Overview This video will show you how to set up Nominal Classifications in Khaos Control Cloud. There are also step by step instructions below. Steps Go to [System Setup | System Data | Nominal Account Classification]. Click Edit. Click +New. Enter ...
Found in: Nominals
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 will show you how to set up the payment types you want to use in your system. Step by step instructions are shown below the video. Steps 1. Go into System Setup. 2. Open the System Data screen. 3. Double-click on the System ...
Found in: Payments & Pricing
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 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 How do your customers and suppliers wish to be contacted? This video explains how you setup your Data Protection options and whether they apply to companies or to individual contacts. There are instructions below the video. Steps Go to ...
Found in: CRM & Data Protection
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
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 Once you have created a company record you need to set it up to either be a customer or supplier. A step by step guide can be found below the video. Steps Open the Company General tab. Use the Supplier toggle to denote whether the company is ...
Found in: Getting Started with Companies
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 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 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 If you have more than one user in Khaos Control Cloud, you may wish to set up the users with some default options including Sales Source, Site they operate in and an Invoice Priority which will be added to all sales orders created by the ...
Found in: Managing Users
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 couriers based on the volume of the order being shipped. Step by step instructions can be found below the video. Steps Go to [System Setup | System Data | Courier Bandings]. Click Edit. Populate the Volume Low ...
Found in: Shipments