Khaos Control Cloud Setup Guide - System Data - Price Lists

Overview

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. 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.

Price Lists

This screen is where you set up your Price Lists which are one of the key [Promotions] on the system. They allow you to define prices that are restricted to specific groups of customers by attaching it to their record in their [Company | Structured Pricing] tab. Each company class that is created in the system will have a similarily named Price List created at the same time.

Adding a new Price List

To add a new Price List:
  1. Click the Edit button.
  2. Click the + New button.
  3. Fill in the table as required for your new Price List(s). See field descriptions below.
    1. Description
      1. The name of the Price List, for example, Trade, Retail, Key Customer.
    2. Price List
      1. Determines if this is a price list.
    3. Net Prices
      1. Determines if prices on this Price List are Net (Enabled) or Gross (Disabled).
    4. Active
      1. Determines if this price list is active.
  4. Repeat steps 2 & 3 as required.
  5. When finished click the Save Screen button.
A video on this procedure can be viewed here, Setting up Price Lists.

Changing a Price List

To change operation or name of price list (not the the stock items listed on it):
  1. Click the Edit button.
  2. Amend details as required.
  3. Click the Save Screen button.

Deleting a Price List

To delete a price list:
  1. Click the Edit button.
  2. Green select the line(s) you wish to delete.
    1. It is not possible to delete a price list in the following circumstances - in this case disable the Active checkbox:
      1. If it has stock items listed on it.
      2. If it has been used for the pricing on at least one sales order.
  3. Click the Del button.
  4. When finished click the Save Screen button.

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