Khaos Control Cloud Setup Guide - System Data - Company Classes


This page is intended to compliment the training you undertake to help you set up your Khaos Control Cloud for your business.
The Help menu is also available by clicking on the yellow question mark button in the top right of your screen or selecting Help from the navigation bar within any screen in the system. It’s context-sensitive and will display relevant information depending on where you are within Khaos Control Cloud (KCC). The information includes:
  1. A description of the main page you are using.
  2. Information on the fields within the current screen.
  3. A list of related videos which will guide you through important tasks related to the screen that you are on.

System Data

System Data is found under System Setup from the left navigation bar.
System Data is a list of items that the rest of the system uses in its various screens to function. This is the area allows you to set-up your key central data, such as Customer Types, Tax Rates, Currency Conversions, Stock Types, etc. To enter any of the areas within the System Data grid double click its line.
  1. From within any area of system data you can enter edit mode via the green Edit button at the top of the screen.
  2. The information within system data can be changed at any time however once it has been used it can no longer be deleted.
  3. Save any changes using the Save Screen button in the top right.

Company Classes

All customers and suppliers must be assigned to a company class. These can be used for promotions and analysis. Company classes can also be set up with default financial information such as payment types and terms.

Adding a new Company Class

To add a new Company Class:

  1. Click the Edit button.
  2. Click the + New button.
  3. Fill in the details of the Company Class you wish to create using the descriptions and operations below as a guide.
    1. Description – The name of the Company Class.
    2. Discount – The default discount that any company in the Company Class is given.
    3. Terms (days) – The default payment terms period for account customers, for example. number of days from Invoice Date or Month End. Payment terms period can also be configured as a number of months.
    4. Terms (type) – This is used in conjunction with payment terms period to indicate the default date the terms are calculated from, for example number of days from Invoice Date or Month End.
    5. Credit Limit – The default credit limit set for this customer.
    6. Payment Type – Used to set the default payment type on sales orders created for the customer, for example cash, cheque, credit card, account, voucher, credit note.
    7. Default Price List – The price list that is added to a new customer for that company class if the price list required option on the right is ticked.
    8. Calc Method – The method of calculation to be used when selling to customers belonging to a company class, for example Net Unit (B2B) or Gross Unit (B2C).
    9. Brand – The brand to be used as default for the Company Class.
    10. Sale Nominal – You can have all sales for customers of a particular class post into their own sales nominal account.
    11. Nominal Class – When a customer is created, set their nominal classification as per their Company Class.
    12. Manual Prices – If enabled the system will ignore any promotional prices or discounts set against either the Customer or Customer Class and allow the operator to manually key in the price when adding the Stock Item to the Sales Order.
    13. Search Exclude – If enabled then any customers belonging to that company class will be hidden on customer screen searches unless that company class is selected and the filter is on.
    14. Assign Stock – Assigns stock to sales orders, else if not enabled the stock will be postponed.
    15. Price List – Indicates if the Company Class is a Price List that has been added in the Price Lists screen.
    16. Price List Required – If enabled then a customer with this Company Class can only purchase items contained on the Price List.
    17. Include In Safe Level – This provides an opportunity to exclude the sales orders for particular company classes from the calculation used to reassess the stock safe level, which is then used on the reorder report.
  4. Repeat steps 2 & 3 to add additional Company Classes.
  5. When finished adding new Company Classes click the Save Screen button.
A video showing the above procedure can be viewed below.

Editing a Company Class

To edit a Company Class:

  1. Click the Edit button.
  2. In the Company Classes grid, amend details as required using the above descriptions and operations as a guide.
  3. When you have finished editing click the Save Screen button.

Deleting a Company Class

To delete a Company Class:

  1. Click the Edit button.
  2. Green select the Company Class(es) you wish to delete.
    1. It is not possible to delete a Company Class if it is in use, it must first have all of customers and suppliers within it removed.
    2. Company Classes that are not in use will appear as 'Issues' on your [Dashboard] when you log in.
  3. When you have selected the Company Class(es) you wish to delete click the - Del button.
  4. Once you have finished deleting click the Save Screen button.

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