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 Quote weightings are used to help the user determine how likely a quote is to being converted into a sales order. The following video explains how they are used and there are step by step instructions below the video. Quote weighting must be ...
Found in: Quotes
Aim To create a new site in Khaos Control Cloud. Sites, both physical and virtual, can be set up with details such as address and the main contact etc. Stock can be delivered to sites so orders can be fulfilled from that site, for example Amazon ...
Found in: Sites
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 We will always review requests for new features and we operate a system whereby our customers can vote on the ideas of others. Features with with most votes will be considered for development first, however if we spot a feature request that ...
Found in: User Interface
Question/Problem Quantities have been incorrectly entered on a PO but I have posted the purchase invoice to my accounts, is it possible to amend the PO even after it has been marked as delivered? Resolution/Solution This is a complex issue and you ...
Found in: Crediting, Invoicing & Statements
Overview If you want to create a sales order but don't want the stock to be assigned when you save the order, this video explains the process you need to follow. A step by step guide can be found below the video. Steps In the Sales Order , enter Edit ...
Found in: Creating Sales Orders & Getting Started
Overview The following video explains how to create a new stock item. There are step-by-step instructions below the video. Steps Click on the blue button at the top of the screen Select New Stock Item. Click Yes I do in the popup. You will then need ...
Found in: Getting Started with Stock
Overview The following guide explains how to remove a single stock item from a build relationship. This may be due to a newly discontinued item that was previously part of a build or simply a change in what items are included in the build. Usage Go ...
Found in: Packs & Builds
Overview This video shows you how to create a new customer return from scratch. Other videos show you how to process your return. Step by step instructions can be found below the video. Steps From the Returns area, click the blue New Customer Return ...
Found in: Creating Customer Returns
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 The following video explains how you add stock items to the customer return once it has been created, see How To Create a New Customer Return. There are step-by-step instructions below the video. Steps Open the return. Click on the + New ...
Found in: Creating Customer Returns
Overview This video will show you how to transfer stock from one site to another. A step by step guide can be found below the video. Steps In Stock Tools, open Stock Adjustments. Double check the Site you are logged in to using the Sites button to ...
Found in: Stock Adjustments
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 When an order imports from a channel it will use criteria to try and match/merge company records before creating another one. Specification The system matches on the company Code (URN) and if that is not found it will look at the Addresses, ...
Found in: Importing Orders