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 The below will show you how to view only orders containing dropship items. Usage From within Sales Invoice Manager (Awaiting Stock) click the Filters button use the Dropship Invoice filter.
Found in: Understanding the process
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 Stock Types enable similar stock items to be grouped together. The term Stock Type can be interchangeable with Category, as used by Amazon and Ebay. Khaos Control Cloud requires each product to belong to a Level 2 stock type which in turn ...
Found in: Getting Started with Stock
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 This video explains how to see the impact of overheads on the margin generated by a stock item from within the stock record.
Found in: Pricing
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 You may want to Discontinue a Stock Item, this will not affect Sales Order History of that item. It is not possible to delete a stock item once it has been used on sales and purchase orders. Usage To discontinue an item follow the steps ...
Found in: Getting Started with Stock
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 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 You can cancel a sales order if the customer no longer wishes to purchase the items from you. See the video to show you how to do this. There are also step by step instructions below the video. Steps Ensure the payment for the order is ...
Found in: Credits & Refunds
Overview It is possible to view all your sales for stock items by Level 2 Stock Type using the Product Type report. A step by step guide can be found below the video. Steps In Reports, open the Product Type Sales report. Use the Filters button to ...
Found in: Reporting
Overview If you routinely order the same stock items from multiple suppliers, you may wish to use our Copy a Purchase Order functionality within the system. Usage In order to copy a Purchase Order to a different supplier you must follow the steps ...
Found in: Common Purchase Order Actions
Overview This video explains how you add stock items to a Supplier Return. A step by step guide can be found below the video. Steps Ensure the Supplier Return is in Edit mode. Use the New Item button to add the item(s) being returned from the Stock ...
Found in: Creating Supplier Returns
Overview The below will show you how to see you stock levels for a given date. Usage This is possible, however, the system will use the current stock value. The stock levels will be correct. Go to [Accounts | Stock Value]. Set the date filter to: ...
Found in: Booking In & Levels