Overview When setting up EC companies it is useful to understand what happens when the following fields on the Customer General screen are used: Tax Ref EC Company Company pays tax For all the following both the Tax and EU checkboxes in System Data ...
Found in: EC Companies
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
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 Data Hold prevents a company from having sales or purchase orders created for them. If you wish to take them off Data Hold once you're happy for them to have sales orders, this video explains the process. A step by step guide can be found ...
Found in: CRM & Data Protection
Overview Every customer must be assigned a company class. These can be used for promotions and analysis. Company classes can also be set up with default financial information such as payment terms and terms, etc. This video explains the options ...
Found in: CRM & Data Protection
Overview The below will show you how to delete an item that has been added to a purchase order in error. Usage In the purchase order in Edit mode. Green select the item, or items. Click on the Delete button to remove the item(s).
Found in: Common Purchase Order Actions
Overview Sometimes you may need to delete an order which has not yet been despatched. Usage As long as you haven't shipped anything, the steps below will remove the order as well as any payment linked to it. Open up the sales order Select the Payment ...
Found in: Credits & Refunds
Overview There are different methods of creating a Delivery Note to book stock into Khaos Control Cloud. This video explains how to do this from the Purchase Order. A step by step guide can be found below the video. Steps Open the Purchase Order. Use ...
Found in: Creating Delivery Notes
Overview There are different methods of creating a Delivery Note to book stock into Khaos Control Cloud. This video explains how to do this from the On Order screen. A step by step guide can be found below the video. Steps In Purchasing , open the On ...
Found in: Creating Delivery Notes
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 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 There maybe times when you wish to unallocate stock from an order, for example to fulfill more urgent orders. The process is described in the video below and there are written instructions beneath: Steps Go to [Despatch | Back Order ...
Found in: Backorder Management
Overview You can print a purchase order and download it as a pdf ready to email your supplier with your requirements. You can email a purchase order directly from Khaos Control Cloud, this is covered in another video How To Email a Purchase Order. A ...
Found in: Creating Purchase Orders
Overview Once you have created a company record you need to set it up to either be a customer or supplier. A step by step guide can be found below the video. Steps Open the Company General tab. Use the Supplier toggle to denote whether the company is ...
Found in: Getting Started with Companies
Overview The following video explains how to add a new contact against a company record. Step by step instructions are below the video. Steps Open the company record. Open the Address & Contact tab. Click on the Edit button. Focus on the address you ...
Found in: Addresses