Overview This video shows you how to use the grid menu selection tool in Khaos Control Cloud. There are brief instructions below the video. Steps This feature works on all grids throughout the system. Click the purple cog icon at the top of the grid. ...
Found in: User Interface
Overview The following video explains grid tagging, what it is and how it can be used to streamline your operations using visual indicators. You can find step by step instructions for grid tagging below the video. It is important to remember that ...
Found in: User Interface
Problem/Question If multiple items are green selected, how do you unselected them all at once? Solution With multiple items selected you can click the purple cog wheel above the grid and select Clear Selection.
Found in: General
Overview You can limit a Keycode so that it can only be used once by a customer, for example if you want to give them free delivery on their first sales order. This video shows you how you can do this. A step by step guide can be found below the ...
Found in: Keycodes
Problem/Question How can I export information in a KCC screen? Solution All grids in the system can be exported and if using filters you can use the 'Export Grid data' to produce your report with the displayed results. Filter the grid as required. ...
Found in: User Interface
Overview This video will show you how to check the margin being delivered in a sales order by using the margin report. A step by step guide can be found below the video. Steps Ensure the Sales Order is saved. use the Actions menu to select Margin ...
Found in: Reporting
Overview If you need to add the same values to multiply lines in one go. Usage Our grids have the capabilities for you to bulk update records when needed, this can be done by performing the following steps: Steps 1) Green select the lines you wish to ...
Found in: User Interface
Overview If you want to create a sales order but don't want the stock to be assigned when you save the order, this video explains the process you need to follow. A step by step guide can be found below the video. Steps In the Sales Order , enter Edit ...
Found in: Creating Sales Orders & Getting Started
Overview In the screens in Khaos Control Cloud it is possible to filter for information and sort information in the grids. Usage Sorting the grid By clicking on the column heading you can sort ascending (one click - first picture) and descending (two ...
Found in: User Interface
Overview This video shows you how to use the deliveries dialog in a sales order to find out when an out of stock item is due in. Step by step instructions can be found below the video. Steps Select an out of stock item on your Sales Order. Use the ...
Found in: Addresses & Delivery
Overview The following video explains the despatch process and how to use the Sales Invoice Manager. There are step by step instructions below the video. The Despatch Process Step By Step: Go to [Despach | Sales invoice Manager]. This process assumes ...
Found in: General
See how you can apply the filters you have used in one report and quickly use them in other reports. A step by step guide can be found below the video. Steps To turn on shared filters: In Reports, open the required report. Use the Filters button to ...
Found in: Reporting
Overview This video will show you how to use Quick Despatch in Khaos Control Cloud. This is an alternative to using the Sales Invoice Manger when you wish to quickly print documents and labels and mark invoices as despatched. You can only process ...
Found in: Quick Despatch
Overview This video will show you how to use upsell in sales orders. The items that are shown in the Upsell dialog are items that other customers have bought along with the item that is selected in the grid. A step by step guide can be found below ...
Found in: Payments & Pricing
A proforma order can be used to assign stock to an order prior to payment, while preventing it being released until it has been paid. A customer can be set to be a proforma customer from the options area of their company screen: This means all their ...
Found in: Quotations & Proformas