Overview You can place a sales order into Manual Hold from the sales order. Once placed in Manual Hold you will need to manually move it out of there when you are ready to process it. This video explains how you do this. A step by step guide can be ...
Found in: Creating Sales Orders & Getting Started
Overview This video will show you how to see the back order requirements for a stock item. A step by step guide can be found below the video. Steps Open the item's Stock Record. Using the Actions menu, select Back Orders. The Back Orders Management ...
Found in: Backorder Management
Overview The following video explains how to convert a sales order into a quotation, for example if the customer needs to have a quote rather than a sales order. There are step-by-step instructions below the video. Steps Open the sales order. Click ...
Found in: Quotations & Proformas
Overview The following video explains how to copy a sales order into a credit note. There are step-by-step instructions below the video. Steps Open the existing sales order. Click on the Actions button. Select Copy Sales Order as Credit Note. Click ...
Found in: Credits & Refunds
Overview The following video explains how you can change the courier in a new sales order. There are step-by-step instructions below the video. Steps Open the sales order and make sure you are in Edit mode, else click on the Edit button. Go to the ...
Found in: Addresses & Delivery
Overview The following video explains how to move sales orders from the Released stage in the Sales Invoice Manager. There are step-by-step instructions below the video. Steps Focus on the Released stage. Select the sales order, or sales orders, you ...
Found in: Common Actions
Overview The following video explains grid tagging, what it is and how it can be used to streamline your operations using visual indicators. You can find step by step instructions for grid tagging below the video. It is important to remember that ...
Found in: User Interface
Overview This video will show you how to process a sales order when the stock is being drop shipped by your supplier. A step by step guide can be found below the video. Steps In Edit mode, use the New button to add the drop ship item to the sales ...
Found in: Drop Shipping
Overview This video explains how to assign stock to a sales order from within the order itself in Khaos Control Cloud. There are step by step instructions below the video. Steps From within the sales order green select the stock item(s) you wish to ...
Found in: Creating Sales Orders & Getting Started
Overview This video shows you how to create a new customer return from a sales order. Other videos show you how to process your return. A step by step guide can be found below the video. Steps Go to the original Sales order. Select the item(s) that ...
Found in: Creating Customer Returns
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
Overview The below explains how to part ship a partly fulfilled sales order in the system. Usage Locate the order you wish to part ship in the Awaiting Stock stage in Sales Invoice Manager. Green-select the order. Use the Actions menu to Release the ...
Found in: Common Actions
Overview This video describes the process of adding a payment in a sales order. A step by step guide can be found below the video. Steps Ensure the Sales Order is in Edit mode. Go to the Payment tab. Use the New button to add a new payment line. ...
Found in: Payments & Pricing
Overview The Issue stage is the final stage in the Sales Invoice Manager and sales orders are moved into this stage normally after they have been shipped. Issuing a sales order will update stock records including quantities, accounts and the customer ...
Found in: Issuing
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