Overview There may be times when you may be required to submit a screenshot of any error codes or messages displayed on your screen in order to assist the support process. The procedures for doing this have been broken down in to two sections, ...
Found in: Ticket Portal / Support
Overview This video explains the different areas in KCC where you can find help. There are step by step instructions for all methods beneath the video. Method 1 Click the yellow question mark button at the top right of the KCC window or click the ...
Found in: Ticket Portal / Support
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
See how you can apply the filters you have used in one report and quickly use them in other reports. A step by step guide can be found below the video. Steps To turn on shared filters: In Reports, open the required report. Use the Filters button to ...
Found in: Reporting
Overview There are different methods of creating a Delivery Note to book stock into Khaos Control Cloud. This video explains how to do this from the On Order screen. A step by step guide can be found below the video. Steps In Purchasing , open the On ...
Found in: Creating Delivery Notes
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
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 Comm Log is where you can add notes about any contact you have had with a customer, whether it is inquiries about products or debt chasing. The entries for all customers can be viewed in one grid, check out the video to see how to do ...
Found in: Communication Log
Overview When booking in stock, once the delivery note is saved, the system will automatically create a purchase invoice. It is possible for you to consolidate the purchase invoices for a series of delivery notes, so there is just one purchase ...
Found in: Purchase Invoice
Overview In the On Order List screen in the purchasing area of the system it is possible to hide order lines, for example if the items won't be delivered for a while, then you can hide them. This video explains how to do this. A step by step guide ...
Found in: On Order List
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 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
Overview This video explains how to see the impact of overheads on the margin generated by a stock item from within the stock record.
Found in: Pricing
Overview Sometimes you may wish to manually push your stock levels to your channels, typically if new items have been added. Usage 1. Go to the stock item screen. 2. Green select the relevant stock items. 3. Select Grid actions in the top right ...
Found in: Overview
Overview You can specify which courier service to use for your imported orders by using courier groups. Usage In System Setup, open System Data. Double click on the Courier Groups line to open the table. Enter Edit Mode. Use the New button to add new ...
Found in: Shipments