Create a Contract from a Sales Order

In this guide we will cover: – How to create a contract/agreement from a sales order For ease of processing, you can configure items in Halo such that a contract/agreement can be created off the back of the sales order for the contract. This is useful when using Halo to quote for contracted services as […]

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 […]

Sales Orders

In this guide we will cover: -Creating Sales Orders – Processing Sales Orders – Email Template for Sales Orders – Sales Order Notifications (v2.182+) – Line Completions Associated Admin Guides: Items and Stock Control Sales Orders Quotations In HaloPSA, after a quote has been accepted the next stage is to create a Sales Order from […]

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 […]

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 […]

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 […]