Overview The following video explains how to move sales orders from the Shipping stage in the Sales Invoice Manager. There are step-by-step instructions below the video. Steps Focus on the Shipping stage. Select the sales order, or sales orders, you ...
Found in: Common Actions
Overview You can print or email a customer a copy of their sales invoice and delivery note for their records. This video shows you how you can do this. A step by step guide can be found below the video. You can check later that an email was sent by ...
Found in: Common Actions
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
A proforma order can be used to assign stock to an order prior to payment, while preventing it being released until it has been paid. A customer can be set to be a proforma customer from the options area of their company screen: This means all their ...
Found in: Quotations & Proformas
Problem/Question Unable to search for an entry that includes an apostrophe. Solution This primarily affects companies with an apostrophe in the title, such as L'Oreal, Carluccio's and K'Nex. You can use wildcards in your search string in addition to ...
Found in: General
Overview The following video explains the despatch process and how to use the Sales Invoice Manager. There are step by step instructions below the video. The Despatch Process Step By Step: Go to [Despach | Sales invoice Manager]. This process assumes ...
Found in: General
Overview Stock items that you are going to be returning to the supplier using a Supplier Return are added into the Returns Bin preventing them from accidentally being sold. A step by step guide can be found below the video. Steps Ensure that the ...
Found in: Processing Supplier Returns
Overview There are several steps required to perform a stock take, the following steps are a suggestion only. Usage Pause the import of sales orders from the channels. In the Channels screen for each of your channels, toggle the Don't import orders ...
Found in: Stock Adjustments
Overview This video explains how to allocate a payment to either a purchase invoice or a sales invoice in the company statement screen. Although the video shows you how to allocate one payment, or credit, to an invoice you can use the same process to ...
Found in: Crediting, Invoicing & Statements
Overview If you want to create a sales order but don't want the stock to be assigned when you save the order, this video explains the process you need to follow. A step by step guide can be found below the video. Steps In the Sales Order , enter Edit ...
Found in: Creating Sales Orders & Getting Started
Overview This video will show you how to use the Admin Portal in the system, this can be to add your credit card details, purchase credits, pay for services or add new users. There are step by step instructions below the video to guide you through ...
Found in: Billing & Services
Overview This video explains how you can use the stock value date filter to find out your stock valuation on an earlier date in Khaos Control Cloud. Steps Go to the [Accounts | Stock Value] screen. Click the Filters button. In the popup window set ...
Found in: Stock Value