Khaos Control Cloud Setup Guide - System Data - Courier Banding

Khaos Control Cloud Setup Guide - System Data - Courier Banding

Overview 

This page is intended to compliment the training you undertake to help you set up your Khaos Control Cloud for your business.
Please Note: You do not need to set up the Courier Bandings table if you do not wish Khaos Control Cloud to make a courier selection.
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 (KCC). 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 Data

System Data is found under System Setup from the left navigation bar.
System Data is a list of items that the rest of the system uses in its various screens to function. This is the area allows you to set-up your key central data, such as Customer Types, Tax Rates, Currency Conversions, Stock Types, etc. To enter any of the areas within the System Data grid double click its line.
  1. From within any area of system data you can enter edit mode via the green Edit button at the top of the screen.
  2. The information within system data can be changed at any time however once it has been used it can no longer be deleted.
  3. Save any changes using the Save Screen button in the top right.

Courier Banding

The courier banding screen allows you to set up couriers which the system should automatically assign to certain types of sales order. Rules need to be set up here for different weight, volumetric and value ranges; the system uses these ranges when sales orders are created. The system will automatically update the selected courier against the sales order as different rules are triggered.
Note that in order to have the system select a courier based on order weight or volume, stock item will these to be defined against the stock record. 

Adding a new Courier Band

To add a new Courier Band:
  1. Click the Edit button.
  2. Click the + New button.
  3. Fill in the values of your new Courier Band. See descriptions below.
    1. Banding ID – The ID of the courier band so that similar courier configurations can be identified.
    2. Set Courier – The name of the courier as set up in Courier screen.
    3. Courier Group – A group can be set-up in [System Data | Courier Groups] that makes it easier to import sales order from sales channels that have a group name (e.g. Amazon Prime); so that the system can choose the best courier service for that group based on where the order is going and the items on it.
    4. Weight Low – The minimum total sales order weight for this banding to apply.
    5. Weight High – The maximum total sales order weight for this banding to apply.
    6. Volume Low – The minimum volume of the sum of all stock items on the sales order for this banding to apply.
    7. Volume High – The maximum volume of the sum of all stock items on the sales order for this banding to apply.
    8. Value Low – The minimum total sales order value for this banding to apply.
    9. Value High – The maximum total sales order value for this banding to apply.
    10. Value Gross – Specify whether the `Low Value` and `High Value` are Net (excluding tax) or Gross (including tax) for a Sales Order.
    11. Zone – Allows you to attach a zone to the banding. Zones are setup in the Countries screen.
    12. Company Class – Sets the banding to only apply to a specific company class.
    13. Postcodes – Sets the banding to only apply to a specific postcode or postcode range, for example NG31, NG[32-40].
    14. Brand – Only sales orders with the brand and that meet the other options set, will use this courier.
    15. Priority – Where there are courier services with overlapping weights/values you can set the order in which the system will decide which courier to use; 1 being the highest priority, 999999 being the lowest.
    16. Address Contains – Allows sales orders, either manually created or imported without a courier selected, to be assigned to a specific courier when an entry in any of the Delivery Address fields matches the one held here.
  4. Repeat steps 2 & 3 for additional Courier Bands.
  5. When you have finished adding new Courier Bands click the Save Screen button.
The above procedure can be viewed here:  How to set up Courier Bandings

Editing Courier Bands

To edit a Courier Band:
  1. Click the Edit button.
  2. Change the details within the table as required - see field descriptions above for additional information.
  3. When you have finished editing click the Save Screen button.

Deleting Courier Bands

To delete a Courier Band:
  1. Click the Edit button.
  2. Green select the Courier Band(s) you wish to delete.
    1. Caution should be exercised when deleting courier bands as the system will still continue to assign couriers to sales orders based on the remaining information within Couriers, Courier Groups, as well as the stock items on the order itself.
  3. When you have finished editing click the Save Screen button.