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 – Delivering Your Stock Admin Guides: Items & Stock Control Related Guides: Billing […]

Sales Orders in Halo

This guide outlines the core features of the Sales Orders area. Within Halo, 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 […]