Overview An example where you may want to do this, is when there has been a recent change in your buy/sell price of a stock item. Step By Step In order to update the details of a stock item after the primary data import, you can follow the ...
Found in: Getting Started with Stock
Valid Connection Required when trying to export This error means you need to reconnect your Xero to Khaos Control. You may already be connected to Khaos Control within Xero. If this is the case, you will need to log into your Xero account, click on ...
Found in: Xero Accounting
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 This video explains how to set up and use rollup transactions when synchronising with an integrated accounts package. Step by step instructions can be found below the video. Usage When using rollup transactions, stock items on a sales order ...
Found in: Any
Question/Problem If a customer has paid for a sales order but we don't have stock, why can we not allocate the full payment? Resolution/Solution This is to do with how your system values have been set up and the steps below should resolve this issue. ...
Found in: Crediting, Invoicing & Statements
Overview Just as you can use the postcode lookup to look up UK addresses, you can also do this for US addresses Usage For addresses in the United States you need to enter the first line of the address, and optionally (although ideally) the state ...
Found in: Addresses
Overview This video explains how to export posted purchase invoices to an integrated accounts package such as Xero and Quickbooks. There are instructions below the video. Steps Go to [Accounts | Accounts Synchronisation] . Click the Export tab. Green ...
Found in: Quickbooks
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
Question/Problem My Company doesnt pay tax how can the system reflect this Resolution/Solution If your company does not pay tax, then the stock items in your system should be set as exempt for tax. This can be done with a stock import. Notes/Caveats ...
Found in: TAX Register & Taxing
Overview The below will explain the difference between Run to Zero and Discontinued stock, and when to use each of them. Usage These two functions often operate one after the other as stock reaches the end of it's availability or lifespan. You can ...
Found in: Reordering & Suppliers
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 Want to know what stock value is and how it is linked to Cost of Sale? This video explains how this works.
Found in: Stock Value
Overview This video shows you how to change a customer's source keycode. Their source keycode is normally the first keycode associated with the customer, for example how they found out about your business. A step by step guide can be found below the ...
Found in: Getting Started with Companies