Overview This video shows you how to use the grid menu selection tool in Khaos Control Cloud. There are brief instructions below the video. Steps This feature works on all grids throughout the system. Click the purple cog icon at the top of the grid. ...
Found in: User Interface
Overview In the screens in Khaos Control Cloud it is possible to filter for information and sort information in the grids. Usage Sorting the grid By clicking on the column heading you can sort ascending (one click - first picture) and descending (two ...
Found in: User Interface
Overview If you need to add the same values to multiply lines in one go. Usage Our grids have the capabilities for you to bulk update records when needed, this can be done by performing the following steps: Steps 1) Green select the lines you wish to ...
Found in: User Interface
Problem/Question How can I export information in a KCC screen? Solution All grids in the system can be exported and if using filters you can use the 'Export Grid data' to produce your report with the displayed results. Filter the grid as required. ...
Found in: User Interface
Overview The following video explains grid tagging, what it is and how it can be used to streamline your operations using visual indicators. You can find step by step instructions for grid tagging below the video. It is important to remember that ...
Found in: User Interface
Problem/Question An item on backorder has disappeared from Back Order Manager although it hasn't been assigned and stock is now available. Why is this and how do I allocate the stock? Solution This has happened as a user has clicked the Exclude from ...
Found in: Credits & Refunds
Problem/Question Can I allocate or unallocate stock to / from a sales order without having to use Back Order Manager? Solution Yes! Just follow the steps below from within the sales order - it does not even need to be in Edit mode. Green select the ...
Found in: Addresses & Delivery
Problem/Question If multiple items are green selected, how do you unselected them all at once? Solution With multiple items selected you can click the purple cog wheel above the grid and select Clear Selection.
Found in: General
Question/Problem My sales invoices are not being displayed in the Export grid for exporting to Quickbooks or Xero. Resolution/Solution Invoices will not appear in the Export grid until they have been issued from within [Sales Invoice Manager] . Once ...
Found in: Quickbooks
Problem/Question Orders are appearing multiple times in the Customer Services grid, why? Solution Although it appears so, the orders themselves are not duplicated. The grid is split into 3 sections; Sales Order, Invoice(s) and Shipment. Each row ...
Found in: Addresses & Delivery
Problem/Question I have a mistakenly dated a purchase order in the future and I can't not see it in the purchase order grid so I can amend it. Where has it gone? Solution This is easily done. The Purchase Order list is pre-filtered with a date range ...
Found in: Common Purchase Order Actions
Aim You can export various types of data into a CSV by generating them within the reports part of the system, you can do so by following the steps below; Steps 1. On the Navigation Bar, select Reports. 2. Select Ad-Hoc reports and you will be given ...
Found in: Xero Accounting
Question/Problem Can I export or print my trial balance? Resolution/Solution It is not possible to print the Trial balance however you can export the grids. Steps When you have any grid in the system filtered to display the values you require: Click ...
Found in: Trial Balance
Added a new health check to the system which gives you useful information about your system Added a new Customer Returns Analysis report Added row selection checkboxes to the grids Added sticky columns to the grids so that the first few columns of a ...
Found in: What's New
Problem/Question Request for a document off the back of purchase orders / delivery notes that shows items, locations, quantities, etc, a displayed on the delivery notes screen. Solution In the delivery note screen: Select the information in the grid ...
Found in: Processing Delivery Notes