Overview This video will show you how to set up the methods you want to use to credit review your customers. A step by step guide can be found below the video. Steps In System Setup, open System Data. Double click on the Credit Review Method line to ...
Found in: Crediting, Invoicing & Statements
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 This video will show you how to set up the company types you want to use in the system.
Found in: CRM & Data Protection
Overview This video will show you how to set up and maintain your currency conversion rates. There are step by step instructions below the video. Steps In System Setup, go to System Data. Double click on the Currency Conversions line to open the ...
Found in: Currency
Overview The below will show you how to apply a keycode to a sales order in Khaos Control Cloud. Usage In a sales order that is in Edit mode: Go to the Additional tab. Click on the Add + Keycode Code button to add the keycode. Use the filters in the ...
Found in: Payments & Pricing
Problem/Question How do I get a backup of my system? Solution There are two options; you can run the Ad-Hoc reports as and when you require, or you can have your backup emailed automatically to you via email triggers using the steps below: Ensure you ...
Found in: Billing & Services
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 shows you how you can create a Keycode. A Keycode, also known as a marketing or campaign code, is used to track customers and their purchases as well as giving discounts, free or reduced price stock items and also free or reduced ...
Found in: Keycodes
Overview When setting up your documents in KCC, there are quite a few options available. This video explains what is available and there are step-by-step instructions below the video: Steps 1. Go into System Setup. 2. Open Document & Email Settings. ...
Found in: Documents
Overview If you have searched the KCC Knowledge Base and can't find what you're looking for or if you are getting an error message, you will need to submit a ticket. When you submit a ticket using one of the methods described below, a Zoho Ticket ...
Found in: Ticket Portal / Support
Overview This video will show you how to set up country zones in Khaos Control Cloud which can be used to group countries. Step by step instructions are shown below the video: Steps 1. Go into System Setup. 2. Open the System Data screen. 3. ...
Found in: Countries
Overview The following video explains how you setup dropship functionality so that the system behaves as you require. There are step-by-step instructions below the video. Steps Open System Setup. Open System Values. Click on the Sales tab. Click on ...
Found in: Drop Shipping
Using Price Lists you can set the Sell Price of a stock item by using a Markup % on the item's Buy Price, this video shows you how. A step by step guide can be found below the video. Ensure the price list is in Edit mode. Enter the required markup ...
Found in: Pricelists
Overview Harmonisation Codes are required by some couriers when shipping goods overseas. There are three steps to setting up Harmonisation Codes, although one is optional: Setup the code in System Data and link it to the country or zone that will be ...
Found in: ICN & Harmonisation Codes
Overview You need to setup your tax rates so that the correct rate is applied when purchasing and selling items. See the video for more information: A step by step guide can be found below the video. Steps In System Setup, open System Data. Double ...
Found in: TAX Register & Taxing