Sales Orders
6 guides
Ad-Hoc Items on Quotes and Orders
Create a Contract from a Sales Order
The article provides a guide on creating a contract from a sales order using Halo. It explains how to configure items so that a contract can be generated from the sales order when quoting for contracted services. The process involves marking the product as a contract under the 'Details' tab, which allows creating a contract from the sales order line. Once setup, a new agreement screen is available to configure the contract, and linked to the sales order, ensuring all necessary actions are completed before the order is removed from the 'Requires Action' area.
Creating a Project From a Sales Order
This guide explains how to create projects from sales orders in HaloPSA using project templates. It includes applying templates to products, adding sales order lines, milestones, budgets, and linking purchase orders to projects. To create a project from a sales order, you link a product's project template to the sales order line. Additional sales order lines can be added to existing projects, and milestones can be applied if names match existing milestones. Budgets link to the project from sales orders. Purchase orders for project products can also be associated with the project to update it automatically.
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.
Sales Order Statuses
This article provides a detailed guide on sales order statuses, explaining what they are and their role in the sales process. It covers how to change the status of a sales order, set default statuses, and create or edit sales order statuses. The guide also explains the implications of different statuses on the sales order process, including how they affect the management of orders within the 'Quotes and Orders' module. Sales orders can have their status altered manually or automatically after certain actions, influencing their processing.
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.