Overview This video will show you how to use the Customer Visit Report in Khaos Control Cloud. This report gives you an overview of your customer, their address, their order history for both this year and the previous year and contact details. There ...
Found in: CRM & Data Protection
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: Quotations & Proformas
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: Quotations & Proformas
Overview The Comm Log is where you can add notes about any contact you have had with a customer, whether it is inquiries about products or debt chasing. The entries for all customers can be viewed in one grid, check out the video to see how to do ...
Found in: Communication Log
Overview Quote weightings are used to help the user determine how likely a quote is to being converted into a sales order. The following video explains how they are used and there are step by step instructions below the video. Quote weighting must be ...
Found in: Quotes
Overview The following video explains how you can delete a communication log entry in the Leads (Comm Log) screen. Step by step instructions are below the video. Steps Open CRM. Click on Leads (Comm Log). Double click on the company you wish to ...
Found in: Communication Log
Overview Quote weightings are used to help the user determine how likely a quote is to being converted into a sales order. The following video explains how to change the weighting . There are step by step instructions below the video. Quote weighting ...
Found in: Quotes
Overview Once a quotation has been printed in the Quotations - Print stage in the Sales Invoice Manager, you can move it into the next stage which is Pending. Once it is in Pending it will be visible in the Opportunities (Quotes) grid in the CRM. ...
Found in: Common Actions
Overview Do you want to record why you failed to convert sales orders into a quotes so you can improve your selling? Then having setup quotation reasons in System Data , you can then add these to unsuccessful quotes and see if there is a pattern for ...
Found in: Quotes
Problem/Question How do I get a backup of my system? Solution There are two options; you can run the Ad-Hoc reports as and when you require, or you can have your backup emailed automatically to you via email triggers using the steps below: Ensure you ...
Found in: Billing & Services
Overview Quotation Weightings allow you to see how likely it is that the customer is going to convert their quotation into a sales order; the higher the percentage the more likely it is that you will get the sale. Quotation Weightings are setup as ...
Found in: Quotations & Proformas
Introduction This setup guide is designed to work alongside the training you undertake to help you set up your Khaos Control Cloud for your business. There are tooltips available to describe each option within the application itself, just hover your ...
Found in: Creating Sales Orders & Getting Started
Overview This video explains how you export customer details to MailChimp. Step by step instructions are below the video. Steps Go to [Reports | Customer Sales]. Select the customers you wish to export to Mailchimp. Click Actions. Click Export to ...
Found in: MailChimp
Overview This video will show you how to set up reasons that you can use to record why quotations are unsuccessful. A step by step guide can be found below the video. Steps In System Setup, open System Data. Double click on the Quotation Reasons line ...
Found in: Quotations & Proformas
Overview This video explains how to export posted purchase invoices to an integrated accounts package such as Xero and Quickbooks. There are instructions below the video. Steps Go to [Accounts | Accounts Synchronisation] . Click the Export tab. Green ...
Found in: Quickbooks