Overview This video will show you how to use the Customer Visit Report in Khaos Control Cloud. This report gives you an overview of your customer, their address, their order history for both this year and the previous year and contact details. There ...
Found in: CRM & Data Protection
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
Overview Sometimes you may need to reflect the purchase of consumable items in KCC, these are items you need to run the business and will not be selling. Usage There are two possible methods to do this, depending on your needs. Method one If you need ...
Found in: SP Ledger
Overview The following video explains how you can change the courier in a new sales order. There are step-by-step instructions below the video. Steps Open the sales order and make sure you are in Edit mode, else click on the Edit button. Go to the ...
Found in: Addresses & Delivery
Before you can start using couriers in Khaos Control Cloud, you need to set them up. This video details the options available when configuring your couriers and step by step instructions are beneath. Go to [System Setup | System Data | Couriers]. ...
Found in: Shipments
Overview This video explains how you can use the stock value date filter to find out your stock valuation on an earlier date in Khaos Control Cloud. Steps Go to the [Accounts | Stock Value] screen. Click the Filters button. In the popup window set ...
Found in: Stock Value
Overview Stock items that you are going to be returning to the supplier using a Supplier Return are added into the Returns Bin preventing them from accidentally being sold. A step by step guide can be found below the video. Steps Ensure that the ...
Found in: Processing Supplier Returns
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 describes how you can add more payment lines in a sales order, for example when the customer wants to split their payment over different payment methods. The video also describes how to add a part payment and then put the ...
Found in: Payments & Pricing
Overview This video shows you how to analyse your customer returns. A step by step guide can be found below the video. Steps In Returns, click on the Returns Analysis button. Use the Filters button to run the report by Date Range and/or Return ...
Found in: Processing Customer Returns
Overview The following video explains how to move sales orders from the Picking stage in the Sales Invoice Manager. There are step-by-step instructions below the video. Steps Focus on the Picking stage. Select the sales order, or sales orders, you ...
Found in: Common Actions
Overview The following video explains how to move sales orders from the Released stage in the Sales Invoice Manager. There are step-by-step instructions below the video. Steps Focus on the Released stage. Select the sales order, or sales orders, you ...
Found in: Common Actions
Overview The following video explains how to move sales orders from the Shipping stage in the Sales Invoice Manager. There are step-by-step instructions below the video. Steps Focus on the Shipping stage. Select the sales order, or sales orders, you ...
Found in: Common Actions
Credits can not be unallocated from suppliers, and you can not delete credit notes that have been issued. To rectify this you will need to use your SP Ledger; Accounts Sales and Purchasing Ledger New Use the Lookup dialog box to locate the supplier ...
Found in: Crediting, Invoicing & Statements
Overview If you routinely order the same stock items from the same supplier, you may wish to use our Copy a Purchase Order functionality within the system. Usage In order to copy a Purchase Order to the same Supplier you can follow the steps below: ...
Found in: Common Purchase Order Actions