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 AI programs 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 as well. Enabling AI Report Analysis (v2.179.1+) […]
Multi-Currency
In this guide we will cover: – What is Multi-Currency in Halo? – Setting up multi-currency – Updating conversion rates automatically – Determine what currency will be used (currency overrides) – Viewing currency conversions on quotes/orders/invoices – Syncing invoices to Xero when using multi-currency What is Multi-Currency in Halo? Multi-currency in Halo allows you to […]
Linking Products to Assets
In this guide we will cover: – Setting a Linked Asset Type for Serialised Assets – 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 orders, and after consignment will show against the customer's […]
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 Connected instances can be used to allow agents from two separate Halo instances to work on the same ticket list. In this example, we are joining a PSA […]
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 in Halo can be marked as being 'sensitive', doing this will restrict who can see this ticket, both in […]
Contract Schedule Functionality
In this guide we will cover: – Pre-requisites – Schedule Overview – Schedule Hours – Email Settings – Schedule Plan Pre-requisites If you do not see the "Schedule" tab on your contracts, you may need to enable it in advanced settings. First navigate to Configuration > Advanced Settings and scroll down to the screen layout […]
Change Advise Boards (CABs)
In this guide we will cover: – Creating a CAB – Importing CAB Members via Entra – Microsoft Teams Notifications – CAB Roles – Adding a CAB to an Approval Process Admin Guides: Approval Processes Related Guides: Approval Process Approvers Approval Processes Overview Internal Quote Approvals A Change Advise Board is a set group of […]
Restricting User Access to Services
In this guide we will cover: – How to Restrict access to the whole Service Catalogue – Configuring Access to Service Categories – Configuring access to specific services Services within the service catalogue can be restricted to only be accessed by certain users. This is useful when you would only like certain users to be […]
