Overview You can prevent a company from appearing 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). Select the company you wish to ...
Found in: Communication Log
Overview Before you can assign sales orders to couriers using courier integration you must first confirm that the details including the courier are correct. The following video show you how to do this and there are step by step instructions below. ...
Found in: Shipments
Overview This video shows you how to analyse your customer returns. A step by step guide can be found below the video. Steps In Returns, click on the Returns Analysis button. Use the Filters button to run the report by Date Range and/or Return ...
Found in: Processing Customer Returns
Question/Problem I am using country specific VAT and I need to know what my tax liabilities are for a specific country in order to complete a tax return. Where on KCC can I find out this information? Resolution/Solution You can view this information ...
Found in: TAX Register & Taxing
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
Credits can not be unallocated from suppliers, and you can not delete credit notes that have been issued. To rectify this you will need to use your SP Ledger; Accounts Sales and Purchasing Ledger New Use the Lookup dialog box to locate the supplier ...
Found in: Crediting, Invoicing & Statements
Overview How to add the DNS records to your Shopify domain to enable the email functionality within Khaos Control Cloud. Steps Log into their Shopify admin panel. Go to Online Store > Domains. In the Shopify-managed domains section, click the name of ...
Found in: Shopify
Problem/Question How do you send suppliers remittance notes for payments made to them? Solution No, it's not possible to to do this task in Khaos Control Cloud. If you would like this to be considered for future development, you could add it to the ...
Found in: General
Overview It is possible to set the date to a format that is a different layout to that used in the United Kingdom. This is a setting that is per user so all users will need to follow the steps below in order to have the date set to a format that ...
Found in: User Interface
Overview This video shows you how to create and process a customer return where the exchange items cost less than the return items and the customer is due a refund. There are step by step instructions below the video. Usage To create the return: Go ...
Found in: Creating Customer Returns
Overview In the On Order List screen in the purchasing area of the system it is possible to hide order lines, for example if the items won't be delivered for a while, then you can hide them. This video explains how to do this. A step by step guide ...
Found in: On Order List
Overview This video explains how you export customer details to MailChimp. Step by step instructions are below the video. Steps Go to [Reports | Customer Sales]. Select the customers you wish to export to Mailchimp. Click Actions. Click Export to ...
Found in: MailChimp
Overview Stock items that you are going to be returning to the supplier using a Supplier Return are added into the Returns Bin preventing them from accidentally being sold. A step by step guide can be found below the video. Steps Ensure that the ...
Found in: Processing Supplier Returns
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
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