Overview The Purchase Order statuses are used to filter outstanding purchase orders on the “On Order List” screen, for example, you could have a status of "At Sea" to indicate that lines are being shipped from far away. The below will show you how to ...
Found in: Common Purchase Order Actions
Overview Changing a quotation into a sales order when the customer wishes to purchase the items, must be carried out from the sales order screen. The following video explains the process. There are step-by-step instructions below the video. Steps If ...
Found in: Quotes
Overview You can easily see what your stock value is overall or by individual sites. A step by step guide can be found below the video. Steps To view stock from a specified site: In Accounts, open the Stock Value screen. Use the Filters button to ...
Found in: Stock Value
Overview This video shows you how you can either activate to deactivate a Special Offer promotion. This means that you can setup a Special Offer in advance and then activate it when you are ready. A step by step guide can be found below the video. ...
Found in: Special Offers
Overview It is possible to view all unallocated payments and credits for customers and suppliers. This video explains how you can do this. There are step by step instructions below the video. Steps Go to [Accounts | Unallocated Transactions]. This ...
Found in: Unallocated Transactions
Overview The following video explains the steps to create a new company record, either a customer or supplier. Step by step instructions are below the video. Method One Click on the blue button at the top of the screen. Select New Company. Confirm ...
Found in: Getting Started with Companies
Overview This video explains how you setup and use Royal Mail Click and Drop with KCC. You will find step by step instructions below the video. Please note that the video does not mention adding the Endpoint URL when configuring the courier. This ...
Found in: Courier Integrations
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 This video will show you how to set up different stages for debt chasing. A step by step guide can be found below the video. Steps In System Setup, open System Data. Double Click on the Debt Stages line to open the table. Enter Edit mode. ...
Found in: Debt Management
Overview This video explains how to enable the synchronisation between Khaos Control Cloud and an integrated accounting package. Step by step instructions can be found below the video. Steps Go to [System Setup | System Values]. Select the Accounts ...
Found in: Any
Question/Problem My sales invoices are not being displayed in the Export grid for exporting to Quickbooks or Xero. Resolution/Solution Invoices will not appear in the Export grid until they have been issued from within [Sales Invoice Manager] . Once ...
Found in: Quickbooks
Overview This video explains how to use the Accounts settings in System Values. There are step by step instructions below the video. Steps Go to [System Setup | System Values | Accounts]. Click Edit. Set the options as required. Use the guide here, ...
Found in: Crediting, Invoicing & Statements
Problem/Question How do you send suppliers remittance notes for payments made to them? Solution No, it's not possible to to do this task in Khaos Control Cloud. If you would like this to be considered for future development, you could add it to the ...
Found in: General
Overview You can search for a sales order using only a PO reference. Usage Open the [Sales Order | List] screen Click on the Filters button. Enable the toggle next to PO Reference. In the text box add in your PO Reference for the sales order you wish ...
Found in: Creating Sales Orders & Getting Started
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