Khaos Control Cloud Initial Setup Guide - System Values - Companies Tab

Khaos Control Cloud Initial Setup Guide - System Values - Companies Tab

Overview

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 mouse above the option to display the information associated with it.
The Help menu is also available by clicking on the yellow question mark button in the top right of your screen or selecting Help from the navigation bar within any screen in the system. It’s context-sensitive and will display relevant information depending on where you are within Khaos Control Cloud. The information includes:
  1. A description of the main page you are using.
  2. Information on the fields within the current screen.
  3. A list of related videos which will guide you through important tasks related to the screen that you are on.

System Values

System Values is found under System Setup from the left navigation.
To edit any of the options in System Values:
  1. Click on the Edit button in the top right.
  2. Overwrite the example information with your details, select an option from a drop-down list or enable/disable an option using the toggle.
  3. Save the changes using the Save Screen button in the top right.

Companies Tab

GDPR – ANONYMISATION OPTIONS

Anonymisation Data

The text input here is used to overwrite any identifying details on company records when anonymised.

Minimum Days Since Last Order

If a user attempts to anonymise a customer who has a sales order dated within the past number of days specified here, they will be unable to do so. Only customers who have had sales orders prior to the specified time period can be anonymised.

Anonymise Company Code

  1. Enabled –  The company code will be anonymised in addition to any identifying data when a company is anonymised.
  2. Disabled –  The company code will not be anonymised at the time of anonymisation.

Anonymise Other Ref

  1. Enabled –  The company code will be anonymised in addition to any identifying data when a company is anonymised.
  2. Disabled –  The company code will not be anonymised at the time of anonymisation.

Company Debt Handling

This dropdown function determines what happens when a user is trying to anonymise a customer who has outstanding debt. The system can be set to prevent or warn users anonymising customers with a debt amount higher than specified in the following option, or alternatively it can allow anonymisation regardless of any outstanding debt and the value of it.

Anonymise Debt Value

The value specified here works in conjunction with either the prevent or warn functions from the previous option.

GDPR – DATA HOLDING OPTIONS

Holding Data

The text input here is used to overwrite any identifying details on company records when the Hold Data flag is set against the company, contact or address.

Held data is removed from hold by new Sales Orders

  1. Enabled –  Khaos Control Cloud will allow new sales orders to be created for companies on data hold and upon creation, will automatically remove a company level Hold against the company.
  2. Disabled –  Users will be prevented from creating new sales orders for companies on Data Hold.

Held data is removed from hold by new Purchase Orders

  1. Enabled –  Khaos Control Cloud will allow new Purchase orders to be created for companies on data hold and upon creation, will automatically remove a company level Hold against the company.
  2. Disabled –  Users will be prevented from creating new purchase orders for companies on Data Hold.
A video describing the options for GDPR can be found here, configuring your GDPR settings.