Overview This video explains how you add stock items to a Supplier Return. A step by step guide can be found below the video. Steps Ensure the Supplier Return is in Edit mode. Use the New Item button to add the item(s) being returned from the Stock ...
Found in: Creating Supplier Returns
Overview Stock items that you are going to be returning to the supplier using a Supplier Return are added into the Returns Bin preventing them from accidentally being sold. A step by step guide can be found below the video. Steps Ensure that the ...
Found in: Processing Supplier Returns
Overview This article is broken down in to the different ways of creating a return, the different types of return and refunding the sale if needed. Creating a new Customer Return How To: Create a New Customer Return How To: Add Stock Items to a ...
Found in: Creating Customer Returns
Overview This video shows you how to process customer returns and quarantine stock using sites. There are instructions below the video. Note before you use this option, you will need to setup additional sites, for example Quarantine for the items ...
Found in: Creating Customer Returns
Overview This video shows you how to get your data ready prior to submitting a VAT return. Step by Step instructions can be found below the video. Steps 1. In Accounts, click on Tax Register. 2. Green Select all items in the grid. 3. Use the Actions ...
Found in: TAX Register & Taxing
Overview The following video explains how to create a new stock item. There are step-by-step instructions below the video. Steps Click on the blue button at the top of the screen Select New Stock Item. Click Yes I do in the popup. You will then need ...
Found in: Getting Started with Stock
Overview When you have processed a supplier return in KCC, you will then create a purchase credit note. Once you have received the credit note from your supplier, you will then need to post the KCC credit note to the accounts and to the supplier ...
Found in: Processing Supplier Returns
Overview The video below explains the process of issuing a sales invoice and what happens behind the scenes within the accounts and stock records areas of the system. A list of the areas affected is below the video. Notes/Caveats The following areas ...
Found in: Issuing
Overview When setting up EC companies it is useful to understand what happens when the following fields on the Customer General screen are used: Tax Ref EC Company Company pays tax For all the following both the Tax and EU checkboxes in System Data ...
Found in: EC Companies
Overview This video covers the selecting of data ready to submit your VAT Return and then the process of submitting your VAT Return using Making Tax Digital (MTD). There are instruction below the video. HMRC - New Numbering System Please be aware ...
Found in: TAX Register & Taxing
Overview This video shows you how to analyse your customer returns. A step by step guide can be found below the video. Steps In Returns, click on the Returns Analysis button. Use the Filters button to run the report by Date Range and/or Return ...
Found in: Processing Customer Returns
Overview You may want to Discontinue a Stock Item, this will not affect Sales Order History of that item. It is not possible to delete a stock item once it has been used on sales and purchase orders. Usage To discontinue an item follow the steps ...
Found in: Getting Started with Stock
Overview An example where you may want to do this, is when there has been a recent change in your buy/sell price of a stock item. Step By Step In order to update the details of a stock item after the primary data import, you can follow the ...
Found in: Getting Started with Stock
Overview You can copy an existing stock item to create a new one. This is very useful if you have similar stock items. A step by step guide can be found below the video. Steps Open the Stock Item record. Use the Actions button to select Copy Stock ...
Found in: Getting Started with Stock
Overview The below will show you the options of how to see what relationships a stock item belongs to. Usage In your [Stock Items] list screen, it is possible to filter for a specific relationship type, i.e. Move With or Build. It will not display ...
Found in: Packs & Builds