Stock Control

In this guide we will cover: – Configuring Stock Control – Making a stock location – Stock control for Products  – Stock Levels and Consignment  Admin Guides: Items & Stock Control Related Guides: Stock Locations and Bins Purchase Orders Configuring Stock Control To enable stock tracking you will need to go to Configuration > Items […]

Creating Agreements and Contracts

In this guide we will cover: – What is an Agreement/Contract in Halo? – Initial Agreement Setup – Set when Labour (actions) is covered by or associated with an Agreement – Agreement Charge Types – Override the Charge Rates for Labour (actions) covered by the Agreement – Link Assets and Users to the Agreement – […]

Ticket Tabs

In this guide we will cover: – Types of Tab – Custom Tabs – Customising Tab Layout Admin Guides: Custom Tabs Ticket Types Related Guides: Altering Ticket Types Custom Fields How to configure Statement of Work (SoW) Templates Parent and Child Tickets Planning & Forecasting Types of Tab Budgets After enabling the Budgets module in […]

Ad-Hoc Items on Quotes and Orders

In this guide we will cover: – Adding Ad-hoc Products – Receiving Stock of Generic Products  Adding Ad-hoc Products When Creating Quotes and Orders, you can add an Ad-Hoc Product. This feature allows you to specify the product description for each line added. In the below example (Fig 1) I have clicked the button "Add […]

LogicMonitor Integration

In this guide we will cover: – What is the LogicMonitor Integration? – Connecting to LogicMonitor – Asset Import – Alert Processing – Halo Integrator What is the LogicMonitor Integration? LogicMonitor can be integrated with Halo to import and manage assets, as well as create alert tickets matched to the asset. Connecting to LogicMonitor Create […]

Tracking Travel Time and Time On-Site

In this guide we will cover: – Enable Tracking Travel and Distance  – Billing for Travel Time/Mileage Halo allows for both Travel Time and Mileage to be tracked and billed for. In general, MSP's tend to track travel time or distance travelled, although it is possible in Halo, tracking both is uncommon. Enabling Tracking Travel […]

ALSO Integration

In this guide we will cover: – What is the ALSO Integration? – Connecting to ALSO  – Importing Customers – Importing Subscriptions – Importing on a Schedule Related Guides: Licences/Subscriptions Overview What is the ALSO Integration? Halo can integrate with ALSO to import customers and their subscriptions from ALSO into Halo. Customers and subscriptions can […]

Runbooks – Authorising API Access into Your Own Halo Instance

In this guide we will cover: – Creating an API Application – Creating an API-Only Agent – Creating a Custom Integration Creating an API Application Within Halo you can create an API Application and then a custom integration, in order to perform GET's, POST's, etc… to API Endpoints in your Halo. For the purposes of […]

Project Views

In this guide we will cover: – Changing Project List View – Changing Project Tasks View – Changing Default Options of Child Tickets i.e. Show Kanban View By Default – Kanban View – Setting Kanban Statuses – Agent Gantt View – Locked milestones and completed milestones View – Quick Way to Adjust Projects and Project […]

Sites

In this guide we will cover: – What are Sites in Halo? – Importing Sites – Email Domain Name Matching What are Sites in Halo? Sites are usually used to represent the different physical locations a customer may have. Using HaloPSA as an example you would have the Client first, then the 3 different locations […]