Overview You can change the theme or layout of your documents, this video explains how you can do this. A step by step guide can be found below the video. Steps Open System Setup. Open Documents and Email Settings. Use the Preview buttons under the ...
Found in: Documents
Overview This video explains how to change the invoice date, delivery date or invoice priority on an invoice in sales invoice manager in Khaos Control Cloud Steps Move the order(s) to the Invoicing stage of Sales Invoice Manager if not already. Green ...
Found in: Understanding the process
Overview The following video explains how you can change the courier in a new sales order. There are step-by-step instructions below the video. Steps Open the sales order and make sure you are in Edit mode, else click on the Edit button. Go to the ...
Found in: Addresses & Delivery
Question/Problem Our business has been transferred to a new owner. How can we change our KCC account to the new owner? Resolution/Solution Please email support@khaoscloud.com with supporting evidence of the new owners, such as Companies House form ...
Found in: Billing & Services
Overview This video explains how you can change the invoice or delivery address on a sales order. There are step-by-step instructions below the video. Steps In a sales order in Edit mode: Click on the Customer tab. Select the address in the upper ...
Found in: Addresses & Delivery
Overview This video explains how you can change the email address that the sales order documentation is sent to by changing the delivery contact on the sales order. There are step-by-step instructions below the video. Steps In a sales order in Edit ...
Found in: CRM & Communication Log
Question/Problem The tax rate used by your supplier is different than that specified in the stock item record, or the VAT Country as per [System Values | General]. Resolution/Solution Before posting the purchase invoice to the accounts, the following ...
Found in: TAX Register & Taxing
Overview The following is instructions if you need to change the email address on email templates. Steps To make the changes to the email that is presented on PDF reports, you will need to do the following Go to [ System Setup | System Values]. Click ...
Found in: Emails
Overview This video explains how you can change the status of a quotation to unsuccessful. There are step-by-step instructions below the video. Steps Open the CRM screen. Click on Opportunities (Quotes). Select the quote you wish to mark as ...
Found in: Quotes
Overview Steps Open up the Stock List screen. Green select the items you wish to update. Click on the Actions button. Select Update Stock Items. In the dialog you can see all the attributes you can update. In the attribute(s) you wish update, add the ...
Found in: Getting Started with Stock
Shopify Store Permission change required information Please pass this notification on to whomever administers your Shopify Store settings. If you do not use Shopify in conjunction with Khaos Control Cloud you can ignore this message. Please be aware ...
Found in: Shopify
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 Quote weightings are used to help the user determine how likely a quote is to being converted into a sales order. The following video explains how to change the weighting . There are step by step instructions below the video. Quote weighting ...
Found in: Quotes
Overview Changes to the documentation templates produced by Khaos Control Cloud can be arranged as a chargeable service. Please arrange payment via your admin portal and send the specification required to our Support Team and complete the form here, ...
Found in: Documents
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