How To: Set Up New Clients
Table Of Contents
Client records can be used to associate company records with specific sales sources and Sales Order prefixes. Before creating a client, the associated company record must already exist within Khaos Control.
Create a Client
- Open the Client Setup screen by entering cli into the Khaos Control Command Interface.
- In the Client Setup screen, press F3 or click Add to create a new client.
- Enter a description for the client in the first column.
- In the second column, press F8 and select the required company record from the Company Lookup window.
- In the third column, press F4 and select a Sales Source if required.
- In the fourth column, enter a Sales Order Prefix if required.
- Press Ctrl+S or click Save.
The new client record is now available for use within Khaos Control.
Field Descriptions
| Field | Description |
|---|---|
| Client Description | The name or description used to identify the client record. |
| Company | The existing company record linked to the client. |
| Sales Source | An optional sales source used for reporting and order tracking. |
| Sales Order Prefix | An optional prefix automatically applied to Sales Orders created for this client. |
Important Information
Note: New client records can only be created from company records that already exist in Khaos Control.
If the required company is not available in the Company Lookup window, create the company record first before attempting to create the client.
Additional Information
- Sales Order prefixes can help distinguish orders generated for different clients or business divisions.
- Sales Sources can be used to improve reporting and identify where orders originate.
- Linking clients to existing company records helps maintain consistency across customer and sales data.