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 You can see the products on active quotes and how many items are assigned in the reports section of the system. Steps Go to Product Item Sales report in the Reports section of the system, In the Filter section toggle on Quotations
Found in: Reporting
Overview This video explains how you create quotations and proforma orders in the system. The main difference is that when the sales order is saved stock will be assigned to a proforma order but not to a quotation. Both these types of order will need ...
Found in: Quotations & Proformas
Overview This video will show you how to set up reasons that you can use to record why quotations are unsuccessful. A step by step guide can be found below the video. Steps In System Setup, open System Data. Double click on the Quotation Reasons line ...
Found in: Quotations & Proformas
Overview This video explains how to copy a sales order, quotations or proforma order to a different customer, for example where they want to purchase identical items. There are step-by-step instructions below the video. Steps Open the existing sales ...
Found in: Creating Sales Orders & Getting Started
Overview Once you have created your sales order, quotation or proforma order, you then need to add the stock items the customer wishes to purchase to it. This video explains how to do this. A step by step guide can be found below the video. Steps Use ...
Found in: Creating Sales Orders & Getting Started
Overview When setting up your documents in KCC, there are quite a few options available. This video explains what is available and there are step-by-step instructions below the video: Steps 1. Go into System Setup. 2. Open Document & Email Settings. ...
Found in: Documents
Overview This video will show you how to set up and configure your email settings in Khaos Control Cloud. There are step-by-step instructions below the video. Steps Click on System Setup. Click on Document and Email Settings. Click on the Email ...
Found in: Emails
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