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 The following video explains how to create a new sales order. There are some basic instructions below the video with the steps to create a sales order. Steps Click New Sales Order in the blue button drop down. Search for the customer that ...
Found in: Creating Sales Orders & Getting Started
Overview This video shows you how to set up sales sources in Khaos Control Cloud. These are used when reporting on sales of items to see what channels your customers are using to purchase items from you. A step by step guide can be found below the ...
Found in: Creating Sales Orders & Getting Started
Overview Sometimes you may need to report on sales split by region. Usage The inbuilt sales reports will give you this information, it just needs filtering to your requirements. Go to [Reports] Select any of the first 4 reports. Product Sales Product ...
Found in: Reporting
Overview The video below explains the process of issuing a sales invoice and what happens behind the scenes within the accounts and stock records areas of the system. A list of the areas affected is below the video. Notes/Caveats The following areas ...
Found in: Issuing
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 You can print or email a sales order acknowledgement to a customer, this video explains how to do this from a sales order. There are step-by-step instructions below the video. Steps Open the sales order. Click on the Actions button. Select ...
Found in: CRM & Communication Log
Overview This video explains how you can add multiple orders to one pick sheet. There are step-by-step instructions below the video. Steps Click on the Picking stage of the Sales Invoice Manager. Select the sales orders you wish to print a pick ...
Found in: Common Actions
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 It is possible to allocate available stock to back order sales orders using the Back Order Manager. This video explains the process and step by step instructions are below it. Steps Go to [Despatch | Back Order Manager]. Click Filters and ...
Found in: Creating Sales Orders & Getting Started
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 There maybe times when you wish to unallocate stock from an order, for example to fulfill more urgent orders. The process is described in the video below and there are written instructions beneath: Steps Go to [Despatch | Back Order ...
Found in: Backorder Management
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 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