Overview You may want to book stock in, updating your accounts and supplier statement, without making that stock available for sale. This may be because it is a pre-release item, or because you have additional work to do prior to making it available ...
Found in: Reordering & Suppliers
Overview The following video explains how to add stock items to a purchase order that you are manually creating. There are step-by-step instructions below the video. Steps Make sure you are in Edit mode, else click on the Edit button. Click on the ...
Found in: Creating Purchase Orders
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 This page is intended to compliment the training you undertake to help you set up your Khaos Control Cloud for your business. The Help menu is also available by clicking on the yellow question mark button in the top right of your screen or ...
Found in: Booking In & Levels
Overview You can setup quantity price breaks in Price Lists so that the number of items the customer buys will determine how much they pay for the items. A step by step guide can be found below the video. Steps Ensure the Price List is in Edit mode. ...
Found in: Pricelists
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 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 Once you have created a customer return, it's important to record the reason why the stock items are being returned. The video below explains how to do this. A step by step guide can be found below the video. Notes/Caveats Return reasons are ...
Found in: Creating Customer Returns
Overview You can easily see what your stock value is overall or by individual sites. A step by step guide can be found below the video. Steps To view stock from a specified site: In Accounts, open the Stock Value screen. Use the Filters button to ...
Found in: Stock Value
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 This below explains how you create and process a customer return where the items being sent out to the customer are the same as the items being returned, or they are of the same value. For example where the customer received the items but ...
Found in: Creating Customer 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 This video explains how you setup stock attributes for each of your sites, for example, Minimum Level, Safe Level and Location in that site. The step by step instructions are below the video. Steps Go to the stock item you wish to set site ...
Found in: Sites
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 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