Overview This video will show you how to set up different stages for debt chasing. A step by step guide can be found below the video. Steps In System Setup, open System Data. Double Click on the Debt Stages line to open the table. Enter Edit mode. ...
Found in: Debt Management
Overview This video will show you how to set up Printnode integration in Khaos Control Cloud. This allows you to print your documents to a printer of your choice. There are step by step instructions below the video. Steps Open System Setup. Open ...
Found in: Printnode
Overview Sites, both physical and virtual, can be set up with details such as address and the main contact etc. Stock can be delivered to sites so orders can be fulfilled from that site, for example Amazon stock. Sites can also be used to hold bulk ...
Found in: Sites
Overview Price Lists are one of the key promotions in the system. They allow you to define prices that are limited to specific groups of customers because it is attached to their record in their Structured Pricing tab. This video explains how you set ...
Found in: Pricelists
Question/Problem My Company doesnt pay tax how can the system reflect this Resolution/Solution If your company does not pay tax, then the stock items in your system should be set as exempt for tax. This can be done with a stock import. Notes/Caveats ...
Found in: TAX Register & Taxing
Overview Delivery rate rules are used by the system to automatically calculate the delivery charges for sales orders. The system will take into account the courier for the sales order and will apply the relevant rule to calculate the delivery charge ...
Found in: Addresses & Delivery
Overview Once the customer has decided that they wish to purchase the items on their quote, the quote needs to be converted into a sales order. The sales order can then have payments added and be processed through the Sales Invoice Manager. A step by ...
Found in: Quotations & Proformas
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 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 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 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
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