Suppliers and Purchase Orders
8 guides
Automating Procurement
Multi-Currency
This guide explains the setup and utilization of Multi-Currency functionality in Halo. It covers the process of enabling and configuring multiple currencies, setting conversion rates, and using currency overrides. It also details how to view and manage currency conversions in various financial documents such as quotes, orders, and invoices. Additionally, it provides instructions for integrating this feature with the Xero accounting software to streamline invoicing via automatic currency application and conversion. The guide ensures efficient handling of transactions in multiple currencies for businesses dealing internationally.
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.
Sending Requests Across 2 Instances
This article provides a guide on configuring requests between two instances using the HaloCRM and HaloITSM API. It explains how to set up the Suppliers Module, configure API access, and send requests across instances without using email integration. The process involves enabling the suppliers module, creating supplier records, and configuring API credentials for two-way communication between instances. The article also covers setting up client and supplier records, creating actions to send requests, and managing ticket updates. This enhances ticket logging and response coordination between the linked systems.
Supplier Agreements/Contracts
The article details how to manage Supplier Agreements/Contracts in Halo, guiding through creating, using, and monitoring them. It explains the interchangeable use of terms 'agreement' and 'contract,' setting up supplier contracts to outline warranties and service level agreements (SLAs), and how to track responses and resolutions. Instructions on adding assets, documents, and linking to customer contracts are provided. Automated notifications for contract renewals and how to manage expirations are also covered, ensuring efficient supplier communication and contract management.
Supplier Contacts/Users
This article provides detailed guidance on managing supplier contacts and users. It covers the creation and importation of supplier users, logging actions to supplier contacts, and accessing the supplier portal. Users can be created manually or imported through a spreadsheet. Supplier users can be assigned tickets and communicate directly within the portal, which requires appropriate access levels. The aim is to facilitate efficient collaboration between suppliers and the organization by offering an easy means to log notes and engage with ongoing tickets without relying on email.
Suppliers
The article provides a detailed guide on managing suppliers in Halo, including enabling the supplier module, adding new suppliers, and configuring supplier details such as contact information, email settings, and templates. It covers associating suppliers with items, contracts, and assets, and logging issues with suppliers. The guide also explains using the API for supplier communication and setting up agreements, user contacts, and bills. Configuration options for column profiles, list views, and purchase order restrictions are also highlighted.
Syncing Tickets Between Instances
The article provides a comprehensive guide on syncing tickets between Halo instances, available in Halo version 2.184+. It covers connecting instances, configuring mappings and actions, troubleshooting, and syncing tickets and updates. The functionality allows support and updates to be shared between instances without using the HaloCRM > ITSM integration. It explains the steps to set up API access, create supplier and customer profiles, and configure workflow actions. This feature is valuable for ITSM, PSA, and CRM customers, and organizations collaborating with suppliers using Halo.