Overview Sales Invoice Manager (SIM) will not let you pass the Authorise payment stage without having the payment authorised. This is designed as a failsafe so that sales orders cannot be processed without being paid for or being on account. Usage ...
Found in: Common Actions
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 Price Lists are one of the key promotions in the system. They allow you to define prices that are limited to specific groups of customers because it is attached to their record in their Structured Pricing tab. This video explains how you set ...
Found in: Pricelists
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 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 If you have more than one user in Khaos Control Cloud, you may wish to set up the users with some default options including Sales Source, Site they operate in and an Invoice Priority which will be added to all sales orders created by the ...
Found in: Managing Users
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
Purpose If you have a number of price lists sharing much of the same data, you can save time creating them by duplicating the price lists and then making any necessary changes. How to duplicate a price list: To duplicate your price list you will need ...
Found in: Pricelists
Overview It is possible to allocate available stock to back order sales orders using the Back Order Manager. This video explains the process and step by step instructions are below it. Steps Go to [Despatch | Back Order Manager]. Click Filters and ...
Found in: Creating Sales Orders & Getting Started
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 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