Welcome to Kerui™!

Welcome to your new workspace - smart, reliable, and intuitive

Your Kerui™ portal is an isolated and secure environment for all of your business's critical data:

• Sales and finances

• Inventory management

• Organizational expenses

• Reports and analytics

You are not just getting acquainted with Kerui™, you have already made the first important step - taken control of your business's finances, inventory, sales, and expenses. Kerui™ is your personal business organizer that will help you see the complete picture of your business and manage processes efficiently

Now it's time to take the first steps

Invite your colleagues

Teamwork is the key to efficiency!

From here on, all employee names are fictional, and any coincidences with real people are coincidental

To work together with your team, invite your manager Oleksiy and administrator Oksana to Kerui™, and of course do not forget about the accountant Mrs. Nataliia. Warehouse manager Mykhailo will also find it convenient to keep inventory records in Kerui™

So, go to the "Members" section and click the "+Add" button, then enter the basic information about your employee

Be sure to choose the role your employee performs

• Owner - full access

• Manager - partially restricted access

• Employee - highly restricted access

The role determines the access rights to Kerui™ for your employee, and you have no restrictions in setting roles for your colleagues. Everything your colleagues can do and see in Kerui™ is configured by you

Agree, warehouse manager Mykhailo does not need the financial reports of accountant Mrs. Nataliia, and administrator Oksana is not very interested in them either…

Be sure to add the employee's phone number on the "Access" tab. This phone number will be used as the employee's login to enter your portal

Click "Allow" and the employee will immediately receive an SMS notification on their device with a link to log in

Enter assets

Before starting accounting, it is important to specify the current state of the business:

• How many financial assets the company has

• Where they are stored (accounts, cash register)

This will allow Kerui™ to correctly calculate profits and balances from day one

It is good that you invited accountant Mrs. Nataliia to Kerui™ in advance - she already has all the data ready

So, go to the "Finances" module and create your first financial document - "Money adjustment". With this document, you enter the initial balance on your company's account at the time you start working in the Kerui™ workspace

A proper start is the key to efficient and successful activity

But let's not forget that besides financial assets, you also have other resources - goods, working inventory, etc. And this is where your warehouse manager Mykhailo comes into play with a ready list of items and actual balances in warehouses

Then, where to start?

First, create items of goods and other resources in the "Items" section, this step will significantly optimize and speed up the work in Kerui™ for you and your employees in the future and help avoid duplication and errors

Now that we've sorted out the items, where should we enter the goods? How to distribute them? What if you have several warehouses or some of the goods are with a contractor for sale?

Kerui™ has a simple solution to all these questions! Go to "Settings", create warehouses - as many as you need. If the goods are for sale or leased, create locations (external warehouses)

So, the catalog of items and warehouses is created, all that's left is to go to the "Warehouse" section and create the first warehouse document - "Entering Balances". In the document creation form, select the warehouse or location where the goods are stored

Having created the document, fill it with goods by selecting them from the catalog of items that you recently created. Specify the quantity and cost price. In conclusion, change the status of the document to "Completed" - this will post the goods to the warehouse

Make your first sale

You have almost finished updating your Kerui™ portal. There is only one detail left

How to process a sale of goods or services?

Manager Oleksiy has a huge, well-developed list of your partners-clients. Enter them into your Kerui™ portal as well. This step, just like creating items, maximizes work optimization, as all actions related to a specific partner will always be in a single environment

Go to the "Partners" section and create a partner record. Specify their name, category (supplier, customer, employee, etc.), and assign a responsible manager

Now you are at the starting point, and all you need to do is act. Involve your manager Oleksiy in the work and make the first sale

Go to the "Sales" section and create a "Sale of goods and services" document. In the creation form, specify to which partner and from which warehouse or location the sale is being made.

Next, open the created document, select the required units of goods from those available in the specified warehouse, and change the status to "Completed"

Congratulations! You have made your first sale in Kerui and started the workflow

All changes are instantly recorded: balances decrease, finances are updated, and an entry is created in reports. Check it out!

Check the warehouse

It is important for your warehouse manager Mykhailo to know all the processes occurring with goods in the warehouses, and you recently made your first sale. Check how your mechanism works

Warehouse analytics can be checked in the "Reports" - Warehouse section

Go to the report, choose the period you are interested in, adjust the table view to your liking, add or remove columns depending on the information you want to see in the report - you are completely free in your choice and capabilities.

All reports in Kerui™ are similar in their structure and settings features. The only difference is the information they contain, according to the request

You and your employees can easily track the initial availability, shipments, and actual balances - the entire turnover of your business

Check the status of mutual settlements

You created your first sale, and the product report confirms the shipment, but what about mutual settlements?

Let's return to our partners. We have already noted that the partner record in Kerui™ is not just of an informative nature. This record contains absolutely all information: all documents where the selected partner was specified. All this data and the state of mutual settlements are also displayed in analytics

Go to the "Reports" section and choose the report by partners. Specify the needed period - and Kerui™ will immediately display detailed information on the status of mutual settlements with each of your partners: whether there were receipts or expenditures, in what quantities, and what the final balance is. Everything is easy, fast, clear, and detailed

And you can also print, export to an Excel file, or share the report with your employee, even if they do not have access to your Kerui™ portal

Receive funds from the client

Having analyzed the mutual settlements report data, your accountant Mrs. Nataliia noted that manager Oleksiy has not yet entered the funds for the first sale into Kerui™. However, the payment from the partner is already visible in your bank statement

Let's record the receipt of funds for your first sale in Kerui™. You can go to your recently created "Sale of goods and services" document and create a "Money receipt" document based on it, or open the "Finances" section and create a "Money receipt" document directly there. Specify the amount, partner, category, and account

This action will immediately reflect in the mutual settlements between you and your partner, ensuring transparency and consistency in Kerui™

Analyze financial balances

All your actions - created documents and entries - are important components of a single mechanism of your business. With the help of Kerui™ you can easily optimize, track, and organize them

And where would we be without basic analytics? Reports help make right and balanced decisions

Thanks to the financial report, you see the general picture of cash flow: what comes in and what goes out. And clearly understand what generates income and what creates expenses in your business

Good luck with your work

Kerui™ is a powerful environment for automating accounting, managing finances, sales, projects, purchasing, warehouse, manufacturing, and internal processes of the company

Kerui™ adapts to your business - not the other way around. You just need to start

If you have any questions - we are always here for you

Support service, interface tooltips, and documentation will help make each next step even simpler