Group Invoice Lines by Product Group

In this guide we will cover: – How to have lines on an invoice grouped based on the product group they are in – Checking the group a product is in Within Halo, there is the option to categorise (group) lines on an invoice based on the product group set within Halo. To enable this […]

Creating Opportunities

In this guide we will cover: – View Pane – Areas – Opportunity List – Raising Opportunities – Field List – Copying Custom Fields from the Ticket to the New Customer Record Admin Guides: Ticket Areas Sales Views Related Guides: Ticket/Client Areas Lists Views In this guide we're going to look at raising a new opportunity, while […]

Ticket Types (Field Lists)

In this guide we will cover: – What is a Ticket Field? – Modifying Fields – Organise Fields into Pages on the Portal – Adding Signature Fields to Ticket Types Admin Guides: Ticket Types Related Guides: Custom Fields Altering Ticket Types What is a Ticket Field? A Ticket Field is a section on a Ticket […]

Runbook: Append a Recurring Invoice from Sales Order lines

DISCLAIMER: This is just an example of using runbooks, configuring an automation to work in this way is very difficult due to the different set up you may have on your sales orders and invoices. The idea of this guide is to give a good example of the different configuration options within runbooks. After creating […]

Sales Orders

In this guide we will cover: – Creating Sales Orders – Processing Sales Orders – Editing Sales Orders – Email Template for Sales Orders – Sales Order Notifications – Line Completions – Sending Order Updates to Users  Admin Guides: Items and Stock Control Sales Orders Quotations After a quote has been accepted the next stage […]

SLA Overrides

In this guide we will cover: – SLA Hierarchy – Setting Locations – SLAs on Automated and Scheduled Tickets SLA's can be used in Halo to track the response and resolution times of tickets. SLAs can be defaulted in various places to have the SLA of a ticket change dynamically based on properties of the […]

Surcharges

In this guide we will cover: – Using Surcharges – Enabling & Creating Surcharges – Selecting the Surcharge to Apply for a Client – Surcharges in Action – Set Surcharge Limit Admin Guides: General Settings Using Surcharges Before we look into configuring Surcharges, lets make sure we understand how Surcharges work. There are two primary […]

Workflow Runbook Automations

In this guide we will cover: – Configuring the Automation – Use in a Ticket Admin Guides: Workflows Related Guides: Custom Integrations/Runbooks Modifying and Adding Workflows Configuring the Automation To go to the workflow you want to apply a runbook automation to, go to Configuration > Tickets > Workflows > click into the workflow of […]

ManageEngine Endpoint Central Integration

In this guide we will cover: – What is the Endpoint Central Integration? – Connecting to Endpoint Central – Site Mappings – Asset Mappings – Miscellaneous Settings – Importing – Syncing  What is the Endpoint Central Integration? The Endpoint Central integration is used for importing assets from Endpoint Central into Halo. If the Halo integrator […]

Populating Invoice Lines from $-Variables

In this guide we will cover: – Populate Labour line description – Populate Items Issued line description – Populate Items on recurring invoice line description – Populate Invoice consignment line description – Populate Sales order and Pro-rata line descriptions Configuration Setting Guide: Billing General Settings Invoices can be created from a variety of places. As […]