Approving Quotes Overview

In this guide we will cover: – Sending a Quote for Approval – Quote Approval via the User Portal – Configuration Options for Quoting – Internal Quote Approvals – Creating a project off the back of a converted opportunity – Closing the quote and raising the order – Automatically create a Sales Order and Close […]

Quotation Status

In this guide we will cover: – Changing Quotation Statuses – System Uses on Statuses – Making Quotes not able to be edited What are Quotation Statuses? Every quotation in Halo has a 'status', this is used to help agents determine what the current status of a quotation is, and will control where the quotation […]

Viewing Quotes in the Portal

In this guide we will cover: – Turning on the Modules – Adding The Menu Button – Accepting or Rejecting a Quote – Adding a Video To a Quote – Adding $QUOTECANNEDVARIABLE to the PDF Template – User Authentication – User Access Admin Guides:  Quotations Self Service Portal Quotations are the start of sales processing […]

Integrating Tech Data Reseller (Hardware data) with the Etilize Catalogue

In this guide we will cover: – What is the Tech Data Reseller Integration? – Setting up the Tech Data Reseller Module – Connecting Tech Data with Etilize – Adding Etilize Items to Quotations What is the Tech Data Reseller Integration? Tech Data Reseller can be integrated with Halo to browse up-to-date catalogue prices. Setting […]

Creating Quotations

In this guide we will cover: – Raising a Quotation – Raising from an Opportunity – Raising Stand-Alone Quotations – Cloning a Quotation – Building the Quotation – Product Bundles/Groups – Editing the Quotation – Etilize Integration – Sending the Quotation  Admin Guides: Quotations Raising a Quotation Quotations can either be raised as a stand-alone […]

Etilize Integration

In this guide we will cover: – What is the Etilize Integration? – Setting up the Etilize Catalogue – Adding Etilize Items to Quotes/Sales Orders/Purchase Orders What is the Etilize Integration? Etilize can be integrated with Halo to bring in a catalogue of items to add into quotations. Setting up the Etilize Catalogue There are […]

Integrating Ingram Micro Reseller (Hardware data) with the Etilize Catalogue

In this guide we will cover: – What is Ingram Micro Reseller?  – Connecting to Ingram Micro Reseller  – Adding Etilize/Ingram Items to Quotations – Import Quotes from Ingram Micro into Halo – Syncing Purchase Orders in Halo to Ingram – Receive Updates on Purchase Order Changes in Ingram Micro – Creating Notifications based on Purchase […]