Problem/Question How can I export information in a KCC screen? Solution All grids in the system can be exported and if using filters you can use the 'Export Grid data' to produce your report with the displayed results. Filter the grid as required. ...
Found in: User Interface
Overview The below will show you how to view stock levels across multiple sites for a stock item. Usage This can be done via two methods: Method One Open the stock item record. Click Actions and select Show Site Levels. Method Two Open the [Stock ...
Found in: Sites
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
Overview When booking in stock, once the delivery note is saved, the system will automatically create a purchase invoice. It is possible for you to consolidate the purchase invoices for a series of delivery notes, so there is just one purchase ...
Found in: Purchase Invoice
Overview This video explains how to see the impact of overheads on the margin generated by a stock item from within the stock record.
Found in: Pricing
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
Problem Sales orders are not importing from the channel (this could be on any channel). Solution To review channel orders, go into [Channel | The Channel | Imported Orders] tab and look at the error in the MESSAGE column. Below we have listed two of ...
Found in: Channels
Overview The following video explains how to move sales orders from the Invoice stage in the Sales Invoice Manager. There are step-by-step instructions below the video. Steps Focus on the Invoicing stage. Select the sales order, or sales orders, you ...
Found in: Common Actions
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 This might be because they are no longer entitled to the prices on the price list or it is an outdated price list.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
See how you can apply the filters you have used in one report and quickly use them in other reports. A step by step guide can be found below the video. Steps To turn on shared filters: In Reports, open the required report. Use the Filters button to ...
Found in: Reporting
Overview The below will show you how to view movements against a stock item, which can be used to determine when the item went out of stock. Usage The best way to check this would be using the steps below: Open your Stock Item. Select the Movements ...
Found in: Booking In & Levels
Overview The following guide explains how to remove a single stock item from a build relationship. This may be due to a newly discontinued item that was previously part of a build or simply a change in what items are included in the build. Usage Go ...
Found in: Packs & Builds
Overview By setting up your minimum and safe levels against a stock item, you can use the Reorder List to see which of your stock items require reordering. It is then a simple process to create a purchase order from this screen, check out the video ...
Found in: Creating Purchase Orders
Overview Data Holding a company record keeps the data intact but the record remains in the system. It also can be used to prevent a company from having sales or purchase orders created for them. This video explains the process. A step by step guide ...
Found in: CRM & Data Protection
Overview In Khaos Control Cloud you can create a Supplier Return and then gradually add items to it. This video covers the point when you wish to close the return and create a Purchase Credit Note. The step by step instructions are below the video. ...
Found in: Creating Supplier Returns