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: Processing Customer Returns
Overview It is possible to email multiple invoices/documents to multiple email address set up on a account, so more than one person receives the email and document. Configuration For this happen you need to set up Email Document Types in the company ...
Found in: Emails
Overview The history matrix allows you to easily add items that a customer has previously bought and would like to purchase again. This is useful if they can't remember the precise name or colour of the item. Usage In the sales order in edit mode. ...
Found in: CRM & Communication Log
Question/Problem When creating sales orders for an account customer, the system displays a pop saying the Customer is over their Credit Limit. How can this be stopped? Resolution/Solution The warning itself is hard coded and can't be changed however ...
Found in: Orders & Payments
Overview If a customer wishes to purchase the same items as they have done on a previous sales order, then you can do this quickly and easily by copying the original sales order. If the customer then wishes to add more items, you can do this too. A ...
Found in: Creating Sales Orders & Getting Started
Introduction This setup guide is designed to work alongside the training you undertake to help you set up your Khaos Control Cloud for your business. There are tooltips available to describe each option within the application itself, just hover your ...
Found in: Creating Sales Orders & Getting Started
Information This page contains the field mapping requirements for customer and supplier imports. This page is also available to download as a PDF from the attachments tab. An example Customer / Supplier import file is available on the attachments ...
Found in: Data Import
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
Purpose If you have a number of price lists sharing much of the same data, you can save time creating them by duplicating the price lists and then making any necessary changes. How to duplicate a price list: To duplicate your price list you will need ...
Found in: Pricelists
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 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 How do I get a backup of my system? Solution There are two options; you can run the Ad-Hoc reports as and when you require, or you can have your backup emailed automatically to you via email triggers using the steps below: Ensure you ...
Found in: Billing & Services
You can add a web teaser or comment against a stock item, as described in the video. A step by step guide can be found below the video. Open the stock item record. Go to the Telesales/Internet tab. Enter Edit mode. Enter free text into the Web Teaser ...
Found in: Channels
Overview This video explains how you send the courier information for your sales orders to your courier when you have courier integration setup in the system. The previous step is covered in the video How To Confirm the Shipment of a Sales Order. ...
Found in: Addresses & Delivery
Overview The below will explain the difference between Run to Zero and Discontinued stock, and when to use each of them. Usage These two functions often operate one after the other as stock reaches the end of it's availability or lifespan. You can ...
Found in: Reordering & Suppliers