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 […]

How to add Images to Quotations

In this guide we will cover: – Changing the Product Icon – Adding an Image against a Product – Setting up the Quote Template to Show Product Images Changing the Product Icon To change the image that appears next to the item's name, select the icon next to the name. Now you will be prompted to […]

Tiered Pricing

In this guide we will cover: – What is Tiered Pricing? – Setting Tiered Pricing on an Item – Quotation/Sales Order/Invoice Process Admin Guides: General Settings (Billing)  Items & Stock Control Related Guides: Creating Quotations  Sales Orders What is Tiered Pricing? Tiered pricing is using different prices based on the number of units of a […]

Setting Price Overrides Per Supplier at Product Level

In this guide we will cover: – How to create price override options based on supplier – How to create price override options based on customer For each item, the price can be set to change based on the customer purchasing the item, or the supplier providing it. Setting an override will provide you with […]

Automating Product Changes and Updating Recurring Invoices

In this guide we will cover: – Enabling Recurring Invoice Product Changes – Updating Product Names – Previous Value Matching – Force Changes without Value Matching – Bundled Product Updates Admin Guides: Items & Stock Control Recurring Invoices Related Guides: Recurring Invoices Note: This feature is available on v2.176.1 onwards. Enabling Recurring Invoice Product Changes  […]

Tax Rules

In this guide we will cover: – How to configure tax rules. – What can be filtered with. You can now configure tax rules to update the tax on Products, Product Bundles, etc. This will be useful for our US customers, due to the complex nature of applying tax on different items and how location […]

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 in HaloPSA) […]

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. Related guides: Issuing Products The Service Catalogue Users may need an item to be issued when an […]