Overview Once the customer has decided that they wish to purchase the items on their quote, the quote needs to be converted into a sales order. The sales order can then have payments added and be processed through the Sales Invoice Manager. A step by ...
Found in: Quotations & Proformas
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: Sites
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
You can add a web teaser or comment against a stock item, as described in the video. A step by step guide can be found below the video. Open the stock item record. Go to the Telesales/Internet tab. Enter Edit mode. Enter free text into the Web Teaser ...
Found in: Channels
Overview The below will explain the difference between Run to Zero and Discontinued stock, and when to use each of them. Usage These two functions often operate one after the other as stock reaches the end of it's availability or lifespan. You can ...
Found in: Reordering & Suppliers
Overview This video explains how you send the courier information for your sales orders to your courier when you have courier integration setup in the system. The previous step is covered in the video How To Confirm the Shipment of a Sales Order. ...
Found in: Addresses & Delivery
Overview This video explains how to copy a sales order, quotations or proforma order to a different customer, for example where they want to purchase identical items. There are step-by-step instructions below the video. Steps Open the existing sales ...
Found in: Creating Sales Orders & Getting Started
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 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 If your terms to pay suppliers are monthly – i.e. an invoice received is dated in March and you are due to pay this at the end of April. Usage This can be done on a individual basis for each supplier or within Company Classes to affect all ...
Found in: Orders & Payments
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 shows you how you can use a Keycode to add a global discount to a sales order. A step by step guide can be found below the video. Steps Ensure the Keycode is in Edit mode. Use the New button above the Discounts and Delivery ...
Found in: Keycodes
Overview You can easily produce a pdf statement that can then be emailed or posted to the customer. This video explains how you can do this and there are step by step instructions below the video. Steps Open the Company Record . Use the Actions menu ...
Found in: Crediting, Invoicing & Statements
Before you can start using couriers in Khaos Control Cloud, you need to set them up. This video details the options available when configuring your couriers and step by step instructions are beneath. Go to [System Setup | System Data | Couriers]. ...
Found in: Shipments
Overview There must be at least one bank account set up in order for the system to work correctly and at least one bank account per currency, for example Sterling account and Euro account. This video shows you how to do this: A step by step guide can ...
Found in: Bank Account