Automating Procurement
In this guide we will cover: – How to have purchase orders automatically create when item stock is below a set level This functionality helps to automate stock management, rather than monitoring stock manually this allows stock to be monitored and have purchase orders raised accordingly to replenish stock. Pre-requisites: You must be using our […]
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 […]
Consignment PDFs
In this guide we will cover: – How to create PDF templates for Consignments – How to set the PDF template as default Create and edit consignment PDF Templates In Configuration > Reporting > PDF Templates, select type "Consignments" on the dropdown at the top. Fig 1. Consignments type on PDF Templates The full list […]
Tiered Pricing
In this guide we will cover: – What is Tiered Pricing? – Setting Tiered Pricing on an Item – Quotation/Sales Order/Invoice Process – Tiered Pricing on Recurring Invoices Admin Guides: General Settings (Billing) Items & Stock Control Related Guides: Creating Quotations Sales Orders What is Tiered Pricing? Tiered pricing allows the price of the item […]
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 […]
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 Enabling Recurring Invoice Product Changes In Configuration > Items and Stock Control > […]
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. […]
Creating Projects from Products
In this guide we will cover: – Linking a Product to a Project Template – Creating a Project from a Sales Order Admin Guides: General Settings (Project Management) Ticket Templates Linking a Product to a Project Template You can create a project from a sales order in a few easy steps. First head to Configuration […]
Billing for Products
In this guide we will cover: – Adding Products to Quotations/Sales Orders – Invoicing for Products – Issuing Products on Tickets Admin Guides: Actions Items & Stock Control Related Guides: Products Adding Products to Quotations/Sales Orders Products can be added to quotations and subsequently sales orders with the "Add Product" button. Fig 1. Add Product […]
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. Admin Guides: Items & Stock Control Configuration Settings for Stock Control Fig 1. Items and Stock Control Configuration Options Track Stock Levels – Enabling […]