Shortcut	Payment Type	Behaviour
F9 + 1	Cash	Automatically sets the payment amount to the Order Total.
F9 + 2	Cheque	Automatically sets the payment amount to the Order Total.
F9 + 3	Credit Card	Changes the payment type. After saving, right-click the payment line and select Calculate New Payment Amount.
F9 + 4	Account	Changes the payment type to Account. A warning is displayed if unprocessed payments already exist.

Notes

These shortcuts only affect the payment line currently selected on the Payment tab.
Sales Orders with multiple payment lines must be updated manually.
Payment shortcuts are only available while the sales order is in edit mode.

View Cancelled Codes

View Cancelled Codes allows you to review sales order numbers that have been cancelled and retained for audit purposes.

This option is particularly useful where cancelled document numbers are not reused.

Quotes

The Quotes menu contains options for working with both customer and supplier quotations.

Customer Quotes

Convert Quote to Sales Order

Converts a saved quotation into a sales order.

When the sales order is saved, stock will be allocated where appropriate.

Note: This option is not available while the document is in edit mode.

Convert Sales Order to Quote

Converts a saved sales order back into a quotation.

This is only available if payment has not been taken.

For information about document types, see the Sales Orders Main Tab.

Supplier Quotes

Open Supplier Quotes

Opens the Supplier Quotations List screen.

Create New Supplier Quotes

Creates new Supplier Quotations using either:

The green-selected lines on the sales order, or
All lines on the sales order.

Note: New sales orders must be saved before supplier quotations can be created.

Audit

The Audit menu allows authorised users to review historical changes made to sales orders.

Show for Order

Opens the Audit Dialog.

Users with Audit Permission can review changes made to sales orders after they have been saved.

When launched from a loaded sales order, the audit is automatically filtered to that order.

Note: If the Audit Dialog is opened from the [ Sales Orders | List ] screen, no automatic customer or document filtering is applied.

Legacy Audit

Opens the Legacy Audit screen.

This alternative audit view also includes the ability to generate Cancelled Sales Order reports.

Copy and Move Sales Orders

Copy Sales Order (Same Customer)

Creates a duplicate of the currently loaded sales order for the same customer.

The copied order includes:

Stock items
Extended descriptions
Addresses and contacts
Pricing information
Other associated order data

For more information, see How To: Copy a Sales Order for the Same Customer.

Note: If the original address or contact is no longer active, Khaos Control automatically replaces it with the customer's current default details.

Copy Sales Order (as Credit Note)

Creates a copy of the sales order and changes the document type to a Credit Note.

For more information, see How To: Copy a Sales Order as a Credit Note.

Copy Sales Order (Different Customer)

Creates a copy of the current sales order and allows a different customer to be selected.

For more information, see How To: Copy a Sales Order for a Different Customer.

Move Sales Order

Moves an existing sales order to another customer account.

Restrictions

A sales order cannot be moved if:

Payments have been taken.
Invoices have been issued.
The document is a Credit Note.

Only Sales Orders can be moved using this option.

Import / Export

The Import / Export menu allows sales orders to be imported from external systems or exported for later use.

Import

Imports sales orders from websites, marketplaces and other external systems.

Web imports must be configured before use. Contact Khaos Control Support if you require assistance setting up an import.

Khaos Control

Imports standard Khaos Control XML files.

Web Carts

Imports Actinic and EROL web cart orders.

Channels

eBay Orders (CSV)

Imports orders from eBay.

For more information, see How To: Import eBay Sales Orders.

eBay USA Orders

Imports orders from eBay USA.

For more information, see How To: Import eBay USA Sales Orders.

Amazon Orders

Imports orders from Amazon.

PlayTrade Orders

Imports orders from PlayTrade.

Import Notes

Because Khaos Control web services support real-time integration, they are generally the preferred option for transferring data between Khaos Control and external systems.

Manual imports are typically used for:

Testing integrations.
Importing small quantities of orders.
Occasional or ad-hoc imports.

For more information, see Web Services Overview.

Note: When importing orders using this option, the Import Override Stock Description setting in the [ Stock | Channel Setup ] screen is ignored. The stock description from the imported order will be used instead. Contact Support if you want Khaos Control stock descriptions to be used instead.

Export

Exports sales orders to XML files for archiving or later import.

Available formats:

Standard XML (Single)
Standard XML (Batch)

Sales Statistics

Opens the Sales Order Statistics window.

This feature allows you to analyse sales order performance by:

Sales order count
Sales order value
User-defined date ranges

Print

The Print menu provides access to standard sales order documents and pricing reports.

Sales Order Acknowledgement

Prints a document based on the current document type, such as:

Sales Order
Quotation
Pro Forma Order

Available formats include:

Format A - With Prices
Format A - Without Prices
Format B - With Prices
Format B - Without Prices (Delivery Note)

Price Exceptions

Produces a report showing:

What a stock item sold for
Its list price
Percentage variance from list price
Profit or loss impact

This report can be generated for a specific date range and variance threshold.

Note: Sales Return reports are now available from the Other Actions menu on the Returns screen.

Custom Reports

Custom Reports provides access to user-created reports.

Reports can typically be opened in either:

Preview mode
Designer mode

depending on the selected option and user permissions.

Import and Export Notes

New customer records may be created automatically when importing customers or sales orders using:

Export / Import from the Customer screen.
Import / Export from the Sales Order screen.
KCAutomate.
KCImport.
Web Services.

When customer information is imported, Khaos Control attempts to match incoming records against existing customer records.

Default Matching Criteria

By default, matching is based on:

Postcode
Surname

Additional Matching Fields

The following fields can also be used:

Surname
Postcode
Town
Address Line 1
Company Code (URN)
Forename
Currency

If you require different matching criteria, please contact Khaos Control Support.

Note: Trailing spaces are automatically removed from contact and address fields during import.

Sales Orders Other Actions Menu

Payment Types

Quick Payment Shortcuts