Leads management with marketing campaigns, sales representatives, and marketing activities. Create campaigns, assign leads, track the progress on the Kanban dashboard. See the CRM menu section.
2. CRM – Sales pipeline report
Sales pipeline report allows you to track the progress of leads within a campaign.
3. CRM – Sales funnel
Sales funnel report shows the conversion rate from a lead to repetitive sales.
4. FIFO – support Landed costs and Customs declaration
Landed costs and Customs declaration are now supported in FIFO.
How to migrate to FIFO cost calculation method:
1. New database – go to the accounting policy, create a new record and set inventory valuation method to FIFO.
2. Existing database, previously used non-FIFO cost calculation method
a. Run Company-->FIFO preparation command and follow instructions.
b. Go to the accounting policy, create a new record and set inventory valuation method to FIFO.
3. Existing database, previously used FIFO cost calculation method introduced in previous release of 1C:Drive = run Company-->FIFO preparation command and follow instructions.
5. Work order
The work order is now a separate document. Its functionality has been improved and now it is applicable for service companies.
The workflow for work order document is the following:
- Input Work order
- Input Inventory transfer to consume materials needed to perform a work
- Input Sales invoice to sell spare parts and services
There are no automatic update procedures, so you will need to manually input all your data in the new document if you previously used work orders.
6. Work order print form
Work order print form added.
7. GL accounts - products
The system of inventory GL accounts and corresponding journal entries has been completely redesigned.
Now, there is "Product GL accounts" information register, which contains rules for filling GL accounts in the tabular sections of all the documents containing product items. You can access it using the link in the Products, Warehouse, Company, and Product categories catalogs. The logic to work with this register is the following: the more restrictions you define, the more deliberately GL accounts will be applied to a transaction. If several rules are applicable to a transaction, the one with more matching restrictions will be applied.
After the update procedure you’ll need to check the default settings for Product GL account register. Obsolete attributes for keeping GL accounts will be removed in the next release.
8. Migrate to 8.3.13 platform version
1C:Drive has been migrated to 8.3.13 platform version which is a minimum system requirement from now on.
9. Early payment discount
Early payment discount is now supported - if a customer makes an early payment, the system will automatically accrue the discount for early payment based on a contract conditions.
You can specify early payment discount (EPD) conditions in a contract and then
- provide EPD to your customers
- and/or obtain EPD from your suppliers via payment documents or debit/credit notes.
10. Goods issue after Sales invoice
Now you can ship goods via Goods issues after invoicing. To do that mark the checkbox “Advance invoice” in the sales invoice.
11. Goods received note (print form)
Goods received note print form in 1C:Drive style added to Supplier invoice, Goods receipt, Inventory transfer, Inventory increase, Credit note, Production, Subcontractor report.
12. Payment calendar
Improved usability of payment calendar report.
Sales and purchase orders now affect payment calendar data only in case of advance payments.
Sales invoice and Purchase invoice now determine the real payment calendar data.
13. Matching products catalog with supplier products catalog in the native language
Products matching catalog is used in the following scenarios:
- you need to provide your supplier a purchase order with product names in native supplier language
- you want to match product names in the supplier documents (in the supplier's language) with product names in 1C:Drive
Link for the Products matching catalog added to the Product item form.
You can upload products section of the Supplier invoice and Goods receipt via "Import data from external sources" using Products matching data.
14. Freight amount in Sales Order and Sales invoice
Freight amount in the Order confirmation, Sales invoice, Proforma invoice, Quote print forms now is calculated for the services, marked as "Is freight service". These services are not displayed in the goods sections of mentioned print forms.
15. Foreign currency exchange in an all-in-one document
Now you can input foreign currency exchange transactions with one document. After entering the initial data, it will show you the converted amount and bank fees.
To use it, check that Settings -> Cash management -> Bank charges option is on. There are several types of bank fees calculation, which you can define in the Bank charges catalog.
16. Improve usability of counterparty item form
The item form of the Counterparties catalog reviewed.
17. Sales representatives
Sales reps added. Select a sales rep in a counterparty or a shipping address and it will be inherited to the sales documents.
Use the "Net sales by sales reps" report to view the data.
18. Updated / created help pages for the following functionality