1C:Trade Management Customization for Wholesale and Retail
1C:Trade Management can do a lot, but every trading company sells in its own way. We customize pricing, warehouse, logistics and reports to your rules and do it with a configuration extension.
- Prices, discounts and approvals that follow your rules
- Warehouse, picking and delivery without paper lists
- Reports for the sales director and the owner
- Integration with your website, Kaspi and apps
1C:Trade Management customization starts at 350,000 tenge for one accounting area, with a timeline of one to three weeks. Small tasks take from a week, and a customization package from a month.
Who Trade Management is for and why to customize it
A configuration for companies where trading is the core business.
1C:Trade Management is chosen by wholesale and retail companies, distributors and online stores with their own warehouse. It has advanced pricing, an order-based warehouse, logistics, and supplier and customer management. It is a powerful configuration, but it describes trading in general terms.
You have your own rules: the discount depends on the contract and volume, shipment without prepayment is only for regular customers, delivery routes are built by district, and the owner's report must show margin by sales manager. Until Trade Management knows this, staff keep the rules in their heads and calculate in Excel.
Customizing Trade Management moves these rules into the system. Errors are caught at entry, reports build themselves, and a new employee works correctly from day one.
A good customization is invisible: the employee simply works in a familiar document, and the system fills in the right price, checks the customer's credit limit and does not allow a faulty shipment to be posted. A bad customization adds new windows and workarounds. We aim for the first.
Pricing and discounts
The most common reason to customize Trade Management.
Standard Trade Management pricing is flexible, but trading companies almost always have rules it cannot describe. We customize price calculation from purchase cost with markups by group, discounts by contract, volume and payment terms, management approval for prices below a threshold, and a ban on selling below cost.
A separate task is importing supplier price lists and recalculating prices from them. We build a tool that reads the supplier's file, matches items and shows where the price changed more than a set threshold.
Often you need to see a customer's price history: what price they got last time, what discount was approved, when the price list changed. We show this right in the order so the sales manager does not search through old documents or give a discount that was already withdrawn.
For promotions and special offers we create rules with validity dates and restrictions by customer group, so a promotion switches on and off by itself without editing prices by hand.
Price changes are stored with history: who changed the price, when and why. This helps resolve disputes with customers and ensures discounts are given by the rules.
Warehouse, picking and delivery
The warehouse should run on documents, not on the storekeeper's memory.
Trade Management has an order-based warehouse and bins, but setting them up for a specific warehouse without customization is hard. We help with bin locations, route-sorted pick lists, scanner-based shipment control and issuing against invoices. More on the bin location management in 1C page.
For delivery we customize trips and routes: orders are grouped by district, the driver gets a route sheet, and the sales manager sees what was delivered and what came back.
The order-based warehouse in Trade Management separates document processing from physical shipment. This is convenient but requires discipline: the warehouse must record picking and shipment on time. We simplify these steps with a scanner and pick lists, so it is easier for the storekeeper to record an action in the system than to skip it.
For customer returns we set up a separate receiving process with a condition check and putaway, so returns do not get lost.
Reports for the sales team
Decisions are made on figures from 1C, not on spreadsheets compiled by hand.
Typical reports we build in Trade Management: gross profit by sales manager and customer, turnover by product group, overdue receivables, orders awaiting shipment, price deviations from the price list. We build reports on the data composition system (SKD), with filters and drill-down to the document.
If the owner needs a dashboard, Trade Management data can be shown on a web page or in Telegram. More on the 1C reports page.
A separate task is purchasing control. A report on items that will soon run out, taking into account average sales speed and delivery time, helps the buyer order on time without freezing money in excess stock.
Integration with websites, marketplaces and apps
Trade Management becomes the single source of products, prices and stock.
We connect Trade Management to your website and online store, export stock and prices to Kaspi and other platforms, and import orders back. For field sales apps and scanners we build an HTTP service in an extension.
More on the pages about 1C integration with marketplaces and 1C integration.
For companies with their own delivery service we send routes to drivers in a mobile app and return delivery statuses to Trade Management. The sales manager sees where the order is, and the customer gets a delivery notification.
All integrations run on a schedule and keep a log. If an exchange stops, the person responsible gets a notification.
Moving from UNF to Trade Management
A common situation for growing companies.
When UNF is no longer enough, companies move to Trade Management. We transfer catalogs, balances and open documents, move the needed UNF customizations into an extension for Trade Management and train staff. Data transfer is described on the 1C data migration page.
We plan the move for the start of a month or quarter, so the period is closed in the old database and the new one starts in Trade Management with clean balances. Before the move we run a trial transfer and reconciliation so there are no surprises on launch day.
Why an extension rather than editing the standard configuration
Trade Management updates should install without stopping sales.
We make all customizations in a configuration extension. Trade Management stays on vendor support, and updates with changes for Kazakhstan install normally. After an update we check the extension on a copy of the database and move it to the live one.
If the database was edited directly, we start with an audit. More about our approach on the 1C customization page.
An extension is easier to hand over to another specialist: all changes are in one place. We hand over the source code and a description so the company does not depend on one contractor.
How Trade Management customization works
We release changes in stages so sales never stop.
- Requirements gathering. We talk to sales, warehouse, logistics and accounting.
- Solution description. We agree on what will change and how.
- Estimate. Timeline and price in writing.
- Development on a database copy.
- Testing on real documents.
- Deployment to the live database and training.
Each stage has a clear result you can check: a new form, report or rule working on real documents. Small adjustments after the first weeks of use are included in the price.
1C:Trade Management customization price and timeline
We give an exact price after reviewing the database.
| Customization | Timeline | Price |
|---|---|---|
| Single task | from 1 week | from 150,000 ₸ |
| One area: prices, warehouse or delivery | 1-3 weeks | from 350,000 ₸ |
| Package covering several areas | from 1 month | per estimate |
| Support after handover | monthly | from 80,000 ₸/month |
It is best to start with the area that causes the biggest losses: prices, warehouse or receivables control. After the first stage it becomes clear how staff take to the changes and what to customize next. All work is fixed in writing: what we do, the timeline and the price.
If the database already contains customizations from previous contractors, the first stage is an audit. It shows what can be kept, what must be rebuilt and what it costs, and protects against surprises in the middle of the project.
Working with customers and field sales reps
Sales in Trade Management can be made more convenient and transparent.
In wholesale a lot depends on sales managers and field reps. We customize what helps them sell without mistakes: credit limits and no shipment when payments are overdue, payment terms by contract, the customer's price history, reminders about orders from regular buyers.
For field reps we build mobile access to Trade Management: a catalog with stock and customer prices, placing orders at the customer's site, viewing receivables. The order goes straight into the database, and the warehouse starts picking it while the rep is still on the road. Data goes through an HTTP service in an extension, and the database is not exposed to the internet directly.
The head of sales gets reports on plan versus actual, on manager activity and on customers who have not ordered for a long time. This helps win buyers back before they leave for a competitor for good.
For companies with dealers and a partner network we build a portal on the website where a partner sees their prices, stock and order history, and the order goes straight into Trade Management. This takes some load off sales managers and speeds up order processing.
Common Trade Management customization mistakes we fix
What we find in Trade Management databases customized before us.
The configuration is off vendor support. Changes were made to the standard configuration, updates have not been installed for a long time, and the database has fallen behind changes in Kazakhstan legislation. We assess what can be moved into an extension and bring the database back to standard updates.
A custom pricing engine on top of the standard one. Instead of configuring Trade Management pricing, a separate calculation was written that conflicts with the standard one. Order prices differ from the price list, and managers do not know which price is right. We sort it out and bring it to a single mechanism.
Slow document posting. Heavy queries were added to posting handlers, and an invoice takes half a minute to post. We measure, find the bottlenecks and rewrite them.
Manual exchanges. Exports to the website and platforms are started by hand and sometimes forgotten. We move them to a schedule with a log and notifications.
No documentation. Nobody knows what was changed and why. We compile a register of customizations and remove what is no longer used.
After such a review the database becomes predictable, and new customizations are faster and cheaper because nobody has to untangle someone else's code each time.
Frequently asked questions about 1C:Trade Management customization
About price, updates and moving from UNF.
How much does 1C:Trade Management customization cost?
A single task starts at 150,000 ₸, one accounting area at 350,000 ₸ for 1-3 weeks, and a customization package takes from a month per estimate.
Will customizations break after a Trade Management update?
Not if they are built as an extension. The standard configuration stays on vendor support, and after an update we check the extension on a copy of the database.
Do you work with Trade Management for Kazakhstan?
Yes, we work with 1C:Trade Management for Kazakhstan, edition 3.x.
Can we move from UNF to Trade Management and keep our customizations?
Yes. We transfer the data and rebuild the needed customizations for Trade Management in an extension.
Do you integrate Trade Management with Kaspi?
Yes: stock and price export, order import and exchange error monitoring.
Do you work remotely?
Yes. We connect to the server remotely and work on a copy of the database.
Can you build a mobile app for field sales reps?
Yes. We build an HTTP service in a Trade Management extension and an app with a catalog, customer prices, stock and order placement.
Do you hand over the source code?
Yes. The extension and a description stay with you, so you do not depend on one contractor.
More 1C services
Related tasks that usually go together.
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