Overview If a customer wishes to purchase the same items as they have done on a previous sales order, then you can do this quickly and easily by copying the original sales order. If the customer then wishes to add more items, you can do this too. A ...
Found in: Creating Sales Orders & Getting Started
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 User acceptance testing for businesses with more complex processes, such as multiple sites and channels, or with more than 3 - 4 users. We highly recommend you print this page from the attached file. If you can answer yes to all questions in ...
Found in: Testing & Go Live
Overview If you have made changes to the prices on a sales order, quotation or proforma order, you can change them back to the prices the system thinks that the customer is entitled to. This video explains the process. A step by step guide can be ...
Found in: Payments & Pricing
Overview This video shows you how to use the deliveries dialog in a sales order to find out when an out of stock item is due in. Step by step instructions can be found below the video. Steps Select an out of stock item on your Sales Order. Use the ...
Found in: Addresses & Delivery
Overview The following video explains how to move sales orders from the Invoice stage in the Sales Invoice Manager. There are step-by-step instructions below the video. Steps Focus on the Invoicing stage. Select the sales order, or sales orders, you ...
Found in: Common Actions
Overview You can delete a stock item from a sales order, quotation or proforma order if it has been added in error. This video shows you the process to follow. A step by step guide can be found below the video. Steps Enter Edit mode, if not already ...
Found in: Creating Sales Orders & Getting Started
Overview Once you have created your sales order, quotation or proforma order, you then need to add the stock items the customer wishes to purchase to it. This video explains how to do this. A step by step guide can be found below the video. Steps Use ...
Found in: Creating Sales Orders & Getting Started
Overview This video explains how you can add multiple orders to one pick sheet. There are step-by-step instructions below the video. Steps Click on the Picking stage of the Sales Invoice Manager. Select the sales orders you wish to print a pick ...
Found in: Common Actions
Overview This video will show you how to use Quick Despatch in Khaos Control Cloud. This is an alternative to using the Sales Invoice Manger when you wish to quickly print documents and labels and mark invoices as despatched. You can only process ...
Found in: Quick Despatch
Overview This video will show you how to set up the invoice priorities you want to use in the system. Invoice Priorities help identify sales orders in the Sales Invoice Manager that may require special attention, for example if they are same day ...
Found in: Crediting, Invoicing & Statements
Overview If you're creating a sales order and wish to know how you can see when an out of stock item is due to be delivered by the supplier, this video shows you how. A step by step guide can be found below the video. Steps Focus on the item in the ...
Found in: Common Purchase Order Actions
Overview This video explains how to change the invoice date, delivery date or invoice priority on an invoice in sales invoice manager in Khaos Control Cloud Steps Move the order(s) to the Invoicing stage of Sales Invoice Manager if not already. Green ...
Found in: Understanding the process
Overview The below will show you how to view only orders containing dropship items. Usage From within Sales Invoice Manager (Awaiting Stock) click the Filters button use the Dropship Invoice filter.
Found in: Understanding the process
Overview Once you have created a credit note, you can then print it and send it to the customer. A step by step guide can be found below the video. Steps Open Sales Invoice Manager. Go to the Credit Note Print Stage. Green select the credit note you ...
Found in: Common Actions