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</style><p><span style="font-size: 11pt;"><strong>In this guide we will cover:</strong></span></p><p><span style="font-size: 11pt;"><strong>- Products Area</strong></span></p><p><span style="font-size: 11pt;"><strong>- Creating Product Groups</strong></span></p><p><span style="font-size: 11pt;"><strong>- Creating Products</strong></span></p><p><strong><span style="font-size: 11pt;"><br></span></strong></p><p><span style="font-size: 11pt;"><strong><br></strong></span></p><p><span style="font-size: 11pt;"><strong>Admin Guides:</strong></span></p><ul><li style="font-weight: bold; font-size: 11pt;"><a href="https://usehalo.com/haloitsm/guides/1845/" target="_blank" rel="noopener noreferrer"><strong>Items & Stock Control</strong></a></li></ul><p><strong><span style="font-size: 11pt;"><br></span></strong></p><p><span style="font-size: 11pt;"><strong>Related Guides:</strong></span></p><ul><li><span style="font-size: 11pt;"><a href="https://usehalo.com/halopsa/guides/1980/" target="_blank" rel="noopener noreferrer"><strong>Billing for Products</strong></a> </span></li><li style="font-weight: bold;"><span style="font-size: 11pt;"><a href="https://usehalo.com/halopsa/guides/1982/" target="_blank" rel="noopener noreferrer"><strong>Creating Projects from Products</strong></a></span><a href="https://usehalo.com/haloitsm/guides/1982/" target="_blank" rel="noopener noreferrer"><strong><br></strong></a></li><li style="font-weight: bold; font-size: 11pt;"><a href="https://usehalo.com/haloitsm/guides/1956/" target="_blank" rel="noopener noreferrer"><strong>Issuing Products</strong></a> </li><li style="font-weight: bold; font-size: 11pt;"><a href="https://usehalo.com/haloitsm/guides/1981/" target="_blank" rel="noopener noreferrer">Linking Products to Assets</a> </li><li style="font-weight: bold; font-size: 11pt;"><a href="https://usehalo.com/halopsa/guides/1983/" target="_blank" rel="noopener noreferrer">Receiving Stock for Serialised Products & Delivering to the Customer</a></li></ul><p><br></p><p><span style="font-size: 14pt;"><strong>Products Area</strong></span></p><p><span style="font-size: 11pt;">The Products area holds information on all of the Products and/or Services that you provide.</span></p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImE3NGY0MTMwLThiZGMtNGU1Ny1iZmYzLTg0NmRhYzgxMTZlYiJ9.jFK81OYCP7FdNhxeySQHS6Sj5npQNYR3zb_Wjk5TvcI" class="fr-fic fr-fil fr-dib" width="103" height="116"></p><p><strong><span style="font-size: 10pt;">Fig 1. The Products Module</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Creating Product Groups</span></strong></p><p id="isPasted"><span style="font-size: 11pt;">Product groups are used to categorise your products/items, to easily sort the products and make it easier to find specific ones. You may have serialised/non-serialised items, as well as groups for your services for example. Within the configuration of these groups, you can set defaults and billing settings for items in that group to follow.</span></p><p><br></p><p><span style="font-size: 11pt;">On the left hand side you will see the product group. These can be edited or added to by right clicking on them.</span></p><p><br></p><p><span style="font-size: 11pt;">You can also access a list of groups from Configuration > Items and Stock Control > Asset Groups.</span></p><p><br></p><p><img data-fr-image-pasted="true" src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjI3YjYwN2IzLWI4MzQtNGY5ZS1iM2Q5LTcwZGM4MDI4MmUxNiJ9.Ky-SE4f_PPuV3X40tQdwEcurOgh-_xaf5Ey3zdxpDx8" width="971" height="477" style="box-sizing: inherit; border-style: none; cursor: pointer; padding: 0px 1px; user-select: none; text-align: left; color: rgb(0, 0, 0); font-family: sans-serif; font-size: 13px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; width: 973px; height: 477.11px; max-width: none !important;" id="isPasted" class="fr-fil fr-dib"></p><p><strong><span style="font-size: 10pt;">Fig 2. Products area in "Products by Group" list.</span></strong></p><p><br></p><p><span style="font-size: 11pt;">This popup screen will then appear where you can name the product group. Although the title says "New Asset Group", enabling "Use for Items" will make it a product/item group.</span></p><p><span style="font-size: 11pt;"><br></span></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjJiM2I2ODgzLTc3M2YtNGY2Yi1hZGJjLTBiYWNmNDRmN2NkOSJ9.Trq8TjtlaKFckKM_D5CG43j6Zf_hfF1pua6C_oBvFn8" class="fr-fic fr-fil fr-dib" width="975" style="width: 977px; height: 691.211px;" height="691"></p><p><strong><span style="font-size: 10pt;">Fig 3. Creating a product group.</span></strong></p><p><br></p><p id="isPasted"><span style="font-size: 11pt;">You can also use product groups as a way of excluding certain items from 3rd party accounting integrations. Once "Use for Items" is enabled, "Exclude from Accounting Integration" can be selected. This will exclude items from within that group from being synced. This can be useful if you use a catalogue integration and do not want these products syncing to your accounting integration.</span></p><p><br></p><p><span style="font-size: 11pt;">You can then set defaults for products within that group, such as if the product is consignable or whether stock is tracked.</span></p><p><br></p><p><span style="font-size: 11pt;">You can set defaults for "Is Taxable", "Do not receive on Purchase Orders", and "Do not invoice on Sales Orders". For example, you may wish to use the purchase order default on a product group that contains additional add-ons, such as shipping charges. </span></p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImJhMWU4ZTdjLTlkY2QtNDNlMS04YTQwLTYwMTVmZmE5YzY2OSJ9.-GCUFSn4ZtUmlzHwRnfZGx1HO66CIZNwgmXJN5bBL9k" class="fr-fic fr-fil fr-dib" width="731" height="514"></p><p><strong><span style="font-size: 10pt;">Fig 4. Product group defaults.</span></strong></p><p><br></p><p><span style="font-size: 11pt;">You can then link any relevant billing information, such as accounts and tax codes. </span></p><p><br></p><p><span style="font-size: 11pt;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImJlMmVmMDcwLWQzOGUtNGFlZi04MDZkLWZmOTk0MGVkOTU4YSJ9.W-YhpVAX3tlAVVl543Zpjj-f7aQSifU1xqiBkXZ5lgA" class="fr-fic fr-fil fr-dib" width="1174" height="706"></span></p><p><strong>Fig 5. Billing defaults.<br></strong></p><p><br></p><p><span style="font-size: 11pt;">Now when creating products with that group, the fields will default to what is set on the product group, i.e. here a new product under the group has defaulted the tax rates from it.</span></p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjMyOGJlYzI4LTE5YWMtNDc4Mi1iODViLTIxZTk2ODhhODUwYiJ9.BDGZQqNe0sP4taulMol3HLf2I9j5peS_5fmfYug2HDw" class="fr-fic fr-fil fr-dib" width="730" height="382"></p><p><strong>Fig 6. Tax on a new product defaulting to group values.</strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Creating Products</span></strong><span style="font-size: 14pt;"><br></span></p><p><span style="font-size: 10pt;"><span style="font-size: 11pt;" id="isPasted">To create a new product you can select "New" on the top right of the screen in the Products area.</span></span></p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImQwNTQwMzFlLTU4MGYtNDY5OC1hYzg3LTQ0NmMzN2FhZWNkOSJ9.CmQoxqN6cEKSSpD4PAJ9DW-YWGnLiM9PtCyF1bLCoGg" class="fr-fic fr-fil fr-dib" width="1197" style="width: 1199px; height: 657.316px;" height="657"></p><p><strong>Fig 7. Creating a new product</strong></p><p><br></p><p><span style="font-size: 11pt;">The configurable options on products:</span></p><p><span style="font-size: 11pt;"><br></span></p><ol><li style="font-size: 11pt;"><strong>Product Name -</strong> The name of the product, Only the first 50 characters will be used when the item is created/updated Xero.</li><li style="font-size: 11pt;"><strong>Product Group -</strong> (on the left hand side in the products view you can set the view to "Products by Group" as shown in <strong>Fig 2.</strong>) Groups can be edited/ created by right clicking on the group names when the view is set to "Products by Group".</li><li style="font-size: 11pt;"><strong>Is a Recurring Product -</strong> Whether or not the product is a recurring product. This can be toggled on or off and must be enabled for products to show on the recurring items/products lookup. Item will be able to be added to Recurring Invoices when added to Sales Orders</li><li style="font-size: 11pt;"><strong>Do not track stock -</strong> Stock checks will not be made for this Product, meaning you will not be able to add/remove stock of this product. Enabling is is non-reversable for the product. When enabled the stock count will show as "9999" but this 'count' will never change.</li><li style="font-size: 11pt;"><strong>Consignable - </strong>This means the product is stock tracked and requires consigning from the Sales Order.</li><li style="font-size: 11pt;"><strong>Do not receive on Purchase Orders - </strong>This will ensure the item cannot be received on a PO, the use case being for setting carriage/delivery charges. This setting is for allowing items to be created and classed as a shipping/freight charge and therefore would never need to be received on a PO as they are a charge.</li><li style="font-size: 11pt;"><strong>Linked Asset Type for Serialized Assets - </strong>When these Items are brought into stock or consigned, Asset records must be associated with this stock movement.<strong> </strong>See Lesson on: <a href="https://usehalo.com/haloitsm/guides/1981" target="_blank" rel="noopener noreferrer">Linking Product to Assets</a>.</li><li style="font-size: 11pt;"><strong>Project Template -</strong> This will allow creation of a Project from an Order. See Lesson on "Creating Projects from Products".</li><li style="font-size: 11pt;"><strong>Budget Type - </strong>Adds this Budget Type to a Project from a Sales Order line.</li><li style="font-size: 11pt;"><strong>Is a Contract - </strong>This setting allows you to create a contract from this product line on the Sales Order.</li><li style="font-size: 11pt;"><strong>Do not invoice on Sales Orders - </strong>Allows you to not invoice a product on a Sales Order. An example might be not invoicing for licences on a Sales Order which was created from a quote. You may only want to invoice clients for licences on a Recurring Invoice. This allows you to prevent billing clients twice so you can convert both the Sales Order and the Recurring Invoice.</li><li style="font-size: 11pt;"><strong>Minimum Purchase Quantity -</strong> When raising a new Purchase Order this will check that the quantity on the PO is greater than or equal to the minimum set at Item level. This is also checked when raising a PO from a Sales Order line.</li><li style="font-size: 11pt;"><strong>Status -</strong> This determines if the product is active or obsolete. Making a product obsolete will make the product inactive, meaning these products cannot be used on any new Quotes, Orders or Invoices (Pre-existing versions of these will remain unchanged). <strong><em>Note: If you sync your products to Xero these will be impacted. </em></strong></li></ol><p><br></p><p><span style="font-size: 12pt;"><strong>Product Components</strong></span></p><p><span style="font-size: 11pt;">The "Product Components" tab is used to track which products make up another, i.e. the CPU and motherboard make up a server. They differ from <a href="https://usehalo.com/halopsa/guides/2442" target="_blank" rel="noopener noreferrer"><strong>product bundles</strong></a>, as they refer to the individual parts of a single product instead of a group of related products.</span></p><p><br></p><p><span style="font-size: 11pt;">You can choose to calculate the price or cost based off the components' price/cost, or simply use these to track internal costs of a product.</span></p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjYyNjg4NTZjLWExN2QtNDU4YS04OWE4LTFmMmM3ZjA1NzcwNCJ9.GdAxloktPQhIIXPD_DLLdUljrDd5H_r0Gce9y0Fxu0o" class="fr-fic fr-fil fr-dib" width="1217" style="width: 1219px; height: 402.684px;" height="403"></p><p><strong><span style="font-size: 10pt;">Fig 8. Product components.</span></strong></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 14pt;"><strong>Importing Products</strong></span></p><p><span style="font-size: 11pt;">Products can also be created via an XLS spreadsheet. Hover over the three dots in the top right and click "Import Products".</span></p><p><br></p><p><span style="font-size: 11pt;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImQxMTIyYWM4LTM4Y2ItNDI5Ny1hMmI4LTUyMTg2NmM4MGYwZCJ9.Q0-avMiGailN-kVuVgmywSVgedp1CK0edZWNsblSJPo" class="fr-fic fr-fil fr-dib" width="1218" style="width: 1220px; height: 198.659px;" height="199"></span></p><p><br></p><span style="font-size: 10pt;"><p><strong>Fig 9. Import Products button.</strong></p></span><span style="font-size: 11pt;"><p><br></p><p><span style="font-size: 11pt;" id="isPasted">This will bring up an import screen, and the "Download Samples" link can be clicked to download a ZIP file of default spreadsheets with common import headers.</span></p><p><br></p><p><span id="isPasted">Overriding item and price data can be imported via this method. This allows an easy way of keeping prices up-to-date, using the following columns:</span></p><p><br></p><ul><li>overridingsupplierid</li><li>overridingclientid</li><li>overridingcurrencyid</li><li>overridingcurrencycode</li><li>overridingcurrencysymbol</li><li>overridingprice</li><li>overridingcost</li></ul><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjFiZjI3YmQwLWQyMzEtNGZkNi1iYzZhLTJjNjEyYmJhMWFkYyJ9.Pmp6rUIKVlpAHQBiQ3hrCD_cCRQVWRdr1tLLQhfU5jI" class="fr-fic fr-fil fr-dib" width="1220" style="width: 1222px; height: 371.857px;" height="372"></p><p><br></p></span><span style="font-size: 10pt;"><p><strong>Fig 10. Import screen.</strong></p></span><span style="font-size: 11pt;"><p><br></p></span><p><br></p></div></div>
