Overview Document and Email Settings is found within System Setup from the left navigation bar. The Documents and Email Settings screen allows you customise certain aspects of your documentation and reports to suit your needs and also allows you set ...
Found in: Documents
A proforma order can be used to assign stock to an order prior to payment, while preventing it being released until it has been paid. A customer can be set to be a proforma customer from the options area of their company screen: This means all their ...
Found in: Quotations & Proformas
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 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 This video will show you how to check the margin being delivered in a sales order by using the margin report. A step by step guide can be found below the video. Steps Ensure the Sales Order is saved. use the Actions menu to select Margin ...
Found in: Reporting
Overview The following video explains grid tagging, what it is and how it can be used to streamline your operations using visual indicators. You can find step by step instructions for grid tagging below the video. It is important to remember that ...
Found in: User Interface
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
Overview In order to set up a new channel please follow the below steps and select the type of channel you wish to set up when you get to step 5. Steps Click the dropdown menu on the blue button at the top of the KCC screen. Click New Channel. In the ...
Found in: Permissions
Overview Document and Email Settings is found within System Setup from the left navigation bar. The Documents and Email Settings screen allows you customise certain aspects of your forward facing documentation and reports to suit your needs and also ...
Found in: Emails
Overview This video covers the selecting of data ready to submit your VAT Return and then the process of submitting your VAT Return using Making Tax Digital (MTD). There are instruction below the video. HMRC - New Numbering System Please be aware ...
Found in: TAX Register & Taxing
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 Just as you can use the postcode lookup to look up UK addresses, you can also do this for US addresses Usage For addresses in the United States you need to enter the first line of the address, and optionally (although ideally) the state ...
Found in: Addresses
Overview This video explains how to set up your Amazon channel in Khaos Control Cloud. This video should be used in conjunction with KCC Amazon Integration Guide (Amazon EU & US Marketplaces) and How To Control Stock Levels On Your Channel. Please ...
Found in: Amazon
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 The below will explain the difference between Run to Zero and Discontinued stock, and when to use each of them. Usage These two functions often operate one after the other as stock reaches the end of it's availability or lifespan. You can ...
Found in: Reordering & Suppliers