Overview With the Sales Order located within the Shipping stage of [Sales Invoice Manager], go to the [Confirm Shipment] screen. Click Edit. Move the orders from the bottom 'Shipped' grid to the top 'To be Shipped' grid. This can be done by either ...
Found in: Credits & Refunds
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
Question/Problem How can we view customers credit limits? Resolution/Solution It is possible to view your account customers' credit limits in the Accounts - Debt Management screen, but note that this will only include customers who currently have an ...
Found in: Orders & Payments
Overview Using the postcode finder helps make entering addresses easier and reduces errors. A step by step guide can be found below the video. Steps In a Company Record, go to the Address & Contact tab. Enter Edit Mode. Use the New button to add a ...
Found in: Addresses
Problem/Question We have rebranded and need the change our company name in KCC, how is this done? Solution In order to change your KCC produced documentation and emails you need to: Go to [System Setup | System Values]. From within the General tab ...
Found in: General
Overview When an order imports from a channel it will use criteria to try and match/merge company records before creating another one. Specification The system matches on the company Code (URN) and if that is not found it will look at the Addresses, ...
Found in: Importing Orders
Overview You can print or email a customer a copy of their sales invoice and delivery note for their records. This video shows you how you can do this. A step by step guide can be found below the video. You can check later that an email was sent by ...
Found in: Common Actions
Overview How do your customers and suppliers wish to be contacted? This video explains how you setup your Data Protection options and whether they apply to companies or to individual contacts. There are instructions below the video. Steps Go to ...
Found in: CRM & Data Protection
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
Overview The process of integrating Opayo with your Khaos Control Cloud system will need to be done by the Admin user of your system, and will require access your Opayo account. Step By Step Go to [System Setup | Integrations | Opayo]. Enter your ...
Found in: Opayo
Overview Setting up different email addresses for different document types ensures that the emails that you are sending out from Khaos Control Cloud go to the correct recipient. A step by step guide can be found below the video. Steps Open the ...
Found in: Emails
Overview How to mark a customers address as requiring a Customs Invoice Notes This assumes you have configured your custom invoices. Customs Invoices Configuration When creating a new customer Click on the blue button at the top of the screen. Select ...
Found in: Addresses & Delivery
Overview Document and Email Settings is found within System Setup from the left navigation bar. The Documents and Email Settings screen allows you customise certain aspects of your documentation and reports to suit your needs and also allows you set ...
Found in: Documents
Information This page contains the field mapping requirements for importing existing sales orders into Khaos Control Cloud (KCC). MANDATORY FIELDS Mandatory fields vary depending on the complexity of the data you are intending to import. Notes A ...
Found in: Data Import
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: Sites