Overview This video explains how you can change the status of a quotation to unsuccessful. There are step-by-step instructions below the video. Steps Open the CRM screen. Click on Opportunities (Quotes). Select the quote you wish to mark as ...
Found in: Quotes
Overview This video explains how you can change the status of a quotation from unsuccessful to pending, for example if the customer has changed their mind after considering the offer. There are step-by-step instructions below the video. Steps Open ...
Found in: Quotes
Overview Once a quotation has been printed in the Quotations - Print stage in the Sales Invoice Manager, you can move it into the next stage which is Pending. Once it is in Pending it will be visible in the Opportunities (Quotes) grid in the CRM. ...
Found in: Common Actions
Overview Changing a quotation into a sales order when the customer wishes to purchase the items, must be carried out from the sales order screen. The following video explains the process. There are step-by-step instructions below the video. Steps If ...
Found in: Quotes
Overview Quote weightings are used to help the user determine how likely a quote is to being converted into a sales order. The following video explains how they are used and there are step by step instructions below the video. Quote weighting must be ...
Found in: Quotes
Overview Quote weightings are used to help the user determine how likely a quote is to being converted into a sales order. The following video explains how to change the weighting . There are step by step instructions below the video. Quote weighting ...
Found in: Quotes
Overview This page is intended to compliment the training you undertake to help you set up your Khaos Control Cloud for your business. The Help menu is also available by clicking on the yellow question mark button in the top right of your screen or ...
Found in: Quotations & Proformas
Overview Once the customer has decided that they wish to purchase the items on their quote, the quote needs to be converted into a sales order. The sales order can then have payments added and be processed through the Sales Invoice Manager. A step by ...
Found in: Quotations & Proformas
Overview This video will show you how to mark an item as drop ship. These are items that are delivered directly from your supplier to the customer. A step by step guide can be found below the video. Steps Open the Stock Record for the item you wish ...
Found in: Drop-Ship
Overview If you have purchased stock that the supplier is no longer going to be delivering, then you need to mark it as Final Delivered therefore closing the purchase order. If you don't do this then the purchase order will remain 'open' as the ...
Found in: Processing Delivery Notes
Overview This page is intended to compliment the training you undertake to help you set up your Khaos Control Cloud for your business. The Help menu is also available by clicking on the yellow question mark button in the top right of your screen or ...
Found in: Quotations & Proformas
Overview How to mark a customers address as requiring a Customs Invoice Notes This assumes you have configured your custom invoices. Customs Invoices Configuration When creating a new customer Click on the blue button at the top of the screen. Select ...
Found in: Addresses & Delivery
Overview This video explains how you create quotations and proforma orders in the system. The main difference is that when the sales order is saved stock will be assigned to a proforma order but not to a quotation. Both these types of order will need ...
Found in: Quotations & Proformas
Overview Do you want to record why you failed to convert sales orders into a quotes so you can improve your selling? Then having setup quotation reasons in System Data , you can then add these to unsuccessful quotes and see if there is a pattern for ...
Found in: Quotes
Overview This video explains how to copy a sales order, quotations or proforma order to a different customer, for example where they want to purchase identical items. There are step-by-step instructions below the video. Steps Open the existing sales ...
Found in: Creating Sales Orders & Getting Started