Information This page contains the field mapping requirements for importing existing sales orders into Khaos Control Cloud (KCC). MANDATORY FIELDS Mandatory fields vary depending on the complexity of the data you are intending to import. Notes A ...
Found in: Data Import
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 The below will show you how to view all current sales orders a specific stock item is allocated to. Usage This can be done quickly by filtering Back Order Manager. Go to [Despatch | Back Order Manager]. Click the Filters button and set the ...
Found in: Booking In & Levels
Overview As part of the purchasing process you need to inform the system that the stock has arrived and can be assigned to sales orders or be made available for sale. This is done using a delivery note which should mirror the delivery note from your ...
Found in: Processing Delivery Notes
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 You can place a sales order into Manual Hold from the sales order. Once placed in Manual Hold you will need to manually move it out of there when you are ready to process it. This video explains how you do this. A step by step guide can be ...
Found in: Creating Sales Orders & Getting Started
Overview The following video explains how to move sales orders from the Invoice stage in the Sales Invoice Manager. There are step-by-step instructions below the video. Steps Focus on the Invoicing stage. Select the sales order, or sales orders, you ...
Found in: Common Actions
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
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 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 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 Data Holding a company record keeps the data intact but the record remains in the system. It also can be used to prevent a company from having sales or purchase orders created for them. This video explains the process. A step by step guide ...
Found in: CRM & Data Protection
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 If you're creating a sales order and wish to know how you can see when an out of stock item is due to be delivered by the supplier, this video shows you how. A step by step guide can be found below the video. Steps Focus on the item in the ...
Found in: Common Purchase Order Actions
Overview This video explains how to assign stock to a sales order from within the order itself in Khaos Control Cloud. There are step by step instructions below the video. Steps From within the sales order green select the stock item(s) you wish to ...
Found in: Creating Sales Orders & Getting Started