Introduction
This course will teach you all you need to know on how to configure your products in HaloPSA and how to track stock quantities for your inventory. Let's start off by defining some key terms around products & stock control. Product – These are the things you buy and sell. They will be added to your […]
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 […]
Access Restrictions on Suppliers
In this guide we will cover: – How to set supplier permission type. – How to set access control on suppliers. Admin Guides: Suppliers Setting supplier permission types. Within Halo you can limit the supplier access given to agents by configuring the access control per supplier. This is useful if you would only like certain […]
Receiving Stock for Serialised Products & Delivering to the Customer
In this guide we will cover: – An Example of How to Update Stock Quantity – Marking a Site as a Stock Location – Asset Matching Field – Asset Serialisation Field – Example – Adding Assets at the point of Receiving Stock – Delivering Your Stock Admin Guides: Items & Stock Control Related Guides: Billing […]
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 […]
