Quotes & Orders

Ad-Hoc Items on Quotes and Orders

Approving Quotes Overview

This article offers a comprehensive guide on the process of quote approvals. It includes instructions for sending quotes for approval, configuring quoting options, and managing internal approvals. The guide covers how quotes can be approved either via a user portal link or email response. It details the customization of field lists for quote approvals and the use of email templates. The guide also explains the role of countersignatures, including email countersigning options for agents. Furthermore, it describes how to create projects from approved opportunities and the automatic creation of sales orders.

Automating Procurement

Creating Quotations

This article provides a comprehensive guide on creating and managing quotations within a system. It explains the steps for raising quotations, either from an existing opportunity or as a stand-alone, detailing product bundles, editing options, and Etilize integration. The guide also covers constructing the quotation and sending it to customers, including tracking changes and utilizing email templates. It emphasizes best practices such as linking quotes to opportunities for seamless tracking and outlines configuration possibilities for customizing the quotation process and integrating various functionalities.

Etilize Integration

How to add Images to Quotations

Integrating Ingram Micro Reseller (Hardware data) with the Etilize Catalogue

This guide explores integrating Ingram Micro Reseller with the Etilize Catalogue. It covers how to establish a connection, add Etilize/Ingram items to quotations, import quotes into Halo, sync purchase orders to Ingram, and receive updates on order changes. Instructions include enabling integration modules, setting API permissions, configuring tenants, and using webhooks to maintain order consistency. The guide also details how to create notifications based on PO statuses, offering a comprehensive overview of managing quotations, orders, and notifications within the system.

Integrating Tech Data Reseller (Hardware data) with the Etilize Catalogue

This article serves as a guide for integrating Tech Data Reseller with the Etilize Catalogue within the HaloPSA platform. It covers the setup of the Tech Data Reseller Module, connection with Etilize to synchronize catalogue data, and the process of adding Etilize items to quotations. The integration allows users to browse and select products from updated catalogues, featuring real-time pricing and quantity information. Users can filter products based on categories, manufacturers, and attributes to refine search results for more efficient inventory management.

Internal Quote Approvals

Navigating the Quotes and Orders module

This guide provides an overview of navigating the 'Quotes and Orders' module, detailing its various sections related to quotes and orders. It explains how to filter and sort results for easier management. The module is divided into parts covering quotations, sales orders, and purchase orders, each with subsections like open, closed, requires processing, and more. Settings for sales order functionalities such as 'requires ordering' and 'requires invoicing' are discussed, along with customizing column layouts for purchase orders.

Purchase Orders

This guide provides a comprehensive overview of managing purchase orders (POs) including ordering items from sales orders, purchase order approvals, supplier confirmations, and SKU management. Key topics covered include raising POs when inventory is low, configuring stock tracking, setting supplier defaults, approval processes, and integrating with billing systems. It also explains the status management and customization of PO templates, providing instructions on adding default and supplier-specific SKU information. The article emphasizes configuring agent permissions and using approval systems effectively for high-value purchases.

Quotation PDFs

This guide explains how to customize quotation PDF templates through HTML adjustments and without HTML involvement. It covers steps like adding columns to quote tables, setting a default PDF template, and adding approval signatures. Users can modify templates via core HTML or through the 'Appearance' tab for non-HTML changes such as adjusting margins or adding images. It also includes instructions for customizing columns and utilizing formal proposal templates, with tips for integrating agent and customer approval signatures into the PDFs.

Quotation Status

This article provides a guide on managing quotation statuses, including changing them and setting system uses. It explains options like disabling editing, hiding quotations from end users, and controlling acceptance or rejection. The status system determines if a quote is closed, accepted, or in use, affecting where it appears on the quotation screen. It also covers settings to prevent editing and automating sales order creation upon quote approval, emphasizing correct status settings to ensure functionality.

Sales Orders

This article provides a detailed guide on handling sales orders, starting from creating them from accepted quotes to processing and invoicing. Users can create sales orders manually or automatically via approved quotes, include specific customer details for invoicing, and track changes through a history tab. Sales orders can be processed with actions like generating PDFs, sending emails, or raising purchase orders. The guide also covers reserving, consigning items, different actions available per line, and setting notifications. Additional topics include creating recurring invoices, updating users on order status, and completing line actions.

The Ready For Purchasing Area

The article explains the "Ready For Purchasing Area" in a sales and purchase order system. It details how users can create purchase orders from sales order lines that are ready for purchasing. Configuration options allow grouping by Ticket ID, enabling users to generate purchase orders from multiple sales orders, even if they have different suppliers. Additionally, it describes how users can handle sales orders with no supplier set, allowing them to choose a supplier when creating purchase orders. The tool provides flexibility in managing purchase orders by organizing sales orders efficiently.

Viewing Quotes in the Portal

This article provides a comprehensive guide on managing quotes in a portal, detailing steps like enabling modules, adding menu buttons, and navigating quote acceptance or rejection processes. It explains how to incorporate videos and text variables into PDF templates for quotations. User authentication and access level settings are also covered, allowing users to manage who can view and approve quotes. The guide includes configuration instructions for tailoring settings to individual quotes and managing user permissions.