Sales Order Statuses
In this lesson 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 […]
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 […]
Creating a Project From a Sales Order
In this lesson we will cover: – Applying templates to products – Adding additional sales order lines to a project – Adding milestones to projects – Adding budgets to projects – Linking Purchase orders to Projects In this example, we will look at how Projects can be raised directly from Sales Orders in HaloPSA. The […]
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 […]
