Credits & Refunds
Delete a Sales Order and Refund a Customer
Overview This video explains how to delete a sales order and refund a customer. Step by step instructions can be found below the video. Steps Open the sales order to be deleted. Click Edit. Select the Payment tab. Green select the payment to be ...
Delete an Unshipped Order
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 ...
Mark a Sales Order as Unshipped
Overview With the Sales Order located within the Shipping stage of [Sales Invoice Manager], go to the [Confirm Shipment] screen. Click Edit. Move the orders from the bottom 'Shipped' grid to the top 'To be Shipped' grid. This can be done by either ...
Client Query - Refund the VAT for an Exported Order?
Problem/Question How do I refund the VAT for an exported order? Solution This can be done as part of a return exchange, but it is worth creating a new return reason called 'VAT Refund' so you can identify affected orders easily in the Returns ...
Client Query - Backordered Item Disappeared from Back Order Manager
Problem/Question An item on backorder has disappeared from Back Order Manager although it hasn't been assigned and stock is now available. Why is this and how do I allocate the stock? Solution This has happened as a user has clicked the Exclude from ...
Cancel the Remaining Quantity in a Part Shipped Order
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 ...
Delete a Sales Order
Overview Sometimes you may need to delete a sales order that has been imported or created in error, or cancelled. This must be done one sales order at a time. If you have lots of sales orders to be deleted please email support@khaoscloud.com and we ...
Client Query - Recover a Deleted Sales Order
Problem/Question I accidentally deleted a sales order, how can I recover it? Solution Once a sales order has been deleted it can not be recovered. You will need to raise a new identical sales order and record any payment details via the payments tab.
Refunding the Postage on an Order?
Overview You can refund just the postage on a Sales Order if it was mistakenly added. Usage This would need to be done as a credit note. To do this: Steps Go to the original sales order. Click Actions and select As Credit Note (This in the the Copy ...
Copy a Sales Order as a Credit
Overview The following video explains how to copy a sales order into a credit note. There are step-by-step instructions below the video. Steps Open the existing sales order. Click on the Actions button. Select Copy Sales Order as Credit Note. Click ...
Create an Ad Hoc Credit
Overview If you need to create an ad-hoc credit for a customer, this video explains how you can do this: A step by step guide can be found below the video. Steps Create a New Sales Order. Select the customer from the lookup. Change the Sales Order ...
Cancel a Sales Order
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 ...