Question/Problem How can I add a logo to a new brand? Solution In System Data | Brands, there is button allowing you to upload your brand-specific logos, which will then appear on your branded documentation:
Found in: Branding
Overview In Khaos Control Cloud you can create a Supplier Return and then gradually add items to it. This video covers the initial creation of the Supplier Return. The step by step instructions are below the video. Steps Select New Supplier Return in ...
Found in: Creating Supplier Returns
Overview Every customer must be assigned a company class. These can be used for promotions and analysis. Company classes can also be set up with default financial information such as payment terms and terms, etc. This video explains the options ...
Found in: CRM & Data Protection
Overview This video explains how you can create a new sales order from a customer record or a new purchase order from a supplier record. A step by step guide can be found below the video. Steps Open the Company Record (customer or supplier). Use the ...
Found in: Creating Sales Orders & Getting Started
Overview When setting up EC companies it is useful to understand what happens when the following fields on the Customer General screen are used: Tax Ref EC Company Company pays tax For all the following both the Tax and EU checkboxes in System Data ...
Found in: EC Companies
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 Once you have created your sales order, quotation or proforma order, you then need to add the stock items the customer wishes to purchase to it. This video explains how to do this. A step by step guide can be found below the video. Steps Use ...
Found in: Creating Sales Orders & Getting Started
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 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: Getting Started with Stock
Overview This video explains how to delete a payment in the company statement screen. Step-by-step instructions are below the video. Steps Open the company record. Open the Statement tab. Check that the payment hasn't already been allocated to an ...
Found in: Crediting, Invoicing & Statements
Overview How to mark a customers address as requiring a Customs Invoice Notes This assumes you have configured your custom invoices. Customs Invoices Configuration When creating a new customer Click on the blue button at the top of the screen. Select ...
Found in: Addresses & Delivery
Overview The following explains how to add the dimensions (height, width and depth) and also the weight to a stock item. This can be used when deciding which courier to use, how much to charge and when picking and packing. Usage Open the stock item ...
Found in: Getting Started with Stock
Overview This video will show you how to use the Admin Portal in the system, this can be to add your credit card details, purchase credits, pay for services or add new users. There are step by step instructions below the video to guide you through ...
Found in: Billing & Services
Overview The following video explains how to anonymise a customer record. This can only be preformed by an Admin user. Step by step instructions are below the video. Steps Open the customer record that you wish to anonymise. Click on the Actions ...
Found in: CRM & Data Protection
Overview This video describes the main information that can be entered against a stock item once the stock item has been created, see How to Create a New Stock Item . There are step-by-step instructions below the video. Once the stock item has been ...
Found in: Getting Started with Stock