Settings

Locations

Locations in Keruj are an external storage place for goods or equipment for the purpose of controlling balances and subsequent realization. In simple words, these are external warehouses

Their purpose:

  • accounting of temporary or external storage places of goods

  • fixing the objects of work performance or provision of services

  • temporary placement of materials and tools outside the warehouse

Location

The tool for setting up locations is located on the navigation panel on the left, in the "Settings" section, "Accounting" block

The list of locations is displayed in a table format. Its appearance can be changed according to your own criteria by using filters, columns, and other tools. Creation, editing, and basic configuration of locations for future work with products, balances, and warehouse documents are carried out here

Adding

You can add a new location by clicking the "+Add" button on the main page

Form for creating a location

  1. Name - name of the location

  2. Accountable person - responsible person (a participant of your Keruj space)

  3. Notes - field for additional information

Location card

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

  1. Main

    The main page of the location. Here you have the opportunity to familiarize yourself with all general information about the location and the latest documents

  2. Accounting

    Data on the implemented processes with products. Here you can view all documents where the selected location is used


  3. File library

    Archive of uploaded files or images, used for storing document scans, warranty cards or quality certificates, etc.


  4. Properties

    these are additional criteria, custom fields created by the Keruj user depending on the needs and agreements between the parties (for example, these can be delivery terms of the product, etc.)


  5. Details

    General information about the location, which is added during creation. Here you can change the name of the location, add notes, pin a responsible-accountable person or, if necessary, delete the record

    Deleting a location is possible only if the user has the appropriate access rights and there is no related data. If nomenclature, warehouse documents or other dependent information is linked to the location, deletion will be unavailable

Location in documents

In most documents of Keruj that relate to nomenclature and warehouse accounting, when creating a document, you need to select a warehouse (it can be a warehouse for arrival, transfer, etc.). Among the proposed list of available warehouses, locations are also displayed

Information about the location/warehouse to which the document belongs is contained directly in the document. By clicking on the icon at the end of the "Warehouse" field, you will be automatically transferred to this warehouse or location

Adding participants

Participants are company employees who are granted access rights to certain information. Unlike an accountable person, you can assign several participants to a location

Archiving

Since deleting a location is not possible when there is related data, the record can be moved to the archive. This allows you to remove the location from active use without losing important information and transaction history



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