Overview You can include a previously excluded company so that they do appear in the communication log, the following video explains how to do this. There are step-by-step instructions below the video. Steps Open CRM. Click on Leads (Comm Log). Click ...
Found in: Communication Log
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
Overview If you don't want information to be exported to an integrated accounts package, you can manually mark the items as exported. The system will then no longer attaempt to export the items. This video explains how you do this and there are step ...
Found in: Any
Overview The following video explains the process to delete an address or contact from a company record. Step by step instructions are below the video. Steps Open the company record. Go to the Address & Contacts tab. Click on the Edit button. If ...
Found in: Addresses
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 The latest update will switch off auto-populate stock for any systems with over 1000 stock items. This means you will need to either use the filter options above the grid or use the percentage sign to populate the grid prior to using the ...
Found in: Getting Started with Stock
Overview When integrated with an accounting package it is essential that you keep the following two rules in mind: KCC controls your stock, its value and your orders. Although it can be used for some accounts functions, for example debt management, ...
Found in: Quickbooks
Overview Once a quotation has been printed in the Quotations - Print stage in the Sales Invoice Manager, you can move it into the next stage which is Pending. Once it is in Pending it will be visible in the Opportunities (Quotes) grid in the CRM. ...
Found in: Common Actions
Overview Sometimes you may wish to manually push your stock levels to your channels, typically if new items have been added. Usage 1. Go to the stock item screen. 2. Green select the relevant stock items. 3. Select Grid actions in the top right ...
Found in: Overview
Problem I need to add the same products from one price list on to a new price list but at a different price. Is it possible to duplicate a price list? Solution Yes, using grid exports you can create a duplicate a price list. Follow the steps below to ...
Found in: Pricelists
Overview Barcode scanning allows the user to move stock, for example when delivering in goods and also to move invoices in the Sales Invoice Manager. A step by step guide can be found below the video. Steps Enable barcode scanning Click on the ...
Found in: Barcode Scanner
Overview This guide contains the instructions on using the mobile version of Khaos Control Cloud. Instructions found in this article are universal for both Android and IOS devices. The mobile version of the software incudes all features of the system ...
Found in: User Interface
Overview It is possible to setup surcharges for individual products, for example if there is additional packaging or handling that incurs additional costs. This charge is added to the main delivery charge when the products are added to the sales ...
Found in: Pricing
Overview Non banked payments, usually cash and cheques, are not banked automatically by the system like credit card payments. This is because you need to take them to your bank in order to bank them. You then need to replicate this in your accounts. ...
Found in: Bank Account
Overview This video explains how to deal with a supplier delivery when there are items missing. There are step by step instructions below the video. Steps Create the delivery note as usual. In the Delivered column for each item, enter the actual ...
Found in: Processing Delivery Notes