Overview This video explains how you can create a new sales order from a customer record or a new purchase order from a supplier record. A step by step guide can be found below the video. Steps Open the Company Record (customer or supplier). Use the ...
Found in: Creating Sales Orders & Getting Started
Overview This video will show you how to use the Admin Portal in the system, this can be to add your credit card details, purchase credits, pay for services or add new users. There are step by step instructions below the video to guide you through ...
Found in: Billing & Services
Overview This video explains how you can use the stock value date filter to find out your stock valuation on an earlier date in Khaos Control Cloud. Steps Go to the [Accounts | Stock Value] screen. Click the Filters button. In the popup window set ...
Found in: Stock Value
Overview The following video explains the process to delete an address or contact from a company record. Step by step instructions are below the video. Steps Open the company record. Go to the Address & Contacts tab. Click on the Edit button. If ...
Found in: Addresses
Overview This video explains how to export posted purchase invoices to an integrated accounts package such as Xero and Quickbooks. There are instructions below the video. Steps Go to [Accounts | Accounts Synchronisation] . Click the Export tab. Green ...
Found in: Quickbooks
Overview This video explains how to export issued sales invoices to an Integrated Accounts p. There are instructions below the video. Steps Go to [Accounts | Accounts Synchronisation]. Click the Export tab. Click Actions then click Upload Data. You ...
Found in: Quickbooks
Overview This video shows you how to use unbuild to split up multipacks into single stock items that can then be sold. A step by step guide can be found below the video. Steps Create separate stock controlled SKUs; One for the Multipack One for the ...
Found in: Packs & Builds
Overview This video will show you how to use customer return status in Khaos Control Cloud. This is useful if you wish to record at what stage the return is before it is processed, for example awaiting arrival or arrived and awaiting processing. You ...
Found in: Processing Customer Returns
Overview This article is broken down in to the different ways of creating a return, the different types of return and refunding the sale if needed. Creating a new Customer Return How To: Create a New Customer Return How To: Add Stock Items to a ...
Found in: Creating Customer Returns
Overview The following video explains how to remove a price list from a customer record. This might be because they are no longer entitled to the prices on the price list or it is an outdated price list. Step by step instructions are below the video. ...
Found in: Pricelists
Overview This video will show you how to use the Balance Sheet. A step by step guide can be found below the video. Steps In Accounts, open Balance Sheet Report. Use the Filters button to select the Financial Year to view. Use the Filters button to ...
Found in: Balance Sheet Report
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 The following video explains how you can delete a communication log entry in the Leads (Comm Log) screen. Step by step instructions are below the video. Steps Open CRM. Click on Leads (Comm Log). Double click on the company you wish to ...
Found in: Communication Log
Overview This video will show you how to use the Profit and Loss report. A step by step guide can be found below the video. Steps In Accounts, open Profit Loss Report. Use the Filters button to show all transactions, or open transactions only. Use ...
Found in: Profit Loss Report
Overview This video shows you how to deactivate addresses and contacts, for example if the customer moves or a contact leaves the business. This should be the process rather than deleting the address or contact so that the audit trail of historic ...
Found in: Addresses