Overview This video explains how you can create a new sales order from a customer record or a new purchase order from a supplier record. A step by step guide can be found below the video. Steps Open the Company Record (customer or supplier). Use the ...
Found in: Creating Sales Orders & Getting Started
Overview The following is instructions if you need to change the email address on email templates. Steps To make the changes to the email that is presented on PDF reports, you will need to do the following Go to [ System Setup | System Values]. Click ...
Found in: Emails
Overview Adding freight and delivery charges to purchase invoices helps to provide better margin information. The additional charges are added proportionally to the items in the purchase invoice. Usage Open the unposted Purchase Invoice. Enter Edit ...
Found in: Purchase Invoice
Overview Once the customer has decided that they wish to purchase the items on their quote, the quote needs to be converted into a sales order. The sales order can then have payments added and be processed through the Sales Invoice Manager. A step by ...
Found in: Quotations & Proformas
Overview Posting the purchase invoice is the last stage of the purchasing process. It is important that you do this so that the accounts areas of the system, including the stock value, are updated. Usage In Purchasing, open the Purchase Invoice (for ...
Found in: Purchase Invoice
Overview The below will show you how to add a minimum order quantity for purchase orders at a supplier level E.g. a Purchase Order needs to be £500 or it needs to be x amount of units Usage There is the option of having individual items from a ...
Found in: Pricing
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 to email sales order acknowledgements to your customers from the despatch screen. There are instructions below the video. Steps Go to the Released or Staging areas of [Despatch | Sales Invoice Manager]. Only orders in ...
Found in: Common Actions
Overview The below will explain the difference between Run to Zero and Discontinued stock, and when to use each of them. Usage These two functions often operate one after the other as stock reaches the end of it's availability or lifespan. You can ...
Found in: Reordering & Suppliers
Question/Problem My Company doesnt pay tax how can the system reflect this Resolution/Solution If your company does not pay tax, then the stock items in your system should be set as exempt for tax. This can be done with a stock import. Notes/Caveats ...
Found in: TAX Register & Taxing
Overview Document and Email Settings is found within System Setup from the left navigation bar. The Documents and Email Settings screen allows you customise certain aspects of your documentation and reports to suit your needs and also allows you set ...
Found in: Documents
Overview The Purchase Order statuses are used to filter outstanding purchase orders on the “On Order List” screen, for example, you could have a status of "At Sea" to indicate that lines are being shipped from far away. The below will show you how to ...
Found in: Common Purchase Order Actions
Overview A customer is entitled to the prices on a Price List if that Price List has been added to a customer record, or the Price List is attached to a Keycode and the customer uses the Keycode on a sales order. This video shows you how you can add ...
Found in: Pricelists
Overview Document and Email Settings is found within System Setup from the left navigation bar. The Documents and Email Settings screen allows you customise certain aspects of your forward facing documentation and reports to suit your needs and also ...
Found in: Emails
Overview The below will show you how to apply a keycode to a sales order in Khaos Control Cloud. Usage In a sales order that is in Edit mode: Go to the Additional tab. Click on the Add + Keycode Code button to add the keycode. Use the filters in the ...
Found in: Payments & Pricing