How To: Set Up New Clients


Clients is not enabled by default.

Please email Development for more information.
Note: there will be additional costs involved if this option is enabled.
  1. Open the Client Setup dialog by entering cli into the Khaos Control Command Interface.
  2. In the Client Setup screen, Click the NEW ITEM button has an icon that shows two sheets of paper (identified by having the top right corner folded down), arranged diagonally on the icon from top left to bottom right or press F3 to add a new item..
  3. Enter a Client description in the first column.
  4. Use the f8 lookup in the second column to select the required company record from the company lookup dialog.
  5. Use the f4 lookup in the third column to assign a sales source, if required.
  6. Enter a Sales Order prefix code into the fourth column, if required.
  7. Press Ctrl+S or click the disk icon is the button bar's SAVE button to save.
    Note New clients can only be created from company records that already exist in Khaos Control.


See Also

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