Overview This video shows you how to process customer returns and quarantine stock using sites. There are instructions below the video. Note before you use this option, you will need to setup additional sites, for example Quarantine for the items ...
Found in: Creating Customer Returns
Overview Data Hold prevents a company from having sales or purchase orders created for them. If you wish to take them off Data Hold once you're happy for them to have sales orders, this video explains the process. A step by step guide can be found ...
Found in: CRM & Data Protection
Overview This video shows you how to create and process a customer return where the exchange items cost less than the return items and the customer is due a refund. There are step by step instructions below the video. Usage To create the return: Go ...
Found in: Creating Customer Returns
Overview The following video explains how you can add a communication log entry in the company record. The step by step instructions are below the video. Steps Open the company record that you wish to add a Comm Log entry for. Click on the CRM tab. ...
Found in: CRM & Data Protection
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 This page is intended to compliment the training you undertake to help you set up your Khaos Control Cloud for your business. The Help menu is also available by clicking on the yellow question mark button in the top right of your screen or ...
Found in: CRM & Data Protection
Overview The following video explains the process to delete an address or contact from a company record. Step by step instructions are below the video. Steps Open the company record. Go to the Address & Contacts tab. Click on the Edit button. If ...
Found in: Addresses
Overview This video explains how to copy a sales order, quotations or proforma order to a different customer, for example where they want to purchase identical items. There are step-by-step instructions below the video. Steps Open the existing sales ...
Found in: Creating Sales Orders & Getting Started
Overview This video shows you how to analyse your customer returns. A step by step guide can be found below the video. Steps In Returns, click on the Returns Analysis button. Use the Filters button to run the report by Date Range and/or Return ...
Found in: Processing Customer Returns
Overview Once the customer has decided that they wish to purchase the items on their quote, the quote needs to be converted into a sales order. The sales order can then have payments added and be processed through the Sales Invoice Manager. A step by ...
Found in: Quotations & Proformas
Overview You can easily produce a pdf statement that can then be emailed or posted to the customer. This video explains how you can do this and there are step by step instructions below the video. Steps Open the Company Record . Use the Actions menu ...
Found in: Crediting, Invoicing & Statements
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 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
Prerequisites To carry out this process, you will need to already have or need to create the two new nominals below. These nominals can be created using the guide here, Create Nominal Accounts and the details specified below. Customer Opening Balance ...
Found in: Trial Balance
Overview If you are setting up customer Price Lists, then you can set an alternate selling price for an item, to see how check out the video. A step by step guide can be found below the video. Steps Ensure the Price List is in Edit mode. Use the ...
Found in: Pricelists