Project Hierarchies
In this guide we will cover: – What are project hierarchies? – How does the project hierarchy affect ticket functionality? What are Project hierarchies? Project hierarchies are used to determine if a project ticket is classed as a 'Project' or a 'Project task'. Projects are used to organise project tasks, with many project tasks belonging […]
Parent and Child Projects from Sales Orders
In this guide we will cover: – Default project behaviour – Have all projects created from Sales Orders be created under a Parent Project – Billing when using Sales Order Parent Project Templates Default Project behaviour Projects in Halo can be created automatically from a Sales Order line, for information on how this works and […]
Automatic Ticket Updates via Email
In this guide we will cover: – Benefits of providing Automatic ticket updates via email – How to provide Automatic ticket updates via email – How to request ticket updates via email Admin Guides: Email (General Settings) Benefits of Providing Automatic Ticket Updates via Email In this guide we will cover how to provide users […]
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 Related 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 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 […]
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 – Importing Meter Readings What is Meter Billing and when is it used? Meter Billing in […]
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, […]