Khaos Control Cloud Setup Guide - System Data - Purchase Order Line Status

Khaos Control Cloud Setup Guide - System Data - Purchase Order Line Status

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.

Purchase Order Line Status

The Purchase Order states defines here can be saved against Purchase Order item lines and used to filter outstanding purchase orders on the “On Order List” screen. For example, you could have a status of "At Sea" to indicate that lines are being shipped from far away. Using this feature is completely optional.

Adding new Purchase Order Line Statuses

To add a new Purchase Order Line Status:
  1. Go to [System Data | Others | Purchase Order Line Statuses].
  2. Click the Edit button.
  3. Click the + New button.
  4. Enter the details of your new Purchase Order Line Status.
    1. The Order column uses the standard system priorities where a setting of 1 is the highest priority.
  5. Repeat steps 2 & 3 for additional Purchase Order Line Statuses.
  6. Click the Save Screen button.
A video detailing the above procedure can be found here, How To Set Up Purchase Order Line Statuses. 

Editing Purchase Order Line Statuses

To edit Purchase Order Line Statuses:
  1. Go to [System Data | Others | Purchase Order Line Statuses].
  2. Click the Edit button.
  3. Edit the details of your Purchase Order Line Status(es) as required.
  4. Click the Save Screen button.

Deleting Purchase Order Line Statuses

To delete Purchase Order Line Statuses:
  1. Go to [System Data | Others | Purchase Order Line Statuses].
  2. Click the Edit button.
  3. Green select the Purchase Order Line Status(es) you wish to delete.
    1. It is not possible to delete a Purchase Order Line Status if it is currently registered against a Purchase Order.
  4. Click the - Del button.
  5. Click the Save Screen button.