Overview The following video explains how you add stock items to the customer return once it has been created, see How To Create a New Customer Return. There are step-by-step instructions below the video. Steps Open the return. Click on the + New ...
Found in: Creating Customer Returns
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 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 With the Sales Order located within the Shipping stage of [Sales Invoice Manager], go to the [Confirm Shipment] screen. Click Edit. Move the orders from the bottom 'Shipped' grid to the top 'To be Shipped' grid. This can be done by either ...
Found in: Credits & Refunds
Overview The following video explains how to copy a sales order into a credit note. There are step-by-step instructions below the video. Steps Open the existing sales order. Click on the Actions button. Select Copy Sales Order as Credit Note. Click ...
Found in: Credits & Refunds
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 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 It is possible to add a communication log entry from a sales order. This will then appear in the customer's Comm Log. This is useful if the customer has a query or if they want you to know something, for example changes to their ...
Found in: CRM & Communication Log
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 Stock value is determined by a number of factors and this document is intended to detail the processes. Usage Stock Value Calculation Methods In [System Setup | System Values | Stock] it is possible to set KCC to calculate stock value in a ...
Found in: Stock Value
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 The following video explains how to add, or update, the lead time for a stock item that you purchase from a specific supplier. You can also define a generic lead time against a stock item and the system will use this if there is no lead time ...
Found in: Getting Started with Stock
Overview You can print or email a sales order acknowledgement to a customer, this video explains how to do this from a sales order. There are step-by-step instructions below the video. Steps Open the sales order. Click on the Actions button. Select ...
Found in: CRM & Communication Log
Overview The following video explains the process for creating SCS (Size, Colour, Style) stock items. The process involves creating a parent stock items and then creating variations based on the parent stock item. There are step by step instructions ...
Found in: Size, Colour, Style (SCS)
Overview This video shows how you can setup a Special Offer to automatically add items to sales orders. You can configure this to add different quantities so the customer can decide whether they wish to purchase the items or not. A step by step guide ...
Found in: Special Offers