Overview This video explains how to allocate a payment to either a purchase invoice or a sales invoice in the company statement screen. Although the video shows you how to allocate one payment, or credit, to an invoice you can use the same process to ...
Found in: Crediting, Invoicing & Statements
Overview This video explains how to delete a sales order and refund a customer. Step by step instructions can be found below the video. Steps Open the sales order to be deleted. Click Edit. Select the Payment tab. Green select the payment to be ...
Found in: Credits & Refunds
Overview This video shows you how to use the grid menu selection tool in Khaos Control Cloud. There are brief instructions below the video. Steps This feature works on all grids throughout the system. Click the purple cog icon at the top of the grid. ...
Found in: User Interface
Information This page contains the field mapping requirements for customer and supplier imports. This page is also available to download as a PDF from the attachments tab. An example Customer / Supplier import file is available on the attachments ...
Found in: Data Import
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 to copy a sales order, quotations or proforma order to a different customer, for example where they want to purchase identical items. There are step-by-step instructions below the video. Steps Open the existing sales ...
Found in: Creating Sales Orders & Getting Started
Overview How to mark a customers address as requiring a Customs Invoice Notes This assumes you have configured your custom invoices. Customs Invoices Configuration When creating a new customer Click on the blue button at the top of the screen. Select ...
Found in: Addresses & Delivery
Overview The below will show you how to create new batches and reconcile your bank accounts using rolled up batches. Usage Add items to batch, either new or existing batch Open the Bank Account. Filter for the transactions you wish to add to a batch, ...
Found in: Bank Account
Overview If a customer wishes to purchase the same items as they have done on a previous sales order, then you can do this quickly and easily by copying the original sales order. If the customer then wishes to add more items, you can do this too. A ...
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
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 This video shows you how to use the deliveries dialog in a sales order to find out when an out of stock item is due in. Step by step instructions can be found below the video. Steps Select an out of stock item on your Sales Order. Use the ...
Found in: Addresses & Delivery
Overview This video will show you how to view and select available delivery addresses within a purchase order. Step by step instructions can be found below the video. Steps In a Purchase Order, go to the Delivery Address tab. Use the Actions button ...
Found in: Creating Purchase Orders
Data Import Once you have gone through the System Values configuration and set up any required System Data options, you may want to import your existing stock or customers and suppliers into Khaos Control Cloud (KCC). The Data Import facility enables ...
Found in: Data Import
Overview This video explains how to set up and use rollup transactions when synchronising with an integrated accounts package. Step by step instructions can be found below the video. Usage When using rollup transactions, stock items on a sales order ...
Found in: Any