Overview The below will show you how to edit sales orders in Sales Invoice Manager. Usage Open Sales Invoice Manager. Locate the order you wish to edit. If the order is in a non-editable stage, drag and drop the order into Staging. Open the order and ...
Found in: Understanding the process
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 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 Once a credit note has been printed, you then need to issue it. Once it has been issued the credit note will appear on the customer's statement screen and can then be used. A step by step guide can be found below the video. Steps Open Sales ...
Found in: Issuing
Problem/Question The ship date shown against a sales invoice in Sales Invoice Manager is different to the sent date shown in the Sales Order list. Why is this? Solution The Ship date displayed in Sales Invoice Manager is the date the order was marked ...
Found in: Addresses & Delivery
Overview This page is intended to compliment the training you undertake to help you set up your Khaos Control Cloud for your business. The Help menu is also available by clicking on the yellow question mark button in the top right of your screen or ...
Found in: Crediting, Invoicing & Statements
Problem/Question Can I still produce a delivery note for a drop ship item? Solution Yes! Produce your delivery note as usual from within Sales Invoice Manager or Quick Despatch.
Found in: Addresses & Delivery
Problem Sales orders generated by the Shopify POS Channel going straight to Issue? Cause This is the expected behaviour for POS orders as POS orders are placed after the item has already been sold, paid for and given to the customer. With this the ...
Found in: Shopify
Overview The below explains how to part ship a partly fulfilled sales order in the system. Usage Locate the order you wish to part ship in the Awaiting Stock stage in Sales Invoice Manager. Green-select the order. Use the Actions menu to Release the ...
Found in: Common Actions
Problem I want to be able to see old sales invoices as I have to keep all sales invoices for 7 years by law. Solution There are two methods of locating older sales invoices: Customer screen Open the Customer record. Open their Customer Services -> ...
Found in: Crediting, Invoicing & Statements
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
Overview This video will show you how to use Quick Despatch in Khaos Control Cloud. This is an alternative to using the Sales Invoice Manger when you wish to quickly print documents and labels and mark invoices as despatched. You can only process ...
Found in: Quick Despatch
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 Having gone live there are new set of routine tasks that you will need to perform in order to keep your system running smoothly and your accounts accurate. How do I know if there are errors on my system? When you first log in to KCC you are ...
Found in: User Interface
Overview This video explains how to change the invoice date, delivery date or invoice priority on an invoice in sales invoice manager in Khaos Control Cloud Steps Move the order(s) to the Invoicing stage of Sales Invoice Manager if not already. Green ...
Found in: Understanding the process