Question/Problem How can I search for part of a field rather than type it in full? Resolution/Solution There is a wildcard feature in all free text search boxes on the system. The wildcard buttons are located at either end of the search field. If ...
Found in: User Interface
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 Universal Lookup allows you to find documents even if you don't know what type of document you are looking for. Find out more by watching the video, or use the step by step guide below the video. Steps Click on the Magnifying Glass symbol ...
Found in: User Interface
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 You can search for a sales order using only a PO reference. Usage Open the [Sales Order | List] screen Click on the Filters button. Enable the toggle next to PO Reference. In the text box add in your PO Reference for the sales order you wish ...
Found in: Creating Sales Orders & Getting Started
Problem/Question Unable to search for an entry that includes an apostrophe. Solution This primarily affects companies with an apostrophe in the title, such as L'Oreal, Carluccio's and K'Nex. You can use wildcards in your search string in addition to ...
Found in: General
Overview The generic customer is used on channel setups where customer details are not known, such as Amazon FbA and most POS systems. When used, sales will belong to a Generic Customer names relevant to the current month, i.e. Amazon Generic ...
Found in: Getting Started with Companies
Overview The credit controller is the member of your staff responsible for managing the debts of your business. They are accountable for recovering any unpaid money that is owed to your organisation from other businesses or individuals. There are ...
Found in: Orders & Payments
Problem/Question When is the Supplier Ref field recorded against a stock item used? Can I search for it? Solution The Supplier Ref field is so your purchase documentation has the reference number used by your supplier when identifying an item. It can ...
Found in: Pricing
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
Improved speed and help in the search dialog Added a new welcome screen (which you're seeing now!) to keep you informed about updates to the cloud Top bar and the user menu has once again been given an update Reports now support currency The help ...
Found in: What's New
Amazon BigCommerce eBay Items listed on eBay without a SKU If you have an item(s) listed on eBay without a SKU you will, by default, experience an import error (Stock Code Unknown) when trying to bring orders for these items into KCC. Steps to ...
Found in: Overview
Overview The following video explains how to create a new sales order. There are some basic instructions below the video with the steps to create a sales order. Steps Click New Sales Order in the blue button drop down. Search for the customer that ...
Found in: Creating Sales Orders & Getting Started
Added undo last movement action to the Sales Invoice Manager Added archive stage functionality to the Sales Invoice Manager Added the ability to show stock images and barcodes on downloadable reports Added a Balance Sheet / Profit & Loss filter to ...
Found in: What's New
New Feature: [Accounts | Bank Importer] added to bring in bank transactions, so that payments can be automatically created New Feature: 'Date Required' add [Purchasing | On Order list] along with some new colours to show when a purchase is overdue ...
Found in: What's New