Products & Stock
12 guides
Allow Users to Self-Issue Items
This guide explains how to enable users to self-issue items through a portal. It covers steps to allow item viewing and incorporates an 'Items Issued' field in relevant ticket types. Users can browse and select items necessary for resolving incidents or making new requests. Additionally, a catalogue view can be enabled for user-friendly navigation, and items can be restricted to suit specific services. The guide also describes showing a summary screen for users to review their selected items before submitting a request.
Automating Procurement
Automating Product Changes and Updating Recurring Invoices
The article provides a guide on automating product changes for recurring invoices. It covers enabling product changes, updating product names, and managing previous value matching. Users can opt for automated updates for all or non-bundled invoice lines, or use a pop-up to select specific lines each time a change occurs. Options include forcing changes without value matching, and managing bundled product updates to customize pricing per customer. These features help streamline invoicing and ensure pricing accuracy based on product configuration changes.
Consignment PDFs
Creating Projects from Products
This guide provides instructions on creating projects from products, specifically by linking a product to a project template and creating a project from a sales order. It covers setting up the necessary templates with the correct project ticket type, how to link a product to these templates, and the process to initiate a project from a sales order using the 'Add to Project' button. The guide also outlines configuration options for managing project visibility when linking to sales orders.
Items/Products
This article provides a guide on managing products and services in a system. It covers creating product groups for organization and categorization, assigning defaults, setting billing information, and creating new products. The guide explains how to handle serialized and non-serialized items, track stock, and link products to projects, contracts, or assets. It also addresses special configurations like excluding products from accounting integrations. Additionally, the article includes instructions on importing product data via spreadsheets, allowing for price updates and item overrides.
Linking Products to Assets
This article provides a guide on linking products to serialised assets, which include setting a linked asset type, setting a default product for an asset type, and creating serialised assets. By linking products to asset types, users can manage sales orders and consignment processes effectively. The guide offers instructions on serialising assets, linking them to stock processes, and managing consignment locations. It also explains how consigned items appear in sales orders and how to navigate asset assignments and deletions within the system.
Product Price Overrides
Receiving Stock for Serialised Products & Delivering to the Customer
This knowledge base article explains the process of receiving and delivering serialised products in HaloPSA. It covers stock location configuration, asset matching and serialization fields, and options for handling serialised assets. It details an example process from raising a purchase order through to receiving stock and creating associated assets. The guide also shows how to update stock quantity and deliver assets to customers. Additional advanced options like SKU validation for receiving stock and serialisation defaults are also addressed.
Stock Control
The guide explains stock control configuration, including tracking stock levels, asset serialization, and reserving items for customers. It details making a site a stock location, managing serialised assets, and setting default stock locations. The article covers options for consignment sites on quotes and orders. Stock control for products includes viewing stock levels, history, receiving stock, transferring, and performing stock takes.
Tiered Pricing
This article explains tiered pricing, which allows prices to change based on quantity ordered, providing discounts for larger orders. It covers setting up tiered pricing in a system by enabling the feature in a product's settings and selecting a pricing method. Volume-based pricing charges all units at a specific tier rate, while tier-based splits pricing across tiers. The article describes how this affects quotations, sales orders, and invoices, and mentions compatibility with recurring invoices starting from version 2.206.
Worked Example - Receiving & Delivering Stock with Assets Created at The Point of Consignment