Overview This video will show you how to view and select available delivery addresses within a purchase order. Step by step instructions can be found below the video. Steps In a Purchase Order, go to the Delivery Address tab. Use the Actions button ...
Found in: Creating Purchase Orders
Overview Using the postcode finder helps make entering addresses easier and reduces errors. A step by step guide can be found below the video. Steps In a Company Record, go to the Address & Contact tab. Enter Edit Mode. Use the New button to add a ...
Found in: Addresses
Overview When an order imports from a channel it will use criteria to try and match/merge company records before creating another one. Specification The system matches on the company Code (URN) and if that is not found it will look at the Addresses, ...
Found in: Importing Orders
Overview Setting up different email addresses for different document types ensures that the emails that you are sending out from Khaos Control Cloud go to the correct recipient. A step by step guide can be found below the video. Steps Open the ...
Found in: Emails
Overview It is possible to email multiple invoices/documents to multiple email address set up on a account, so more than one person receives the email and document. Configuration For this happen you need to set up Email Document Types in the company ...
Found in: Emails
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 This video explains how you can quickly and easily email a purchase order to your supplier. There is another video that shows you how to setup the correct email to use when emailing purchase orders, see How To Set Up Email Addresses for ...
Found in: Common Purchase Order Actions
Overview The process of integrating Opayo with your Khaos Control Cloud system will need to be done by the Admin user of your system, and will require access your Opayo account. Step By Step Go to [System Setup | Integrations | Opayo]. Enter your ...
Found in: Opayo
Overview To assist you with adapting your business practices to operate with KCC, you should be testing each area of your business to ensure that your current processes can be carried out in KCC and the outcomes are as you would expect. To help you ...
Found in: Testing & Go Live
Overview The Conditions Engine allows you to create sets of Conditions and Actions. The Conditions and Actions focuses on manipulating sales orders based on certain criteria. Specification Conditions are triggers, that will prompt the system to do ...
Found in: Conditions Engine
Overview This video shows you how to deactivate addresses and contacts, for example if the customer moves or a contact leaves the business. This should be the process rather than deleting the address or contact so that the audit trail of historic ...
Found in: Addresses
Overview How to mark a customers address as requiring a Customs Invoice Notes This assumes you have configured your custom invoices. Customs Invoices Configuration When creating a new customer Click on the blue button at the top of the screen. Select ...
Found in: Addresses & Delivery
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 forward facing documentation and reports to suit your needs and also ...
Found in: Emails
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
Configuring Postcodes Postcodes are used in several areas of the system, from setting up couriers to matching to delivery address postcodes on sales orders. This video explains how postcodes are used when assigning couriers, How To Use Postcodes to ...
Found in: Shipments