Items & Stock Control
2 guides
Items & Stock Control General Settings
The article provides detailed information on managing products and stock control within the HaloPSA system. It covers various settings and configurations such as enabling stock tracking, handling serialized assets, managing stock locations, reserving products, and automating procurement. It also addresses issues like setting default account codes, importing items and stock, and ensuring product uniqueness with options for SKU management. Additionally, guidance is provided on automating invoice updates, managing product bundles, and configuring user permissions for item visibility and self-service features.
Product Bundles
The article provides detailed instructions on configuring and managing product bundles within a stock control system. It covers how to set products in bundles, assign categories, adjust quantities, and manage settings for quotations. The guide outlines options for displaying product elements, setting default billing periods, and updating product prices in recurring invoices. Users can also set mandatory products and create custom price calculation formulas for bundles. For full functionality, reference the product bundles guide.