Information This page contains the field mapping requirements for importing existing sales orders into Khaos Control Cloud (KCC). MANDATORY FIELDS Mandatory fields vary depending on the complexity of the data you are intending to import. Notes A ...
Found in: Data Import
Overview A customer is entitled to the prices on a Price List if that Price List has been added to a customer record, or the Price List is attached to a Keycode and the customer uses the Keycode on a sales order. This video shows you how you can add ...
Found in: Pricelists
Overview Sometimes you may need to report on sales split by region. Usage The inbuilt sales reports will give you this information, it just needs filtering to your requirements. Go to [Reports] Select any of the first 4 reports. Product Sales Product ...
Found in: Reporting
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 On Order screen. A step by step guide can be found below the video. Steps In Purchasing , open the On ...
Found in: Creating Delivery Notes
Overview Once you have created a quotation, you need to be able to print a quotation document to send to the customer. This video explains the process to follow and there are step by step instructions below the video. How to Print a Quotation ...
Found in: Quotations & Proformas
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 You can delete a stock item from a sales order, quotation or proforma order if it has been added in error. This video shows you the process to follow. A step by step guide can be found below the video. Steps Enter Edit mode, if not already ...
Found in: Creating Sales Orders & Getting Started
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 This video explains how to delete a sales order and refund a customer. Step by step instructions can be found below the video. Steps Open the sales order to be deleted. Click Edit. Select the Payment tab. Green select the payment to be ...
Found in: Credits & Refunds
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 The video below explains the process of issuing a sales invoice and what happens behind the scenes within the accounts and stock records areas of the system. A list of the areas affected is below the video. Notes/Caveats The following areas ...
Found in: Issuing
Overview Changing a quotation into a sales order when the customer wishes to purchase the items, must be carried out from the sales order screen. The following video explains the process. There are step-by-step instructions below the video. Steps If ...
Found in: Quotes
Problem/Question: When trying to edit a record the system is presenting and error message stating that there is a lock on the database, preventing you from proceeding. Solutions: This can manifest itself in 2 ways. 1. Database entry Locked (Stale ...
Found in: Error Messages
Overview This video will show you the different areas that you can map your sales nominals to in Khaos Control Cloud. How To Create a New Nominal Account explains how to create a new sales nominal and map it to countries. A step by step guide can be ...
Found in: Nominals
Overview The following video explains the process for creating SCS (Size, Colour, Style) stock items. The process involves creating a parent stock items and then creating variations based on the parent stock item. There are step by step instructions ...
Found in: Size, Colour, Style (SCS)