Overview This video demonstrates the process of adding stock items to an existing price list. Step by step instructions are below the video. Steps Go to [Promotions | Customer Price List]. Select the pricelist you wish to add products to from the ...
Found in: Pricelists
Overview The following video explains how to add stock items to a purchase order that you are manually creating. There are step-by-step instructions below the video. Steps Make sure you are in Edit mode, else click on the Edit button. Click on the ...
Found in: Creating Purchase Orders
Overview The following explains how to add the location that a stock item is stored in. This is then printed on Pick Tickets so that the warehouse operative knows where to go and find the item to pick. Usage Open the stock item if the item is not ...
Found in: Sites
Overview This video will show you how to set up different stages for debt chasing. A step by step guide can be found below the video. Steps In System Setup, open System Data. Double Click on the Debt Stages line to open the table. Enter Edit mode. ...
Found in: Debt Management
You can add a web teaser or comment against a stock item, as described in the video. A step by step guide can be found below the video. Open the stock item record. Go to the Telesales/Internet tab. Enter Edit mode. Enter free text into the Web Teaser ...
Found in: Channels
Overview This video explains how to enable the synchronisation between Khaos Control Cloud and an integrated accounting package. Step by step instructions can be found below the video. Steps Go to [System Setup | System Values]. Select the Accounts ...
Found in: Any
Overview This video explains how to use the Accounts settings in System Values. There are step by step instructions below the video. Steps Go to [System Setup | System Values | Accounts]. Click Edit. Set the options as required. Use the guide here, ...
Found in: Crediting, Invoicing & Statements
Overview You can add a comm log entry for a sales order Configuration With the sales order open in Edit mode, select the CRM tab. Click +New and populate as required. Notes/Caveats Entries made against a sales order will also be visible from within ...
Found in: CRM & Communication Log
Overview This video explains how to create a special offer that is triggered by the sales order value. Step by step instructions are below the video. Video Steps Go to [Promotions | Special Offers]. Click Edit. Enter the order value details required ...
Found in: Special Offers
Overview This video explains how you add stock items to a Supplier Return. A step by step guide can be found below the video. Steps Ensure the Supplier Return is in Edit mode. Use the New Item button to add the item(s) being returned from the Stock ...
Found in: Creating Supplier Returns
Overview The below will show you how to delete an item that has been added to a purchase order in error. Usage In the purchase order in Edit mode. Green select the item, or items. Click on the Delete button to remove the item(s).
Found in: Common Purchase Order Actions
Overview This video will show you how to set up Nominal Classifications in Khaos Control Cloud. There are also step by step instructions below. Steps Go to [System Setup | System Data | Nominal Account Classification]. Click Edit. Click +New. Enter ...
Found in: Nominals
Overview You can copy an existing stock item to create a new one. This is very useful if you have similar stock items. A step by step guide can be found below the video. Steps Open the Stock Item record. Use the Actions button to select Copy Stock ...
Found in: Getting Started with Stock
Overview This video explains the use of the 'Create Authorised Invoices' toggle in the Xero synchronisation screen Steps When this feature is enabled all invoices sent to Xero from Khaos Control Cloud will automatically be marked as authorised within ...
Found in: Xero Accounting
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: Debt Management