Overview This video describes the process of adding a payment in a sales order. 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. Use the New button to add a new payment line. ...
Found in: Payments & Pricing
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 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 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
Overview In Khaos Control Cloud you can create a Supplier Return and then gradually add items to it. This video covers the point when you wish to close the return and create a Purchase Credit Note. The step by step instructions are below the video. ...
Found in: Creating Supplier Returns
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 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 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 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 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
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 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
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 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