Addresses & Delivery
Mark Customer Address as Requiring a Customs Invoice
Overview How to mark a customers address as requiring a Customs Invoice Notes This assumes you have configured your custom invoices. Customs Invoices Configuration When creating a new customer Click on the blue button at the top of the screen. Select ...
Client Query - Produce a Delivery Note for a Drop Ship Item
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.
Client Query - Am I Able to Print a Copy of the Sale Acknowledgement for Part Shipped Orders
Problem/Question Am I able to print a copy of the sale acknowledgement that features only the items being delivered rather than the entire order when part shipping? Solution/Answer No, however you can print a Delivery Note or Invoice for the items ...
Client Query - Why do some Orders Appear Multiple Times in the Customer Services Grid?
Problem/Question Orders are appearing multiple times in the Customer Services grid, why? Solution Although it appears so, the orders themselves are not duplicated. The grid is split into 3 sections; Sales Order, Invoice(s) and Shipment. Each row ...
Client Query - Stop Delivery Tax on Sales Orders
Question/Problem How do I stop tax being applied to the delivery charge on sales orders? Solution The system will only apply tax to orders within your own country unless you have configured country specific tax, in which case it will also apply to ...
Client Query - Ship and Sent Dates on Sales Invoice do not Match
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 ...
Produce Customs Invoices
Overview You may need to send goods overseas, requiring a customs invoice with additional information on. KCC can produce a customs invoice with this extra information. Usage The customs invoices produced by KCC are customs compliant and many of our ...
Client Query - Stock Allocations from Within a Sales Order
Problem/Question Can I allocate or unallocate stock to / from a sales order without having to use Back Order Manager? Solution Yes! Just follow the steps below from within the sales order - it does not even need to be in Edit mode. Green select the ...
Client Query - Where can I Save Delivery Instructions so they Appear on Shipping Labels?
Problem/Question Where can I save delivery instructions so they appear on shipping labels? Solution Any special delivery instructions will be taken from either the Courier Note field defined against the delivery address, this can be updated from ...
Client Query - Item Missing from Sales Delivery Note
Problem/Question When producing a delivery note, one or more items are not listed. Solution There are a number of reasons why this might occur and we have detailed the most likely ones below. Item not allocated This occurs when the stock item is not ...
Client Query - Delivery Instructions and Notes Not Appearing on Dropship Purchase Orders
Problem/Question The delivery instructions and notes do not appear on the purchase order for my dropship orders. Solution At the present time this is not possible automatically. The instructions and notes can be manually copied from the sales order ...
Client Query - Courier Determined by Stock Items on Sales Order
Problem/Question We sell some products that always need to be shipped by a specific courier, how can I achieve this? Solution There is no method of the system being able to auto select a courier based on the products on a sales order. However, it is ...
Client Query - Collection Customers
Problem We have walk in customers and it does not make sense to get full address details for these customers when placing an order that isn't going to be shipped. Is there an easier way of doing ta sale? Solution Yes! The easiest way is to create a ...
Client Query - Process for Rental Products
Problem/Question We operate a rental service for costumes - clothes go out for a period of time and are then returned back to us. When clothes come back to us they have to be inspected and laundered. Solution This is a complex process and requires ...
Client Query - How can I view Tracking Numbers for Sales Orders?
Problem How can I see tracking numbers for a particular sales order. Solution You can find tracking information for all invoices via [Reports | Invoice Sales]. Double click the invoice and select Go to Order, then select the CRM tab followed by Sales ...
Change the Delivery or Invoice Address on a Sales Order
Overview This video explains how you can change the invoice or delivery address on a sales order. There are step-by-step instructions below the video. Steps In a sales order in Edit mode: Click on the Customer tab. Select the address in the upper ...
Change the Courier on a Sales Order
Overview The following video explains how you can change the courier in a new sales order. There are step-by-step instructions below the video. Steps Open the sales order and make sure you are in Edit mode, else click on the Edit button. Go to the ...
Setting Up Delivery Rates
Overview Delivery rate rules are used by the system to automatically calculate the delivery charges for sales orders. The system will take into account the courier for the sales order and will apply the relevant rule to calculate the delivery charge ...
Changing the Delivery Rate on a Sales Order
Overview This video describes how you can change the delivery rate in a sales order. A step by step guide can be found below the video. Steps Ensure the Sales Order is in Edit mode. Ensure the Delivery Charge toggle is switched on. Edit the Delivery ...
Use the Deliveries Dialog in a Sales Order
Overview This video shows you how to use the deliveries dialog in a sales order to find out when an out of stock item is due in. Step by step instructions can be found below the video. Steps Select an out of stock item on your Sales Order. Use the ...
Assign a Sales Order to a Courier
Overview This video explains how you send the courier information for your sales orders to your courier when you have courier integration setup in the system. The previous step is covered in the video How To Confirm the Shipment of a Sales Order. ...