Overview The following explains how to add the location that a stock item is stored in. This is then printed on Pick Tickets so that the warehouse operative knows where to go and find the item to pick. Usage Open the stock item if the item is not ...
Found in: Sites
Overview Once you have created a quotation, you need to be able to print a quotation document to send to the customer. This video explains the process to follow and there are step by step instructions below the video. How to Print a Quotation ...
Found in: Quotations & Proformas
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 You can copy an existing stock item to create a new one. This is very useful if you have similar stock items. A step by step guide can be found below the video. Steps Open the Stock Item record. Use the Actions button to select Copy Stock ...
Found in: Getting Started with Stock
Overview This video shows you how you can either activate to deactivate a Special Offer promotion. This means that you can setup a Special Offer in advance and then activate it when you are ready. A step by step guide can be found below the video. ...
Found in: Special Offers
Overview The following video explains how to anonymise a customer record. This can only be preformed by an Admin user. Step by step instructions are below the video. Steps Open the customer record that you wish to anonymise. Click on the Actions ...
Found in: CRM & Data Protection
Overview There are times when you need to adjust stock in and out of the system, for example as the result of a stock take, This video explains the process to follow. A step by step guide can be found below the video. Steps From Stock Tools, open the ...
Found in: Stock Adjustments
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 This video explains how to create and process a customer return where the customer doesn't want any items in exchange, therefore a credit note will be created. A step by step guide can be found below the video. Steps Open the original Sales ...
Found in: Creating Customer Returns
Overview It is possible to suggest a new feature within Khaos Control Cloud. There are 2 ways in which you can do this: 1. Whilst logged into Khaos Control Cloud, you can go to the user menu and select 'Suggest a Feature'. 2. You can go to our ...
Found in: User Interface
Overview The below will show you how to add a new user to your system. Usage Log in to the Admin Portal. Click on Users. Click on the + Add user button. Enter the name of the user in the dialog. Click the Create button Make a note of the generated ...
Found in: Managing Users
Overview This video explains how to create and process a customer return where the customer wishes to have a refund. Step by step instructions can be found below the video. Steps Open the original Sales Order. Green select the item(s) to be returned. ...
Found in: Creating Customer Returns
Overview This video shows you how to post a journal in the accounts section of the system. Step by Step instructions can be found below the video. Steps 1. In Accounts, click on Journal. 2. Enter Edit Mode. 3. Adjust Journal Date if necessary (the ...
Found in: Journal
Overview The following video explains how you create a new quotation. There are step-by-step instructions below the video. Steps Select New Sales Order from the blue button at the screen. Use the filters to find and select the customer you wish to ...
Found in: Quotations & Proformas
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