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
Overview Sales Invoice Manager (SIM) will not let you pass the Authorise payment stage without having the payment authorised. This is designed as a failsafe so that sales orders cannot be processed without being paid for or being on account. Usage ...
Found in: Common Actions
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 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
Question/Problem Channel imports fail due to sales source. Resolution/Solution You have two options to resolve this issue. Option 1 Disable the requirement. The system will no longer mandate a sales source for all orders. Go to [System Setup | System ...
Found in: Errors/Issues
Overview Data Holding a company record keeps the data intact but the record remains in the system. It also can be used to prevent a company from having sales or purchase orders created for them. This video explains the process. A step by step guide ...
Found in: CRM & Data Protection
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 documentation and reports to suit your needs and also allows you set ...
Found in: Documents
Overview This video will show you how to see the back order requirements for a stock item. A step by step guide can be found below the video. Steps Open the item's Stock Record. Using the Actions menu, select Back Orders. The Back Orders Management ...
Found in: Backorder Management
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
Question/Problem How can I search for part of a field rather than type it in full? Resolution/Solution There is a wildcard feature in all free text search boxes on the system. The wildcard buttons are located at either end of the search field. If ...
Found in: User Interface