Counterparties is a Keruy™ module that stores information about all clients, suppliers, and other partners with which the company interacts

Its purpose:

• maintaining a unified database of clients and partners

• saving contact, legal, and commercial data

• quickly inserting counterparties into documents (sales, purchases, projects)

• tracking mutual settlements and cooperation history

• preventing duplication and organizing the client base

Location

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

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

Creation

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

Form for creating a counterparty:

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, sales, taxes, employees

3. Category - the type of counterparty according to business processes (for example: shopping mall, educational institution, construction company)

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

5. Manager - responsible user (optional field)

6. Contact - personal data 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 several tabs located in the top menu and working tools in the upper right part of the page

It should be noted that the view of the counterparty card and the set of active tabs can be customized by the user in the "Settings" of their Keruy™ space, in the "Features" block

Here you can enable or disable the required tabs, select the necessary document types for working with counterparties, and configure the default properties

1. Overview

   The main page of the counterparty card, which 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 in the counterparty card

   

2. Accounting

   Data on turn operations. You can view all operations carried out in relation to the selected counterparty (orders, sales, receipts of money, etc.). In simple terms, view all documents where the selected counterparty is present

   

   
   

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

   

3. Properties

   Additional characteristics, custom fields, defined by the user depending on their needs (for example, delivery times, etc.)

   

4. Files

   Archive of uploaded files or images, used for storing scans of documents, licenses, certificates, etc.

   
   

5. Addresses

   Physical locations of the counterparty. There may be several of them, depending on the specifics of interaction

   For example, if the counterparty is a retail chain, you can enter all the actual business addresses 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

   List of projects in which the selected counterparty is present

   

8. Locations

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

   
   

9. Communication

   Internal chat regarding relationships with the counterparty. It stores the history of actions, and you can also leave comments to discuss details and coordinate work

   

10. . Details

    Features for editing or adding primary 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 to structure the client base and quickly segment it (VIP, new, problematic)

    

Adding members

Members are company employees who are granted access rights to certain information. Unlike a manager, you can assign multiple 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 ability to add members to a counterparty is also configured in the "Features" tab of the service

Reports on counterparties

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 page of the counterparty

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

• Receipts - the amount of payments received from the counterparty to the company according to the created documents

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

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

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

Deleting a counterparty

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