Problem/Question I need my purchase invoices for the year to be posted to the accounts as I did not realise this needed doing for my tax return, can KCC technicians do this in bulk for me? Solution Unfortunately we do not offer any assistance with ...
Found in: Crediting, Invoicing & Statements
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 You can print or email a customer a copy of their sales invoice and delivery note for their records. This video shows you how you can do this. A step by step guide can be found below the video. You can check later that an email was sent by ...
Found in: Common Actions
Overview This video explains how you can create a new sales order from a customer record or a new purchase order from a supplier record. A step by step guide can be found below the video. Steps Open the Company Record (customer or supplier). Use the ...
Found in: Creating Sales Orders & Getting Started
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 Adding a new payment that can then be allocated to an invoice, for either a customer or supplier, is covered in the video below. A step by step guide can be found below the video. Steps Open the Customer/Supplier record. Go to the Statement ...
Found in: Crediting, Invoicing & Statements
Overview You can setup quantity price breaks in Price Lists so that the number of items the customer buys will determine how much they pay for the items. A step by step guide can be found below the video. Steps Ensure the Price List is in Edit mode. ...
Found in: Pricelists
Overview This video will show you how to use Quick Despatch in Khaos Control Cloud. This is an alternative to using the Sales Invoice Manger when you wish to quickly print documents and labels and mark invoices as despatched. You can only process ...
Found in: Quick Despatch
Overview You can easily produce a pdf statement that can then be emailed or posted to the customer. This video explains how you can do this and there are step by step instructions below the video. Steps Open the Company Record . Use the Actions menu ...
Found in: Crediting, Invoicing & Statements
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
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 use upsell in sales orders. The items that are shown in the Upsell dialog are items that other customers have bought along with the item that is selected in the grid. A step by step guide can be found below ...
Found in: Payments & Pricing
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: Barcoding
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: Sites
Overview The history matrix allows you to easily add items that a customer has previously bought and would like to purchase again. This is useful if they can't remember the precise name or colour of the item. Usage In the sales order in edit mode. ...
Found in: CRM & Communication Log