Overview It is possible to add a communication log entry from a sales order. This will then appear in the customer's Comm Log. This is useful if the customer has a query or if they want you to know something, for example changes to their ...
Found in: CRM & Communication Log
Overview In accounting terms, a contra account is used to offset the value of another transaction for example, when the same company is both a supplier and a customer, for example: You have sold goods to the value of £600 to a customer. The customer ...
Found in: Crediting, Invoicing & Statements
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 add a new address for a company record. Step by step instructions are below the video. Steps Open the company record. Open the Address & Contact tab. Enter Edit mode. Click on the +New button above the ...
Found in: Addresses
Overview This video explains how to export issued sales invoices to an Integrated Accounts p. There are instructions below the video. Steps Go to [Accounts | Accounts Synchronisation]. Click the Export tab. Click Actions then click Upload Data. You ...
Found in: Quickbooks
Overview There are different methods of creating a Delivery Note to book stock into Khaos Control Cloud. This video explains how to do this from the Purchase Order. A step by step guide can be found below the video. Steps Open the Purchase Order. Use ...
Found in: Creating Delivery Notes
Overview This video shows you how to post a journal in the accounts section of the system. Step by Step instructions can be found below the video. Steps 1. In Accounts, click on Journal. 2. Enter Edit Mode. 3. Adjust Journal Date if necessary (the ...
Found in: Journal
Question/Problem Quantities have been incorrectly entered on a PO but I have posted the purchase invoice to my accounts, is it possible to amend the PO even after it has been marked as delivered? Resolution/Solution This is a complex issue and you ...
Found in: Crediting, Invoicing & Statements
A proforma order can be used to assign stock to an order prior to payment, while preventing it being released until it has been paid. A customer can be set to be a proforma customer from the options area of their company screen: This means all their ...
Found in: Quotations & Proformas
Overview Once you have created a customer return, it's important to record the reason why the stock items are being returned. The video below explains how to do this. A step by step guide can be found below the video. Notes/Caveats Return reasons are ...
Found in: Creating Customer Returns
Overview This video explains how to allocate a payment to either a purchase invoice or a sales invoice in the company statement screen. Although the video shows you how to allocate one payment, or credit, to an invoice you can use the same process to ...
Found in: Crediting, Invoicing & Statements
Overview When you have processed a supplier return in KCC, you will then create a purchase credit note. Once you have received the credit note from your supplier, you will then need to post the KCC credit note to the accounts and to the supplier ...
Found in: Processing Supplier Returns
Overview This video shows how you can setup a Special Offer to automatically add items to sales orders. You can configure this to add different quantities so the customer can decide whether they wish to purchase the items or not. A step by step guide ...
Found in: Special Offers
Overview This video explains how to copy a sales order, quotations or proforma order to a different customer, for example where they want to purchase identical items. There are step-by-step instructions below the video. Steps Open the existing sales ...
Found in: Creating Sales Orders & Getting Started
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