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: – 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 – Line Completion (Explanation of how […]

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 Associated Admin Guides: Quotations PDF Templates  Related Guides: Creating Quotations Custom Fields  You can customise and change PDF […]

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 (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 – 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 […]

Tax Rules

In this guide we will cover: – How to configure tax rules. – What can be filtered with. You can now configure tax rules to update the tax on Products, Product Bundles, etc. This will be useful for our US customers, due to the complex nature of applying tax on different items and how location […]