Tiered Pricing

In this guide we will cover: – What is Tiered Pricing? – Setting Tiered Pricing on an Item – Quotation/Sales Order/Invoice Process – Tiered Pricing on Recurring Invoices Admin Guides: General Settings (Billing)  Items & Stock Control Related Guides: Creating Quotations  Sales Orders What is Tiered Pricing? Tiered pricing allows the price of the item […]

Filtering responses via the ‘datesearch’ query parameter

In this guide we will cover: – Using the 'datesearch' Query Parameter – Relevant Endpoints – Example Using the 'datesearch' Query Parameter When querying the API, the response can return a filtered list of entities based on a date range. This can be done via the application of 3 query parameters: datesearch, start_date and end_date. […]

Release Notes

In this guide we will cover: – Finding the Release Notes Area – Mobile Specific Releases – Searching for Release Notes – Version Explanations – Release Cycle Finding the Release Notes Area In the top right hand corner, find the question mark icon. Fig 1. Help area Click the Show Release Details link shown in […]

Starting a Workflow from an Action

In this guide we will cover: – Setting a Workflow on an Action – Use on a Ticket Admin Guides: Actions Workflows Setting a Workflow on an Action In Configuration > Tickets > Actions, you can select the action you wish to apply this to. Under the Details tab of the action, there is a […]

Quote Approved Workflow Automation

In this guide we will cover: – Setting the Quotation Automations on a Workflow – Use on a Ticket Admin Guides: Quotations Workflows Related Guides: Modifying and Adding Workflows Setting the Quotation Automations on a Workflow  In Configuration > Tickets > Workflows, choose the workflow you wish to add the automations to. Fig 1 shows […]

Product Price Overrides

In this guide we will cover: – How to Set Price Overrides for a Product – Examples For each Product in Halo, the price and cost can be set to change dynamically based on who is purchasing the item and/or the supplier providing it. More specifically: The supplier the item is being purchased from The […]

Virima Integration

In this guide we will cover: – What is the Virima Integration? – Connecting to Virima – Site Mappings – User Mappings – Asset Imports – Miscellaneous Settings – Syncing  – How to import Assets from Virima What is the Virima Integration? The Virima integration can be used to import assets from Virima into Halo. […]

Agent Work Hours

In this guide we will cover: – What are workdays/work hours used for? – Configuring Workdays – Assigning Work hours What are workdays/work hours used for? Workdays/work hours in Halo are used for service level agreement tracking and agent time tracking. Workdays and working hours are assigned to SLAs to determine if the SLA timer […]

Westcoast Cloud Integration

In this guide we will cover: – What is the Westcoast Cloud Integration? – Connecting to Westcoast Cloud  – Importing Customers – Importing Subscriptions – Importing on a Schedule Related Guides: Also Integration  Licences/Subscriptions Overview What is the Westcoast Cloud Integration? Halo can integrate with Westcoast Cloud to import customers and their subscriptions from Westcoast […]

Troubleshooting Issues with CNAME DNS Records

Common Errors Further Assistance Common Errors AWS certificates expire within 3 days of being requested so set the records as soon as possible. If it has been more than 3 days, please update the same ticket with this information. The value field in your CAA record must contain one of the following domain names: amazon.com […]