Overview Sometimes you may need to reflect the purchase of consumable items in KCC, these are items you need to run the business and will not be selling. Usage There are two possible methods to do this, depending on your needs. Method one If you need ...
Found in: SP Ledger
Overview Imported orders from a specific customer has their payments going in to the wrong bank account. Resolution/Solution There are three potential workarounds for this issue depending on the circumstances. Workaround 1 Journal between the two ...
Found in: Crediting, Invoicing & Statements
Overview Once a credit note has been printed, you then need to issue it. Once it has been issued the credit note will appear on the customer's statement screen and can then be used. A step by step guide can be found below the video. Steps Open Sales ...
Found in: Issuing
Overview The following video explains how you can change the courier in a new sales order. There are step-by-step instructions below the video. Steps Open the sales order and make sure you are in Edit mode, else click on the Edit button. Go to the ...
Found in: Addresses & Delivery
Overview The following video explains how to move sales orders from the Picking stage in the Sales Invoice Manager. There are step-by-step instructions below the video. Steps Focus on the Picking stage. Select the sales order, or sales orders, you ...
Found in: Common Actions
Overview The following video explains how to move sales orders from the Released stage in the Sales Invoice Manager. There are step-by-step instructions below the video. Steps Focus on the Released stage. Select the sales order, or sales orders, you ...
Found in: Common Actions
Overview The following video explains how to move sales orders from the Shipping stage in the Sales Invoice Manager. There are step-by-step instructions below the video. Steps Focus on the Shipping stage. Select the sales order, or sales orders, you ...
Found in: Common Actions
Overview This video explains how you create and process a customer return where the items being sent out to the customer are worth more than the items being returned. The customer will need to pay the difference. There are instructions below the ...
Found in: Creating Customer Returns
Question/Problem My sales invoices are not being displayed in the Export grid for exporting to Quickbooks or Xero. Resolution/Solution Invoices will not appear in the Export grid until they have been issued from within [Sales Invoice Manager] . Once ...
Found in: Quickbooks
Overview If you routinely order the same stock items from the same supplier, you may wish to use our Copy a Purchase Order functionality within the system. Usage In order to copy a Purchase Order to the same Supplier you can follow the steps below: ...
Found in: Common Purchase Order Actions
Overview The following video explains how to move sales orders from the Staging stage in the Sales Invoice Manager. There are step-by-step instructions below the video. Steps Focus on the Staging stage. Select the sales order, or sales orders, you ...
Found in: Common Actions
Overview By setting up your minimum and safe levels against a stock item, you can use the Reorder List to see which of your stock items require reordering. It is then a simple process to create a purchase order from this screen, check out the video ...
Found in: Creating Purchase Orders
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
Overview The below will show you how to apply a keycode to a sales order in Khaos Control Cloud. Usage In a sales order that is in Edit mode: Go to the Additional tab. Click on the Add + Keycode Code button to add the keycode. Use the filters in the ...
Found in: Payments & Pricing