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
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 describes how you can add more payment lines in a sales order, for example when the customer wants to split their payment over different payment methods. The video also describes how to add a part payment and then put the ...
Found in: Payments & Pricing
Overview There are different methods of creating a Purchase Order which are explained in this video. A step by step guide can be found below the video. From the Reorder Report: In Stock Tools, open the Reorder Report. Use the Filters button to turn ...
Found in: Creating Purchase Orders
Overview The following video explains the process to delete an address or contact from a company record. Step by step instructions are below the video. Steps Open the company record. Go to the Address & Contacts tab. Click on the Edit button. If ...
Found in: Addresses
Overview The below will show you how to delete purchase orders in Khaos Control Cloud. Usage Open the purchase order you wish to delete Click on the red Delete button at the top right of the screen. Click on the Yes I do button. Notes You can’t ...
Found in: Common Purchase Order Actions
Question/Problem Quantities have been incorrectly entered on a PO but I have posted the purchase invoice to my accounts, is it possible to amend the PO even after it has been marked as delivered? Resolution/Solution This is a complex issue and you ...
Found in: Crediting, Invoicing & Statements
Overview You can use Apply Value Range to apply a purchase order discount against the full value of an order rather than individual lines. Usage From within the Purchase Order (in edit mode): Green select all of the rows of stock items. Click in to ...
Found in: Creating Purchase Orders
Overview You can add images into a stock item, this video shows you the process. It also shows you how you can remove an image. A step by step guide can be found below the video. Usage To add an image: In the Stock Record, open the Images tab. Enter ...
Found in: Images
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 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 If you're using the Back Order Manager you may wish to filter by sales order to see what items the sales order does have allocated. This video explains how to do this. Steps Go to [Despatch | Back Order Manager]. Click the order you wish to ...
Found in: Backorder Management
Overview Quote weightings are used to help the user determine how likely a quote is to being converted into a sales order. The following video explains how they are used and there are step by step instructions below the video. Quote weighting must be ...
Found in: Quotes
Overview Sales Invoice Manager (SIM) will not let you pass the Authorise payment stage without having the payment authorised. This is designed as a failsafe so that sales orders cannot be processed without being paid for or being on account. Usage ...
Found in: Common Actions
Overview Order imported from channel has no payment details attached and can not be processed in Sales Invoice Manager. It is worth checking your channel configuration to see if you are allowing unpaid orders to be imported. If you are only importing ...
Found in: Understanding the process