Overview The following video explains how you create a new quotation. There are step-by-step instructions below the video. Steps Select New Sales Order from the blue button at the screen. Use the filters to find and select the customer you wish to ...
Found in: Quotations & Proformas
Overview This video will show you how Nominal Classifications can be used in Khaos Control Cloud. A step by step guide can be found below the video. Setup In System Setup open System Data. Double Click on Nominal Accounts Classification to open the ...
Found in: Nominals
Overview Stock Types enable similar stock items to be grouped together. The term Stock Type can be interchangeable with Category, as used by Amazon and Ebay. Khaos Control Cloud requires each product to belong to a Level 2 stock type which in turn ...
Found in: Getting Started with Stock
Overview You can use Keycodes to add free or reduced price stock items to a sales order. This means that you can report on the sales and the items sold by filtering on the keycode. A step by step guide can be found below the video. Steps Open the ...
Found in: Keycodes
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
Overview This video shows you how to analyse your customer returns. A step by step guide can be found below the video. Steps In Returns, click on the Returns Analysis button. Use the Filters button to run the report by Date Range and/or Return ...
Found in: Processing Customer Returns
Overview You can raise a refund for an item at the price that was originally paid by the customer. Usage You can see the items a customer has purchased in the [Customer Service | Product Analysis] screen. Steps Go to [Company] and select the customer ...
Found in: Processing Customer Returns
Overview There are several steps required to perform a stock take, the following steps are a suggestion only. Usage Pause the import of sales orders from the channels. In the Channels screen for each of your channels, toggle the Don't import orders ...
Found in: Stock Adjustments
Overview The method used to perform bank reconciliations is described in the following video. The step-by-step instructions are below the video. Steps Open the bank account. Use the filters to refine your entries and populate the grid. Click on the ...
Found in: Bank Account
Overview The below will show you how to view all current sales orders a specific stock item is allocated to. Usage This can be done quickly by filtering Back Order Manager. Go to [Despatch | Back Order Manager]. Click the Filters button and set the ...
Found in: Booking In & Levels
Overview Universal Lookup allows you to find documents even if you don't know what type of document you are looking for. Find out more by watching the video, or use the step by step guide below the video. Steps Click on the Magnifying Glass symbol ...
Found in: User Interface
Overview This is a daunting task for any business manager moving to a new system. The articles below are intended to guide you through the process and highlight any processes that you should test prior to considering going live. This is to ensure ...
Found in: Testing & Go Live
Overview The below will show you how to apply a keycode to a sales order in Khaos Control Cloud. Usage In a sales order that is in Edit mode: Go to the Additional tab. Click on the Add + Keycode Code button to add the keycode. Use the filters in the ...
Found in: Payments & Pricing
Problem/Question Unable to search for an entry that includes an apostrophe. Solution This primarily affects companies with an apostrophe in the title, such as L'Oreal, Carluccio's and K'Nex. You can use wildcards in your search string in addition to ...
Found in: General
Overview In order to remove an email address allocated to a customer you can follow these steps: Steps Select the Company tab on the Navigation bar. Find the Customer you want to update using the filters. Click the Edit Button so that the information ...
Found in: Emails