Overview This video will show you how to process a sales order when the stock is being drop shipped by your supplier. A step by step guide can be found below the video. Steps In Edit mode, use the New button to add the drop ship item to the sales ...
Found in: Drop Shipping
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 The below explains how to part ship a partly fulfilled sales order in the system. Usage Locate the order you wish to part ship in the Awaiting Stock stage in Sales Invoice Manager. Green-select the order. Use the Actions menu to Release the ...
Found in: Common Actions
Overview This video will show you how to order and, if necessary, drop ship an out of stock item. A step by step guide can be found below the video. Steps Ensure the sales order is saved. Green select the item(s) that require ordering. Use the ...
Found in: Drop Shipping
Overview In Khaos Control Cloud you can create a Supplier Return and then gradually add items to it. This video covers the point when you wish to close the return and create a Purchase Credit Note. The step by step instructions are below the video. ...
Found in: Creating Supplier Returns
Overview The following video explains how to create a new sales order. There are some basic instructions below the video with the steps to create a sales order. Steps Click New Sales Order in the blue button drop down. Search for the customer that ...
Found in: Creating Sales Orders & Getting Started
Overview You can cancel a sales order if the customer no longer wishes to purchase the items from you. See the video to show you how to do this. There are also step by step instructions below the video. Steps Ensure the payment for the order is ...
Found in: Credits & Refunds
Overview This video shows you how to create a new customer return from a sales order. Other videos show you how to process your return. A step by step guide can be found below the video. Steps Go to the original Sales order. Select the item(s) that ...
Found in: Creating Customer Returns
Overview The below will show you how to apply a keycode to a sales order in Khaos Control Cloud. Usage In a sales order that is in Edit mode: Go to the Additional tab. Click on the Add + Keycode Code button to add the keycode. Use the filters in the ...
Found in: Payments & Pricing
Overview The following video explains how to convert a sales order into a quotation, for example if the customer needs to have a quote rather than a sales order. There are step-by-step instructions below the video. Steps Open the sales order. Click ...
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 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
Overview This video describes the process of adding a payment in a sales order. A step by step guide can be found below the video. Steps Ensure the Sales Order is in Edit mode. Go to the Payment tab. Use the New button to add a new payment line. ...
Found in: Payments & Pricing
Overview The following video explains how you can change the courier in a new sales order. There are step-by-step instructions below the video. Steps Open the sales order and make sure you are in Edit mode, else click on the Edit button. Go to the ...
Found in: Addresses & Delivery
Overview Before you can assign sales orders to couriers using courier integration you must first confirm that the details including the courier are correct. The following video show you how to do this and there are step by step instructions below. ...
Found in: Shipments