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 – 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. […]

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 Admin Guides:   Items and Stock Control This guide will cover how to bring/return items into stock […]

Stock Control

In this guide we will cover: – Configuring Stock Control – Making a stock location – Stock control for Products  – Stock Levels and Consignment  Admin Guides: Items & Stock Control Related Guides: Stock Locations and Bins Purchase Orders Configuring Stock Control To enable stock tracking you will need to go to Configuration > Items […]

Items/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 […]