Khaos Control Cloud Setup Guide - System Data - Credit Review Method

Khaos Control Cloud Setup Guide - System Data - Credit Review Method

Overview

This page is intended to compliment the training you undertake to help you set up your Khaos Control Cloud for your business.
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.

Credit Review Method

This is where you can set up the various methods of performing customer credit reviews, for example bank statement, credit reference agency, etc. This can then be selected in the financial tab in the customer’s record.
Please Note:
Khaos Control Cloud does not integrate with Credit Reference agencies and this feature requires a manual selection to be made within the customer record.

Adding a Credit Review Method

To add a new Credit Review Method:
  1. Click the Edit button.
  2. Click the + New button.
  3. Enter the Description of the method used to check a customer credit rating.
  4. Repeat steps 2 & 3 for additional Credit Review Methods.
  5. When finished adding Credit Review methods click the Save Screen button.
A video demonstrating this process can be viewed here, How to Set Up Credit Review Methods.

Editing Credit Review Methods

To edit a Credit Review Method:
  1. Click the Edit button.
  2. Change the description(s) as required.
  3. When finished editing click the Save Screen button.

Deleting Credit Review Methods

To delete a Credit Review Method:
  1. Click the Edit button.
  2. Green select the Credit Review Method(s) you wish to delete.
    1. It is not possible to delete a Credit Review Method if it is currently in use against a customers record, remove it from the customer(s) and then deletion is possible.
  3. When you have finished deleting click the Save Screen button.

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