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 Sometimes you may need to delete a sales order that has been imported or created in error, or cancelled. This must be done one sales order at a time. If you have lots of sales orders to be deleted please email support@khaoscloud.com and we ...
Found in: Credits & Refunds
Overview In Sales Report you can view order but Sales Order as well as the default Sales Invoice view Usage With your sales report open, click the filters button and scroll down. Near the bottom of the popup you will find a Sales Orders filter, which ...
Found in: Reporting
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 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 The below explains how you can add multiple orders to one pick sheet. Usage Click on the Picking stage of the Sales Invoice Manager. Select the sales orders you wish to print a pick ticket for. Click on the Actions button. Select Print Pick ...
Found in: Common Actions
Introduction This setup guide is designed to work alongside the training you undertake to help you set up your Khaos Control Cloud for your business. There are tooltips available to describe each option within the application itself, just hover your ...
Found in: Creating Sales Orders & Getting Started
Overview This video describes how you can change the delivery rate in a sales order. A step by step guide can be found below the video. Steps Ensure the Sales Order is in Edit mode. Ensure the Delivery Charge toggle is switched on. Edit the Delivery ...
Found in: Addresses & Delivery
Overview This video will show you how to use upsell in sales orders. The items that are shown in the Upsell dialog are items that other customers have bought along with the item that is selected in the grid. A step by step guide can be found below ...
Found in: Payments & Pricing
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
Overview This video explains how you can change the email address that the sales order documentation is sent to by changing the delivery contact on the sales order. There are step-by-step instructions below the video. Steps In a sales order in Edit ...
Found in: CRM & Communication Log
Overview This video explains how you can change the invoice or delivery address on a sales order. There are step-by-step instructions below the video. Steps In a sales order in Edit mode: Click on the Customer tab. Select the address in the upper ...
Found in: Addresses & Delivery
Overview If you add a payment incorrectly and wish to delete it, this video describes the process. 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. Green select the payment line ...
Found in: Payments & Pricing
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 Once you have created your sales order, quotation or proforma order, you then need to add the stock items the customer wishes to purchase to it. This video explains how to do this. A step by step guide can be found below the video. Steps Use ...
Found in: Creating Sales Orders & Getting Started