The basis for calculating prices is maintaining supplier purchase prices in 1C. The supplier database is maintained in 1C in two ways. Both methods are supported by Autoprice.

Method No. 1 - Standard functionality

This is a special document Registration of prices for supplier items. It can be created manually, based on invoices, by any means of loading data from Excel price lists and other sources (this will require processing). Also, in some standard ones you can register prices immediately on the invoice (there is an option to register supplier prices). The disadvantages of the standard functionality are document processing, if the position is dropped by the supplier and its price will still be there, there is no possibility of maintaining supplier balances, problems with multi-currency, generally inconvenient work and the lack of tools for working in various modules.

Method No. 2 - Megaprice

This option provides much wider possibilities than the standard one.
The source of price registration here is pure import and updating of prices in 1C by loading data. There are no documents. Some of the important features that Megaprice will add
a) downloading balances of suppliers along with prices (these balances can be uploaded to the website);
b) maintaining multi-currency accounting and individual supplier rates;
c) tracking new products and dropping items from price lists;
d) obtaining data on suppliers in all Megaprice modules (for example, in the sales assistant, in one of the transcripts you can see suppliers, prices, comparison with the sales price and other data).
d) and most importantly - excellent processing of loading supplier price lists.

The task of Autoprice is to obtain supplier prices as a basis for calculating and setting your own sales prices in 1C. He conducts analysis, compares prices, receives data on the best suppliers, recommended prices, and competitors' prices. It displays all this in the form of a table report and then you work with your own prices here.
The main advantages of Autoprice are automatic pricing and advanced functionality for creating rules for calculating your prices.

New - Expanded types of item prices in 1C

Automatically set prices for a scheduled task using Advanced Price Types.
Advanced price types allow you to create elements that separate conditions and selections into multiple regular price types, as well as multiple rules for one regular (standard) price type.

Example 1. You have a sales price, but the catalog is huge (different groups, different types of items, etc.). The entire catalog is distributed between different managers. Some managers maintain one part of the catalog (by manufacturer, type, hierarchy, and so on), other managers are responsible for other parts of the catalog.
Products have different pricing and each manager must control his own area without interfering with other items.
The price builder allows you to create an unlimited number of profiles, which will have different selections, different markup rules, and so on. Moreover, they all generate one single final type of sales prices.

Example 2. Many suppliers. Some suppliers supply some products, other suppliers supply others. At the same time, prices are received at different hours, days, weeks. You need the pricing to work with the division based on this principle. If you create a complete revaluation table each time, then each time the complete table will be unscrewed, which can cause significant losses in the speed of work and information processing.
By using. extended types of prices, you can create a setting in which there will be a list of suppliers, selections, and so on, and a task when it is necessary to perform analysis, compare prices of suppliers and set your own prices.

The price creation designer has change control. If, as a result of the task, an analysis occurred in which prices did not change, then prices for these goods are not set. Only changed items are included in the price setting.

Also, in addition to everything, the processing is a report in which, in addition to price analysis, you can obtain data on the balance of goods in warehouses and sales (revenue, cost, profit). See it all together with prices in one table. Flexible selections will also allow you to select items that need to be discounted.

IMPLEMENTED functionality for calculating prices with an arbitrary algorithm for calculating prices. Virtually unlimited functionality that allows you to write any pricing code for different conditions in the built-in 1C language.

Main features of Autoprice

Analysis and comparison of suppliers' prices.
Analysis and comparison of competitors' prices.
Directory of new pricing rules - Extended types of product prices.
Creating extended price types for regular prices.
Creating multiple extended price types for one regular price type.
Different markups with many conditions.
Calculation of prices based on the best prices of suppliers (taking into account balances for Megaprice PRO)
Calculation of prices based on competitors' prices.
Arbitrary formulas for calculating prices.
Breakdown of rules with product selections made by different managers.
Breakdown of rules with selection of items from different suppliers.
Breakdown of rules with product selections when loading supplier price lists on different days.
Convenient table in visual mode.
Lots of transcripts.
Output to a table of balances and sales by item.
Selection by warehouse balances and selection by sales for the period.
Markdown of unsold goods for the period.
Control of work with new products (Megaprice PRO)
Obtaining balances of suppliers and comparing suppliers, subject to the availability of goods (Megaprice PRO)
Setting prices only subject to change.
Automatic prices for arbitrary types, according to a regulatory task.
Setting priorities for advanced price types.
The module is included in the Megaprice PRO kit.

Setting markups in Advanced types of prices for 1C

Markup conditions work in the Autoprice and Advanced price setting modules. This is a table of the Advanced price view element, into which you can enter an unlimited list of markups with different conditions.
Using this list, you can specify a markup rule, which will work if all the specified conditions correspond to the item.

Range of occurrence of the base price.
Type of nomenclature.
Item hierarchy group (including nesting).
Price group.
Nomenclature segment.
Manufacturer.
Product category.
Collection of nomenclature.
Date of creation of the item (for markdown of old, selection of new products).
Markup based on the search terms for words in product names.
A Name substring column has been added to the price calculation rules. At the request of the client, it is now possible to set a markup subject to the presence of certain words in the nomenclature.
For example, it is not possible to set conditions for groups and other fields, but you can specify words.

Processing for loading price lists in 1C

Using the module, you can manually and automatically download complex price lists and register prices in 1C. Compare nomenclature, work with correspondence with supplier nomenclature.

Typical loading of supplier price lists into Price Registration (external processing).
Automatic downloading of suppliers' price lists (Megaprice PRO).
Loading virtual balances of suppliers (Megaprice PRO).
Control of updating balances and prices for disappearing items from the supplier’s price list (Megaprice PRO)
Registration of new products (Megaprice PRO).
Individual exchange rates (Megaprice PRO).
More than 10 options for precise item search, including fuzzy matching.
A huge database of algorithms that allow you to solve any problem.
A huge number of possibilities for working with downloads.

Intellectual revaluation in the Autoprice system

New option - Track currency exchange rates. Selecting a currency and setting the rate difference.
The program remembers the exchange rate at which the previous revaluation was performed - it can be seen in the expanded view of prices.

If we have enabled exchange rate tracking, processing according to the scheduled task begins to receive the current exchange rate.
If a new rate is automatically received and if the difference between the previous and new rate exceeds the established limit, an automatic revaluation is triggered.

This includes a control function, which is recommended to be enabled when working with currency prices and so that revaluation does not work every time there is a slight fluctuation in currencies (otherwise, with changes of 1 kopeck, there will always be price changes, and this is a load for the database, as well as sending out new prices and misunderstandings among clients). In other words, we fix the automatic revaluation rate and indicate the value of the delta, under the condition of which we begin to revaluate.

Comparison of supplier prices in different currencies

When purchasing a module with the Megaprice PRO subsystem, functionality is added when all suppliers’ price lists are recalculated at individual rates when compared. The subsystem allows for each supplier to maintain an Individual price list. In which you can set the conditions for currency conversion. When downloading currency prices, you download them in a “pure” form - as they are in the currency in which the supplier provided. By specifying an individual rate, the system can receive recalculated supplier prices every day according to the specified rule.

At the Central Bank rate
At the Central Bank rate + interest (for example, plus 1.5 percent)
At the Central Bank rate + a specific number (for example +2 rubles to the exchange rate)
Fixed supplier rate.

Working with orders to suppliers

Additionally, the module has the ability to load a ready-made table with the nomenclature and quantity that needs to be ordered. The module will compare prices and determine the supplier of each product. Sorting and creating orders for suppliers.

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.