How To: Setup Branding

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Branding is used where a business trades under more than one business name for example where a company sells from two different websites. System data sets the correct logos and company details for the documentation the customer will receive. Branding can be added manually on the Additional tab in a Sales Order and automatically as a result of the sales order Sales Source or customer's Company Class. For more information and a list of where branding can be used in the system see the Branding page. There is a branding hierarchy to consider when setting up your brands, see Branding Hierarchy for more information.

Three areas need to be configured for branding to be used successfully in Khaos Control:

  1. Branding details must be setup in System Data;
  2. Reports must be configured to use branding data; and
  3. Sales source or customer class configured to automatically select correct brand to be applied to Sales Orders  (optional).
  4. You can also configure your Basic Reports to link them to a brand, see How To: Setup an Invoice Template per Brand using Basic Reports  (optional).
  5. Unique Email Server credentials can be defined per brand for automatically triggered emails in the Brand specific email settings dialog.

Creating Brands in System Data

  1. Open a System Data screen (show me how).
  2. Double click on the [ Sales Order Processing | Branding ] line.
  3. Press Alt+E or click the green triangle icon is the buttonbar's EDIT button to enter edit mode.
  4. Press F3 or 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   to add a new item.
  5. Enter the details of the new brand you wish to create (see below).
  6. Press Ctrl+S or click on the disk icon is the button bar's SAVE button   to commit changes; alternatively press Alt+A or click the red cross icon is the button bar's CANCEL button to abort.

Details that can be entered against a brand:

Field
Example
  Desc     BRAND01  
  Company Name     My Brand  
  Web Site     Web: www.mybrand.com  
  Email     Email: sales@mybrand.com  
  Tel 1     Tel: 0116 222 3333  
  Tel 2     Freephone: 0800 123 456  
  Fax 1     Fax: 1006 222 3339  
  Special Text     not used  
  Logo File     K:\KeystoneSoftware\Images\Logo\logo_mylogo.jpg  
  Reg Number     MyBrand is a trading name of MyCompany Ltd, registered in England & Wales No. 0099999  
  Reg Office     Registered Office: 49 Lezbee Avenue, Fetcham, BOOKHAM, AR8 3ST  
  DDI     Direct Dial In, requires the TAPI system to be enabled in Khaos Control. If required, please email Development.
  Brand Address†     Multiple lines of brand address as you wish it to be shown in the eHAddrCompany field in the Basic Reports(may include  
  telephone numbers, website url, etc.)
  Assign Logo Filename†     Allows use of the "File Open" dialog to select your logo file.  
  VRQ     Customers may qualify for VAT relief when purchasing specific stock items.
Note: for the system to exempt the item from VAT on sales order, VRQ must be enabled for the stock item, the customer AND the sales order's brand, see How To: Setup and use Vat Relief Qualified.
† These can be found on the right-click context menu.

Note: The VAT number entered in System Values will be used. Khaos Control supports only one set of VAT accounts per system.

Configuring Reports

If your system uses standard reports, then they will likely require chargeable customisation in order to incorporate branding  (this requires custom development, which may be chargeable).

If using Basic Reports, a <%BulkAddress%> tag needs to be added to all relevant reports† in order for the branded details from System Data to be shown in the company address box (eHAddrCompany), for example:
<%SkipEmpty%><%NO DoubleName%>
[<%Company name%> | <%Contact name%>]
<%BulkAddress%>
<%Tel1%>
<%Fax1%>
<%Email%>
<%Web%>


WARNING icon
Report Builder Designer is an Advanced User feature.

† Even when the system is set to use Basic Reports, the following reports that may require branding are still generated using Standard Reports (and therefore any changes requested to these reports will need to be treated as Development Requests):

Note: Whereas sales may be associated with a specific brand, all purchases are made by the body corporate: therefore branding does not apply to Purchase Orders and related reports.
Note: If a basic report linked to a brand exists, then the brand cannot be deleted from System Data.

Automatic Brand Selection

The branding to be used on a specific Sales Order is set on the additional tab. Brands can be automatically selected by linking a Customer Classification or Sales Source to a brand.

There is a hierarchy for which brand is used when importing sales orders:

  1. Branding set on the Sales Order overrides;
  2. Branding set against a Sales Source, which overrides;
  3. Branding set against a Company Class.
  4. If no brand is set when an order is imported and there is none set against Sales Source or Company Class then no brand will be applied to the order.

Website-specific Branding

To ensure that all Sales Orders imported from your branded website are linked to that brand, the "KSDXMLImportFormat.xml" file generated by your website should tag each sales order with the sales source associated with that brand. For example:

<!-- Comment: Specify a source code from KhaosControl, Only pre-existing codes will be mapped onto the order. Case Sensitive. -->
<SALES_SOURCE>INTERNET_BRAND01</SALES_SOURCE>

User-specific Branding

To link a user to a brand, simply link the user to the Sales Source associated with that brand.

See Also

Visit KhaosWikiX at http://wiki.keystonesupport.net/wiki_kcx/ to see the following:

Contact the Khaos Team