Overview Sometimes you may need to delete an order which has not yet been despatched. Usage As long as you haven't shipped anything, the steps below will remove the order as well as any payment linked to it. Open up the sales order Select the Payment ...
Found in: Credits & Refunds
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 This video shows you how to use the deliveries dialog in a sales order to find out when an out of stock item is due in. Step by step instructions can be found below the video. Steps Select an out of stock item on your Sales Order. Use the ...
Found in: Addresses & Delivery
Overview There are different methods of creating a Delivery Note to book stock into Khaos Control Cloud. This video explains how to do this from the Purchase Order. A step by step guide can be found below the video. Steps Open the Purchase Order. Use ...
Found in: Creating Delivery Notes
Overview If you don't want to tie up stock on a sales order with a delivery date in the future, you can postpone the assignment of the stock in the Back Order Manager. This video describes the process you need to follow and there are written ...
Found in: Backorder Management
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
Problem My orders are not being marked as complete or fulfilled on my channel. Solution The shipping notification (including tracking number) and the completed status of the order are both uploaded to the channel at the point the order is issued. ...
Found in: Channels
Overview If you routinely order the same stock items from the same supplier, you may wish to use our Copy a Purchase Order functionality within the system. Usage In order to copy a Purchase Order to the same Supplier you can follow the steps below: ...
Found in: Common Purchase Order Actions
Overview If you're creating a sales order and wish to know how you can see when an out of stock item is due to be delivered by the supplier, this video shows you how. A step by step guide can be found below the video. Steps Focus on the item in the ...
Found in: Common Purchase Order Actions
Overview Document and Email Settings is found within System Setup from the left navigation bar. The Documents and Email Settings screen allows you customise certain aspects of your forward facing documentation and reports to suit your needs and also ...
Found in: Emails
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 When using the Back Order Manager you can easily filter the grid by the current stock item. This video explains the process and there are written instructions below: Steps Go to [Despatch | Back Order Manager]. Click the stock Item you wish ...
Found in: Backorder Management
Overview This video explains how you send the courier information for your sales orders to your courier when you have courier integration setup in the system. The previous step is covered in the video How To Confirm the Shipment of a Sales Order. ...
Found in: Addresses & Delivery
Overview The following video explains how to move sales orders from the Invoice stage in the Sales Invoice Manager. There are step-by-step instructions below the video. Steps Focus on the Invoicing stage. Select the sales order, or sales orders, you ...
Found in: Common Actions
A proforma order can be used to assign stock to an order prior to payment, while preventing it being released until it has been paid. A customer can be set to be a proforma customer from the options area of their company screen: This means all their ...
Found in: Quotations & Proformas