Problem How to get KCC to select the best courier. Part shipments are being allocated the original courier based on the entire order. Solution For this to occur it is essential that you have both 'On Import Reassess' and 'On Invoice Reassess' options ...
Found in: Shipments
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 This video covers the selecting of data ready to submit your VAT Return and then the process of submitting your VAT Return using Making Tax Digital (MTD). There are instruction below the video. HMRC - New Numbering System Please be aware ...
Found in: TAX Register & Taxing
Problem My courier banding is set up but KCC is still not choosing the correct courier. Solution The courier bandings table works in conjunction with the On Import Reassess and the On Invoice Reassess options within the Couriers table. It will also ...
Found in: Shipments
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
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
Problem The KCC courier integration selecting wrong DPD service for orders. Solution In [System Data | Couriers] table select the DPD entry that is not selecting the correct service. Click Actions then select Courier Config. Ensure the Network Code ...
Found in: Shipments
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
Overview If you routinely order the same stock items from multiple suppliers, you may wish to use our Copy a Purchase Order functionality within the system. Usage In order to copy a Purchase Order to a different supplier you must follow the steps ...
Found in: Common Purchase Order Actions
Overview In order to remove an email address allocated to a customer you can follow these steps: Steps Select the Company tab on the Navigation bar. Find the Customer you want to update using the filters. Click the Edit Button so that the information ...
Found in: Emails
Overview Adding a new payment that can then be allocated to an invoice, for either a customer or supplier, is covered in the video below. A step by step guide can be found below the video. Steps Open the Customer/Supplier record. Go to the Statement ...
Found in: Crediting, Invoicing & Statements
Overview This video explains how to delete a sales order and refund a customer. Step by step instructions can be found below the video. Steps Open the sales order to be deleted. Click Edit. Select the Payment tab. Green select the payment to be ...
Found in: Credits & Refunds
Overview You can export customer and supplier information from the system. Steps You can do this by going to Reports Select Ad Hoc reports Then use the drop down to select System - Companies.
Found in: Reporting
Overview This video will show you how to drill down into transaction detail from the nominal accounts in the trial balance. A Step by Step guide can be found below the video. Steps In Accounts, click on Trial Balance. Select the desired Nominal ...
Found in: Trial Balance
Overview This video will show you how to use upsell in sales orders. The items that are shown in the Upsell dialog are items that other customers have bought along with the item that is selected in the grid. A step by step guide can be found below ...
Found in: Payments & Pricing