Khaos Control Cloud Setup Guide - System Data - Company Status


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 Status

This is where you can set up the options that will populate the company status drop-down in the company record’s general tab. Once set, they can be used as a filter in the company list screen and the sales reporting screens. The default settings are ACTIVE and DORMANT, but others can be added if required.
Please Note:
The company status setting has no effect on whether or not a customer can place orders.

Adding a Company Status

To add a Company Status:
  1. Click the Edit button.
  2. Click the + New button.
  3. Enter the description for the company status at it will appear in the drop-down menus.
  4. Repeat steps 2 & 3 to add an additional Company Status.
  5. Click the Save Screen button.
A video on adding a new Company Status can be viewed below.

Editing a Company Status

To edit a Company Status:
  1. Click the Edit button.
  2. Change the details in the Company Status table as required.
  3. Click the Save Screen button.

Deleting a Company Status

To delete a Company Status:
  1. Click the Edit button.
  2. Green select the Company Status(es) that you wish to delete.
    1. It is not possible to delete a Company Status that is in use. All companies assigned to this Company Status must be have this removed before it can be deleted.
  3. When you have finished deleting Company Status(es) click the Save Screen button.

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