Linking Products to Assets
In this guide we will cover: – Setting a Linked Asset Type for Serialised Assets – Setting a Default product for an Asset type – 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 […]
Product Bundles
In this guide we will cover: – What are Product Bundles? – Creating Product Bundles – Creating Product Bundle Categories – Using a Product Bundle – Updating the Bundle Price Automatically – Customising the Template Admin Guides: Categorisation Items & Stock Control Related Guides: Automating Product Changes and Updating Recurring Invoices Ticket Categories What are […]
Product Price Overrides
In this guide we will cover: – How to Set Price Overrides for a Product – Examples For each Product in Halo, the price and cost can be set to change dynamically based on who is purchasing the item and/or the supplier providing it. More specifically: The supplier the item is being purchased from The […]
Items/Products
In this guide we will cover: – Products Area – Creating Product Groups – Creating Products Admin Guides: Items & Stock Control Related Guides: Billing for Products Creating Projects from Products Issuing Products Linking Products to Assets Receiving Stock for Serialised Products & Delivering to the Customer Products Area The Products area holds information on […]
Assets Vs Items
In this guide we will cover: – The difference between assets and items/products in Halo Assets Vs Items An Asset can be thought of as an individual instance of an Item/Product, whereas a product is a collection of assets that have not yet been serialised/individualised. Items/Products (the term 'Item' & 'Product' are interchangeable) are the […]
Allow Users to Self-Issue Items
In this guide we will cover: – How to allow users to issue their own item from the portal. – How to enable the item catalogue in the portal. – How to restrict what items users can issue. – Item Selection Services Related Guides: Issuing Products The Service Catalogue Optional Services Users may need an […]