Charge Type Overrides Explained

In this guide we will cover: – The charge type hierarchy – Overriding charge type rates – Worked example Charge Type Hierarchy  The default hierarchy used for Charge Types is as follows (with ticket type overriding all): Ticket Type Action Agent With the charge type applied on an action and the setting "Charge Type will […]

Automating Procurement

In this guide we will cover: – How to have purchase orders automatically create when item stock is below a set level This functionality helps to automate stock management, rather than monitoring stock manually this allows stock to be monitored and have purchase orders raised accordingly to replenish stock. Pre-requisites: You must be using our […]

Linking Products to Assets

In this guide we will cover: – Setting a Linked Asset Type for Serialised Assets – Setting a Default product for an Asset type – Creating Serialised Assets Admin Guides: Items & Stock Control Related Guides: Receiving Stock for Serialised Products & Delivering to the Customer Products/items can be linked to serialised assets for sales […]

Linking Purchase orders to Projects

In this guide we will cover: -How to Link Purchase Orders to Projects This functionality is available as of v2.184+  As of v2.184+ you can enable the ability to link purchase orders raised for products associated with the project to the project ticket. This allows the project ticket to automatically be updated when these products […]

Consignment PDFs

In this guide we will cover: – How to create PDF templates for Consignments – How to set the PDF template as default Create and edit consignment PDF Templates In Configuration > Reporting > PDF Templates, select type "Consignments" on the dropdown at the top. Fig 1. Consignments type on PDF Templates The full list […]

Credit Notes

In this guide we will cover: – What credit notes are used for – How to determine the ID of the credit note – How to raise a credit note – How to use a credit note – How to adjust credit lines – Syncing Credit Notes to accounting integrations – Voiding Credit Notes What […]

Users

In this guide we will cover: – What are Users? – User Settings – Importing Users – Customising the User Profile What are Users? Users in Halo are the people raising the tickets. They are the requestors rather than the people resolving the tickets (those people would be referred to as agents/technicians in "Halo terminology"). […]

Followers and Following Tickets

In this guide we will cover: – What is following a ticket – How Agents can follow a ticket – How End Users can follow a ticket  What is following a ticket? Following a ticket BCCs your agent email address onto any email correspondence from the ticket. This was originally created to ensure that when […]

Notifications

In this guide we will cover: – Notification Configuration – Notification Types in Detail – Adding Agents to an Agent Notification – List of Notification Triggers – Setting up a Personal Notification – Agent Level Settings – Access Control (v2.176.1) – Incomplete Timesheet Notifications (v2.176.1) Associated Administrator Guides: Notifications General Settings Notification Configuration To begin […]

Departments and Teams

                           In this guide we will cover: – How to create a new Department and Team in Halo Associated Admin Guides Departments Teams Creating a new Department and Team To access Departments & Teams in Halo, the best place to start is your Organisation settings. For this, navigate to Configuration > Organisation and […]