Sales Invoice Other Actions Menu

Table Of Contents

View Cancelled Codes
Important Notes
Important Notes
Import
Import Cat Requests (Single)
Import Cat Requests (Multi)
Order Status
Print Preview
Report Designer
Related Articles
The Other Actions menu provides access to a range of administrative, reporting and workflow management tools within the Sales Invoice Manager.
To open the menu, press F9 or click the down arrow next to the green circle with a white cross icon on the toolbar.

View Cancelled Codes

View Cancelled Codes displays a list of cancelled Sales Invoice codes.
This is useful for auditing invoice numbering and reviewing cancelled documents.

Important Notes

Packer Tracker

Packer Tracker opens the Packer Tracker Report.
This report allows you to:
  • Audit the movement of Sales Orders through the Sales Invoice Manager.
  • Identify which user moved an order between stages.
  • Review order processing activity and workflow history.

Warehouse Jobs

Warehouse Jobs opens the Warehouse Jobs area of Khaos Control.
This option is only available if the Warehouse Jobs functionality has been enabled within your system.

Edit Process Path

Edit Process Path allows administrators to customise the stages and workflow used by the Sales Invoice Manager.
This includes:
  • Reordering stages.
  • Changing stage settings.
  • Configuring available workflow options.
Note: Access requires Admin permissions configured in [ System Data | Users | Edit User Permissions | General ].
For more information, see Edit Process Path.

Edit Invoice Rules

Edit Invoice Rules allows you to create automated rules that control how Sales Orders behave within the Sales Invoice Manager.
Invoice Rules can be used to:
  • Move orders into specific stages.
  • Apply automated workflow logic.
  • Route orders based on customer, delivery or order criteria.
Note: Access requires Admin permissions configured in [ System Data | Users | Edit User Permissions | General ].

View Backorder Released Items

Opens the Back Order Items Released window.
This report displays Sales Orders that have had stock assigned to them from Delivery Notes during a specified date range.
From this screen you can:
  • Review released back orders.
  • Print the report.
  • Export the information for further analysis.
For step-by-step guidance, see How To: View Sales Orders that have had stock assigned to them from Delivery Notes.

Undo Last Move

Reverses the most recent stage movement performed using the Move Next function within the Sales Invoice Manager.
Once completed, the affected invoices are returned to their previous stage.

Important Notes

  • This option does not reverse issued invoices.
  • The invoice must still be in the stage it was moved to using Move Next.
  • The undo action must be performed during the same user session in which the move occurred.
  • Movements made during previous sessions cannot be undone using this option.

Import/Export

The Import/Export menu provides options for exchanging information with websites and external systems.

Import

Import Cat Requests (Single)

Imports a single XML catalogue request created from a website enquiry or other external source.

Import Cat Requests (Multi)

Imports multiple XML catalogue requests in a single batch operation.
This is useful when processing larger volumes of catalogue enquiries.

Export

Order Status

Creates an XML file containing order status information.
This export can be used by websites and external systems to display the current progress of customer orders.

Custom Reports

Custom Reports provide flexible reporting and document generation capabilities.
Common uses include:
  • Thank you letters.
  • Terms and conditions documents.
  • Promotional mailings.
  • Customer communications.
  • Bespoke business reports.
Print Preview allows you to preview and print custom reports and document templates before they are produced.

Report Designer

Report Designer allows authorised users to create and modify custom report templates.
Note: Access requires Admin User permissions configured in [ System Data | Users | Edit User Permissions | General ].


See Also


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