Asset Meters

In this guide we will cover: – What are Asset Meters? – Setting up Asset Meters – Taking Meter Readings – How to bill for Asset Meters    What are Asset Meters? Meter billing in Halo allows you to bill customers for a product/service based on their usage of it, with the price changing dynamically […]

Barcode Scanning

In this guide we will cover: – Enabling Barcode Scanning – Scanning Barcodes via the Web App – Creating Barcodes for Existing Assets – Scanning Barcodes via the Mobile App Related Guides: Asset Management Mobile App Barcode scanning functionality can be enabled to create new Assets from existing barcodes, or barcodes can be generated by […]

Licences/Subscriptions Overview

In this guide we will cover: – The Difference Between Licences and Subscriptions – Adding Licences/Subscriptions to Customers – Linking Licences/Subscriptions to Assets – Assigning Licences/Subscriptions to Users – Automatic Billing Quantities  – Viewing Change History – Adding Attachments Related Guides: Custom SQL Query for Licence/Subscription Count on Recurring Invoice Lines Managing a Recurring Invoice's […]

Asset Management

In this guide we will cover: – Viewing Assets – Asset Overview – Configuring Assets – Barcode Scanning – Asset Fields and Custom Fields Admin Guides: Asset Fields Asset Groups Asset Relationships Asset Statuses Asset Templates Asset Types General Settings (Asset Management) Related Guides: Access Control  Restricting Asset Access Viewing Assets To view a list […]

Asset Template Creation

In this guide we will cover: – What is an asset template? – How to create and use an asset template What is an asset template? Asset templates can be used as a base when creating new assets. Information about the asset can be saved to an asset template, then when creating a new asset […]

Asset Types/Groups

In this guide we will cover: – How to create an asset group – Assets vs Items – How to create a new asset Type Admin Guides: Asset Types Asset Groups  Configuring asset types and groups will allow you to more readily view an organised list of your devices and will also allow you to […]

Linking Assets

In this guide we will cover: – Linking Assets to a Ticket – Linking Assets to a Site – Linking Asset Relationships – Asset Relationships You can link Assets to Users, Tickets, Sites, or other Parent/Child Assets. You can do all of this in any of the respective areas, for example, it is possible to […]

Asset Resource Booking

In this guide we will cover: – Asset Resource Booking Configuration – Ticket Type Configuration Resource booking for assets is a feature of Halo that enables your end-users to book shared resources themselves, such as laptops or desk areas, via the self-service portal.  The resource booking feature also allows for end-users to book appointments with […]

Event Management

In this guide we will cover: – Setting up Event Management – Creating an Event Rule – Overseeing Events  Event management allows you to manage the events that are triggered by Asset Management and Alerting integrations using webhooks. Using this module you can create rules to determine which events log tickets and control the fields/configuration […]