Quote Approved Workflow Automation

In this guide we will cover: – Setting the Quotation Automations on a Workflow – Use on a Ticket Admin Guides: Quotations Workflows Related Guides: Modifying and Adding Workflows Setting the Quotation Automations on a Workflow  In Configuration > Tickets > Workflows, choose the workflow you wish to add the automations to. Fig 1 shows […]

Product Price Overrides

In this guide we will cover: – How to Set Price Overrides for a Product – Examples For each Product in Halo, the price and cost can be set to change dynamically based on who is purchasing the item and/or the supplier providing it. More specifically: The supplier the item is being purchased from The […]

Virima Integration

In this guide we will cover: – What is the Virima Integration? – Connecting to Virima – Site Mappings – User Mappings – Asset Imports – Miscellaneous Settings – Syncing  – How to import Assets from Virima What is the Virima Integration? The Virima integration can be used to import assets from Virima into Halo. […]

Agent Work Hours

In this guide we will cover: – What are workdays/work hours used for? – Configuring Workdays – Assigning Work hours What are workdays/work hours used for? Workdays/work hours in Halo are used for service level agreement tracking and agent time tracking. Workdays and working hours are assigned to SLAs to determine if the SLA timer […]

Westcoast Cloud Integration

In this guide we will cover: – What is the Westcoast Cloud Integration? – Connecting to Westcoast Cloud  – Importing Customers – Importing Subscriptions – Importing on a Schedule Related Guides: Also Integration  Licences/Subscriptions Overview What is the Westcoast Cloud Integration? Halo can integrate with Westcoast Cloud to import customers and their subscriptions from Westcoast […]

Troubleshooting Issues with CNAME DNS Records

Common Errors Further Assistance Common Errors AWS certificates expire within 3 days of being requested so set the records as soon as possible. If it has been more than 3 days, please update the same ticket with this information. The value field in your CAA record must contain one of the following domain names: amazon.com […]

Device Change History

In this guide we will cover: – Tracking Device Change History – Filtering Device Change History – Changing to Tile View – Reporting on Device Changes – Optimising Device Change history Admin Guides: General Settings (Asset Management) Related Guides: Asset Management Linking Assets  The Asset Catalogue Tracking Device Change History Within your "Assets" area, you […]

SnelStart Integration

In this guide we will cover: – What is the SnelStart Integration? – Linking SnelStart to Halo – Tax Rates – Ledgers – Customers – Products – Invoicing and Syncing Configuration Settings Guides: Accounts Codes  General Settings (Billing)  Tax Rates What is the SnelStart Integration? SnelStart can be integrated with Halo to import tax rates, […]

Report Data Sources

In this guide we will cover: – Downloading Data Sources from the Online Repository – Using Data Sources to create Reports – Editing Data Sources Admin Guides: General Settings (Reporting) Related Guides: AI Report Builder Charts and Graphs in Reports  Halo In-App Dashboard Reports and Scheduling Report Builder Downloading Data Sources from the Online Repository […]

Adding and Returning Stock Overview

In this guide we will cover: – How to bring products into stock and create assets – Consigning items – Returning assets (that are linked to item) to stock – Returning assets (not linked to an item) to stock Admin Guides:   Items and Stock Control This guide will cover how to bring/return items into stock […]