Introduction

HaloPSA allows you to complete your entire sales flow in one place from prospect to lead to sale and covers a variety of workflows and quotation/proposal configurations. Before configuring your CRM & Orders, it is important to understand the terminology used here. Opportunity – This is a generic term that we use to apply to any […]

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 […]

The Ready For Purchasing Area

In this lesson we will cover: – Ready For Purchasing Area – Creating Purchase Orders from Ready For Purchasing – Creating Sales Order with No Supplier Set Sales Order lines ready to be created into Purchase Orders, will now appear in a separate area of the Quotes & Orders menu, and you will be able […]

Internal Quote Approvals

In this guide we will cover: – Enabling Agent Quote Approvals – Approval Configuration – Determining which Agents can Approve Quotes – Simple Quote Approvals – Using Opportunity/Ticket Approvals  Admin Guides: Approval Processes Quotations Enabling Agent Quote Approvals In Configuration > Quotations, enable "Allow Quotations to be approved before being sent or Sales Orders created". […]

Sales Orders

In this lesson we will cover: – Sales Order Screen and Options (Explanations of Recurring Products, Consigning Products, Reserving Products, Creating Projects from SO line, Creating Invoices from SO) – Email Template for Sales Order – Closing the Quote and Raising the Order (Automatic Creation/Closure) – Sales Order Notifications Associated Admin Guides: Items and Stock […]

Quotation PDFs

In this lesson we will cover: – Customising with HTML – Customising without HTML – Adding Columns to the Quote Table – Setting a Default PDF Template for Quotes – Formal Proposal Template Associated Admin Guides: Quotations PDF Templates  Related Guides: Creating Quotations Custom Fields  You can customise and change PDF Templates in Configuration > […]

Navigating the Quotes and Orders module

In this lesson we will cover: – Different sections of the 'Quotes and Orders' module  – How to filter and sort results The Quotes and Orders module can be used for: Raising quotes/orders. Viewing open quotes/orders. Different sections of the 'Quotes and Orders' module  The quotes and orders module is split into four sections and […]

Ad-Hoc Items on Quotes and Orders

In this lesson we will cover: – Adding Ad-hoc Products – Receiving Stock of Generic Products  Adding Ad-hoc Products When Creating Quotes and Orders, you can add an Ad-Hoc Product. This feature allows you to specify the product description for each line added. In the below example (Fig 1) I have clicked the button "Add […]

Purchase Orders

In this lesson we will cover: – Ordering Items from a Sales Order – Purchase Order Screen and Options – Purchase Order Approvals – Sending The Purchase Order – Purchase Order Statuses and System Uses – Confirmation of the Supplier Receiving the Purchase Order (Available As of v2.174) – Adding SKUs to purchase orders  Associated Admin […]

Approving Quotes Overview

In this lesson we will cover: – Sending a Quote for Approval – Quote Approval via the User Portal – Portal Authentication – Email Template – Configuration Options for Quoting – Internal Quote Approvals – Approving Quotes via Email – Progressing the Workflow on a Ticket when the Quote is Won – Creating a project […]