Overview If you routinely order the same stock items from multiple suppliers, you may wish to use our Copy a Purchase Order functionality within the system. Usage In order to copy a Purchase Order to a different supplier you must follow the steps ...
Found in: Common Purchase Order Actions
Overview In order to set up a new channel please follow the below steps and select the type of channel you wish to set up when you get to step 5. Steps Click the dropdown menu on the blue button at the top of the KCC screen. Click New Channel. In the ...
Found in: Permissions
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 There is no specific area in KCC for corporation tax however it is possible to reflect the payment of corporation tax on the system accounts. Usage The process of doing this is the same as it were a utility bill or other expense on the SP ...
Found in: TAX Register & Taxing
Overview This video explains how you can change the status of a quotation from unsuccessful to pending, for example if the customer has changed their mind after considering the offer. There are step-by-step instructions below the video. Steps Open ...
Found in: Quotes
Overview You can include a previously excluded company so that they do appear in the communication log, the following video explains how to do this. There are step-by-step instructions below the video. Steps Open CRM. Click on Leads (Comm Log). Click ...
Found in: Communication Log
Overview If you don't want information to be exported to an integrated accounts package, you can manually mark the items as exported. The system will then no longer attaempt to export the items. This video explains how you do this and there are step ...
Found in: Any
Overview This video shows you how to change a customer's source keycode. Their source keycode is normally the first keycode associated with the customer, for example how they found out about your business. A step by step guide can be found below the ...
Found in: Getting Started with Companies
Overview Just as you can use the postcode lookup to look up UK addresses, you can also do this for US addresses Usage For addresses in the United States you need to enter the first line of the address, and optionally (although ideally) the state ...
Found in: Addresses
Overview The following video explains the process to delete an address or contact from a company record. Step by step instructions are below the video. Steps Open the company record. Go to the Address & Contacts tab. Click on the Edit button. If ...
Found in: Addresses
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
Overview This video will show you how to create a copy of an existing SP ledger entry. Step by step instructions can be found below the video. Steps 1. In Accounts, open the SP Ledger and locate the entry you wish to duplicate. 2. Go into Edit Mode. ...
Found in: SP Ledger
As part of setting up the Xero or Quickbooks integration with KCC, nominals codes need to be mapped between the two systems. This video explains the process: Go to [Accounts | Accounts Synchronisation]. Click Edit. In the 'Map your Khaos Control ...
Found in: Any
Overview To unallocate a payment or credit note from a company's status, for example if you have allocated the credit or payment to the incorrect invoice, follow the steps in the following video. A step by step guide can be found below the video. ...
Found in: Crediting, Invoicing & Statements
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