Khaos Control Cloud Setup Guide - System Data - Quotation Reasons

Khaos Control Cloud Setup Guide - System Data - Quotation Reasons

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.

Quotation Reasons

This is where you define the quotation reasons which are used in the [CRM Opportunities (Quotes)] screen to describe why you failed to convert a quote to a sales order.

Adding a new Quotation Reason

To add a new Quotation Reason:
  1. Go to [System Data | CRM Manager |  Quotation Reasons].
  2. Click the Edit button.
  3. Click the + New button.
  4. Enter the description for your new Quotation Reason.
  5. Repeat steps 2 & 3 for additional reasons.
  6. Click the Save Screen button.
An explainer video on the above procedure can be viewed here, How to Set Up Quotation Reasons.

Editing Quotation Reasons

To edit Quotation Reasons:
  1. Go to [System Data | CRM Manager |  Quotation Reasons].
  2. Click the Edit button.
  3. Edit the descriptions of your Quotation Reason(s) as required.
  4. Click the Save Screen button.

Deleting Quotation Reasons

To delete Quotation Reasons:
  1. Go to [System Data | CRM Manager |  Quotation Reasons].
  2. ​Click the Edit button.
  3. Green select the Quotation Reason(s) you wish to delete.
    1. You can not delete a Quotation Reason once it has been used on an unsuccessful quotation.
  4. Click the Save Screen button.