Overview You can print or email a sales order acknowledgement to a customer, this video explains how to do this from a sales order. There are step-by-step instructions below the video. Steps Open the sales order. Click on the Actions button. Select ...
Found in: CRM & Communication Log
Overview This video explains how to email sales order acknowledgements to your customers from the despatch screen. There are instructions below the video. Steps Go to the Released or Staging areas of [Despatch | Sales Invoice Manager]. Only orders in ...
Found in: Common Actions
Overview This video explains how you can quickly and easily email a purchase order to your supplier. There is another video that shows you how to setup the correct email to use when emailing purchase orders, see How To Set Up Email Addresses for ...
Found in: Common Purchase Order Actions
Overview This video explains how you can change the email address that the sales order documentation is sent to by changing the delivery contact on the sales order. There are step-by-step instructions below the video. Steps In a sales order in Edit ...
Found in: CRM & Communication Log
Overview This video will show you how to set up and configure your email settings in Khaos Control Cloud. There are step-by-step instructions below the video. Steps Click on System Setup. Click on Document and Email Settings. Click on the Email ...
Found in: Emails
Question/Problem The sales order number should be in the email subject line. Resolution/Solution You can change the subject of an email to include the sales order code as follows: Go to [System Setup | Document & Email Settings | Email Settings]. In ...
Found in: Emails
Overview This video will show you how to use email triggers for example if you want to be emailed sales figures. There are step-by-step instructions below the grid. Steps In System Setup click on Email Triggers. Click on the + sign at the top of the ...
Found in: Emails
Overview If you want to use emails from KCC then you will need to add a domain; this video explains how to do this. Once you have added the domain you will be able to configure the rest of the email settings. There are step by step instructions below ...
Found in: Emails
Overview In order to remove an email address allocated to a customer you can follow these steps: Steps Select the Company tab on the Navigation bar. Find the Customer you want to update using the filters. Click the Edit Button so that the information ...
Found in: Emails
Overview You can print a purchase order and download it as a pdf ready to email your supplier with your requirements. You can email a purchase order directly from Khaos Control Cloud, this is covered in another video How To Email a Purchase Order. A ...
Found in: Creating Purchase Orders
Overview It is possible to email multiple invoices/documents to multiple email address set up on a account, so more than one person receives the email and document. Configuration For this happen you need to set up Email Document Types in the company ...
Found in: Emails
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 The below will show you how to apply a keycode to a sales order in Khaos Control Cloud. Usage In a sales order that is in Edit mode: Go to the Additional tab. Click on the Add + Keycode Code button to add the keycode. Use the filters in the ...
Found in: Payments & Pricing
Overview You can print or email a customer a copy of their sales invoice and delivery note for their records. This video shows you how you can do this. A step by step guide can be found below the video. You can check later that an email was sent by ...
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: Common Purchase Order Actions