Overview This video will show you how to set up reasons that you can use to record why quotations are unsuccessful. A step by step guide can be found below the video. Steps In System Setup, open System Data. Double click on the Quotation Reasons line ...
Found in: Quotations & Proformas
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: Quotations & Proformas
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
Overview This video explains how you create quotations and proforma orders in the system. The main difference is that when the sales order is saved stock will be assigned to a proforma order but not to a quotation. Both these types of order will need ...
Found in: Quotations & Proformas
Overview Quotation Weightings allow you to see how likely it is that the customer is going to convert their quotation into a sales order; the higher the percentage the more likely it is that you will get the sale. Quotation Weightings are setup as ...
Found in: Quotations & Proformas
Overview Once you have created a quotation, you need to be able to print a quotation document to send to the customer. This video explains the process to follow and there are step by step instructions below the video. How to Print a Quotation ...
Found in: Quotations & Proformas
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 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 When setting up your documents in KCC, there are quite a few options available. This video explains what is available and there are step-by-step instructions below the video: Steps 1. Go into System Setup. 2. Open Document & Email Settings. ...
Found in: Documents
Overview This video will show you how to set up and configure your email settings in Khaos Control Cloud. There are step-by-step instructions below the video. Steps Click on System Setup. Click on Document and Email Settings. Click on the Email ...
Found in: Emails
The list below details features and menus not present in KCC Lite – not all of these are listed in the pop up window within KCC and support tickets may refer to a feature on this list. Functions: Email Manager Reports: Keycode Summary, Monthly Sales ...
Found in: Billing & Services
Introduction to the Setup for Khaos Control Cloud This setup guide is designed 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 mouse ...
Found in: Getting Started
Overview Document and Email Settings is found within System Setup from the left navigation bar. The Documents and Email Settings screen allows you customise certain aspects of your documentation and reports to suit your needs and also allows you set ...
Found in: Documents
New Feature: It is now possible to show 'To Follow' items on Invoices to Customers New Feature: 'Goto' the BackOrder Sales Order from a Purchase Order Change: Associated Reference filter added to [CRM | Opportunities (Quotes)] Change: Data Import now ...
Found in: What's New
Added Making Tax Digital - electronic submissions of VAT figures to HMRC Added Currency symbols to various grids, in particular the sales reports Added Country Zones to System Data, making sure Courier Banding zones are compatible Changed the ...
Found in: What's New