Overview You can create packs, also known as move with or bundle relationships. This video explains the process: Steps Create a non stock controlled pack parent item. Go to the Relationships tab. Enter Edit mode. Use the Relationship Type drop down ...
Found in: Packs & Builds
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 If you don't want information to be exported to an integrated accounts package, you can manually mark the items as exported. The system will then no longer attaempt to export the items. This video explains how you do this and there are step ...
Found in: Any
Overview Quote weightings are used to help the user determine how likely a quote is to being converted into a sales order. The following video explains how they are used and there are step by step instructions below the video. Quote weighting must be ...
Found in: Quotes
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
Question/Problem If a customer has paid for a sales order but we don't have stock, why can we not allocate the full payment? Resolution/Solution This is to do with how your system values have been set up and the steps below should resolve this issue. ...
Found in: Crediting, Invoicing & Statements
Overview When you are working with build stock items it is possible to unbuild an item therefore increasing the number of child items and decreasing the parent build item. You may wish to do this so you can sell the child items. This video explains ...
Found in: Packs & Builds
Overview If you want to create a sales order but don't want the stock to be assigned when you save the order, this video explains the process you need to follow. A step by step guide can be found below the video. Steps In the Sales Order , enter Edit ...
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 It is only possible to delete a stock item if it has not been used, i.e. no purchases, sales or adjustments. Usage To do this: Go to [Stock Item]. Green select the item in the stock list. Click Actions and select Delete Stock Items. An error ...
Found in: Getting Started with Stock
Question/Problem How can I search for part of a field rather than type it in full? Resolution/Solution There is a wildcard feature in all free text search boxes on the system. The wildcard buttons are located at either end of the search field. If ...
Found in: User Interface
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 explains how to allocate a payment to either a purchase invoice or a sales invoice in the company statement screen. Although the video shows you how to allocate one payment, or credit, to an invoice you can use the same process to ...
Found in: Crediting, Invoicing & Statements
Question/Problem We have stock held in various sites on KCC. Is it possible to set up a channel to report stock levels from multiple sites? Resolution/Solution This is possible, but should be undertaken with caution as if the same item tries to sync ...
Found in: Channels
Overview It is possible to add a communication log entry from a sales order. This will then appear in the customer's Comm Log. This is useful if the customer has a query or if they want you to know something, for example changes to their ...
Found in: CRM & Communication Log