Overview The following video explains how to move sales orders from the Staging stage in the Sales Invoice Manager. There are step-by-step instructions below the video. Steps Focus on the Staging stage. Select the sales order, or sales orders, you ...
Found in: Common Actions
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
Question/Problem Can I produce an invoice for a Proforma order? Resolution/Solution As a proforma order can't accept a payment until being converted to a sales order, it is not possible to produce an invoice. It is possible to produce an Order ...
Found in: Quotations & Proformas
Overview The following video explains how to create a new sales order. There are some basic instructions below the video with the steps to create a sales order. Steps Click New Sales Order in the blue button drop down. Search for the customer that ...
Found in: Creating Sales Orders & Getting Started
Overview This video explains how you can add multiple orders to one pick sheet. There are step-by-step instructions below the video. Steps Click on the Picking stage of the Sales Invoice Manager. Select the sales orders you wish to print a pick ...
Found in: Common Actions
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 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 a credit note has been printed, you then need to issue it. Once it has been issued the credit note will appear on the customer's statement screen and can then be used. A step by step guide can be found below the video. Steps Open Sales ...
Found in: Issuing
Overview You can cancel a sales order if the customer no longer wishes to purchase the items from you. See the video to show you how to do this. There are also step by step instructions below the video. Steps Ensure the payment for the order is ...
Found in: Credits & Refunds
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 The Issue stage is the final stage in the Sales Invoice Manager and sales orders are moved into this stage normally after they have been shipped. Issuing a sales order will update stock records including quantities, accounts and the customer ...
Found in: Issuing
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 User acceptance testing for businesses with more complex processes, such as multiple sites and channels, or with more than 3 - 4 users. We highly recommend you print this page from the attached file. If you can answer yes to all questions in ...
Found in: Testing & Go Live
Overview This video explains how to deal with a supplier delivery when there are items missing. There are step by step instructions below the video. Steps Create the delivery note as usual. In the Delivered column for each item, enter the actual ...
Found in: Processing Delivery Notes
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