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 Admin Guides: Sales Orders What are Sales Order Statuses? Each sales order in your Halo will have an status, this status […]

Sales Orders

In this guide we will cover: – Creating Sales Orders – Processing Sales Orders – Editing Sales Orders – Email Template for Sales Orders – Sales Order Notifications – Line Completions – Sending Order Updates to Users  Admin Guides: Items and Stock Control Sales Orders Quotations After a quote has been accepted the next stage […]

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. The mechanism behind […]

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 […]