Overview This video explains how to delete a sales order and refund a customer. Step by step instructions can be found below the video. Steps Open the sales order to be deleted. Click Edit. Select the Payment tab. Green select the payment to be ...
Found in: Credits & Refunds
Overview This video explains how to set up a special offer in Khaos Control Cloud. There are also step by step instructions below the video. Steps Go to [Promotions | Special Offers]. Click Edit followed by +New. Select the stock item you wish to ...
Found in: Special Offers
Overview The following video explains how to remove a price list from a customer record. This might be because they are no longer entitled to the prices on the price list or it is an outdated price list. Step by step instructions are below the video. ...
Found in: Pricelists
Overview The following video explains how you can add a communication log entry in the company record. The step by step instructions are below the video. Steps Open the company record that you wish to add a Comm Log entry for. Click on the CRM tab. ...
Found in: CRM & Data Protection
Overview Once you have created a customer return, it's important to record the reason why the stock items are being returned. The video below explains how to do this. A step by step guide can be found below the video. Notes/Caveats Return reasons are ...
Found in: Creating Customer Returns
Overview The credit controller is the member of your staff responsible for managing the debts of your business. They are accountable for recovering any unpaid money that is owed to your organisation from other businesses or individuals. There are ...
Found in: Orders & Payments
Overview The following video explains how to add, or update, the lead time for a stock item that you purchase from a specific supplier. You can also define a generic lead time against a stock item and the system will use this if there is no lead time ...
Found in: Getting Started with Stock
Overview If you're using Price Lists then you can apply a percentage discount off the List Price on the stock item. Check out how to set this up on the following video. A step by step guide can be found below the video. Steps Ensure the Price List is ...
Found in: Pricelists
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 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 explains how to print a supplier payment remittance in Khaos Control Cloud and step by steps can be found beneath the video. Steps Open the Statement tab of the Supplier record. If not already done so, record a payment to the ...
Found in: Crediting, Invoicing & Statements
Overview This video explains how you can do a stock take using a simple barcode scanner in Khaos Control Cloud. Step by step instruction can be found beneath the video. Steps Open the [Stock Tools | Stock Adjustments] screen. Click Edit. Enable the ...
Found in: Barcode Scanner
Using Price Lists you can set the Sell Price of a stock item by using a Markup % on the item's Buy Price, this video shows you how. A step by step guide can be found below the video. Ensure the price list is in Edit mode. Enter the required markup ...
Found in: Pricelists