User Acceptance Testing (Advanced)

Sales

Notes

Mandatory

Assigned To

Complete?

Create a New Sales Order

Y

Re-print an Invoice for a Customer

Y

Apply an Invoice Priority to a Sales Order

Create a Drop Ship Sales Order

Override a locked Sales Order

Y

Add an Extended Description to a Stock Item in a Sales Order

Import orders from Channels

Cancel a Sales Order

Y

Delete a Stock Item from a Sales Order

Y

Refund a Whole Order

Y

Remove an Item from a Sales Order and Refund the Excess Payment

Y

Apply a Discount to a Sales Order

View and Edit Existing Sales Orders

Y

Refunds

Notes

Mandatory?

Assigned To

Complete?

Create a Refund (from the original sales order)

Y

Create a manual refund from the customer statement

Y

Undo a Refund

Y

Create and Process a Refund for a Price Correction (from the original sales order)

Y

Create and Process a Refund including Charging for Delivery

Y

Refund a Whole Order

Y

Returns

Notes

Mandatory?

Assigned To

Complete?

Configure Return Reasons

Y

Report on Returns

Create a Return from a Sales Order

Y

Create a refund for an order or item

Y

Create a Sales Return for an item that has been incorrectly picked

Y

Process a Direct exchange/or value of exchange equal to return

Y

Process a Return where the Value of exchange items is greater than return items

Y

Process a return where the value of exchange items is less than the items being returned

Y

Process a Return where Items are returned, but no exchange items are required

Y

Process a Return where the Exchange is paid for before the Credit is issued

Y

Process a Return that contains Pack Items

Reprocess a Sales Order to claim VAT back when the person paying for the order does not pay VAT

Deal with an Incorrectly Processed Return

Y

Recreate a Deleted Credit Note attached to a Return

Recreate a Deleted Exchange Note attached to a Return

Deal with an Incorrectly Issued Credit Note

Y

Stock

Creating Stock Items

Notes

Mandatory?

Assigned To

Complete?

Create a New Stock Item

Y

Copy a Stock Item

Y

Create a Drop Ship Stock Item

Create a Packaging Stock Item

Create a System Miscellaneous Stock Item

Setting Up and Updating Stock Attributes

Notes

Mandatory?

Assigned To

Complete?

Block Update Selected Stock Items

Y

Setup and Use the Stock PNominal for Non-Sale Items

Set Up Reorder Multiples

Stop Stock Items from being Sold

Y

Stock Descriptions

Notes

Mandatory?

Assigned To

Complete?

Add a Long Description for a Stock Item

Initial Caps All Stock Items Descriptions

Stock Buy and Sell Prices

Notes

Mandatory?

Assigned To

Complete?

Stop the stock buy price field from changing

Bulk Update Stock Buy and Sell Prices

Stock Maintenance

Notes

Mandatory?

Assigned To

Complete?

Update Simple Stock Locations in Bulk

Images

Notes

Mandatory?

Assigned To

Complete?

Add an Image for a Stock Item

Remove an Image for a Stock Item

Pack (Move With)

Notes

Mandatory?

Assigned To

Complete?

Create a Pack

Amend and Edit a Pack Item

Create a Pack with SCS Parent Items as the Pack Child Items

Builds

Notes

Mandatory?

Assigned To

Complete?

Create a Build Stock Item

Amend and Edit a Build Stock Item

Unbuild a Built Item

Size Colour Style (SCS)

Notes

Mandatory?

Assigned To

Complete?

Video Covering SCS Functionality

Create SCS Stock Items

Notes

Mandatory?

Assigned To

Complete?

Create a Parent SCS Stock Item

Define SCS for a Parent Stock Item

Create a Pack with SCS Parent Items as the Pack Child Items

Generate New Stock Items and Link Existing Stock Items to a Parent SCS Item

Link Existing Stock Items to a New Parent SCS Item

SCS Maintenance

Notes

Mandatory?

Assigned To

Complete?

Add to Existing Elements setup against a Parent Item

Find the Child Stock Codes from a SCS Parent

Copy an SCS Profile

Delete an SCS Profile

Delete SCS Child Stock Items

Remove Child Items Associated with a Parent Stock Item

Update Child Stock Items

SCS Element Values

Notes

Mandatory?

Assigned To

Complete?

Setup SCS Element Values

Use SCS Element Values

Stock Adjustments

Notes

Mandatory?

Assigned To

Complete?

Adjust Stock Levels for a Single Item

Y

Adjust Stock Levels for a Group of Items

Y

Create a Stock Printout for a Stock Take

Y

Enter stock opening balance

Y

Stock Transfers between Sites

Notes

Mandatory?

Assigned To

Complete?

Transfer Stock to Another Site

Correct a Stock Site Transfer made in Error

Assign Stock from Another Site

Supplier

Notes

Mandatory?

Assigned To

Complete?

Set a Preferred Supplier

Y

Stop the stock buy price field from changing

Financial Setup for EC Suppliers

Sites

Notes

Mandatory?

Assigned To

Complete?

Use Sites

View stock sales and levels across sites

Accounts

Setting up Bank Accounts

Notes

Mandatory?

Assigned To

Complete?

Create a New Bank Account

Y

Setup and use a Credit Card Bank Account

Y

Using Bank Accounts

Notes

Mandatory?

Assigned To

Complete?

Bank Items

Y

Enter Bank Interest

Perform a Bank Account Reconciliation

Y

View a previous reconciliation

Unreconcile a previously reconciled bank entry

Y

Use Roll Up Batch Payments

Deal with a Bounced Cheque

Y

Tax (VAT)

Notes

Mandatory?

Assigned To

Complete?

Process a VAT return

Y

Change Tax (VAT) Rates

Exclude items on a VAT return

View a previous VAT return

Add an entry to your VAT Return to claim Import VAT

Refund VAT to a VAT-exempt customer who has been charged VAT inadvertently

Check your VAT Rates before processing a VAT Return

Create Nominal Accounts

Notes

Mandatory?

Assigned To

Complete?

Create Nominal Accounts

Y

Create Sales Nominal Accounts for UK, EU and WW Sales

Y

Create a Sales Nominal Account for a Stock Item

Setup and Use Stock PNominal for Non-Sale Items such as Packaging

Apply a Sales Nominal to a Stock Item

Y

Journal Between Nominals

Notes

Mandatory?

Assigned To

Complete?

Journal between Nominal Accounts

Y

Journal between Nominal Accounts using a non-Sterling currency

View Journal Details

Viewing and Printing Nominals and Information

Notes

Mandatory?

Assigned To

Complete?

View Transaction Details

Y

View Customers with Outstanding Credits

Y

Opening Balances

Notes

Mandatory?

Assigned To

Complete?

Enter a customer or supplier opening balance

Y

Enter Opening Balances

Y

Delete an Opening Balance

Y

Enter stock opening balance

Y

Move your Trial Balance from your Old System to Khaos Control

Y

Nominal Classifications

Notes

Mandatory?

Assigned To

Complete?

Setup nominal classifications in System Data

View Nominal Classification information

SP Ledger

Notes

Mandatory?

Assigned To

Complete?

Enter a single line SP Ledger entry

Y

View or alter existing SP Ledger entries

Y

Enter a Supplier Credit Note

Y

Balance Sheet

Notes

Mandatory?

Assigned To

Complete?

Run the Balance Sheet for a Previous Year

Run the Balance Sheet for the Current Year

Stock Value

Notes

Mandatory?

Assigned To

Complete?

Understand Stock Valuation

Y

Create a Stock Value Report

Y

View stock sales and levels across sites

Customer Payments & Statement

Create and Allocate Payments

Notes

Mandatory?

Assigned To

Complete?

Create Payments

Y

Allocate Payments

Y

Attach Multiple Selected Payments to a Single Invoice

Y

Create an Under / Over Payment

Y

Enter Payment Details on a Sales Order

Y

Manage Payments

Notes

Mandatory?

Assigned To

Complete?

Cancel Payment Allocations

Y

Delete a payment from the Customer Statement screen

Y

Process a Proforma Invoice payment

Credit Notes

Notes

Mandatory?

Assigned To

Complete?

Create a Credit Note for a Supplier

Refund a Credit Note via the customer statement

Sales Orders

Notes

Mandatory?

Assigned To

Complete?

Change the PO reference on an Issued Sales Order

Supplier Payments

Notes

Mandatory?

Assigned To

Complete?

Make Supplier Payments

Y

Cancel Invoice Allocations

Close Down Procedures

Notes

Mandatory?

Assigned To

Complete?

Close Down Accounts

Sales Invoice Manager 

Task

Notes

Mandatory?

Assigned To

Complete?

Open a Sales Invoice screen

Y

Setup and Use Manual Emails in the Sales Invoice Manager

Picking Stage

Notes

Mandatory?

Assigned To

Complete?

Print Delivery Notes

Y

Shipping Stage

Notes

Mandatory?

Assigned To

Complete?

Print Shipping Labels

Y

Manually enter courier details when shipping goods

Y

Invoicing Stage

Notes

Mandatory?

Assigned To

Complete?

Print a Sales Invoice

Y

Issued

Notes

Mandatory?

Assigned To

Complete?

Reprint a Sales Invoice

Y

Future - Awaiting Stock Stage

Notes

Mandatory?

Assigned To

Complete?

Auto Assign Stock on Back Order

Manually Assign Stock on Back Order

Manually Unassign Stock on Back Order

Assign Stock from Another Site

Postpone Assignment of Stock

Invoice Priority

Notes

Mandatory?

Assigned To

Complete?

Setup Invoice Priorities

Apply an Invoice Priority to a Sales Order

Promotions

General

Notes

Mandatory?

Assigned To

Complete?

Open a Promotion screen

Y

Creating Keycodes

Notes

Mandatory?

Assigned To

Complete?

Create a Basic Keycode

Create a Keycode that can only be used once against a Sales Order

Create a discount or delivery band charge

Create a Free or Reduced Price stock item band

Create a Time Limited Offer for a Specific Customer

Create a Keycode to Track Samples

Keycode Setup Options

Notes

Mandatory?

Assigned To

Complete?

Setup Free Delivery on a Stock Item

Setup a Price List associated with a Keycode

Setup Keycode Types

Keycode Usage

Notes

Mandatory?

Assigned To

Complete?

Enter a Keycode against a Sales Order

Disabling Keycodes

Notes

Mandatory?

Assigned To

Complete?

Disable a Keycode that has been entered against an order

Special Offers

Notes

Mandatory?

Assigned To

Complete?

Setup a Special Offer

Understand how Special Offers are Triggered

Setup Price Lists

Notes

Mandatory?

Assigned To

Complete?

Setup a Price List

Setup a Price List associated with a Keycode

Set Stock Item Prices Against a Price List

Price Lists Usage

Notes

Mandatory?

Assigned To

Complete?

Deactivate a Price List

Resell stock at cost price

Update Stock Sell Price en-masse

Apply a Price List to a group of Customers

Purchasing 

General

Notes

Mandatory?

Assigned To

Complete?

Set Up Reorder Multiples

Buy by the Case and Sell Individually

Understand the Purchasing Process

Y

Override a locked Purchase Order

Y

Creating Purchase Orders

Notes

Mandatory?

Assigned To

Complete?

Create a Purchase Order from the Reordering Screen

Y

Create a Purchase Order Manually

Y

Create a Purchase Order for a Drop Ship Item

Change the Purchase Order's default Delivery Address

Deleting Purchase Orders

Notes

Mandatory?

Assigned To

Complete?

Delete a Stock Item from a Purchase Order

Y

Cancel a Purchase Order

Y

Delivery Note

Notes

Mandatory?

Assigned To

Complete?

Create a Delivery Note from On Order List

Mark Un-Delivered Stock as Final Delivery

Book Goods In

Y

Delete a Delivery Note

Y

Create Delivery Note from a Purchase Order

Y

Locate a Purchase Order to Create the Delivery Note

Y

Create Purchase Invoice

Notes

Mandatory?

Assigned To

Complete?

Create a Purchase Invoice

Y

Match Purchase Invoices with Purchase Invoices sent by your Suppliers

Manage Purchase Invoices

Notes

Mandatory?

Assigned To

Complete?

Delete a Purchase Invoice

Y

Supplier Return

Notes

Mandatory?

Assigned To

Complete?

Create a Supplier Return

Y

Return Items into Stock

Y

System Data 

Sales Source

Notes

Mandatory?

Assigned To

Complete?

Create a Sales Source

Y

Return Reasons

Notes

Mandatory?

Assigned To

Complete?

Configure Return Reasons

Y

Courier Services, Bands and Delivery Charges

Notes

Mandatory?

Assigned To

Complete?

Understand Courier Bandings and Delivery Rates options in Khaos Control

Y

Configure Courier Services and Delivery Rates

Y

Automatically Assign a Courier based on a Delivery Address Value

Invoice Priorities

Notes

Mandatory?

Assigned To

Complete?

Setup Invoice Priorities

Apply an Invoice Priority to a Sales Order

Branding

Notes

Mandatory?

Assigned To

Complete?

Setup Branding

System Data: Company

Notes

Mandatory?

Assigned To

Complete?

Default Sales Order Payment Type by Company Class

Stock

Notes

Mandatory?

Assigned To

Complete?

Create a Site

Define Stock Types

Define Stock Types when using more than two levels

Setup SCS Element Values

Contact Manager

Notes

Mandatory?

Assigned To

Complete?

Setup CRM Contact Types

International

Notes

Mandatory?

Assigned To

Complete?

Setup Currency Conversion Rates

Set a Default Currency for each Country

Configure the Country Table

Users

Notes

Mandatory?

Assigned To

Complete?

All users set up with appropriate permissions?

Y

Have all users completed training relevant to their role within the business?

Y

Keycode Types

Notes

Mandatory?

Assigned To

Complete?

Setup Keycode Types

Channel Listings

General Channel Actions

Notes

Mandatory?

Assigned To

Complete?

Ensure orders are dropping into Khaos Control

Are all items present on orders?

Is the payment information correct?

Is the selected courier correct?

Have any applicable discounts been applied?

Are the funds for the order present in your payment service provider's area?

Has the sale recorded in the correct bank account in Khaos Control?

Are stock levels appearing correctly on your websites (if applicable)

Are shipping notifications sent to the channel?

Does branding work as required?