Overview The below will show you how to delete purchase orders in Khaos Control Cloud. Usage Open the purchase order you wish to delete Click on the red Delete button at the top right of the screen. Click on the Yes I do button. Notes You can’t ...
Found in: Common Purchase Order Actions
Overview The below will show you how to delete an item that has been added to a purchase order in error. Usage In the purchase order in Edit mode. Green select the item, or items. Click on the Delete button to remove the item(s).
Found in: Common Purchase Order Actions
Overview The below will show you how to delete delivery notes in Khaos Control Cloud. Usage Open the delivery note. Click on the red Delete button in the top right. In the popup, click on the green Yes I Do button, the system will inform you that the ...
Found in: Processing Delivery Notes
Overview This video explains how you can quickly and easily email a purchase order to your supplier. There is another video that shows you how to setup the correct email to use when emailing purchase orders, see How To Set Up Email Addresses for ...
Found in: Common Purchase Order Actions
Question/Problem How do you delete users who no longer need need access to the system? Resolution/Solution They can't be deleted for audit purposes however they can be deactivated. Steps Log in to your admin portal. Go to Users. Click the Deactivate ...
Found in: Managing Users
Overview Sometimes you may need to delete a sales order that has been imported or created in error, or cancelled. This must be done one sales order at a time. If you have lots of sales orders to be deleted please email support@khaoscloud.com and we ...
Found in: Credits & Refunds
Question/Problem Quantities have been incorrectly entered on a PO but I have posted the purchase invoice to my accounts, is it possible to amend the PO even after it has been marked as delivered? Resolution/Solution This is a complex issue and you ...
Found in: Crediting, Invoicing & Statements
Credits can not be unallocated from suppliers, and you can not delete credit notes that have been issued. To rectify this you will need to use your SP Ledger; Accounts Sales and Purchasing Ledger New Use the Lookup dialog box to locate the supplier ...
Found in: Crediting, Invoicing & Statements
Overview You can print a purchase order and download it as a pdf ready to email your supplier with your requirements. You can email a purchase order directly from Khaos Control Cloud, this is covered in another video How To Email a Purchase Order. A ...
Found in: Creating Purchase Orders
Overview This video explains how to export posted purchase invoices to an integrated accounts package such as Xero and Quickbooks. There are instructions below the video. Steps Go to [Accounts | Accounts Synchronisation] . Click the Export tab. Green ...
Found in: Quickbooks
Overview This video explains how to delete a sales order and refund a customer. Step by step instructions can be found below the video. Steps Open the sales order to be deleted. Click Edit. Select the Payment tab. Green select the payment to be ...
Found in: Credits & Refunds
Overview The following video explains how to add stock items to a purchase order that you are manually creating. There are step-by-step instructions below the video. Steps Make sure you are in Edit mode, else click on the Edit button. Click on the ...
Found in: Creating Purchase Orders
Overview When booking in stock, once the delivery note is saved, the system will automatically create a purchase invoice. It is possible for you to consolidate the purchase invoices for a series of delivery notes, so there is just one purchase ...
Found in: Purchase Invoice
Overview It is only possible to delete a stock item if it has not been used, i.e. no purchases, sales or adjustments. Usage To do this: Go to [Stock Item]. Green select the item in the stock list. Click Actions and select Delete Stock Items. An error ...
Found in: Getting Started with Stock
Overview The following video explains how you can delete a communication log entry in the Leads (Comm Log) screen. Step by step instructions are below the video. Steps Open CRM. Click on Leads (Comm Log). Double click on the company you wish to ...
Found in: Communication Log