The configuration supports three methods of cost accounting:

• Accept from the management system – the cost is calculated in 1C:Trade Management for the Baltics and accepted during data synchronization.

• Simplified (autonomous accounting) – the cost is recognized as the price of the last purchase.

• Weighted average (autonomous accounting) – calculated based on the prices in the incoming documents for the reporting month.

Cost is calculated by store. For autonomous cost accounting methods, there is an option to allocate additional services provided during the supply or transfer of goods.

The configuration supports operations with goods:

• Supplier order

• Transfer order

• Receipt from supplier

• Retail and small wholesale sales

• Transfer of goods between stores

• Transfer between warehouses of a single store

• Inventory

• Receipt posting

• Write-off

• Transfer between organizations

Receipt and sales documents can be processed using an order-based scheme according to store settings.

Automatic allocation of goods received in the store to departments is implemented based on pre-configured settings.

The configuration allows analysis of any warehouse operations. Recording customer returns, supplier returns, and write-offs can be done with the reason for the action specified. The business operations report provides the user with detailed information on the volume and causes of losses during trading operations.

The program provides the ability to manage a multi-format network. Assortment management is carried out at the format level — a group of stores with similar characteristics. It allows setting planned quantitative indicators for assortment breadth and depth, and monitoring procurement execution.

The management of the product lifecycle in the network is supported: from the start of procurement to removal from the assortment. Control is carried out over the receipt and sale of products not included in the store assortment.

The “Retail for the Baltics” configuration supports various methods of managing retail prices across the store network. The central office of the network can set retail prices for the entire network, for groups of stores, or for each store individually. For specific groups of products, retail prices can also be set by the store manager.

When entering information about product receipts, the user can monitor changes in purchase prices and decide on setting a new retail price. The system provides a convenient service for calculating the price considering the magnitude of changes in purchase costs.

Deferred application of retail prices is implemented, allowing new prices set at the office to be applied to all or part of the product range at any technologically appropriate moment.

In the “Retail for the Baltics” configuration, price tags and labels can be generated and printed both from the pricing document and from a special interface.

Sales analysis is carried out according to the analytical dimensions specified by the user. Inventory accounting of product stock is maintained both by product items and by product characteristics. Based on sales analysis and current stock levels in the store, the user can create a supplier order, plan the delivery date, and schedule payment for the delivery.

It is possible to generate a cash payout calendar from the store cash register based on the supply payment plan and payout requests. Timely payment control can be performed using reports or visually: symbols indicating overdue supply or payment are displayed in the program interface.

Goods receipt can be recorded manually based on the supplier’s invoice or based on a purchase order. In the latter case, the user is provided with a supplier performance report, which shows, for each supplier, information on discrepancies in the delivered goods or delays in delivery.

The system allows registration of customer orders. It supports reserving goods from store stock, ordering missing items from the supplier or the central warehouse. Sales by customer order are supported at the POS (cashier workstation). Order fulfillment is monitored, and reasons for customer refusal of ordered goods are recorded and analyzed.

A joint operation mode between the retail store and the online shop is provided, where the customer can place an order on the store’s website and pick it up at one of the stores designated as a pickup point. Payment for the order is made at the store checkout. Data exchange with the website can be performed manually or automatically according to a schedule set for this node.

The “Retail for the Baltics” configuration, version 2.2, provides the user with a specialized cashier workstation (POS) interface for processing retail sales. The POS interface supports both thin and web client modes and is adapted for use on small screens and with programmable keyboards. The POS interface allows configuring only the operations needed by the cashier and restricting their access. The configuration enables the cashier to register sales for different organizations and print receipts on the fiscal registrar or printer corresponding to the organization.

In the managed POS form, a selection form has been added to the tabular section for choosing items. Contextual search is supported in the item list by part of the name, code, article, barcode, or full SKU code. Optionally, stock balances in the current store, reservations, and retail prices for the selected item are displayed.

It is possible to log cashier actions in the POS interface. Logging is performed according to preset configurations. Manual filling of available fields, selection from directories, value changes, scanning with equipment, and cashier operations related to receipt processing—such as cancellation, postponing and resuming, or punching—are all logged.

Different payment types are supported: cash, payment card, bank credit, and gift certificates. Cash handling capabilities are extended: the system can account for cash deposited in the POS for change and partial removal of cash from the POS. Cash collection to the bank from the store’s operational cash register is supported.

The “Retail for the Baltics” configuration provides extensive capabilities for managing discounts from the set retail price depending on various conditions:

• Quantity of items in the receipt,

• Receipt amount,

• Time of purchase,

• Type of customer discount card,

• Customer personal data,

• Percentage of the amount per item line,

• Purchase of a set of items (“buy-and-get” promotions).

Discount conditions are placed in a separate directory. This allows applying a discount when several heterogeneous conditions are met simultaneously. Cumulative threshold schemes are supported, both with and without replacement of the customer’s discount card when the threshold is crossed.

Discounts can be applied as a reduction of the purchase amount or as a gift. When conditions are met, a message can be displayed to the cashier on the screen, and sales of alcohol at certain times can be restricted. The functionality of accruing bonus points to the customer’s bonus card account upon sale and deducting points upon payment of a subsequent purchase is supported. Automatic accrual of bonus points for events unrelated to sales is also supported.

It is possible to receive online data on accumulations on discount cards and bonus accounts via queries to the discount server web service located at the main Retail Information Base (RIB) node. In the POS mode, the cashier can check the customer’s accumulations upon presenting the card. Parameters of discounts and bonus programs can be printed on the receipt.

The program provides the ability to configure informational mailings about marketing promotions via e-mail or SMS. Personalized messages can be generated using a template, where values from the information database can be used.

Accounting of gift certificates is implemented, both simple and with serial numbers. Warehouse accounting of certificates, control of sales, and payments with certificates are supported. After the certificate’s period of use ends, it can be reactivated for participation in subsequent promotions.

The system supports planning and recording the actual working hours of store employees, as well as processing sales with an indication of the salesperson who served the customer. This allows for monitoring employees and implementing a transparent motivation system for sales staff.

The “Retail for the Baltics” configuration generates about 100 types of reports that allow monitoring enterprise processes and analyzing performance results. Reports include absolute values for the period, averages, trends over time, and relative indicators of retail operation efficiency. Special attention is given to sales analysis, both by product groups and customer groups, as well as evaluating the effectiveness of applied discounts and promotions.

The “Retail for the Baltics” configuration allows working with fiscal registers available on the local market, providing all required cash register shift reports in accordance with legislation. Users can set up templates for printing receipts and cash orders on connected dot-matrix printers. It is possible to separate revenue by business activity and retail sales by product type.

When forming the tabular part of documents, connected equipment such as barcode scanners, data collection terminals, and scales is supported.

The system also supports other retail equipment: customer displays, magnetic card readers, as well as offline equipment — cash registers (KKM) and scales with label printing capabilities.

An internal barcode generation system is supported for weighted and individual items, both at the network level and for each store separately.