Overview Once a quotation has been printed in the Quotations - Print stage in the Sales Invoice Manager, you can move it into the next stage which is Pending. Once it is in Pending it will be visible in the Opportunities (Quotes) grid in the CRM. ...
Found in: Common Actions
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 they are used and there are step by step instructions below the video. Quote weighting must be ...
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 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 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
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 Do you want to record why you failed to convert sales orders into a quotes so you can improve your selling? Then having setup quotation reasons in System Data , you can then add these to unsuccessful quotes and see if there is a pattern for ...
Found in: Quotes
The list below details features and menus not present in KCC Lite – not all of these are listed in the pop up window within KCC and support tickets may refer to a feature on this list. Functions: Email Manager Reports: Keycode Summary, Monthly Sales ...
Found in: Billing & Services
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: Quotations & Proformas
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: Quotations & Proformas
Introduction This setup guide is designed to work alongside the training you undertake to help you set up your Khaos Control Cloud for your business. There are tooltips available to describe each option within the application itself, just hover your ...
Found in: Creating Sales Orders & Getting Started
Introduction to the Setup for Khaos Control Cloud This setup guide is designed to help you set up your Khaos Control Cloud for your business. There are tooltips available to describe each option within the application itself, just hover your mouse ...
Found in: Getting Started