Khaos Control Cloud Setup Guide - System Data - Company Types


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 Types

Company types allow you to further define customers and suppliers, for example you could have a company classification of ‘trade’ and use company types to specify hardware, stationery, catering, etc. They are selected using a 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.

Adding a Company Type

To add a Company Type:
  1. Click the Edit button.
  2. Click the + New button.
  3. Enter the description for the type of company that will appear in the drop-down menus.
  4. Repeat steps 2 & 3 for additional Company Types.
  5. Click the Save Screen button.
A video on setting up Company Types can be viewed below.

Editing a Company Type

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

Deleting a Company Type

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

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