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 will show you how to drill down into transaction detail from the nominal accounts in the trial balance. A Step by Step guide can be found below the video. Steps In Accounts, click on Trial Balance. Select the desired Nominal ...
Found in: Trial Balance
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
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
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
Overview Once a quotation has been printed in the Quotations - Print stage in the Sales Invoice Manager, you can move it into the next stage which is Pending. Once it is in Pending it will be visible in the Opportunities (Quotes) grid in the CRM. ...
Found in: Common Actions
Question/Problem Quantities have been incorrectly entered on a PO but I have posted the purchase invoice to my accounts, is it possible to amend the PO even after it has been marked as delivered? Resolution/Solution This is a complex issue and you ...
Found in: Crediting, Invoicing & Statements
Overview Before you can assign sales orders to couriers using courier integration you must first confirm that the details including the courier are correct. The following video show you how to do this and there are step by step instructions below. ...
Found in: Shipments
Overview This video explains how to export posted purchase invoices to an integrated accounts package such as Xero and Quickbooks. There are instructions below the video. Steps Go to [Accounts | Accounts Synchronisation] . Click the Export tab. Green ...
Found in: Quickbooks
Overview This video explains how to export issued sales invoices to an Integrated Accounts p. There are instructions below the video. Steps Go to [Accounts | Accounts Synchronisation]. Click the Export tab. Click Actions then click Upload Data. You ...
Found in: Quickbooks
Overview When setting up EC companies it is useful to understand what happens when the following fields on the Customer General screen are used: Tax Ref EC Company Company pays tax For all the following both the Tax and EU checkboxes in System Data ...
Found in: EC Companies