Supplier Agreements/Contracts
In this guide we will cover: – What are Supplier Agreements/Contracts in Halo? – How to create a Supplier contract – How to use a Supplier contract – Supplier Contract Expiry Throughout this guide and Halo the terms 'agreement' and 'contract' are used interchangeably. This guide covers supplier contracts in Halo, if you are looking […]
Importing Quotation Lines via XLS
In this guide we will cover: – Creating an XLS Profile – Enabling Quotation Line Imports – Importing New Lines – Updating Existing Lines As of v2.188.1+, quotation lines can be imported and updated from an XLS file. Creating an XLS Profile First, we will need to create an XLS profile, which essentially maps the […]
Supplier Contacts/Users
In this guide we will cover: – Creating Supplier Users – Importing Supplier Users – Logging to Supplier Users – Supplier Portal Access (v2.186.1+) Admin Guides: Suppliers Related Guides: Asset Import – CSV/XLS/Spreadsheet Method Suppliers in Halo Supplier users can be used as contacts of a ticket, and can be given access to tickets they […]
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 […]
Syncing Tickets Between Instances
In this guide we will cover: – Connecting instances – Determine how Tickets and actions are synced (mappings) – Action Configuration – How to Pass tickets and updates between Instances – Worked Example – Troubleshooting The functionality outlined in this guide is available as of v2.184+ of Halo. For functionality prior to this version see […]
Sales Order Statuses
In this guide we will cover: – What are sales order statuses? – How to Change the Status of a Sales Order – Setting Defaults for sales order statuses – Creating/Editing Sales Order statuses Associated Administrator Guides: Sales Orders What are Sales Order Statuses? Each sales order in your Halo will have an status, this […]
Specifying Decimal Format in PDFs
In this guide we will cover: – Setting a Default Decimal Separator – Editing the Default on a PDF Template Note: This is a useful feature for our EU customers following EN16931 validation that requires ".", but may have conflicting regulations in their home country, i.e. DIN5008 in Germany. Setting a Default Decimal Separator In […]
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 […]
Quote Approved Workflow Automation
In this guide we will cover: – Setting the Quotation Automations on a Workflow – Use on a Ticket Associated Admin Guides: Quotations Workflows Related Guides: Modifying and Adding Workflows Setting the Quotation Automations on a Workflow In Configuration > Tickets > Workflows, choose the workflow you wish to add the automations to. Fig 1 […]
The Ready For Purchasing Area
In this guide 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 […]
