Overview This video will show you how to use lost demand in sales orders and report on lost demand items. Lost demand is where the customer no longer wishes to purchase an item either because they have found it cheaper elsewhere or it might be out of ...
Found in: CRM & Communication Log
Overview You can view sales by agent using the inbuilt reports. Usage To do this: 1. Go to [Reports | Customer Sales]. 2.To view: Agent specific sales order data: Enable the SOrder Agent filter. Select the relevant agent in the dropdown menu. ...
Found in: Reporting
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
Question/Problem Can the system be set up to show potential stock, like it does for available and assigned? Resolution/Solution No. You could have an ad-hoc report created which could display this information, by completing the form here, Adhoc ...
Found in: Billing & Services
Question/Problem We have stock held in various sites on KCC. Is it possible to set up a channel to report stock levels from multiple sites? Resolution/Solution This is possible, but should be undertaken with caution as if the same item tries to sync ...
Found in: Channels
Overview The below will show you how to use your sales history to reassess your stock items' safe levels. This will help you determine which stock items need to be reordered as the safe level will be based on past sales, rather than an estimated safe ...
Found in: Booking In & Levels
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
Overview The following video explains how to create a new stock item. There are step-by-step instructions below the video. Steps Click on the blue button at the top of the screen Select New Stock Item. Click Yes I do in the popup. You will then need ...
Found in: Getting Started with Stock
Overview The below will show you the options of how to see what relationships a stock item belongs to. Usage In your [Stock Items] list screen, it is possible to filter for a specific relationship type, i.e. Move With or Build. It will not display ...
Found in: Packs & Builds
Overview Having gone live there are new set of routine tasks that you will need to perform in order to keep your system running smoothly and your accounts accurate. How do I know if there are errors on my system? When you first log in to KCC you are ...
Found in: User Interface
Overview This video shows you how to use tri-state toggles to control filter options. The list of screens that have this option are below the video. Usage On any filter where a tri state toggle is used you have the following options: Left (Red) - Do ...
Found in: User Interface
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 You can see the products on active quotes and how many items are assigned in the reports section of the system. Steps Go to Product Item Sales report in the Reports section of the system, In the Filter section toggle on Quotations
Found in: Reporting
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: CRM & Data Protection
Overview To ensure that KCC has been setup to mirror your business practises, you should be testing each of your business scenarios to ensure that your current processes can be carried out in KCC and the outcomes are as you would expect. The Extended ...
Found in: Testing & Go Live