HaloPSA Guides
Documentation to assist with the setup and configuration of the HaloPSA platform
Creating Quotations
Topics Covered In This Lesson
- Raising Quotations
- Adding Products to a Quotation
- Quote Group Templates
- Etilize
Associated Admin Guide:
Raising a Quotation
Quotations can either be raised as a stand-alone Quotation or as part of an existing Opportunity/Ticket/Project. Best practice is to always raise against an Opportunity/Ticket/Project so that you can easily track activity and any other data (such as Custom Fields or more compilcated internal approvals).
Figure 1. Opportunities Area
Figure 2. Quotes & Orders
Raising from an Opportunity
Once an Opportunity has progressed to satisfy any workflow requirements you have, you can use the "Raise Quote" action to create the Quotation.
Figure 3. How to raise a Quotation from an existing Opportunity
The 'Raise Quote' Action is more generally an Action of system use 'Create Quotation':
Fig 4. Configuration>Tickets>Actions>System Use
Raising Stand-Alone
Navigate to "Quotes and Orders" > Select "Quotations" on the second navigation pane > Click "New" at the top-right of the list:
Fig 5. Raising Stand-Alone Quotations
Building the Quotation
Upon Clicking 'New' you will be presented with the following screen:
Fig 6. the New Quotation Screen
Adding lines to your Quotations can be done by using the buttons across the main section of the screen, their functions are as follows:
Add Product(Item) - Pick from your list of products and services.
Add Ad-hoc Product(Item) -
Add generic Product(Item) - Enter details for a one-off product that isn't defined in your products lists.
Add Group of Products(Items) - Pick from your list of pre defined groups (or sets) of items. The creation of new groups is found in Configuration > Quotations > *Quote Group Templates Button*
Add New Group - Create a one-off group to enter Products under.
There are further details to complete on the panel to the right side such as Expiry Dates and Notes. You can also choose from your Quotation PDF Templates to give the PDF a different layout or additional pages etc.
Quote Group Templates
One of the options mentioned above is 'Add Group of Items'. Upon clicking this, you will be presented with the option to select from your existing Quote Group Templates:
Fig 7. Quote Group Template Selection
Quote Group Templates are created in Configuration>Quotations, via the 'Quote Group Templates' option at the top of the screen.
When creating new Quote Group Templates, you will see a similar screen to the new Quotation screen:
Fig 8. Creating New Quote Group Templates
This is where you add the Products that will compose this group. You will also see a 'settings' tab (Fig 8.), where the options presented in (Fig 7.) can be defaulted.
Editing the Quotation
The Quotation can be edited/updated until it is either accepted or the status is changed to a status that does not allow editing.
Etilize Integration
Fig 9. Etilize Integration Page
You can select Products using the Etilize Catalog, you just have to enable the module for etilize in halo (Configuration > Integrations > Etilize) and then configure the above options, here is the Integration for Etilize Guide then when you go to a quote you have the "Add Etilize Items" option.
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