Khaos Control Cloud Setup Guide - System Data - Sites

Khaos Control Cloud Setup Guide - System Data - Sites

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.

Sites

This screen allows you to set-up different sites along with their details such as address and the main contact etc. Sites can be used to deliver stock to and for sales orders to be fulfiled from. Alternatively they can be used to hold stock separately, such as a quarantine.

Adding new Sites

To add a new Site:
  1. Click the Edit button.
  2. Click the + New button.
  3. Enter the details of your new Site using the descriptions below as a guide.
    1. Site Description - The site name.
    2. Contact – The main contact at the site.
    3. Address – The address of the site. If populated it will be used on new Purchase Orders as a delivery address. If this value is read only it means that it has been used on a purchase in the past, in this case we assume you will maintain the address from the PO delivery address tab.
    4. Tel – The main telephone number at the site.
    5. Fax – The fax number at the site.
    6. Country – The country where the site is located.
  4. Repeat steps 2 & 3 for additional Sites.
  5. When you have finished adding Sites click the Save Screen button.
A video demonstrating this procedure can be viewed here:  How to Set Up Sites

Editing Sites

To edit a Site:
  1. Click the Edit button.
  2. Change the details of the Site(s) as required using the descriptions above as a guide.
  3. When you have finished editing click the Save Screen button.

Deleting Sites

To delete a site:
  1. Click the Edit button.
  2. Green select the Site(s) you wish to delete.
    1. A Site can not be deleted if it has previously been used on a purchase order.
  3. When you have finished deleting sites click the Save Screen button.