Any customer who wishes to reset their KCC system and uses the User Settings GUI will be asked for a password. The password to be used is below. Case sensitive: proceed_with_data_delete This can be provided to the customer, but let the customer know ...
Found in: Billing & Services
Overview This video will show you how to place a customer on credit stop. Step by Step instructions can be found below the video. Steps METHOD ONE 1. In Accounts, open Debt Management. 2. Green-Select the customer you wish to place on Credit Stop. 3. ...
Found in: Debt Management
Overview The following video explains how to remove a price list from a customer record. This might be because they are no longer entitled to the prices on the price list or it is an outdated price list. Step by step instructions are below the video. ...
Found in: Pricelists
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
Question/Problem When trying to raise an invoice for training I receive an error message: 'No address details found, cannot create invoice'. Resolution/Solution This has occurred as you have not yet accepted our terms and conditions. Log out of your ...
Found in: Billing & Services
Overview An example where you may want to do this, is when there has been a recent change in your buy/sell price of a stock item. Step By Step In order to update the details of a stock item after the primary data import, you can follow the ...
Found in: Getting Started with Stock
Valid Connection Required when trying to export This error means you need to reconnect your Xero to Khaos Control. You may already be connected to Khaos Control within Xero. If this is the case, you will need to log into your Xero account, click on ...
Found in: Xero Accounting
Question/Problem I need to account for my channel fees and my channel sales in a single nominal classification, how can I set this up? Resolution/Solution In Khaos Control Cloud it is not possible to assign a nominal classification to sales received ...
Found in: Nominals
Overview This video will show you how to configure your GDPR settings in Khaos Control Cloud so that you can both Hold and Anonymise company data. A step by step guide can be found below the video. Steps In System Setup, open System Values. Click on ...
Found in: CRM & Data Protection
This video will show you how to enter opening balance for customers or suppliers. It is essential that you ensure that relevant nominal accounts are set up in your system, this can be skipped if previously carried out. Creating the opening balance ...
Found in: Crediting, Invoicing & Statements
Overview You can include a previously excluded company so that they do appear in the communication log, the following video explains how to do this. There are step-by-step instructions below the video. Steps Open CRM. Click on Leads (Comm Log). Click ...
Found in: Communication Log
Problem/Question How do we make bulk updates to our price lists, and change the "List Price" in the Promotions tab? Solution You can do this using either of the following methods: Price List Imports Using Price List Imports the steps are: Create the ...
Found in: Pricelists
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 This video will show you how to set up return reasons for use when creating a customer return. Step by step instructions can be found below the video. Steps In System Setup, open System Data. Double click on the Return Reasons line to open ...
Found in: Processing Customer Returns
Overview When using Channels you need to setup product barcodes, e.g. ASIN, eBay SKU etc, so that the system can match the stock items in Khaos Control Cloud with your listed products. This video shows you how to set them up. A step by step guide can ...
Found in: Matching Criteria