Overview The below will show you how to delete purchase orders in Khaos Control Cloud. Usage Open the purchase order you wish to delete Click on the red Delete button at the top right of the screen. Click on the Yes I do button. Notes You can’t ...
Found in: Common Purchase Order Actions
Overview This video explains how you can create a new sales order from a customer record or a new purchase order from a supplier record. A step by step guide can be found below the video. Steps Open the Company Record (customer or supplier). Use the ...
Found in: Creating Sales Orders & Getting Started
Overview This video explains how to email sales order acknowledgements to your customers from the despatch screen. There are instructions below the video. Steps Go to the Released or Staging areas of [Despatch | Sales Invoice Manager]. Only orders in ...
Found in: Common Actions
Overview This video explains how to set couriers based on the volume of the order being shipped. Step by step instructions can be found below the video. Steps Go to [System Setup | System Data | Courier Bandings]. Click Edit. Populate the Volume Low ...
Found in: Shipments
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 view and select available delivery addresses within a purchase order. Step by step instructions can be found below the video. Steps In a Purchase Order, go to the Delivery Address tab. Use the Actions button ...
Found in: Creating Purchase Orders
Overview This video explains how to create a special offer that is triggered by the sales order value. Step by step instructions are below the video. Video Steps Go to [Promotions | Special Offers]. Click Edit. Enter the order value details required ...
Found in: Special Offers
Overview It is possible to add a communication log entry from a sales order. This will then appear in the customer's Comm Log. This is useful if the customer has a query or if they want you to know something, for example changes to their ...
Found in: CRM & Communication Log
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 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 Changing a quotation into a sales order when the customer wishes to purchase the items, must be carried out from the sales order screen. The following video explains the process. There are step-by-step instructions below the video. Steps If ...
Found in: Quotes
Overview This video explains how to deal with a supplier delivery when there are items missing. There are step by step instructions below the video. Steps Create the delivery note as usual. In the Delivered column for each item, enter the actual ...
Found in: Processing Delivery Notes
Overview There are different methods of creating a Delivery Note to book stock into Khaos Control Cloud. This video explains how to do this from the Purchase Order. A step by step guide can be found below the video. Steps Open the Purchase Order. Use ...
Found in: Creating Delivery Notes
Overview This video will show you how to use upsell in sales orders. The items that are shown in the Upsell dialog are items that other customers have bought along with the item that is selected in the grid. A step by step guide can be found below ...
Found in: Payments & Pricing
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