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 […]

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 […]

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 […]

Suppliers

In this guide we will cover: – Enabling Suppliers – Creating Suppliers – Viewing Supplier Profiles  – Tickets with Suppliers – Associating a Supplier (Items, Contracts, Assets, Documents, Purchase Orders) – Contacting a Supplier via the API – Allow Supplier Contacts to Access the Portal Admin Guides: Email (General Settings) Suppliers Related Guides: Asset Import […]

Access Restrictions on Suppliers

In this guide we will cover: – How to set supplier permission type. – How to set access control on suppliers. Admin Guides:  Suppliers Setting supplier permission types. Within Halo you can limit the supplier access given to agents by configuring the access control per supplier. This is useful if you would only like certain […]

Sending Requests Across 2 Instances

In this guide we will cover:  – Setting up the Suppliers Module – Configuring the API Access Following v2.184+ this functionality as been enhanced. If you are on a version on or above this see our guide Syncing Tickets Between Instances.  It is possible to send requests across two instances when the HaloCRM -> HaloITSM […]

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 […]