Tips and tricks

Data archiving

Kerui™ does not tolerate the deletion of information, but instead suggests using the archiving function. All your business data is too valuable to just delete

The archive is a tool for safely storing irrelevant records without deleting them. It helps to maintain order in operations while preserving the integrity of all company data

Its purpose:

  • hiding irrelevant records from the workspace without losing information

  • preserving the history of work with counterparties, projects, nomenclature, and other objects

  • ability to view, analyze, or restore archived data at any time

  • protecting important information from accidental deletion

  • ensuring transparency of financial, accounting, and legal records

  • maintaining data integrity and completeness in the system

Archiving

To archive a counterparty or any other record, click the "Archive" button on the upper part of the page on the right side

It is necessary to specify the "Reason for archiving" and click the "Move to archive" button

Viewing records in the archive

If you need to view a record that has already been moved to the archive, you need to go to the section to which this record belongs (this can be counterparties, nomenclature, etc.). In the table settings row, specify the "Archive" filters and select "Not empty", then all records moved to the archive will be displayed on the page

By selecting the required record, you will have the opportunity to familiarize yourself with all the information related to it, or "Restore" the record if necessary - that is, return it from the archive to active work

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