Partner segment

The Partner Segments directory is used to store a list of all partner segments defined in a trading enterprise. Using the partner segment, an auxiliary classification of partners is performed, which is used when setting interaction rules and standard sales conditions, and when conducting marketing analysis. The division of partners into segments is permitted.

* Fix different standard sales conditions (prices, discounts) for each segment of partners using standard agreements.
* Carry out certain marketing campaigns for each partner segment.

Note. The use of partner segments is enabled/disabled by the corresponding functional option
(Administration/Marketing and CRM).

A segment is a set of elements that satisfy the rules specified for the segment. It provides information on the elements of this set in a quality relevant to the purpose of creating the segment. Segments allow intersections (one element can be included in many segments). The rules for creating and presenting forms for segments have the ability to apply arbitrary information stored in the system. Three methods for creating segments are supported.

* Dynamic - a set of elements is not stored in database tables, only the rules for its creation are stored. The segment list is created automatically when calling the segment list from the segment card.
* Periodic creation - a set of elements is stored in database tables. The list of segments is created by clicking on the Create button or during the execution of a routine task Creating segments according to a user-defined schedule;
* Creation “by hand” - the user has the opportunity to add or remove elements from a segment set (at the same time, the opportunity is provided to create a set of elements in advance according to the rules specified for the segment).

The rules for creating a segment are indicated directly in the segment form in a separate opening window that appears when you click on the Edit button. The user has the ability to apply settings templates
(Data Composition Methodology), with the help of which rules for creating a partner segment are created. For the partner segment, the following templates for setting up rules for creating a segment have been implemented.

*Basic methodology. Using such a scheme, it is possible to select elements from the Partners directory by partner groups, region, additional properties, etc.
* By interactions When applying such a scheme to those selections that are implemented in the main scheme, selection is added according to parameters related to interactions with a partner. Using these parameters, it is possible, for example, to create a segment of partners for those clients with whom there have been no interactions for a long time and renew relations with them.
* By sales When applying such a scheme to those selections that are implemented in the main scheme, selection is added according to parameters associated with the sale of goods to partners: gross profit, turnover, quantity of items sold, cost, etc. Using these parameters, it is possible to monitor the fulfillment of sales conditions by partners (for example, the amount of turnover for the quarter is more than 10,000 rubles), automatically exclude from the segment partners who do not fulfill their obligations and, accordingly, apply other sales conditions to them (standard agreements).
* According to calculations When applying such a scheme to those selections that are implemented in the main scheme, selection is added according to parameters connected to mutual settlements with partners: the partner’s debt and our debt.
Using these parameters, it is possible to track the list of those clients who owe us large sums and those suppliers for whom there is a debt.

Note. During the formation of item segments, it is also permissible to use any queries. To create queries, a custom data composition technique is used.

Working with the partner segment

Working with the partner segment

What information must be included in the partner segment card?

* Title - text name of the segment. The segment name is displayed in the selection lists and is used to quickly identify the partner segment.
* Description - detailed description assignment of a partner segment, rules for its creation.
* Creation method - method of creating a segment.

There are three methods for creating a segment.

* Create manually - the user creates a list of the segment manually; it is possible to add new partners to the segment and remove those present in the segment. When creating a segment manually, it is permissible to specify the rules by which partners will be selected for the segment.
* Update periodically - the segment list is calculated according to the rules specified in the settings. The list of segments can be updated by the user manually or using a routine task. The scheduled task can be carried out in accordance with the specified update period (Schedule). The calculation results (list of segments) are saved in the program and applied until the next iteration of the calculation.
* Generate dynamically - the list of segments is calculated each time according to the rules that are specified for it; the results of calculations are not stored in the program.

After defining all the basic details, click on the Commit button. The rules for creating a segment are configured only after the main details of the segment have been specified (in particular, the method for creating a partner segment).

Note. Once the segment information has been recorded, the segment creation method cannot be edited. Dynamic segments are used only for information analysis. Dynamic segments are prohibited from being used when setting sales conditions (agreements), conditions for discounts, prices, etc.

Is it permissible, when filling out a new partner, to automatically check whether the required conditions for entering the segment are met?

This feature has been released for segments with the creation method Update periodically. If, when filling out a new partner, you need to check whether it belongs to a segment, then in the segment card you need to set the Check for inclusion when creating a new partner flag.

Example. Partner segments are divided by business regions. For each business region, its own segment is configured with selection by private business region. When filling out a new partner and defining a business region, it will be automatically assigned to the desired segment.

Defining rules for creating a partner segment

How to open the window for setting up rules for creating partner segments?

* In the partner segment card, click on the Edit button.
* A form will open to configure the rules for creating a partner segment.
* To configure the rules for creating a segment, the main method will be loaded, with the help of which it is possible to configure the rules for creating a segment using the details that are specified for the partner.

How to determine the rules by which a list of partner segments will be created?

When setting up segment creation rules, a data composition system is used. The user is provided with a simplified setup procedure. Using a simplified configuration scheme, the user has the opportunity to change such settings for the rules for creating a segment.

* Select data in accordance with the details specified by the segment layout scheme
(Selection).
* Indicate the contents of the details, if provided for by the segment layout scheme (Details).

During the formation of a new segment, the main data composition methodology is loaded to create a list of partner segments. The program includes additional simplified configuration diagrams, which are supplied as templates.

How to create a partner segment?

* To create a partner segment, click on the Create button in the segment card.
* A list of partners (list of segment) will be created in accordance with the rules that are specified in the segment creation settings.

Note. Dynamic segments are created without user interaction. Segment creation starts the moment the segment list is read.

Note. Segments for which the creation method is set to Update periodically have the ability to be updated on a schedule using routine tasks. Each segment has its own scheduled task, the schedule of which is indicated in the form of the segment. The list of routine tasks for creating segments can be seen in the Administration/Support and Maintenance section (Routine and background tasks).

How to see and change the segment list?

* In the navigation panel of the segment form, select the Segment List item.
* A list will appear containing the data for this segment.
* The set of fields displayed in the list is determined by setting the rules for creating a segment.
* Using the Update button, it is possible to update the data within a segment in accordance with the current data in the infobase.

Note. Changing data in the list of segment lists is allowed only when the creation method Create manually is assigned to the partner segment. To add information about new partners to the list, use the Add to segment button; to remove a partner from the list, use Remove from segment.

Is it permissible to determine in the partner segment a list of those competitors who work with the same customer segment?

With any type of segment, it is permissible to connect a list of competing partners who work with the same segment.
Information about competitors is entered in the Competitors tabular section.

Analysis of data by partner segment

How to analyze the sales dynamics of partners included in the segment?

* In the navigation panel of the segment card, select the Sales item.
* A report will be created that will display the dynamics of product sales by partners included in the segment, distributed by month.

How can I see information about which partners of this segment belong to other segments?

To do this, use the Partner Segment Intersections report, which displays the intersections of this segment with all others. At the same time, relevant to this moment The segment and analyzed segments must be non-dynamic. The report opens from the navigation panel of the segment card. The report shows information grouped by segments.

* Segment name.
* List of partners through which the segment overlaps with the analyzed segment.

How can I see the status of mutual settlements with partners who belong to this segment?

* In the navigation panel of the segment form, select the Reciprocal settlements item.
* The Settlements with Partners report will be created with selection for those partners who are involved in the segment.

The directory of partners in 1C:ERP can be segmented according to various criteria. Herself functionality segmentation is included in the menu Master data and administration -> CRM and marketing -> Customer segments:

After this, the directory Customer Segments will be available on the menu CRM and marketing:

You can set the formation of a customer segment in one of the following ways:

Let's figure out what they mean.

1. Form manually. Partners are added to the segment simply manually, without any automation
2. Generate dynamically. The rules for forming a segment are specified in the form of access control systems. The composition of the segment itself is not stored in the system; if you need to view this segment, then it is formed “on the fly” and visualized in the report.
3. Update periodically. The rules for forming a segment are also specified in the ACS format. The composition of the segment is stored in the system. Since it can change periodically, it is possible to rebuild the segment - using the Update button at any time, as well as by regulatory task according to the specified schedule:

Let's consider the features of the data composition system for segments of the “form dynamically” and “periodically update” type. You can specify one of three layout options:

• according to the details of the Partners directory (basic diagram):

• by sales:

• and according to calculations:

Question 1.41 of exam 1C: ERP Professional Enterprise Management 2.0. Segmentation can be done for:

1. Buyers
2. Suppliers
3. Competitors
4. Answers 1 and 2 are correct
5. Answers 1 and 2 and 3 are correct

Verified. The correct answer is fifth.
Overall a very controversial question.

On the one hand, there are no technical obstacles to setting up a segment for suppliers or for partners with other types of relationships. A link to segments is available from any type of partner card:

And you can build a report on a segment of purely suppliers:

On the other hand, ideologically, segments are intended to be used specifically in sales. The directory itself is clearly called “Customer Segments” in the configuration; it is in the agreement with the client that you can specify a segment (but not in the agreement with the supplier); in the segment itself there is a link to competitors - i.e. on those with whom we compete in this segment:

Question 1.42 of exam 1C: ERP Professional Enterprise Management 2.0. You can adjust the composition of a segment if it has a specified formation method:

1. Generate dynamically
2. Update periodically
3. Form manually
4. Options 2 and 3 are correct
5. Options 1 and 2 and 3 are correct

Verified. The correct answer is the third. Only segments with the Create manually type are available for adjustment; the rest are compiled automatically based on the access control system.

Here is a partner you can include in the “manual” segment:

But in automatically generated ones you can’t:

Question 1.43 of exam 1C: ERP Professional Enterprise Management 2.0. Segmentation of counterparties can be used to:

1. Determination of shipping prices
2. Definitions of current discounts/surcharges
3. Setting restrictions on the size of manual discounts/surcharges
4. Shipment ban
5. Options 1 and 2 are correct
6. Options 1 and 2 and 3 and 4 are correct

Verified. The correct answer is six. Customer segments can be used for any of the above cases. For example, discounts and markups can be given to a specific segment (second case).

In the practice of trading companies, there is often a need to divide customers into categories so that different sales conditions and prices can be applied to different categories. The program “1C: Trade Management 8” (rev. 11.3) allows you to solve this problem using customer segmentation.

What are customer segments?

Each customer segment includes customer partners who meet certain rules defined for that segment. Segments can “intersect” with each other, that is, one client can be part of several segments.

The main use of customer segments is in standard customer agreements. If you specify a segment in the appropriate field in a standard agreement, then this agreement will be available only to clients included in this segment.

In addition, customer segmentation allows you to carry out marketing activities for a specific segment, as well as generate analytical reports by segment.

Configuring Usability

To use customer segmentation in 1C, it is necessary that the corresponding flag is set in the marketing settings - “Customer segments”.

Master data and administration / Setting up master data and sections / CRM and marketing, subsection “Marketing”.

Important. Disabling customer segmentation will not be available if the function of prohibiting shipment is enabled in the sales settings (see Master data and administration / Setting up Master data and sections / Sales).

Directory "Customer Segments"

Information about customer segments is stored in the corresponding directory. Let's take a closer look at their characteristics.

CRM and marketing / Sales reference data / Customer segments

Each segment is formed in accordance with the rules specified for it. In this case, the method of formation matters; it must be selected in the form of a segment in the corresponding attribute.

There are three ways to form a segment:

1. Generate dynamically - just set the rules for the segment; the formation of the segment composition (that is, the inclusion of customers in it) occurs automatically based on these rules.
2. Update periodically – a segment is formed by clicking the “Generate” button from the segment form, as well as when performing a routine task.
3. Create manually – both automatic formation using the “Generate” button and manual addition of specific clients to the segment are available.

Important. A segment that is generated dynamically cannot be used in agreements. Such segments can be used, for example, for reporting.

The rules for forming a customer segment are specified in the data composition scheme, which is indicated in the segment form. To configure the data composition scheme, click “Edit”.

By default, the “Main Schema” of data composition opens for configuration; it is linked to the “Partners” directory. The left pane of the settings window displays the fields (partner characteristics) available for selection as conditions. When you select a field by double-clicking, it appears in the right panel, where you must specify the type of comparison (“Equal,” “Not equal,” etc.) and the value for comparison.

By default, in the data composition scheme for the customer segment, one selection is already specified - partners not marked for deletion.

Thus, it is possible to customize the selection of clients into a segment based on various criteria: address, business region, main manager and others, as well as their combinations. For example, in the figure below, selection is specified for the business region “Perm”.

In addition to the “Main scheme”, when setting up a customer segment, other data composition schemes are available: “By interactions”, “By sales”, “By calculations”. In them you can set the same selections as in the “Main Scheme”, and selections based on other indicators (related to these operations).

This article does not pretend to be included in the “constitution”; perhaps many have reached this point themselves, but I found it useful to share my knowledge.

It all started when I was assigned to implement cumulative discount system in our organization. Without hesitation I created marketing event with a 10% discount, in which you chose only one discount condition, namely: “the amount of goods sold for the entire period is more than 10,000 rubles.” Saved. I created a customer order, added the goods and, with a satisfied face, clicked on "Calculate discounts (markups)". Great, there's a discount. I, satisfied with myself and the standard capabilities of UT11, rushed to supplement the previously created marketing event with new discounts and conditions. In the piece of paper that was given to me for verification, all sorts of discounts and conditions of the promotion were briefly outlined.

Sample table:

		in 24 months	in 20 months	in 16 months	in 12 months
Product segment	After the first purchase	from 10,000 rub.	from 20,000 rub.	from 30,000 rub.	from 40,000 rub.
Segment1	1	1,5	2	2,5	3
Segment2	1,5	2	2,5	3	3,5
Segment3	2	2,5	3	3,5	4
Segment4	2,5	3	3,5	4	4,5
Segment5	3	3,5	4	4,5	5
Segment6	3,5	4	4,5	5	5,5

There is no need to delve into the essence of the table, the most important thing is that the conditions of this table stated the following: The discount is given for a certain product segment, and also depends on volume of purchases client of a specific product segment, and for certain period.

No question, I thought, UT11 can do this and this was born:

The result was the following:

Having saved it and tested it on a client’s order, I, like a clockwork, began to slap similar discounts for the rest of the conditions of the table.

After 30 minutes everything was ready. I call the “supervisory authority” and demonstrate my work of art, defiantly create a customer order, stuff goods from different segments there and press "Calculate discounts (markups)" And...

We wait...

We wait...

Shall we drink coffee?

No, let's wait.

(After 40 seconds, I’ll notice right away that the database is not a file one)

Everything was calculated as expected, but for some reason I don’t like the view of the “supervisory authority”. Having realized the reason for the look and promising to look into it, I start digging into the configurator and watching how discounts are calculated in UT11. POWERFUL!. One request. I decide to optimize the calculation and split the query into several and, looking at the result of one query, make a decision about the need to execute the next query or “jump” to another. Gone home.

I couldn’t fall asleep for a long time, thoughts were floating around in my head. I was able to catch one of them. The idea was not to check the accumulated amount every time, but to calculate it once a day and remember it, namely fill out partner segment for each discount category. Realizing that this was the right idea, I was able to fall asleep.

I drove to work with extraordinary pleasure, wanting to quickly sort out this problem.

As a result, I wrote my request for the ACS scheme of the partner segment, which took into account the purchases of a partner of a certain product segment and period.

SELECT Nomenclature Accounting Analytics.Analytics Key PLACE VT_Keys FROM Information Register.Nomenclature Accounting Analytics AS Nomenclature Accounting Analytics INNER JOIN Information Register.Segment Nomenclature AS Segment Nomenclature SOFTWARE Nomenclature Accounting Analytics.Nomenclature = Segment Nomenclature.But nomenclature AND Nomenclature Accounting Analytics.Characteristic = Segment Nomenclature.Characteristic WHERE Segment Nomenclature.Segment = &Segment; //////////////////////////////////////////////// ///////////////////////////// SELECT VARIOUS RevenueANDCostSalesTurnover.AccountingAnalyticsByPartners.Partner AS LINK PLACE VT_Partners FROM Accumulation Register.RevenueANDCostSales.Turnover(&Start of Period, &End of Period, Auto, Item Accounting Analytics IN (SELECT Item Accounting Analytics. Analytics Key FROM VT_Keys AS Item Accounting Analytics)) HOW Revenue AND Cost of Sales Turnover WHERE Revenue and Cost of Sales Turnover. Amount of Revenue Turnover > & Amount of Revenue Turnover; //////////////////////////////////////////////// ///////////////////////////// SELECT ALLOWED Partners.Link AS Partner (SELECT Partner) FROM VT_Partners AS Partners (WHERE Partners.Link .* AS A Partner)

To do this, you need to create a segment of partners with periodic updates, click on “edit” data composition schemes. In the window that opens, click"Load schema from file"and select the file attached to this article:

After this, if you click on "Edit layout diagram" you will see the modified request:

as well as new parameters:

As a result, entering the following parameters into the layout settings:

we will receive a segment of partners with a purchase turnover over the last 24 months of items from the “Segment 1” segment in the amount of more than 10,000 rubles.

Now all that remains is to correct the conditions for providing discounts in our savings system.

We replace the previously created accumulation condition with the following:

The final version of the discount with conditions looks like this: