Overview If you don't want to tie up stock on a sales order with a delivery date in the future, you can postpone the assignment of the stock in the Back Order Manager. This video describes the process you need to follow and there are written ...
Found in: Backorder Management
Overview If you want to create a sales order but don't want the stock to be assigned when you save the order, this video explains the process you need to follow. A step by step guide can be found below the video. Steps In the Sales Order , enter Edit ...
Found in: Creating Sales Orders & Getting Started
Overview There maybe times when you wish to unallocate stock from an order, for example to fulfill more urgent orders. The process is described in the video below and there are written instructions beneath: Steps Go to [Despatch | Back Order ...
Found in: Backorder Management
Overview It is possible to allocate available stock to back order sales orders using the Back Order Manager. This video explains the process and step by step instructions are below it. Steps Go to [Despatch | Back Order Manager]. Click Filters and ...
Found in: Creating Sales Orders & Getting Started
Overview If you're using the Back Order Manager you may wish to filter by sales order to see what items the sales order does have allocated. This video explains how to do this. Steps Go to [Despatch | Back Order Manager]. Click the order you wish to ...
Found in: Backorder Management
Overview When using the Back Order Manager you can easily filter the grid by the current stock item. This video explains the process and there are written instructions below: Steps Go to [Despatch | Back Order Manager]. Click the stock Item you wish ...
Found in: Backorder Management
Overview This video will show you how to see the back order requirements for a stock item. A step by step guide can be found below the video. Steps Open the item's Stock Record. Using the Actions menu, select Back Orders. The Back Orders Management ...
Found in: Backorder Management
Overview This video shows you how to use tri-state toggles to control filter options. The list of screens that have this option are below the video. Usage On any filter where a tri state toggle is used you have the following options: Left (Red) - Do ...
Found in: User Interface
Overview There are different methods of creating a Purchase Order which are explained in this video. A step by step guide can be found below the video. From the Reorder Report: In Stock Tools, open the Reorder Report. Use the Filters button to turn ...
Found in: Creating Purchase Orders
Overview This video explains how to email sales order acknowledgements to your customers from the despatch screen. There are instructions below the video. Steps Go to the Released or Staging areas of [Despatch | Sales Invoice Manager]. Only orders in ...
Found in: Common Actions
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 There are different methods of creating a Delivery Note to book stock into Khaos Control Cloud. This video explains how to do this from the On Order screen. A step by step guide can be found below the video. Steps In Purchasing , open the On ...
Found in: Creating Delivery Notes
Overview This video shows you how to use the deliveries dialog in a sales order to find out when an out of stock item is due in. Step by step instructions can be found below the video. Steps Select an out of stock item on your Sales Order. Use the ...
Found in: Addresses & Delivery
Overview When you're booking in stock using a Delivery Note, it is possible to control how many items will be reserved for back orders. This video explains how you do this. A step by step guide can be found below the video. Steps Open or Create an ...
Found in: Backorder Management
Overview This video describes how you can add more payment lines in a sales order, for example when the customer wants to split their payment over different payment methods. The video also describes how to add a part payment and then put the ...
Found in: Payments & Pricing