Logo Logo Logo Logo
Light
Dark
Sign In

Quotes and Orders

4.5
created at 3 years ago
students 1681
hours 02:30

Overview

This course will provide you with information on how to make use of Quotes, Sales Orders & Purchase Orders in HaloPSA.

What you will learn

  • How to add lines to Quotations to build your Quotes.
  • How to amend the rendered Quotation PDF.
  • How Quotes are approved by End-Users.
  • Overview of Sales Order configuration.
  • Overview of Purchase Order configuration & their link to Sales Orders

    • Requirements

  • Opportunity Configuration.
    • Go to Course

    Contents

    Introduction
    Quotations/Proposals
    Creating Quotations
    Quotation PDFs
    Approving Quotes
    Quotation Status
    Viewing Quotes
    Ad-Hoc Items on Quotes and Orders
    Etilize Integration
    Sales Orders
    Sales Orders
    Purchase Orders
    Purchase Orders
    Worked Examples
    Quotes and Orders - End of Unit Quiz
    The Ready For Purchasing Area