Overview This video explains how to configure your sales order settings using System Values. There are step by step instructions below the video. Steps Go to [System Setup | System Values | Sales]. Click Edit. Set the options as required. Use the ...
Found in: Creating Sales Orders & Getting Started
Overview The below explains how you can add multiple orders to one pick sheet. Usage Click on the Picking stage of the Sales Invoice Manager. Select the sales orders you wish to print a pick ticket for. Click on the Actions button. Select Print Pick ...
Found in: Common Actions
Overview This video will show you how to use lost demand in sales orders and report on lost demand items. Lost demand is where the customer no longer wishes to purchase an item either because they have found it cheaper elsewhere or it might be out of ...
Found in: CRM & Communication Log
Overview This video will show you the different areas that you can map your sales nominals to in Khaos Control Cloud. How To Create a New Nominal Account explains how to create a new sales nominal and map it to countries. A step by step guide can be ...
Found in: Nominals
Overview This video explains how you can change the email address that the sales order documentation is sent to by changing the delivery contact on the sales order. There are step-by-step instructions below the video. Steps In a sales order in Edit ...
Found in: CRM & Communication Log
Overview The following video explains how to move sales orders between non-adjacent stages in the Sales Invoice Manager. There are step-by-step instructions below the video. Steps Select the sales order, or sales orders, you wish to move. Drag them ...
Found in: Common Actions
Overview This video describes how you can change the delivery rate in a sales order. A step by step guide can be found below the video. Steps Ensure the Sales Order is in Edit mode. Ensure the Delivery Charge toggle is switched on. Edit the Delivery ...
Found in: Addresses & Delivery
Overview If you're using the Back Order Manager you may wish to filter by sales order to see what items the sales order does have allocated. This video explains how to do this. Steps Go to [Despatch | Back Order Manager]. Click the order you wish to ...
Found in: Backorder Management
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 It is possible to view all your sales for stock items by Level 2 Stock Type using the Product Type report. A step by step guide can be found below the video. Steps In Reports, open the Product Type Sales report. Use the Filters button to ...
Found in: Reporting
Overview This video explains how you can change the invoice or delivery address on a sales order. There are step-by-step instructions below the video. Steps In a sales order in Edit mode: Click on the Customer tab. Select the address in the upper ...
Found in: Addresses & Delivery
Overview This video will show you how to process a sales order when the stock is being drop shipped by your supplier. A step by step guide can be found below the video. Steps In Edit mode, use the New button to add the drop ship item to the sales ...
Found in: Drop Shipping
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 print or email a customer a copy of their sales invoice and delivery note for their records. This video shows you how you can do this. A step by step guide can be found below the video. You can check later that an email was sent by ...
Found in: Common Actions
Overview Before you can assign sales orders to couriers using courier integration you must first confirm that the details including the courier are correct. The following video show you how to do this and there are step by step instructions below. ...
Found in: Shipments