Counterparties is a Keruj module that stores information about all clients, suppliers, and other partners with whom the company interacts

Its purpose:

• maintaining a single database of clients and partners

• storing contact, legal, and commercial data

• quick insertion of counterparties into documents (sales, purchases, projects)

• accounting for mutual settlements and cooperation history

• avoiding duplication and organizing the client base

Location

"Counterparties" are located in the navigation bar on the left, under the "Data" section

The list of counterparties is displayed in a table format. Its view can be customized according to your criteria using filters, columns, and other tools

Creation

You can create a new counterparty by clicking "+" in the navigation bar or the "+Create" button on the module's home page

Counterparty creation form:

1. Name - the name of the company, organization, or individual

2. Business relations - the type of interaction between your company and the counterparty. This can be: supply, sale, taxes, employees

3. Category - the counterparty type based on business processes (e.g., shopping mall, educational institution, construction company)

4. Network - additional categorization of the counterparty by networks (optional field)

5. Manager - the employee in charge (optional field)

6. Contact - personal details of the counterparty or their representative, added as "Primary contact"

   

7. Notes - a field for entering additional information about the counterparty

Counterparty Card

The counterparty card contains a set of tabs located in the top menu and working tools in the upper right part of the page

Please note, that the appearance of the counterparty card and the set of active tabs can be customized by the user in "Settings" of their Keruj space, under the "Features" block

Here you can enable or disable the required tabs, choose the desired document types for working with counterparties, and set default properties

1. General

   The home page of the counterparty card contains general information about the counterparty, contacts, a brief overview of projects and documents related to the selected counterparty, and analytics on mutual settlements

   

   You can create a task within the counterparty card

   

2. Accounting

   Operating transaction data. You can view all transactions carried out in relation to the selected counterparty (orders, sales, incoming payments, etc.). In simple terms, view all documents where the selected counterparty is present

   

   
   

   Existing documents are displayed in table format. In addition to viewing, you can create a new document by clicking the "+Create" button

   

3. Properties

   Additional features, custom fields determined by the user depending on their needs (e.g., product delivery terms, etc.)

   

4. File Library

   An archive of uploaded files or images, used to store document scans, licenses, certificates, etc.

   
   

5. Addresses

   The physical location of the counterparty. There can be several addresses, depending on the specifics of interaction

   For example, if the counterparty is a chain of stores, you can enter all actual addresses where trade is conducted and add notes or comments as needed

   

6. Contracts

   Legal information regarding interaction with the counterparty. The "Contracts" tab is used to register signed contracts

   

7. Projects

   A list of projects containing the selected counterparty

   

8. Locations

   Additional warehouses of your company. An employee can be assigned as responsible for a specific location. For example, if you have a chain of stores, you can assign an employee-counterparty to the respective store

   
   

9. Communication

   An internal chat regarding relations with the counterparty. The history of actions is saved here, and we can also leave comments to discuss details and coordinate work

   

10. . Details

    Functionality for editing or adding general information about the counterparty. Here you can change the name, manager, category, add notes, etc.

    

    You can also add tags for counterparties here, which helps structure the customer base and quickly segment it (VIP, new, problematic)

    

Adding members

Members are company employees who are granted access rights to specific information. Unlike a manager, you can assign several members to a counterparty

When members are assigned to a counterparty, their initials will be displayed in the upper right part of the page

The option to add members to a counterparty is also configured in the "Features" tab of the service

Counterparty Reports

The "Reports" tool allows you to view detailed analytics on counterparties

General analytics can be viewed not only through the "Reports" tool, but also directly on the main counterparty page

• Balance - the difference between inflows and outflows. For example, a negative balance means that the counterparty has not paid the full amount according to the created documents

• Inflows - the sum of payments received from the counterparty to the company according to the created documents

• Outflows - the total sum of documents for goods or services issued by the company to the counterparty

• Bonuses - the amount of accrued discounts, bonuses, loyalty programs, etc.

By clicking on any of these blocks, you will automatically be redirected to the "Reports" section

Deleting a counterparty

A counterparty cannot be deleted - it can only be moved to the archive