Overview There must be at least one bank account set up in order for the system to work correctly and at least one bank account per currency, for example Sterling account and Euro account. This video shows you how to do this: A step by step guide can ...
Found in: Bank Account
Overview The following video explains how to add a new address for a company record. Step by step instructions are below the video. Steps Open the company record. Open the Address & Contact tab. Enter Edit mode. Click on the +New button above the ...
Found in: Addresses
Overview This setup guide is designed to work alongside the training you undertake to help you set up your Khaos Control Cloud for your business. There are tooltips available to describe each option within the application itself, just hover your ...
Found in: Getting Started with Companies
Overview The following video explains how to anonymise a customer record. This can only be preformed by an Admin user. Step by step instructions are below the video. Steps Open the customer record that you wish to anonymise. Click on the Actions ...
Found in: CRM & Data Protection
Overview This page is intended to compliment the training you undertake to help you set up your Khaos Control Cloud for your business. The Help menu is also available by clicking on the yellow question mark button in the top right of your screen or ...
Found in: CRM & Data Protection
Overview This page is intended to compliment the training you undertake to help you set up your Khaos Control Cloud for your business. The Help menu is also available by clicking on the yellow question mark button in the top right of your screen or ...
Found in: CRM & Data Protection
Introduction This setup guide is designed to work alongside the training you undertake to help you set up your Khaos Control Cloud for your business. There are tooltips available to describe each option within the application itself, just hover your ...
Found in: Creating Sales Orders & Getting Started
Overview This video explains how you export customer details to MailChimp. Step by step instructions are below the video. Steps Go to [Reports | Customer Sales]. Select the customers you wish to export to Mailchimp. Click Actions. Click Export to ...
Found in: MailChimp
Overview The Purchase Order statuses are used to filter outstanding purchase orders on the “On Order List” screen, for example, you could have a status of "At Sea" to indicate that lines are being shipped from far away. The below will show you how to ...
Found in: Common Purchase Order Actions
Overview This video will show you how to set up the different address types you may want to use in the system, for example when defining the type of customer's address. A step by step guide can be found below the video. Steps In System Setup, open ...
Found in: Addresses
Overview This video will show you how to set up reasons that you can use to record why quotations are unsuccessful. A step by step guide can be found below the video. Steps In System Setup, open System Data. Double click on the Quotation Reasons line ...
Found in: Quotations & Proformas
Overview This video will show you how to set up image types in Khaos Control Cloud. A step by step guide can be found below the video. Steps In System Setup, open System Data. Double click on the Image Types line to open the table. Enter Edit Mode. ...
Found in: Images
Overview This video will show you how to set up your stock items' manufacturers. Step by step instructions can be found below the video. Steps In System Setup, open System Data. Double click on the Manufacturers line to open the table. You can either ...
Found in: Getting Started with Stock
Overview This video shows you how to set up sales sources in Khaos Control Cloud. These are used when reporting on sales of items to see what channels your customers are using to purchase items from you. A step by step guide can be found below the ...
Found in: Creating Sales Orders & Getting Started
Overview This video will show you how to set up currencies in Khaos Control Cloud. A step by step guide can be found below the video. Steps In System Setup, open System Data. Double click on the Currencies line to open the table. Enter Edit Mode. Use ...
Found in: Currency