Overview The following video explains how to add a new contact against a company record. Step by step instructions are below the video. Steps Open the company record. Open the Address & Contact tab. Click on the Edit button. Focus on the address you ...
Found in: Addresses
Overview The following video explains how to add a new address for a company record. Step by step instructions are below the video. Steps Open the company record. Open the Address & Contact tab. Enter Edit mode. Click on the +New button above the ...
Found in: Addresses
Overview This video shows you how to deactivate addresses and contacts, for example if the customer moves or a contact leaves the business. This should be the process rather than deleting the address or contact so that the audit trail of historic ...
Found in: Addresses
Overview The following video explains the process to edit an address or contact in a company record. Step by step instructions are below the video. Steps Open the company record. Go to the Address & Contacts tab. Click on the Edit button. This will ...
Found in: Addresses
Overview The following video explains the steps to create a new company record, either a customer or supplier. Step by step instructions are below the video. Method One Click on the blue button at the top of the screen. Select New Company. Confirm ...
Found in: Getting Started with Companies
Overview The following video explains the process to delete an address or contact from a company record. Step by step instructions are below the video. Steps Open the company record. Go to the Address & Contacts tab. Click on the Edit button. If ...
Found in: Addresses
Overview The following video explains how you can add a communication log entry in the company record. The step by step instructions are below the video. Steps Open the company record that you wish to add a Comm Log entry for. Click on the CRM tab. ...
Found in: CRM & Data Protection
Aim To create a new site in Khaos Control Cloud. Sites, both physical and virtual, can be set up with details such as address and the main contact etc. Stock can be delivered to sites so orders can be fulfilled from that site, for example Amazon ...
Found in: Sites
Overview In Khaos Control Cloud you can create a Supplier Return and then gradually add items to it. This video covers the point when you wish to close the return and create a Purchase Credit Note. The step by step instructions are below the video. ...
Found in: Creating Supplier Returns
Overview Adding a new payment that can then be allocated to an invoice, for either a customer or supplier, is covered in the video below. A step by step guide can be found below the video. Steps Open the Customer/Supplier record. Go to the Statement ...
Found in: Crediting, Invoicing & Statements
Overview The below will show you how to add a new user to your system. Usage Log in to the Admin Portal. Click on Users. Click on the + Add user button. Enter the name of the user in the dialog. Click the Create button Make a note of the generated ...
Found in: Managing Users
Overview This video will show you how to set up the different address types you may want to use in the system, for example when defining the type of customer's address. A step by step guide can be found below the video. Steps In System Setup, open ...
Found in: Addresses
Overview The following video explains how you add stock items to the customer return once it has been created, see How To Create a New Customer Return. There are step-by-step instructions below the video. Steps Open the return. Click on the + New ...
Found in: Creating Customer Returns
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 ...
Found in: CRM & Data Protection
Overview The following video explains how you create a new quotation. There are step-by-step instructions below the video. Steps Select New Sales Order from the blue button at the screen. Use the filters to find and select the customer you wish to ...
Found in: Quotations & Proformas