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 The following video explains the process to edit an address or contact in 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. This will ...
Found in: Addresses
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
Overview This video describes how you can change the delivery rate in a sales order. A step by step guide can be found below the video. Steps Ensure the Sales Order is in Edit mode. Ensure the Delivery Charge toggle is switched on. Edit the Delivery ...
Found in: Addresses & Delivery
Overview The below will show you how to add a new user to your system. Usage Log in to the Admin Portal. Click on Users. Click on the + Add user button. Enter the name of the user in the dialog. Click the Create button Make a note of the generated ...
Found in: Managing Users
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 There are several steps required to perform a stock take, the following steps are a suggestion only. Usage Pause the import of sales orders from the channels. In the Channels screen for each of your channels, toggle the Don't import orders ...
Found in: Stock Adjustments