Overview Once a quotation has been printed in the Quotations - Print stage in the Sales Invoice Manager, you can move it into the next stage which is Pending. Once it is in Pending it will be visible in the Opportunities (Quotes) grid in the CRM. ...
Found in: Common Actions
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: Quotations & Proformas
Overview There is no specific area in KCC for corporation tax however it is possible to reflect the payment of corporation tax on the system accounts. Usage The process of doing this is the same as it were a utility bill or other expense on the SP ...
Found in: TAX Register & Taxing
Overview You can add a comm log entry for a sales order Configuration With the sales order open in Edit mode, select the CRM tab. Click +New and populate as required. Notes/Caveats Entries made against a sales order will also be visible from within ...
Found in: CRM & Communication Log
Overview This video explains how you create a build stock item, adding the child items and other options available. A step by step guide can be found below the video. Steps Create a stock controlled build parent item. Go to the Relationships tab. ...
Found in: Packs & Builds
Overview The below will show you how to create new batches and reconcile your bank accounts using rolled up batches. Usage Add items to batch, either new or existing batch Open the Bank Account. Filter for the transactions you wish to add to a batch, ...
Found in: Bank Account
Overview If you have searched the KCC Knowledge Base and can't find what you're looking for or if you are getting an error message, you will need to submit a ticket. When you submit a ticket using one of the methods described below, a Zoho Ticket ...
Found in: Ticket Portal / Support
Overview This video will show you how to use the Customer Visit Report in Khaos Control Cloud. This report gives you an overview of your customer, their address, their order history for both this year and the previous year and contact details. There ...
Found in: CRM & Data Protection
Overview Do you want to record why you failed to convert sales orders into a quotes so you can improve your selling? Then having setup quotation reasons in System Data , you can then add these to unsuccessful quotes and see if there is a pattern for ...
Found in: Quotes
Overview The Comm Log is where you can add notes about any contact you have had with a customer, whether it is inquiries about products or debt chasing. The entries for all customers can be viewed in one grid, check out the video to see how to do ...
Found in: Communication Log
Overview You can include a previously excluded company so that they do appear in the communication log, the following video explains how to do this. There are step-by-step instructions below the video. Steps Open CRM. Click on Leads (Comm Log). Click ...
Found in: Communication Log
Overview This video shows you how to create a new customer return from a sales order. Other videos show you how to process your return. A step by step guide can be found below the video. Steps Go to the original Sales order. Select the item(s) that ...
Found in: Creating Customer Returns
Overview This video explains how you create and process a customer return where the items being sent out to the customer are worth more than the items being returned. The customer will need to pay the difference. There are instructions below the ...
Found in: Creating Customer Returns
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 below explains how you create and process a customer return where the items being sent out to the customer are the same as the items being returned, or they are of the same value. For example where the customer received the items but ...
Found in: Creating Customer Returns