Charge Type Overrides Explained

In this guide we will cover: – Charge Type hierarchy – Setting Locations – Overriding the Rates used for Charge Types Charge types can be defaulted in various places to have the charge type change based on the ticket an action is being logged on, the action that is being logged and the agent that […]

Supplier Contacts/Users

In this guide we will cover: – Creating Supplier Users – Importing Supplier Users – Logging to Supplier Users – Supplier Portal Access Admin Guides: Suppliers Related Guides: Asset Import – CSV/XLS/Spreadsheet Method Suppliers in Halo Supplier users can be used as contacts of a ticket, and can be given access to tickets they are […]

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 […]

Use AI to Analyse Report Data

In this guide we will cover: – Enabling AI Report Analysis – Analysing a Report – Reporting on Summaries – Adding Summaries to Report PDFs AI can be used to analyse data contained within Reports, and provide a summary that shows at the top of the Report. This summary can be reported on or added […]

Multi-Currency

In this guide we will cover: – What is Multi-Currency? – Setting up multi-currency  – Updating conversion rates automatically – Have Invoices Inherit the Conversion rate from the Sales Order or Recurring Invoice – Determine what currency will be used (currency overrides)  – Viewing currency conversions on quotes/orders/invoices – Purchase Currency – Sales Currency – […]

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 […]

Agent Access to Services

In this guide we will cover: – Choosing the Restriction Method – Configuring each Restriction Method Admin Guides: Services Related Guides: Access Control  Service Catalogue Whilst administrators can see all services and categories by default (via "Owner" access"), access for non-administrators can be set in a few different ways.  Choosing the Restriction Method Go to […]

Connected Instances

In this guide we will cover: – Creating an Application – Linking a Connected Instance – Creating a Linked Ticket List – Using a Linked Ticket List – Email identification (v2.228.1+) Connected instances can be used to allow agents from two separate Halo instances to work on the same ticket list. In this example, we […]

Sensitive Tickets

In this guide we will cover: – What are sensitive tickets? – How to Mark a Ticket as Sensitive – Who can see sensitive tickets? – Reporting on sensitive Tickets What are Sensitive Tickets? Any ticket can be marked as being 'sensitive', doing this will restrict who can see this ticket, both in the end […]

Contract Schedules

In this guide we will cover: – Pre-requisites – Schedule Overview – Schedule Hours – Email Settings – Schedule Plan Contract schedules allow you to schedule recurring meetings/work that is covered by, or occur as part of, a contract. The number of hours allocated to this work/meetings can be set, then meetings can be scheduled […]