Introduction This setup guide is designed to work alongside the training you undertake to help you set up your Khaos Control Cloud for your business. There are tooltips available to describe each option within the application itself, just hover your ...
Found in: Creating Sales Orders & Getting Started
Overview This video will show you how to use lost demand in sales orders and report on lost demand items. Lost demand is where the customer no longer wishes to purchase an item either because they have found it cheaper elsewhere or it might be out of ...
Found in: CRM & Communication Log
Overview This video explains the process to import sales orders. For step by step instructions please refer to our knowledgebase article here, Data Import Guide ..
Found in: Creating Sales Orders & Getting Started
Overview The below explains how you can add multiple orders to one pick sheet. Usage Click on the Picking stage of the Sales Invoice Manager. Select the sales orders you wish to print a pick ticket for. Click on the Actions button. Select Print Pick ...
Found in: Common Actions
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
Overview In Sales Report you can view order but Sales Order as well as the default Sales Invoice view Usage With your sales report open, click the filters button and scroll down. Near the bottom of the popup you will find a Sales Orders filter, which ...
Found in: Reporting
Question/Problem Channel imports fail due to sales source. Resolution/Solution You have two options to resolve this issue. Option 1 Disable the requirement. The system will no longer mandate a sales source for all orders. Go to [System Setup | System ...
Found in: Errors/Issues
Information This page contains the field mapping requirements for importing existing sales orders into Khaos Control Cloud (KCC). MANDATORY FIELDS Mandatory fields vary depending on the complexity of the data you are intending to import. Notes A ...
Found in: Data Import
Overview With the Sales Order located within the Shipping stage of [Sales Invoice Manager], go to the [Confirm Shipment] screen. Click Edit. Move the orders from the bottom 'Shipped' grid to the top 'To be Shipped' grid. This can be done by either ...
Found in: Credits & Refunds
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 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 This video explains how to configure your sales order settings using System Values. There are step by step instructions below the video. Steps Go to [System Setup | System Values | Sales]. Click Edit. Set the options as required. Use the ...
Found in: Creating Sales Orders & Getting Started
Overview You can search for a sales order using only a PO reference. Usage Open the [Sales Order | List] screen Click on the Filters button. Enable the toggle next to PO Reference. In the text box add in your PO Reference for the sales order you wish ...
Found in: Creating Sales Orders & Getting Started
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 will show you the different areas that you can map your sales nominals to in Khaos Control Cloud. How To Create a New Nominal Account explains how to create a new sales nominal and map it to countries. A step by step guide can be ...
Found in: Nominals