Khaos Control Cloud Setup Guide - System Data - Sales Sources

Khaos Control Cloud Setup Guide - System Data - Sales Sources

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. 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 controls the behaviour of your system and drop down menus. 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.

Sales Sources

This screen contains values in relation to the sales sources of orders within Khaos Control Cloud. Whilst it is not a mandatory value, it is an excellent reporting tool. Sales Sources define where, or how, a sales order has originated from, for example they can be linked to your individual channels such as eBay, Amazon etc.

Once in edit mode you can add, change or remove values in the table.

Adding a Sales Source

To add a new Sales Source:
  1. Click the Edit button.
  2. Click the + New button.
  3. Type the name of your new sales source.
  4. If using Brands, enter the Brand as required.
  5. Select the Price List to be used by sales generated from this source.
    1. You do not need to select a price list - the standard list price or customer classification price list will apply in this instance.
  6. Repeat steps 2 - 5 as required for additional sales sources.
  7. When finished click the Save Screen button.
A video on this procedure can be viewed here, How to Set Up Sales Sources.

Editing a Sales Source

To edit an existing Sales Source:
  1. Click the Edit button.
  2. Change the details as required.
    1. Note The system will not update existing sales orders retrospectively.
  3. If you no longer require a sales source enable the Disabled checkbox.
  4. Repeat steps 2 & 3 as required for editing multiple sales sources.
  5. When finished click the Save Screen button.

Deleting a Sales Source

To delete an unused Sales Source:
  1. Click the Edit button.
  2. Green select the line(s) you wish to delete.
  3. Click - Del button.
  4. When finished click the Save Screen button.

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