Getting started

Nomenclature

Nomenclature is a module of Kerui™ which stores a complete list of goods, materials and services used in the company’s operations

Its purpose:

  • maintaining a single directory of goods and services

  • quickly adding items to documents (offers, sales, purchases)

  • fixing prices, units of measurement, and characteristics

  • standardizing data to avoid errors and duplication

  • acting as a basis for inventory and financial accounting

Location

"Nomenclature" is located on the navigation panel on the left, in the "Data" section

The nomenclature list is displayed in a tabular format. Its view can be changed according to your own criteria using filters, columns, and other tools. Here you can immediately view general information about the product: quantity, value, etc.

Creation

You can create a new nomenclature by clicking "+" on the navigation panel or the "+Create" button on the start page of the module

Nomenclature creation form:
  1. Name - the name of the product, service, or inventory

  2. Stock Keeping Unit (SKU) - a unique identifier or product code (entered  manually or automatically)

  3. Type - a characteristic indicating which accounting category the nomenclature belongs to. There is a choice between three types: product, service, and inventory

  4. Units of measurement - used for quantitative accounting (e.g., pcs, l, kg, m, etc.)

  5. Brand - the name of the manufacturer or trademark (optional field)

  6. Category - the group to which the nomenclature belongs (optional field) 

  7. Supplier - counterparty from whom the nomenclature was purchased (optional field) 

  8. Selling price - the retail price for customers

  9. Purchase price - the cost of purchasing the nomenclature from the supplier

  10. Notes - a field for additional information about the item

Nomenclature card

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

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

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

  1. General info

    The main page of the nomenclature card, containing general information about the nomenclature, its cover image, a brief overview of documents related to the selected nomenclature, and data on product availability as of a specific date

  1. Accounting

    Data on turnover transactions. You can view  all transactions carried out in relation to the selected nomenclature (orders, transfers, sales, payments, etc.). In simple terms, view all documents containing the selected nomenclature

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

  2. Properties

    Additional characteristics, custom fields, defined by the user depending on their needs (for example, the number of units in a box, etc.)


  3. Files

    An archive of uploaded files or images, used to create a nomenclature cover, store doc scans, warranty cards, or quality certificates

Only one image can be the nomenclature cover; all other images will be available in the files library

  1. Pricing

    The ability to set certain pricing rules for a product. For example: the cost of a product for orders of 1 to 5 units is 300 UAH, and for purchases of 6 to 10 – 280 UAH. Thanks to this feature, when adding a product to an invoice, Kerui™ will automatically use the specified formula (this is not a standard feature; if necessary, it can be configured in "Features")


  2. Bundle

    A tool for creating bundled items, such as gift sets, etc. (this is not a standard feature; if necessary, it can be configured in "Features")


  3. Substitutes

    A feature allowing you to select alternative goods and use them directly during order creation

    Selected items can be quickly used as a substitute in case of absence or a need to change the product


  4. Barcodes

    Product barcode. The identifier can be added by "Scanning" with the device's camera or entered manually (not a standard feature; if necessary, it can be configured in "Features")

  5. Communication

    A section in the nomenclature card showing all changes and interactions related to the selected item. The history of actions is saved here, and we can also write comments to discuss details and coordinate work

  6. Details

    Functionality for editing or adding main information about the nomenclature. Here you can change the name, unit of measurement, category, price, add notes, etc.

Nomenclature reports

The "Reports" tool allows you to view detailed analytics on the nomenclature

Cloning nomenclature

The "Clone" tool allows you to create a product or service identical to the original with all characteristics (basic information) and file library 

The cloned nomenclature will differ from the original by its SKU value (which is unique), the lack of turnover operations (as there were no postings), and properties

Deleting nomenclature

Nomenclature cannot be deleted - it can only be moved to the archive

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