Overview You can create packs, also known as move with or bundle relationships. This video explains the process: Steps Create a non stock controlled pack parent item. Go to the Relationships tab. Enter Edit mode. Use the Relationship Type drop down ...
Found in: Packs & Builds
Overview There are different methods of creating a Delivery Note to book stock into Khaos Control Cloud. This video explains how to do this from the Purchase Order. A step by step guide can be found below the video. Steps Open the Purchase Order. Use ...
Found in: Creating Delivery Notes
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
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 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: Nominals
Overview This setup guide is designed to work alongside the training you undertake to help you set up Khaos Control Cloud for your business. There are tooltips available to describe each option within the application itself, just hover your mouse ...
Found in: Managing Users
Overview You can easily produce a pdf statement that can then be emailed or posted to the customer. This video explains how you can do this and there are step by step instructions below the video. Steps Open the Company Record . Use the Actions menu ...
Found in: Crediting, Invoicing & Statements
Overview Every customer must be assigned a company class. These can be used for promotions and analysis. Company classes can also be set up with default financial information such as payment terms and terms, etc. This video explains the options ...
Found in: CRM & Data Protection
Overview In accounting terms, a contra account is used to offset the value of another transaction for example, when the same company is both a supplier and a customer, for example: You have sold goods to the value of £600 to a customer. The customer ...
Found in: Crediting, Invoicing & Statements
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
Information This page contains the field mapping requirements for customer and supplier imports. This page is also available to download as a PDF from the attachments tab. An example Customer / Supplier import file is available on the attachments ...
Found in: Data Import
Overview There are different methods of creating a Delivery Note to book stock into Khaos Control Cloud. This video explains how to do this from the On Order screen. A step by step guide can be found below the video. Steps In Purchasing , open the On ...
Found in: Creating Delivery Notes
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
Purpose If you have a number of price lists sharing much of the same data, you can save time creating them by duplicating the price lists and then making any necessary changes. How to duplicate a price list: To duplicate your price list you will need ...
Found in: Pricelists
Question/Problem When creating sales orders for an account customer, the system displays a pop saying the Customer is over their Credit Limit. How can this be stopped? Resolution/Solution The warning itself is hard coded and can't be changed however ...
Found in: Orders & Payments