Starting the Process: Quotation or Sales Order

You can start the sales workflow from either a quotation or a sales order directly.

Quotations are useful when you're negotiating — you might send the customer three different configurations or pricing options. 1C:Drive lets you create multiple variants of the same quotation, then convert the chosen one into a sales order. The others are archived.

There's also a profit estimation tool built into the quotation stage. Before you commit to a price, the system calculates estimated profitability based on product costs (using bills of materials for manufactured goods), additional expenses you might incur, and your margin. You can see whether you're making money on this order before it goes out — not when you close the books.

Once a sales order is created, it has two independent statuses: delivery status and payment status. These update as goods ship and payments come in. Your team can see at a glance which orders are fully delivered but not yet paid, or partially paid and partially shipped.

Pricing: More Complex Than It Looks

Managing prices across different customers, currencies, and conditions is one of the most error-prone parts of sales administration. The system handles it through price types.

You can define as many price types as you need — wholesale, retail, partner pricing, special project pricing — each in any currency, with its own calculation method. Prices can be set manually, calculated as a markup over a base price, or derived from complex formulas.

When a salesperson creates a document, prices fill in automatically based on the customer's assigned price type. No manual lookup, no spreadsheet, no "what price did we agree on?" emails.

Updating prices is also structured: you can bulk-update by applying a percentage change, import from Excel, round to specific increments, or calculate new prices from a base type. Filters let you work on specific product categories or find missing prices.

Counterparty prices — what suppliers charge you, or what specific customers have negotiated — are stored separately and visible to your team when building quotations.

Discounts and Loyalty Programs

Discounts in 1C:Drive are rule-based, not ad hoc. You set conditions: this customer gets 10% on orders over €5,000, or this product group has a seasonal 5% reduction during certain dates.

Multiple discounts can apply to the same line, and you control how they combine — sum them up, take the largest, apply them in sequence, or let one displace another. This prevents the situation where a salesperson manually types a discount that compounds with an automatic one in unexpected ways.

For retail, there's a loyalty card system that applies discounts automatically at the point of sale.

Shipping and Fulfillment

When an order is ready to ship, a sales invoice can be created from one or multiple sales orders. Like on the purchasing side, you can use a one-step scheme (sales invoice handles everything) or a two-step scheme (goods issue records the physical shipment, sales invoice handles the financial side).

At the point of generating shipment documents, the system checks three things automatically: stock balances and batch availability, reservations on other orders, and the customer's credit limit. If any of these is a problem, it flags it before the document is posted.

Packing and delivery are handled through dedicated documents. Packing slips let you allocate order contents to containers, record tracking numbers, and print documentation. Delivery documents capture shipping address details, logistics company, and delivery terms — and can be attached to both the sales order (planned) and the invoice (actual).

Retail Operations

For businesses that sell both wholesale and retail, 1C:Drive has a full cashier workplace designed for point-of-sale operations.

The cashier handles sales slips during a shift, accepts payment by card or cash, applies loyalty card discounts, and handles customer-requested returns. At the end of the shift, a Z-report closes the shift and reconciles the cash register.

Two retail inventory methods are supported: the standard cost method and the retail inventory method (RIM), for businesses that track retail stock at selling price rather than cost.

Special Scenarios: Drop Shipping, Commission Trading, and Recurring Invoicing

Drop shipping lets you fulfill customer orders without ever touching the goods. The customer orders from you, you send a purchase order to your supplier, the supplier ships directly to the customer. The system creates the full document chain — purchase order, supplier invoice, sales invoice, goods movements — while correctly handling the accounting on both sides.

Commission trading covers two directions: selling goods on someone else's behalf (you're the consignee), or having someone else sell your goods (they're the consignee). Account sales documents report back the results in either direction.

Recurring invoicing automates billing for customers you charge on a regular basis — monthly services, subscriptions, retainers. You define the schedule, products or services, and customer list. The system generates invoices automatically and can send them by email. If there's a difference between a planned amount and actual usage, a closing invoice handles the reconciliation.

Tracking Invoices and Getting Paid

The system has a workflow for tracking whether signed copies of invoices have been received back from customers — useful if your contracts require countersigned originals.

For collections, the accounts receivable aging report shows overdue balances broken down by time bucket (30 days, 60 days, 90 days+). You can see the total picture or drill down to individual customers and documents.

Credit notes, sales returns, AR adjustments, and advance clearing all have dedicated document types — each handling a specific scenario rather than everything being a manual journal entry.

What You Can Report On

The sales module has 40+ standard reports with drill-down. Beyond the AR aging, the useful ones are sales variance (plan vs. actual), revenue by product group, sales by territory or representative, and document status monitoring (which orders are open, which are partially fulfilled, which are overdue).