Overview The video below explains the process of issuing a sales invoice and what happens behind the scenes within the accounts and stock records areas of the system. A list of the areas affected is below the video. Notes/Caveats The following areas ...
Found in: Issuing
Overview There is no specific area in KCC for corporation tax however it is possible to reflect the payment of corporation tax on the system accounts. Usage The process of doing this is the same as it were a utility bill or other expense on the SP ...
Found in: TAX Register & Taxing
Overview This video shows you how to create and process a customer return where the exchange items cost less than the return items and the customer is due a refund. There are step by step instructions below the video. Usage To create the return: Go ...
Found in: Creating Customer Returns
Question/Problem The stock item stock value is displayed as 2 decimal places but more are needed. Solution You can enable up to 4 decimal places for purchasing as follows: Go to [System Values | Purchasing] . Set Unit Decimal Places to the required ...
Found in: Stock Value
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 On Order screen. A step by step guide can be found below the video. Steps In Purchasing , open the On ...
Found in: Creating Delivery Notes
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 Once a quotation has been printed in the Quotations - Print stage in the Sales Invoice Manager, you can move it into the next stage which is Pending. Once it is in Pending it will be visible in the Opportunities (Quotes) grid in the CRM. ...
Found in: Common Actions
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 When you wish to enter invoices for items that you are not selling for example utility bills, rent, equipment, marketing expenses etc, you use the SP Ledger (Sales Purchase Ledger). This video explains the process and there are step by step ...
Found in: SP Ledger
Overview This video details the process to be followed if needing to cancel the remaining items on a part shipped order (Back Order). There are step by step instructions below the video. Steps Identify the order in [Sales Invoice Manager] Awaiting ...
Found in: Credits & Refunds
Overview If you want to create a sales order but don't want the stock to be assigned when you save the order, this video explains the process you need to follow. A step by step guide can be found below the video. Steps In the Sales Order , enter Edit ...
Found in: Creating Sales Orders & Getting Started
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
Overview An example where you may want to do this, is when there has been a recent change in your buy/sell price of a stock item. Step By Step In order to update the details of a stock item after the primary data import, you can follow the ...
Found in: Getting Started with Stock
Overview The following video explains the despatch process and how to use the Sales Invoice Manager. There are step by step instructions below the video. The Despatch Process Step By Step: Go to [Despach | Sales invoice Manager]. This process assumes ...
Found in: General
Overview In the Reorder Report you can display those items where the stock levels for an item are lower than the safe level against the item. This helps when working out what items require reordering. A step by step guide can be found below the ...
Found in: Reorder Report