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 […]
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 […]
Worked Example – Receiving & Delivering Stock with Assets Created at The Point of Consignment
In this example, we will follow a similar process to that outlined in the previous Example with one key difference. We will not be creating Assets when stock is Received, but when it is delivered. This example will be applicable when the following option is set in Configuration > Items and Stock Control. Fig 1. […]
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 […]
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 […]
