Creating Sales Orders & Getting Started
Client Query - There are Duplicate Orders Showing on the Customer Services Screen
Problem/Question Why does my customer services screen show duplicate orders? Solution It isn't, these are not a duplicate orders but rather the same order with multiple shipments (invoices). The Customer Services grid is broken down into 3 sections: ...
Assign Stock From Within a Sales Order
Overview This video explains how to assign stock to a sales order from within the order itself in Khaos Control Cloud. There are step by step instructions below the video. Steps From within the sales order green select the stock item(s) you wish to ...
Client Query - Imported Order Incorrect Phone Number
Problem/Question The telephone number on the imported order is completely different to the order details within the channel itself. What has gone wrong and how can I fix it? Solution If the customer already exists in KCC with a phone number ...
Sales Invoice Numbering
Problem Customer wishes their sales invoices to begin at a specific number. Solution Support Only. update sequence set cval = 'start number' where sequence_id = '6' update sequence set cval = 'start number' where sequence_id = '211' Ensure that 6 & ...
Client Query - Identical PO Number
Problem Two sales orders have the same customer PO number, how can I enforce a unique value? Solution It is not possible to enforce unique values for Customer PO numbers for sales orders. The reason for this is that the customer has control of this ...
Search Sales Orders by PO Reference
Overview You can search for a sales order using only a PO reference. Usage Open the [Sales Order | List] screen Click on the Filters button. Enable the toggle next to PO Reference. In the text box add in your PO Reference for the sales order you wish ...
Copy a Sales Order, Quote or Proforma Order to a Different Customer
Overview This video explains how to copy a sales order, quotations or proforma order to a different customer, for example where they want to purchase identical items. There are step-by-step instructions below the video. Steps Open the existing sales ...
Create a New Sales Order
Overview The following video explains how to create a new sales order. There are some basic instructions below the video with the steps to create a sales order. Steps Click New Sales Order in the blue button drop down. Search for the customer that ...
Set Up Sales Sources
Overview This video shows you how to set up sales sources in Khaos Control Cloud. These are used when reporting on sales of items to see what channels your customers are using to purchase items from you. A step by step guide can be found below the ...
Allocating Stock to a Sales Order in Back Order Manager
Overview It is possible to allocate available stock to back order sales orders using the Back Order Manager. This video explains the process and step by step instructions are below it. Steps Go to [Despatch | Back Order Manager]. Click Filters and ...
Importing Sales Orders
Overview This video explains the process to import sales orders. For step by step instructions please refer to our knowledgebase article here, Data Import Guide ..
Manually Hold a Sales Order from with the Sales Order itself
Overview You can place a sales order into Manual Hold from the sales order. Once placed in Manual Hold you will need to manually move it out of there when you are ready to process it. This video explains how you do this. A step by step guide can be ...
Deleting an item from a Sales Order, Quote or Proforma Order
Overview You can delete a stock item from a sales order, quotation or proforma order if it has been added in error. This video shows you the process to follow. A step by step guide can be found below the video. Steps Enter Edit mode, if not already ...
Khaos Control Cloud Initial Setup Guide - System Values - Sales Tab
Overview This setup guide is designed to work alongside the training you undertake to help you set up your Khaos Control Cloud for your business. There are tooltips available to describe each option within the application itself, just hover your ...
Create an Order from within a Company Record
Overview This video explains how you can create a new sales order from a customer record or a new purchase order from a supplier record. A step by step guide can be found below the video. Steps Open the Company Record (customer or supplier). Use the ...
Configuring Sales Order Settings in System Values
Overview This video explains how to configure your sales order settings using System Values. There are step by step instructions below the video. Steps Go to [System Setup | System Values | Sales]. Click Edit. Set the options as required. Use the ...
Toggle the Assignment of Stock on a Sales Order
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 ...
Copy a Sales Order, Quote or Proforma Order to the Same Customer
Overview If a customer wishes to purchase the same items as they have done on a previous sales order, then you can do this quickly and easily by copying the original sales order. If the customer then wishes to add more items, you can do this too. A ...
Add Stock Items to a Sales Order, Quote or Proforma Order
Overview Once you have created your sales order, quotation or proforma order, you then need to add the stock items the customer wishes to purchase to it. This video explains how to do this. A step by step guide can be found below the video. Steps Use ...