Overview You can delete a stock item from a sales order, quotation or proforma order if it has been added in error. This video shows you the process to follow. A step by step guide can be found below the video. Steps Enter Edit mode, if not already ...
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 You can add images into a stock item, this video shows you the process. It also shows you how you can remove an image. A step by step guide can be found below the video. Usage To add an image: In the Stock Record, open the Images tab. Enter ...
Found in: Images
Overview This video describes the main information that can be entered against a stock item once the stock item has been created, see How to Create a New Stock Item . There are step-by-step instructions below the video. Once the stock item has been ...
Found in: Getting Started with Stock
Credits can not be unallocated from suppliers, and you can not delete credit notes that have been issued. To rectify this you will need to use your SP Ledger; Accounts Sales and Purchasing Ledger New Use the Lookup dialog box to locate the supplier ...
Found in: Crediting, Invoicing & Statements
Overview The following explains how you link a manufacturer that you have already setup in System Data (see How To Set Up Manufacturers), to a stock item. Usage Open the stock item if the item in not already open. Make sure you are in the Properties ...
Found in: Getting Started with Stock
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 The following video explains how to add a new address for a company record. Step by step instructions are below the video. Steps Open the company record. Open the Address & Contact tab. Enter Edit mode. Click on the +New button above the ...
Found in: Addresses
Overview This video explains how to export issued sales invoices to an Integrated Accounts p. There are instructions below the video. Steps Go to [Accounts | Accounts Synchronisation]. Click the Export tab. Click Actions then click Upload Data. You ...
Found in: Quickbooks
Overview The below will show you how to view movements against a stock item, which can be used to determine when the item went out of stock. Usage The best way to check this would be using the steps below: Open your Stock Item. Select the Movements ...
Found in: Booking In & Levels
Overview The following explains how to add the dimensions (height, width and depth) and also the weight to a stock item. This can be used when deciding which courier to use, how much to charge and when picking and packing. Usage Open the stock item ...
Found in: Getting Started with Stock
Overview This video explains how to allocate a payment to either a purchase invoice or a sales invoice in the company statement screen. Although the video shows you how to allocate one payment, or credit, to an invoice you can use the same process to ...
Found in: Crediting, Invoicing & Statements
Overview The following video explains how to add a new contact against a company record. Step by step instructions are below the video. Steps Open the company record. Open the Address & Contact tab. Click on the Edit button. Focus on the address you ...
Found in: Addresses
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
You can add a web teaser or comment against a stock item, as described in the video. A step by step guide can be found below the video. Open the stock item record. Go to the Telesales/Internet tab. Enter Edit mode. Enter free text into the Web Teaser ...
Found in: Channels