Common Actions
Client Query - Sales Invoice Manager: Order Not paid in Full, Even Though the Value is Correct
Problem/Question Sales Invoice Manager says order is is not paid in full, even though the value is correct. Solution The reason you are unable to process the order is because the order total in sales invocie manager has been rounded up. This ...
Client Query - Auto Issue Sales Invoices
Problem/Question How do I Auto Issue sales invoices? Solution Auto Issue is a setting that must be applied to your system by our Tech Team. When enabled, the system will periodically auto issue sales invoices with no pre-processing issues. Notes & ...
Client Query - What is the Fulfil % Column in Sales Invoice Manager?
Problem/Question What is the Fulfil % column in Sales Invoice Manager? Solution The Fulfil % column displays the % of stock items currently allocated to the shipment. If the value is 0 it means that no stock is currently allocated to the shipment. ...
Client Query - Pick Pack Verify and Stock Levels
Problem/Question If I turn off pick / pack / verification and still process the order through Quick Dispatch, will KCC reduce the stock by the amount that is on the order? Solution The pick pack verify toggle has no effect on stock levels. Your ...
Client Query - Unable to issue invoice with error message "No Invoice Code"
Question I am unable to issue a sales invoice and the following error is displayed 'SOrder Code has No Invoice Code Generated Against It'. Solution The invoice for the sale order(s) has not yet been produced, this can be done by selecting Print ...
Authorise Payment Stage within Sales Invoice Manager
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 ...
Client Query - Incorrect Total on Sales Invoice
Question A sales invoice does not include all items from the sales order. Solution This occurs if there was not enough stock to allocate to the order and you have manually released it from the Awaiting Stock sections of [Sales Invoice Manager]. Move ...
Amazon FbA Invoices
Overview Clients can connect their Amazon FBA to Khaos Control Cloud, however as these orders do not require much, if any, intervention from client. Clients may wish these Sales Orders to go straight into the Issue Stage of Sales Invoice Manager. ...
Client Query - More than one invoice for a single sales order?
Question One of my sales orders has produced a second invoice. Solution This is most likely to have occurred as the result of stock not being available and / or allocated to the order when the first invoice was generated. You would have manually had ...
Client Query - Unable to issue invoice with error message "No Valid Invoice Item Lines"
Question/Problem Unable to issue invoice with error message "No Valid Invoice Item Lines". Cause This has occurred as no stock item has been allocated to the order resulting in nothing to be invoiced. Resolution/Solution Place the order(s) back in to ...
Client Query - Stock Movements do not match Stock Summary for Assignments
Question/Problem When issuing a sales invoice the following error appears: "Serious data error - Stock Movements do not match Stock Summary for Assignments" Resolution/Solution It is not possible for the user to correct this issue. Please email ...
Unable to Assign to Courier - "No Valid Invoice Item Lines"
Overview Instructions if you are getting an error message when assigning to couriers of "No Valid Invoice Item Lines". Cause This has occurred as no stock item has been allocated to the order resulting in nothing to be invoiced. Steps Place the ...
Emailing a Sales Order Acknowledgement in Despatch
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 ...
Moving Sales Orders from the Staging Stage to the Next Stage
Overview The following video explains how to move sales orders from the Staging stage in the Sales Invoice Manager. There are step-by-step instructions below the video. Steps Focus on the Staging stage. Select the sales order, or sales orders, you ...
Moving Sales Orders from the Shipping Stage to the Next Stage
Overview The following video explains how to move sales orders from the Shipping stage in the Sales Invoice Manager. There are step-by-step instructions below the video. Steps Focus on the Shipping stage. Select the sales order, or sales orders, you ...
Moving Sales Orders from the Released Stage to the Next Stage
Overview The following video explains how to move sales orders from the Released stage in the Sales Invoice Manager. There are step-by-step instructions below the video. Steps Focus on the Released stage. Select the sales order, or sales orders, you ...
Moving Sales Orders from the Picking Stage to the Next Stage
Overview The following video explains how to move sales orders from the Picking stage in the Sales Invoice Manager. There are step-by-step instructions below the video. Steps Focus on the Picking stage. Select the sales order, or sales orders, you ...
Moving Sales Orders Between Stages Manually
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 ...
Moving Orders from The Invoicing Stage to the Next Stage
Overview The following video explains how to move sales orders from the Invoice stage in the Sales Invoice Manager. There are step-by-step instructions below the video. Steps Focus on the Invoicing stage. Select the sales order, or sales orders, you ...
Client Query - Imported orders are going into Manual Hold instead of Awaiting Stock
Question Imported orders from WooCommerce, Shopify, eBay, Amazon or 3rd party APIs are going into Manual Hold instead of Awaiting Stock. The sales order total does not match the payment amount. Solution The VAT calculation method is different on ...
Produce a Pick Ticket in Sales Invoice Manager
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 ...
Produce Combined Pick Sheets
Overview This video explains how you can add multiple orders to one pick sheet. There are step-by-step instructions below the video. Steps Click on the Picking stage of the Sales Invoice Manager. Select the sales orders you wish to print a pick ...
Moving Quotations to the Pending Stage in Sales Invoice Manager
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. ...
Print or Email an Invoice or Delivery Note From Within Sales Invoice Manager
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 ...
Part Ship a Sales Order
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 ...
Print Credit Notes in Sales Invoice Manager
Overview Once you have created a credit note, you can then print it and send it to the customer. A step by step guide can be found below the video. Steps Open Sales Invoice Manager. Go to the Credit Note Print Stage. Green select the credit note you ...