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: Shipments
Overview This video explains how you create and process a customer return where the items being sent out to the customer are worth more than the items being returned. The customer will need to pay the difference. There are instructions below the ...
Found in: Creating Customer Returns
Overview This video shows you how to process customer returns and quarantine stock using sites. There are instructions below the video. Note before you use this option, you will need to setup additional sites, for example Quarantine for the items ...
Found in: Creating Customer Returns
Overview Sometimes you may wish to perform a like-for-like, or direct, exchange in KCC. Usage Create the Return Go to the original sales order. Green select item(s) to be returned. Click Actions. Click Create Customer Return Note. In the popup dialog ...
Found in: Creating Customer Returns
Overview The below will show you how to manage rolled up batches when reconciling bank accounts. Usage View what transactions are in a batch Open the bank account. Green select the batch. Click on the Actions button. Select Show Contents of Batch, a ...
Found in: Bank Account
Overview This video explains how to delete a sales order and refund a customer. Step by step instructions can be found below the video. Steps Open the sales order to be deleted. Click Edit. Select the Payment tab. Green select the payment to be ...
Found in: Credits & Refunds
Overview The following video explains how you can add a communication log entry in the Leads (Comm Log) screen. Step by step instructions are below the video. Steps Open CRM. Click on Leads (Comm Log). Double click on the company you wish to add the ...
Found in: Communication Log
Overview The following video explains how you can delete a communication log entry in the Leads (Comm Log) screen. Step by step instructions are below the video. Steps Open CRM. Click on Leads (Comm Log). Double click on the company you wish to ...
Found in: Communication Log
Overview This video explains how to export posted purchase invoices to an integrated accounts package such as Xero and Quickbooks. There are instructions below the video. Steps Go to [Accounts | Accounts Synchronisation] . Click the Export tab. Green ...
Found in: Quickbooks
Overview This video explains how to export issued sales invoices to an Integrated Accounts p. There are instructions below the video. Steps Go to [Accounts | Accounts Synchronisation]. Click the Export tab. Click Actions then click Upload Data. You ...
Found in: Quickbooks
Overview If you're using the Back Order Manager you may wish to filter by sales order to see what items the sales order does have allocated. This video explains how to do this. Steps Go to [Despatch | Back Order Manager]. Click the order you wish to ...
Found in: Backorder Management
Overview When using the Back Order Manager you can easily filter the grid by the current stock item. This video explains the process and there are written instructions below: Steps Go to [Despatch | Back Order Manager]. Click the stock Item you wish ...
Found in: Backorder Management
Overview This video will show you how to set up Nominal Classifications in Khaos Control Cloud. There are also step by step instructions below. Steps Go to [System Setup | System Data | Nominal Account Classification]. Click Edit. Click +New. Enter ...
Found in: Nominals
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