Linking Products to Assets
In this guide we will cover: – Setting a Linked Asset Type for Serialised Assets – 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 orders, and after consignment will show against the customer's […]
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 […]
Stock Locations and Bins
In this guide we will cover: – What are stock locations and Bins? – Creating stock locations and Bins – Moving/transferring stock What are stock locations and Bins? Stock locations and bins are the areas in which your stock is stored. Sites in Halo can be set to be a stock location, this location may […]
Adding and Returning Stock Overview
In this guide we will cover: – How to bring products into stock and create assets – Consigning items – Returning assets (that are linked to item) to stock – Returning assets (not linked to an item) to stock Associated Administrator Guide: Items and Stock Control This guide will cover how to bring/return items into […]
Stock Control
In this guide we will cover: – What the configuration settings for stock control do. – How to make a site a stock location. – An overview of product stock control. Stock control allows you to manage your stock of products. For an extensive list of configuration options along with descriptions, for stock control, checkout […]
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 […]
Stock Control
Stock control in Halo is useful for keeping track of where your stock is located, how much is in stock and transferring stock between locations. You are also able to consign stock using Sales Orders, Invoices or when issuing an item on a ticket in Halo. Enabling Stock Tracking To enable stock tracking you will […]
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 […]
