Overview You can cancel a sales order if the customer no longer wishes to purchase the items from you. See the video to show you how to do this. There are also step by step instructions below the video. Steps Ensure the payment for the order is ...
Found in: Credits & Refunds
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 Sometimes you may need to delete an order which has not yet been despatched. Usage As long as you haven't shipped anything, the steps below will remove the order as well as any payment linked to it. Open up the sales order Select the Payment ...
Found in: Credits & Refunds
Overview The below will show you how to delete delivery notes in Khaos Control Cloud. Usage Open the delivery note. Click on the red Delete button in the top right. In the popup, click on the green Yes I Do button, the system will inform you that the ...
Found in: Processing Delivery Notes
Overview To unallocate a payment or credit note from a company's status, for example if you have allocated the credit or payment to the incorrect invoice, follow the steps in the following video. A step by step guide can be found below the video. ...
Found in: Crediting, Invoicing & Statements
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 will show you how to place a customer on credit stop. Step by Step instructions can be found below the video. Steps METHOD ONE 1. In Accounts, open Debt Management. 2. Green-Select the customer you wish to place on Credit Stop. 3. ...
Found in: Debt Management
Overview This video explains how to delete a payment in the company statement screen. Step-by-step instructions are below the video. Steps Open the company record. Open the Statement tab. Check that the payment hasn't already been allocated to an ...
Found in: Crediting, Invoicing & Statements
Overview This video describes the information in a customer, or a supplier's, statement screen in Khaos Control Cloud. There is information below the video about what options are available from this screen. Usage The company Statement screen allows ...
Found in: Crediting, Invoicing & Statements
Problem/Question: When trying to edit a record the system is presenting and error message stating that there is a lock on the database, preventing you from proceeding. Solutions: This can manifest itself in 2 ways. 1. Database entry Locked (Stale ...
Found in: Error Messages
Overview The below will show you how to manage rolled up batches when reconciling bank accounts. Usage View what transactions are in a batch Open the bank account. Green select the batch. Click on the Actions button. Select Show Contents of Batch, a ...
Found in: Bank Account
Overview There may be times when you may be required to submit a screenshot of any error codes or messages displayed on your screen in order to assist the support process. The procedures for doing this have been broken down in to two sections, ...
Found in: Ticket Portal / Support
Overview Imported orders from a specific customer has their payments going in to the wrong bank account. Resolution/Solution There are three potential workarounds for this issue depending on the circumstances. Workaround 1 Journal between the two ...
Found in: Crediting, Invoicing & Statements
Overview This guide contains the instructions on using the mobile version of Khaos Control Cloud. Instructions found in this article are universal for both Android and IOS devices. The mobile version of the software incudes all features of the system ...
Found in: User Interface
Overview User acceptance testing for businesses with more complex processes, such as multiple sites and channels, or with more than 3 - 4 users. We highly recommend you print this page from the attached file. If you can answer yes to all questions in ...
Found in: Testing & Go Live