Problem We have walk in customers and it does not make sense to get full address details for these customers when placing an order that isn't going to be shipped. Is there an easier way of doing ta sale? Solution Yes! The easiest way is to create a ...
Found in: Addresses & Delivery
This video will show you how to enter opening balance for customers or suppliers. It is essential that you ensure that relevant nominal accounts are set up in your system, this can be skipped if previously carried out. Creating the opening balance ...
Found in: Crediting, Invoicing & Statements
Overview This video explains the process for importing your customers and suppliers into KCC. For step by step instructions please refer to our knowledgebase article here, Data Import Guide.
Found in: Getting Started with Companies
Overview You can easily produce a pdf statement that can then be emailed or posted to the customer. This video explains how you can do this and there are step by step instructions below the video. Steps Open the Company Record . Use the Actions menu ...
Found in: Crediting, Invoicing & Statements
Overview If you are setting up customer Price Lists, then you can set an alternate selling price for an item, to see how check out the video. A step by step guide can be found below the video. Steps Ensure the Price List is in Edit mode. Use the ...
Found in: Pricelists
Question/Problem Is it possible update customer records in bulk or via an import? Resolution/Solution No, it is not possible at the present time to bulk update customers or suppliers or update them via import. Running an import will generate ...
Found in: Data Import
Overview This video explains how you export customer details to MailChimp. Step by step instructions are below the video. Steps Go to [Reports | Customer Sales]. Select the customers you wish to export to Mailchimp. Click Actions. Click Export to ...
Found in: MailChimp
Question/Problem Customers not showing in the Companies list after being imported? Resolution/Solution The [Company] list is designed to not show customers when first opened, this prevents any lag and complies with GDPR on client data. Try using any ...
Found in: Data Import
Problem Customer wishes to know if there is a way to automate email invoices for specific customers/channels? Solution As a chargeable service this may be possible with a SQL report being written and being linked to an email trigger.
Found in: Emails
Overview You can export customer and supplier information from the system. Steps You can do this by going to Reports Select Ad Hoc reports Then use the drop down to select System - Companies.
Found in: Reporting
Information This page contains the field mapping requirements for customer and supplier imports. This page is also available to download as a PDF from the attachments tab. An example Customer / Supplier import file is available on the attachments ...
Found in: Data Import
Overview The latest update will switch off auto-populate stock for any systems with over 1000 stock items. This means you will need to either use the filter options above the grid or use the percentage sign to populate the grid prior to using the ...
Found in: Getting Started with Stock
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 This video describes the information in a customer, or a supplier's, statement screen in Khaos Control Cloud. There is information below the video about what options are available from this screen. Usage The company Statement screen allows ...
Found in: Crediting, Invoicing & Statements
Overview This video will show you how to use customer return status in Khaos Control Cloud. This is useful if you wish to record at what stage the return is before it is processed, for example awaiting arrival or arrived and awaiting processing. You ...
Found in: Processing Customer Returns