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 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 You can prevent a company from appearing in the communication log, the following video explains how to do this. There are step-by-step instructions below the video. Steps Open CRM. Click on Leads (Comm Log). Select the company you wish to ...
Found in: Communication Log
Overview The following video explains how you can add a communication log entry in the Leads (Comm Log) screen. Step by step instructions are below the video. Steps Open CRM. Click on Leads (Comm Log). Double click on the company you wish to add the ...
Found in: Communication Log
Overview This video will show you how to set up the methods you want to use to credit review your customers. A step by step guide can be found below the video. Steps In System Setup, open System Data. Double click on the Credit Review Method line to ...
Found in: Crediting, Invoicing & Statements
Overview This video explains how you can change the status of a quotation to unsuccessful. There are step-by-step instructions below the video. Steps Open the CRM screen. Click on Opportunities (Quotes). Select the quote you wish to mark as ...
Found in: Quotes
Overview This video will show you how to see the back order requirements for a stock item. A step by step guide can be found below the video. Steps Open the item's Stock Record. Using the Actions menu, select Back Orders. The Back Orders Management ...
Found in: Backorder Management
Overview The following video explains how to add a new contact against a company record. Step by step instructions are below the video. Steps Open the company record. Open the Address & Contact tab. Click on the Edit button. Focus on the address you ...
Found in: Addresses
Overview Stock items that you are going to be returning to the supplier using a Supplier Return are added into the Returns Bin preventing them from accidentally being sold. A step by step guide can be found below the video. Steps Ensure that the ...
Found in: Processing Supplier Returns
Overview Sometimes stock items from a single supplier may need their lead time adjusting. Usage This solution will bulk update the lead time of the products. Go to the [Stock Items] list and filter to only show products supplied by the supplier in ...
Found in: Reordering & Suppliers
Overview This video explains where you can see how the Stock Value of a Stock Item has been calculated. A step by step guide can be found below the video. Steps Open the Stock Item Record. Ensure that you are in the Properties tab. Use the Actions ...
Found in: Pricing
Overview The following video explains how you create a new quotation. There are step-by-step instructions below the video. Steps Select New Sales Order from the blue button at the screen. Use the filters to find and select the customer you wish to ...
Found in: Quotations & Proformas
Overview Keycode types are used to group keycodes for reporting purposes. You could use them, for example, to compare the number of customers who have bought items using newspaper keycodes and leaflet keycodes. They are set against a keycode in the ...
Found in: Keycodes
Overview The following video explains how to move sales orders from the Future stages, Manual Hold, Awaiting Date and Awaiting Stock, in the Sales Invoice Manager. There are step-by-step instructions below the video. Steps Focus on the Future ...
Found in: Understanding the process
Overview You can add your companies logo so it is visible on all documentation produced by Khaos Control Cloud. Steps To add your logo Go to [System Setup | System Values | General]. Click Edit. At the bottom right of the screen you can upload your ...
Found in: Documents