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
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
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 following explains how to add the safe and minimum levels to a stock item. They are used to help you decide when you wish to reorder the items. Usage Open the stock item if the item is not already open. Make sure you are in the ...
Found in: Booking In & Levels
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 The following video explains how to add stock items to a purchase order that you are manually creating. There are step-by-step instructions below the video. Steps Make sure you are in Edit mode, else click on the Edit button. Click on the ...
Found in: Creating Purchase Orders
Overview The following explains how to add the buy and sell price and stock value to a stock item. The buy price is the price we pay when purchasing the stock items from the supplier. The sell price is the default price the customer is going to pay ...
Found in: Pricing
Overview This comprehensive guide is intended to be used following the initial setup of your KCC system as well as following any major changes to your system setup (such as new courier integrations). We do not recommend going live with any channel or ...
Found in: Testing & Go Live
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
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 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 This video describes the process of adding a payment in a sales order. A step by step guide can be found below the video. Steps Ensure the Sales Order is in Edit mode. Go to the Payment tab. Use the New button to add a new payment line. ...
Found in: Payments & Pricing
Overview The following video explains how to copy a sales order into a credit note. There are step-by-step instructions below the video. Steps Open the existing sales order. Click on the Actions button. Select Copy Sales Order as Credit Note. Click ...
Found in: Credits & Refunds
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