Overview Sometimes you may wish to perform a like-for-like, or direct, exchange in KCC. Usage Create the Return Go to the original sales order. Green select item(s) to be returned. Click Actions. Click Create Customer Return Note. In the popup dialog ...
Found in: Creating Customer Returns
Overview This video shows you how to change a customer's source keycode. Their source keycode is normally the first keycode associated with the customer, for example how they found out about your business. A step by step guide can be found below the ...
Found in: Getting Started with Companies
Overview You need to setup your tax rates so that the correct rate is applied when purchasing and selling items. See the video for more information: A step by step guide can be found below the video. Steps In System Setup, open System Data. Double ...
Found in: TAX Register & Taxing
Overview This video shows you how to create and process a customer return where the exchange items cost less than the return items and the customer is due a refund. There are step by step instructions below the video. Usage To create the return: Go ...
Found in: Creating Customer Returns
Overview This video explains how to create and process a customer return where the customer wishes to have a refund. Step by step instructions can be found below the video. Steps Open the original Sales Order. Green select the item(s) to be returned. ...
Found in: Creating Customer Returns
Overview This video covers the selecting of data ready to submit your VAT Return and then the process of submitting your VAT Return using Making Tax Digital (MTD). There are instruction below the video. HMRC - New Numbering System Please be aware ...
Found in: TAX Register & Taxing
Overview A customer is entitled to the prices on a Price List if that Price List has been added to a customer record, or the Price List is attached to a Keycode and the customer uses the Keycode on a sales order. This video shows you how you can add ...
Found in: Pricelists
Overview This video shows you how to process customer returns and quarantine stock using sites. There are instructions below the video. Note before you use this option, you will need to setup additional sites, for example Quarantine for the items ...
Found in: Creating Customer Returns
Overview This video shows you how to get your data ready prior to submitting a VAT return. Step by Step instructions can be found below the video. Steps 1. In Accounts, click on Tax Register. 2. Green Select all items in the grid. 3. Use the Actions ...
Found in: TAX Register & Taxing
Overview This video explains how to set up and use country specific VAT in Khaos Control Cloud. There are step by step setup instructions below the video. Steps Firstly, enable Country Specific Tax. Go to [System Setup | System Values | Accounts]. ...
Found in: TAX Register & Taxing
Overview This video will show you how to place a customer on credit stop. Step by Step instructions can be found below the video. Steps METHOD ONE 1. In Accounts, open Debt Management. 2. Green-Select the customer you wish to place on Credit Stop. 3. ...
Found in: Debt Management
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 This video explains how to create and process a customer return where the customer doesn't want any items in exchange, therefore a credit note will be created. A step by step guide can be found below the video. Steps Open the original Sales ...
Found in: Creating Customer Returns
Question/Problem The tax rate used by your supplier is different than that specified in the stock item record, or the VAT Country as per [System Values | General]. Resolution/Solution Before posting the purchase invoice to the accounts, the following ...
Found in: TAX Register & Taxing
Overview This video will show you how to configure your GDPR settings in Khaos Control Cloud so that you can both Hold and Anonymise company data. A step by step guide can be found below the video. Steps In System Setup, open System Values. Click on ...
Found in: CRM & Data Protection