Supplier Agreements/Contracts
In this guide we will cover: – What are Supplier Agreements/Contracts in Halo? – How to create a Supplier contract – How to use a Supplier contract – Supplier Contract Expiry Throughout this guide and Halo the terms 'agreement' and 'contract' are used interchangeably. This guide covers supplier contracts in Halo, if you are looking […]
Supplier Contacts/Users
In this guide we will cover: – Creating Supplier Users – Importing Supplier Users – Logging to Supplier Users – Supplier Portal Access (v2.186.1+) Admin Guides: Suppliers Related Guides: Asset Import – CSV/XLS/Spreadsheet Method Suppliers in Halo Supplier users can be used as contacts of a ticket, and can be given access to tickets they […]
Automating Procurement
In this guide we will cover: – How to have purchase orders automatically create when item stock is below a set level This functionality helps to automate stock management, rather than monitoring stock manually this allows stock to be monitored and have purchase orders raised accordingly to replenish stock. Pre-requisites: You must be using our […]
Multi-Currency
In this guide we will cover: – What is Multi-Currency in Halo? – Setting up multi-currency – Updating conversion rates automatically – Determine what currency will be used (currency overrides) – Viewing currency conversions on quotes/orders/invoices – Syncing invoices to Xero when using multi-currency What is Multi-Currency in Halo? Multi-currency in Halo allows you to […]
Syncing Tickets Between Instances
In this guide we will cover: – Connecting instances – Determine how Tickets and actions are synced (mappings) – Action Configuration – How to Pass tickets and updates between Instances – Worked Example – Troubleshooting The functionality outlined in this guide is available as of v2.184+ of Halo. For functionality prior to this version see […]
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 […]
Suppliers in Halo
In this guide we will cover: – Enabling Suppliers – Suppliers Area – Creating Suppliers – Column Profiles and Lists – Tickets with Suppliers – Associating a Supplier (Items, Contracts, Assets, Documents, Purchase Orders) – Contacting a Supplier via the API Admin Guides: Email (General Settings) Suppliers Related Guides: Asset Import – CSV/XLS/Spreadsheet Method Enabling […]
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 integration […]
