Khaos Control Cloud Setup Guide - System Data - Quotation Weighting

Khaos Control Cloud Setup Guide - System Data - Quotation Weighting

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 Weighting

This screen is where you define the weighting of a quotation that is used in the [CRM Opportunities (Quotes)] screen to work out the potential success of converting a quote to a sales order.

Adding a new Quotation Weighting

To add a new Quotation Weighting:
  1. Go to [System Data | CRM Manager |  Quotation Weighting].
  2. Click the Edit button.
  3. Click the + New button.
  4. Enter the details of your new Quotation Weighting.
    1. The Weighting column is the likelyhood of converting a quote to a sales order, the greater the number the more likely the conversion.
  5. Repeat steps 2 & 3 for additional Quotation Weightings.
  6. Click the Save Screen button.
An explainer video can be viewed here, How to Set Up a Quotation Weighting.

Editing Quotation Weighting

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

Deleting Quotation Weightings

To delete Quotation Weightings:
  1. Go to [System Data | CRM Manager |  Quotation Weighting].
  2. ​Click the Edit button.
  3. Green select the Quotation Weighting(s) you wish to delete.
    1. Quotation Weightings can not be deleted if they are currently in use on a quotation.
  4. Click the - Del button.
  5. Click the Save Screen button.