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 […]
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 guide we will cover: -Creating Sales Orders – Processing Sales Orders – Email Template for Sales Orders – Sales Order Notifications – Line Completions Admin Guides: Items and Stock Control Sales Orders Quotations After a quote has been accepted the next stage is to create a Sales Order from the Quote. Sales Orders […]
Creating a Project From a Sales Order
In this guide 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 guide 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 – Adding Approval Signatures Admin Guides: Quotations PDF Templates Related Guides: Creating Quotations Custom Fields You can customise and change PDF Templates […]
Navigating the Quotes and Orders module
In this guide 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 guide 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 guide 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 – Adding SKUs to purchase orders Admin Guides: Purchase Orders Billing General […]
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 Changing Quotation Statuses You can change Quotation Statuses in Configuration > Advanced Settings > Lookup Codes > *The entity to choose is "Quote Status" *. Fig 1. Quotation Statuses. Here, a few […]