Purchase Orders

This guide outlines the core features available for Purchase Orders. Related articles: Sales Orders Action Button Configuration Configuring PDF Templates If an end-user would like to purchase something (either an item or a service) that your company does not have in stock, Halo has the ability to raise purchase orders to the relevant supplier. To […]

Receiving Stock for Serialised Products & Delivering to the Customer

In this guide we will cover: – An Example of How to Update Stock Quantity – Marking a Site as a Stock Location – Asset Matching Field – Asset Serialisation Field – Example – Adding Assets at the point of Receiving Stock – Only receive stock once SKU has been validated (v2.200+) – Delivering Your Stock […]

Sales Orders

This guide outlines the core features of the Sales Orders area. It is possible to create sales orders for your end-users to track purchases they have made. Sales orders can be created as stand-alone orders, or as part of an existing request. To enable the sales orders area please head to the configuration module and […]