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 […]

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 […]

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 […]