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
Overview The following video explains how to create a new stock item. There are step-by-step instructions below the video. Steps Click on the blue button at the top of the screen Select New Stock Item. Click Yes I do in the popup. You will then need ...
Found in: Getting Started with Stock
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 The following video explains how to convert a sales order into a quotation, for example if the customer needs to have a quote rather than a sales order. There are step-by-step instructions below the video. Steps Open the sales order. Click ...
Found in: Quotations & Proformas
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 The following video explains how to create a new sales order. There are some basic instructions below the video with the steps to create a sales order. Steps Click New Sales Order in the blue button drop down. Search for the customer that ...
Found in: Creating Sales Orders & Getting Started
This video will show you how to enter opening balance for customers or suppliers. It is essential that you ensure that relevant nominal accounts are set up in your system, this can be skipped if previously carried out. Creating the opening balance ...
Found in: Crediting, Invoicing & Statements
Overview This video explains how to delete a payment in the company statement screen. Step-by-step instructions are below the video. Steps Open the company record. Open the Statement tab. Check that the payment hasn't already been allocated to an ...
Found in: Crediting, Invoicing & Statements
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 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
Question/Problem Can I produce an invoice for a Proforma order? Resolution/Solution As a proforma order can't accept a payment until being converted to a sales order, it is not possible to produce an invoice. It is possible to produce an Order ...
Found in: Quotations & Proformas
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
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
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 The following explains how you link a manufacturer that you have already setup in System Data (see How To Set Up Manufacturers), to a stock item. Usage Open the stock item if the item in not already open. Make sure you are in the Properties ...
Found in: Getting Started with Stock