Overview It is possible to suggest a new feature within Khaos Control Cloud. There are 2 ways in which you can do this: 1. Whilst logged into Khaos Control Cloud, you can go to the user menu and select 'Suggest a Feature'. 2. You can go to our ...
Found in: User Interface
Overview The following video explains how to create a new stock item. There are step-by-step instructions below the video. Steps Click on the blue button at the top of the screen Select New Stock Item. Click Yes I do in the popup. You will then need ...
Found in: Getting Started with Stock
Overview The following video explains how to add, or update, the lead time for a stock item that you purchase from a specific supplier. You can also define a generic lead time against a stock item and the system will use this if there is no lead time ...
Found in: Getting Started with Stock
Overview This video shows you how to create a new customer return from scratch. Other videos show you how to process your return. Step by step instructions can be found below the video. Steps From the Returns area, click the blue New Customer Return ...
Found in: Creating Customer Returns
Overview This video explains how you can change the invoice or delivery address on a sales order. There are step-by-step instructions below the video. Steps In a sales order in Edit mode: Click on the Customer tab. Select the address in the upper ...
Found in: Addresses & Delivery
Overview The following video explains how to create a new sales order. There are some basic instructions below the video with the steps to create a sales order. Steps Click New Sales Order in the blue button drop down. Search for the customer that ...
Found in: Creating Sales Orders & Getting Started
Overview This video will show you how to set up different statuses used in a company record. A step by step guide can be found below the video. Steps In System Setup, open System Data. Double click in the Customer Status line to open the table. Enter ...
Found in: CRM & Communication Log
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: CRM & Data Protection
Overview This video explains how to set up a special offer in Khaos Control Cloud. There are also step by step instructions below the video. Steps Go to [Promotions | Special Offers]. Click Edit followed by +New. Select the stock item you wish to ...
Found in: Special Offers
Overview Once you have created a company record you need to set it up to either be a customer or supplier. A step by step guide can be found below the video. Steps Open the Company General tab. Use the Supplier toggle to denote whether the company is ...
Found in: Getting Started with Companies
Overview The following video explains how to create a new stock item. There are step-by-step instructions below the video. Steps Click on the blue button at the top of the screen Select New Stock Item. Click Yes I do in the popup. You will then need ...
Found in: Getting Started with Stock
Overview The following video explains how you can add a communication log entry in the Leads (Comm Log) screen. Step by step instructions are below the video. Steps Open CRM. Click on Leads (Comm Log). Double click on the company you wish to add the ...
Found in: Communication Log
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
Overview Just as you can use the postcode lookup to look up UK addresses, you can also do this for US addresses Usage For addresses in the United States you need to enter the first line of the address, and optionally (although ideally) the state ...
Found in: Addresses
Overview You can add images into a stock item, this video shows you the process. It also shows you how you can remove an image. A step by step guide can be found below the video. Usage To add an image: In the Stock Record, open the Images tab. Enter ...
Found in: Images