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Products and Stock

4.1
created at 3 years ago
students 1727
hours 01:00

Overview

In this course, you'll learn about the configuration options relevant to creating Products & tracking stock in HaloPSA. Worked examples on the ordering/delivery process are provided.

What you will learn

  • The options at your disposal when creating new Products.
  • How stock quantities can be tracked for Products in HaloPSA.
  • Different means by which Products are billed
  • Worked Examples on Ordering & Delivering Products from Orders.

    • Requirements

  • Understanding of Billing in HaloPSA.
  • Understanding of Quotes & Orders.
    • Go to Course

    Contents

    Introduction
    Products
    Stock Control
    Billing for Products
    Linking Products to Assets
    Creating Projects from Products
    Access Restrictions on Suppliers
    Consignment PDF's
    Worked Examples
    Receiving Stock for Serialised Products & Delivering to the Customer
    Worked Example - Receiving & Delivering Stock with Assets Created at The Point of Consignment.(Legacy)
    Receiving & Delivering Stock with Assets Created at The Point of Consignment
    Tax Rules
    Worked Example - Receiving & Delivering Stock with Assets Created at The Point of Consignment