Introduction
HaloPSA allows you to complete your entire sales flow in one place from prospect to lead to sale and covers a variety of workflows and quotation/proposal configurations. Before configuring your CRM & Orders, it is important to understand the terminology used here. Opportunity – This is a generic term that we use to apply to any […]
How To Onboard New Customers
In this guide we will cover: – Creating a New Opportunity Ticket – Configuring the Standard Items Used for Onboarding a New Customer – Creating a Quotation From The Ticket so There is a Relationship Between the Two – Creating a Sales Order – Using the Associated Actions on the Sales Order Lines Associated Guides […]
How to add Images to Quotations
In this guide we will cover: – Changing the Product Icon – Adding an Image against a Product – Setting up the Quote Template to Show Product Images Changing the Product Icon To change the image that appears next to the item's name, select the icon next to the name. Now you will be prompted to […]
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 (v2.206+) 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 […]
Meter Billing
In this guide we will cover: – What is Meter billing and when is it used – How to configure an invoice to bill using meter readings – Logging and Viewing Meter readings – Importing invoice lines as meters What is Meter Billing and when is it used? Meter Billing in Halo allows you to […]
Introduction
Custom objects are used to store information against a particular entity in a custom way. In this course we will cover how each type of custom object can be used and how to create these. There are various different modules for custom objects, as shown in Fig 1. Fig 1. Custom Objects Configuration menu To […]
Introduction
Setting up your Service Desk is a crucial step towards configuring HaloPSA. By following the steps outlined in this course you will be able to lay the foundations on which other features can be built upon. Terminology Understanding the terminology in this course will help you when it comes to configuring your Service Desk, […]
Configuring Additional Agents
In this guide we will cover: – Configuring Additional Agents – Adding To Actions, Ticket Rules and Ticket Templates – Notifications Admin Guides: Ticket Rules Tickets General Settings Ticket Types Actions If there are multiple agents working on a ticket, the agents that are not assigned but important to the ticket, can be added as additional […]
Dynamic Field Visibility and editing fields on Leads/ Opportunities
In this guide we will cover: – Field Input Types – Dynamic Field Visibility Field Input Types When using the Lead/Opportunity actions that are default out of the box in the HaloPSA trials, you will notice the fields are single select dropdowns, which can be found within Configuration > Custom Objects > Custom Fields: Fig […]
Link a User to an Action
In this guide we will cover: – Variables on Actions – Using Variables in Links Variables on Actions Within Halo you can use a dollar variable to link users to an action. There are default attachment options at the action level, so the use case may be you need the customer to sign for something, […]