Overview There are different methods of creating a Purchase Order which are explained in this video. A step by step guide can be found below the video. From the Reorder Report: In Stock Tools, open the Reorder Report. Use the Filters button to turn ...
Found in: Creating Purchase Orders
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
Overview By setting up your minimum and safe levels against a stock item, you can use the Reorder List to see which of your stock items require reordering. It is then a simple process to create a purchase order from this screen, check out the video ...
Found in: Creating Purchase Orders
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 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
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 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
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
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 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 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: Keycodes
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 This video will show you how to create a copy of an existing SP ledger entry. Step by step instructions can be found below the video. Steps 1. In Accounts, open the SP Ledger and locate the entry you wish to duplicate. 2. Go into Edit Mode. ...
Found in: SP Ledger
Overview The following video explains how you can add a communication log entry in the company record. The step by step instructions are below the video. Steps Open the company record that you wish to add a Comm Log entry for. Click on the CRM tab. ...
Found in: CRM & Data Protection
Integrating with Xero Introduction This guide details the steps required to enable and configure your Xero Integration in Khaos Control Cloud in order to start exporting information to your Xero account. There are help videos in the different ...
Found in: Xero Accounting