Overview This video explains how you create quotations and proforma orders in the system. The main difference is that when the sales order is saved stock will be assigned to a proforma order but not to a quotation. Both these types of order will need ...
Found in: Quotations & Proformas
Overview If you have made changes to the prices on a sales order, quotation or proforma order, you can change them back to the prices the system thinks that the customer is entitled to. This video explains the process. A step by step guide can be ...
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
Integrating with Xero Introduction This guide details the steps required to enable and configure your Xero Integration in Khaos Control Cloud in order to start exporting information to your Xero account. There are help videos in the different ...
Found in: Xero Accounting
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 You can delete a stock item from a sales order, quotation or proforma order if it has been added in error. This video shows you the process to follow. A step by step guide can be found below the video. Steps Enter Edit mode, if not already ...
Found in: Creating Sales Orders & Getting Started
Overview This video will show you how to order and, if necessary, drop ship an out of stock item. A step by step guide can be found below the video. Steps Ensure the sales order is saved. Green select the item(s) that require ordering. Use the ...
Found in: Drop Shipping
Overview By setting up your minimum and safe levels against a stock item, you can use the Reorder List to see which of your stock items require reordering. It is then a simple process to create a purchase order from this screen, check out the video ...
Found in: Creating Purchase Orders
Overview This video explains how you send the courier information for your sales orders to your courier when you have courier integration setup in the system. The previous step is covered in the video How To Confirm the Shipment of a Sales Order. ...
Found in: Addresses & Delivery
Overview It is only possible to delete a stock item if it has not been used, i.e. no purchases, sales or adjustments. Usage To do this: Go to [Stock Item]. Green select the item in the stock list. Click Actions and select Delete Stock Items. An error ...
Found in: Getting Started with Stock
Question/Problem I need to account for my channel fees and my channel sales in a single nominal classification, how can I set this up? Resolution/Solution In Khaos Control Cloud it is not possible to assign a nominal classification to sales received ...
Found in: Nominals
Overview This video shows you how to create and process a customer return where the exchange items cost less than the return items and the customer is due a refund. There are step by step instructions below the video. Usage To create the return: Go ...
Found in: Creating Customer Returns