Scenario for a trading company: product and payment control

In the trading business, the biggest problems usually arise not from a lack of sales, but from a loss of control over processes. Part of the goods is lost between the warehouse and the sale, managers forget about unpaid invoices, and the owner gets the real picture only when problems with funds or balances appear.

This is especially noticeable when the company grows: the number of orders, customers, documents, and payments increases. Tables, messengers, and manual accounting stop working as a single system. As a result, the business spends more time searching for information, checking balances, and controlling debts than on the development of sales itself.

That is why it is important for trading companies to have a single space where sales, warehouse, documents, and finances are connected with each other. In Keruj, these processes work as a single chain - from the customer's first order to payment and shipment of goods.

Working with an order in one environment

In most companies, a sale begins with a message in a messenger or a customer's phone call. Next, the manager separately checks the balances, generates an invoice, transfers the information to the warehouse, and simultaneously controls the payment. Because of this, data is often duplicated or lost.

In Keruj, work begins with creating a customer order. It is this document that becomes the basis for all subsequent processes. It records the customer, products, quantity, prices, and the responsible manager.

After that, the system allows you to immediately check the availability of goods in the warehouse. The manager does not need to clarify balances manually or contact other employees - up-to-date information is available directly while working with the order.

This approach significantly reduces the number of errors. The manager sees the actual quantity of goods, and the company avoids situations where the customer is sold items that are no longer in stock.

Control of goods movement

For a trading company, the warehouse is one of the key control centers. If balances are outdated, the business starts losing money: some goods accumulate without moving, others run out at the most critical moment.

In Keruj, all warehouse operations are interconnected. Sale automatically affects balances, return returns the goods to the warehouse, and movements between warehouses are reflected in the system without manual duplication of information.

Thanks to this, the manager always sees the current picture of the products, and the warehouse works with real balances, rather than approximate data.

This is especially important for companies that have several warehouses or a wide range of products. In this case, even a few mistakes a day can create serious chaos in operations.

Invoicing without data duplication

One of the typical problems in sales is the re-entry of the same information. The manager creates an order, then separately transfers the products to the invoice, and after that once again transfers the data to a sale or warehouse document.

This not only takes time but also creates a risk of errors in prices, quantity, or customer details.

In Keruj, the invoice is generated on the basis of the order. The information is automatically transferred to the document, so the manager does not need to duplicate data manually.

This speeds up work and allows a quicker transition to the next stage - payment control.

Payment control without chaos

When a company works with a large number of clients, payment control becomes a separate challenge. Especially if some of the clients work with deferred payments.

Without a single system, managers often handle payments manually: checking bank statements, writing down information in tables, or searching for history in chats. Because of this, errors occur, reminders are duplicated, or information about debts is lost.

In Keruj, each payment is linked to a specific document and customer. The service allows you to quickly see which invoices have already been paid and which are still pending payment.

For the manager, this means transparent control of the company's finances without the need to constantly clarify information with managers or accounting.

Shipment and completion of sale

After payment confirmation, the company can proceed to the shipment of goods. In Keruj, sales and warehouse work together, so after posting the document, balances are updated automatically.

This helps to avoid situations where the warehouse continues to show goods in stock after the actual sale.

If a customer returns goods, the return is also recorded in the system and automatically affects the balances. Thanks to this, the company maintains accurate accounting even with a large number of transactions daily.

A single picture for the manager

When sales, warehouse, and finance operate separately, it is difficult for a manager to get a real picture of the business. Part of the information is with managers, part in tables, and part in accounting.

In Keruj, all processes are combined with each other, so the manager can control in one place:

• sales and orders

• product balances

• customer payments

• debts and mutual settlements

• cash flow of the company

This allows for quicker decision-making and reveals problems before they begin to affect the business operation.

For a trading company, inventory and payment control are not separate processes, but parts of a single system. If there is no connection between the warehouse, sales, and finance, the business starts losing time, money, and control over the team's work.

Keruj helps to combine all stages of work in one environment: from creating an order to controlling payments and warehouse balances. Thanks to this, the company works faster, more transparently, and scales significantly easier.