Payments & Pricing
Client Query - Is it Possible to Merge Multiple Invoices for a Single Customer into a Single Invoice?
Problem/Question Is it possible to merge multiple invoices for a single customer into a single invoice? Solution On KCC this is not possible. As a workaround you will need to use the same sales order and continually add products to it up until it is ...
Client Query - Sales Order Screen Shows an Order as Not Paid
Problem/Question The sales order list is showing an order as not paid when it was fully paid by card. Solution This is caused when no Auth Code has been specified against the sales order and is easily fixed. Open the sales order (double click it from ...
Client Query - How Can I Discount a Sales Order by a Specified Amount
Problem/Question How can I apply a discount to a Sales Order in a numerical format opposed to a percentage based one? Solution At present it is not possible to specify a total numerical discount to a sales order, total discounts must be entered as a ...
Client Query - Tax Has Been Incorrectly Applied to a Sales Order
Problem/Question A sale that is tax exempt has had VAT applied. How can I change this from happening to this customer again? Solution Once the sales invoice has been issued you can no longer change it. You will need to perform a return, as stated ...
Client Query - Imported Order Payment Not Authorised
Problem Order imported from channel has been paid in full but with the authorisation code missing and cannot be processed in the Sales Invoice Manager. Solution Add a manual payment authorisation to the sales order. To do this: Go to the sales order ...
Client Query - SCS Item Not Selling at Expected Price
Problem SCS item being sold at an incorrect price when not specified in the item record. Solution This can occur when using price lists and with both the parent and child SCS item present in any price lists to which the customer is entitled. When the ...
Client Query - Stock Item has Zero Value on Order Within Sales Invoice Manager
Problem There is an error message on the dashboard 'STOCK ITEMS WITH STOCK VALUES THAT ARE ZERO AND ARE ON SALES INVOICES STILL IN THE PROCESSING STAGES ON THE SALES INVOICE MANAGER'. What does this mean? Solution By default your system is set to ...
Client Query - System Values Net or Gross?
Problem/Question VAT on sales orders is not being correctly set. Solution This can occur if the 'Sell Prices are Net' value in [System Values | SALES] is not set correctly. This should be set according to your business needs. See the FAQ here, VAT ...
Client Query - Incorrect Pricing on Sales Invoice
Problem/Question Sales order prices are a few pence out, why is this? Solution/Answer There are a number of reasons why this may be the case. Below are the most common reasons and a solution to correct it. Where there is a mismatch between the ...
Apply a Keycode to a Sales Order
Overview The below will show you how to apply a keycode to a sales order in Khaos Control Cloud. Usage In a sales order that is in Edit mode: Go to the Additional tab. Click on the Add + Keycode Code button to add the keycode. Use the filters in the ...
Setting Up System Payment Types
Overview This video will show you how to set up the payment types you want to use in your system. Step by step instructions are shown below the video. Steps 1. Go into System Setup. 2. Open the System Data screen. 3. Double-click on the System ...
Refetch a Stock Item Price on a Sales Order, Quote or Proforma
Overview If you have made changes to the prices on a sales order, quotation or proforma order, you can change them back to the prices the system thinks that the customer is entitled to. This video explains the process. A step by step guide can be ...
Delete a Payment from a Sales Order
Overview If you add a payment incorrectly and wish to delete it, this video describes the process. A step by step guide can be found below the video. Steps Ensure the Sales Order is in Edit mode. Go to the Payment tab. Green select the payment line ...
Adding Split Payments to a Sales Order
Overview This video describes how you can add more payment lines in a sales order, for example when the customer wants to split their payment over different payment methods. The video also describes how to add a part payment and then put the ...
Adding a Payment to a Sales Order
Overview This video describes the process of adding a payment in a sales order. A step by step guide can be found below the video. Steps Ensure the Sales Order is in Edit mode. Go to the Payment tab. Use the New button to add a new payment line. ...
Locking Prices on a Purchase Order
Overview Locking prices on a Purchase Order means that once the Purchase Order has been saved, then neither the user or the system can change the prices. This is useful when you have negotiated special prices with your supplier. A step by step guide ...
Use Upsell in Sales Orders
Overview This video will show you how to use upsell in sales orders. The items that are shown in the Upsell dialog are items that other customers have bought along with the item that is selected in the grid. A step by step guide can be found below ...
Payment Held for Review
Payment Held Flag will need to be removed for the customer to be able to process the order. To find the correct ledger prepayment entry: select * from ledger_prepayment where sorder_id = 'SALES ORDER ID' Update ledger_prepayment set hold_payment = ...