<style>p { margin: 0; }span.fr-emoticon.fr-emoticon-img { background-repeat: no-repeat !important; font-size: inherit; height: 1em; width: 1em; min-height: 20px; min-width: 20px; display: inline-block; margin: -0.1em 0.1em 0.1em; line-height: 1; vertical-align: middle; } span.fr-emoticon { font-weight: normal; font-family: "Apple Color Emoji", "Segoe UI Emoji", "NotoColorEmoji", "Segoe UI Symbol", "Android Emoji", "EmojiSymbols"; display: inline; line-height: 0; } blockquote { border-left: solid 2px #5e35b1; color: #5e35b1; margin-left:0; padding-left:5px;}blockquote blockquote{ border-color: #00bcd4; color: #00bcd4;}blockquote blockquote blockquote{ border-color: #43a047; color: #43a047;} table.grid{ border-collapse: collapse;} table.grid td, table.grid th { border: 1px solid #ddd;} .fr-fic.fr-dib{ display: block; margin: 5px auto;}.fr-fic.fr-dib.fr-fir{ text-align: right; margin: 5px 0 5px auto;}.fr-fic.fr-dib.fr-fil{ text-align: left; margin: 5px auto 5px 0;}.fr-fic.fr-dii{ float: none; margin: 5px auto;}.fr-fic.fr-dii.fr-fil{ float: left; margin: 5px auto;}.fr-fic.fr-dii.fr-fir{ float: right; margin: 5px auto;}img.fr-dib.fr-fir { margin-right: 0; text-align: right;}img.fr-dib.fr-fil { margin-left: 0; text-align: left;}img.fr-dib { margin: 5px auto; display: block; float: none;}img.fr-bordered { box-sizing: content-box; border: solid 5px #CCC;}img.fr-shadow { box-shadow: 10px 10px 5px 0px #cccccc;}img.fr-rounded { border-radius: 10px; -moz-border-radius: 10px; -webkit-border-radius: 10px; -moz-background-clip: padding; -webkit-background-clip: padding-box; background-clip: padding-box;}</style><style>
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}
span.fr-emoticon {
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border-radius: 10px; -moz-border-radius: 10px; -webkit-border-radius: 10px; -moz-background-clip: padding; -webkit-background-clip: padding-box; background-clip: padding-box;
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span.fr-emoticon {
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</style><style>
p {
margin: 0;
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span.fr-emoticon.fr-emoticon-img {
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span.fr-emoticon {
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</style><style>
p {
margin: 0;
}
span.fr-emoticon.fr-emoticon-img {
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span.fr-emoticon {
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</style><style>
p {
margin: 0;
}
span.fr-emoticon.fr-emoticon-img {
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}
span.fr-emoticon {
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box-sizing: content-box; border: solid 5px #CCC;
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img.fr-shadow {
box-shadow: 10px 10px 5px 0px #cccccc;
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</style><style>
p {
margin: 0;
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span.fr-emoticon.fr-emoticon-img {
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}
span.fr-emoticon {
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box-sizing: content-box; border: solid 5px #CCC;
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img.fr-shadow {
box-shadow: 10px 10px 5px 0px #cccccc;
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img.fr-rounded {
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}
</style><style>
p {
margin: 0;
}
span.fr-emoticon.fr-emoticon-img {
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}
span.fr-emoticon {
font-weight: normal; font-family: "Apple Color Emoji", "Segoe UI Emoji", "NotoColorEmoji", "Segoe UI Symbol", "Android Emoji", "EmojiSymbols"; display: inline; line-height: 0;
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blockquote {
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table.grid td,
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}
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float: right; margin: 5px auto;
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img.fr-dib.fr-fir {
margin-right: 0; text-align: right;
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img.fr-dib.fr-fil {
margin-left: 0; text-align: left;
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img.fr-dib {
margin: 5px auto; display: block; float: none;
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img.fr-bordered {
box-sizing: content-box; border: solid 5px #CCC;
}
img.fr-shadow {
box-shadow: 10px 10px 5px 0px #cccccc;
}
img.fr-rounded {
border-radius: 10px; -moz-border-radius: 10px; -webkit-border-radius: 10px; -moz-background-clip: padding; -webkit-background-clip: padding-box; background-clip: padding-box;
}
</style><p><strong><span style="font-size: 11pt;">In this guide we will cover:</span></strong></p><p><span style="font-size: 11pt;"><strong>- An Example of How to Update Stock Quantity</strong></span></p><p><span style="font-size: 11pt;"><strong>- Marking a Site as a Stock Location</strong></span></p><p><span style="font-size: 11pt;"><strong>- Asset Matching Field</strong></span></p><p><span style="font-size: 11pt;"><strong>- Asset Serialisation Field</strong></span></p><p><span style="font-size: 11pt;"><strong>- Example - Adding Assets at the point of Receiving Stock</strong></span></p><p><span style="font-size: 11pt;"><strong>- </strong></span><strong>Only receive stock once SKU has been validated</strong></p><p><strong>- Delivering Your Stock</strong></p><p><strong>- Defaulting Asset Fields when Serialising</strong></p><p><br></p><p><br></p><p><strong>Admin Guides:</strong></p><ul><li style="font-weight: bold;"><a href="https://usehalo.com/halopsa/guides/1845/" target="_blank" rel="noopener noreferrer"><strong>Items & Stock Control</strong></a></li></ul><p><br></p><p><strong>Related Guides:</strong></p><ul><li style="font-weight: bold;"><a href="https://usehalo.com/halopsa/guides/1980/" target="_blank" rel="noopener noreferrer"><strong>Billing for Products</strong></a></li><li style="font-weight: bold;"><a href="https://usehalo.com/halopsa/guides/1956/" target="_blank" rel="noopener noreferrer"><strong>Issuing Products</strong><br></a></li></ul><p><br></p><p>In this example, we will look at an end-to-end process of ordering a serialised product & consigning (delivering) this to the customer. For this example, we will not be considering any invoicing that occurs from a Sales Order (however you will find a worked example in the Billing course that is related to this process).</p><p>We will start with a Sales Order - assuming a Quote has previously been accepted by the customer & will look at:</p><p><br></p><ol><li>Raising a Purchase Order for our Product.</li><li>Receiving stock of our Product & the subsequent creation of an Asset (while highlighting some of the key config options around this process).</li><li>Delivering the Asset to the customer.</li></ol><p>Before looking at this process, lets make sure we understand all of the relevant configuration options around Stock & Serialised Products.</p><p><br></p><p><strong><span style="font-size: 14pt;">Stock Control Configuration</span></strong></p><p>First things first - what exactly is<em id="isPasted"> </em>a stock location? Well, a stock location is simply a site that has been marked as a stock location (shown below) and refers to the locations where stock can be received to. A sequence can also be set against a stock location to determine where this location appears in lists (when consigning and receiving stock). </p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjE2OGZkYzkzLTk3YzQtNDk0MC1iOTEzLTA2YTkxNTNkNmJmMSJ9.B95rfxN-3WrlY7df9uCUP_tlLSdp0qMe6psB7oVG2yE" class="fr-fic fr-fil fr-dib" width="990" style="width: 992px; height: 635.634px;" height="636"></p><p><strong><span style="font-size: 10pt;">Fig 1. Showing where to mark a Site as a Stock Location</span></strong></p><p><br></p><p>You can also configure stock bins, which will exist within stock locations. Stock bins are a way of granularising the stock inventory within a stock location (enabled from the setting in Configuration > Items and Stock Control). When the checkbox in the above screenshot is selected, there will be a stock tab which appears for the clients site, if stock bins are enabled this appears on a separate tab. When transferring stock from i.e. the Product area, you will notice that you can transfer between bins. There is also a default bin you can set on the configuration page for Assets being swapped back into Stock.</p><p> </p><p>Next, it's best we understand what it means to receive stock for a 'serialised product'. Generally speaking, a serialised product is something that has a serial number attributed to it - this would refer to something such as a Laptop or a Monitor; as opposed to a 'non-serialised product' such as a HDMI cable.<br><br>A serialised product is a product that, upon receiving stock, will create associated Asset(s). The type of Asset(s) that are created is determined per product by the below field.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImRkYzU0MzU4LTcxNDgtNDZmOC05NjI1LWZhMjliMGRiMDNhMiJ9._sTmdvT5RZUKE54PH5ylbn-xzf1hGlcX2fPtJ6_2uMM" width="980" style="box-sizing: inherit; border-style: none; cursor: pointer; padding: 0px 1px; user-select: none; max-width: calc(100% - 10px); min-width: 10px; color: rgb(0, 0, 0); font-family: sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; 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: 982px; height: 629.908px;" id="isPasted" class="fr-fic fr-dii" height="630"></p><p><strong><span style="font-size: 10pt;">Fig 2. Specifying the Type of Asset to create upon receiving stock of a Serialised Product</span></strong></p><p><br></p><p>When receiving stock for your serialised product, you have the option to input up to two fields:</p><p><br></p><ul><li>Asset Matching Field (This will display as the input you have selected to match on in the asset typed details tab, in this case we chose "Serial Number").</li><li>Asset Account Number (Optional)</li></ul><p><strong><span style="font-size: 12pt;">Here is a simple example on how to Update stock quantity on the Clients Site:</span></strong></p><p><iframe sandbox="allow-same-origin allow-scripts allow-popups allow-forms" src="https://scribehow.com/embed/Update_Stock_Quantity_on_the_Clients_Site__2yixPdBcS8-Va0134BG5oQ" width="100%" height="640" allowfullscreen="" frameborder="0"><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" 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</span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span></iframe></p><p><br></p><p><strong><span style="font-size: 14pt;">Asset Matching Field</span></strong></p><p>This field can be used for two purposes - to add information to an Asset at the point of creation & to select an existing Asset to be used for consignment (delivery).</p><p><br></p><p>When adding Assets into Halo from stock additions, the Asset Matching field can be used to specify some given information for the Asset upon creation. The particular field that is populated upon creating Assets from stock additions/consignment can be set per Asset type, to edit i.e. the "Laptop" Asset Type, we can select the "Asset by Asset Type" view and then right click "Laptop" from the list of Types.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjUwMTY2ZWMxLTEwZGEtNGVhMy1iZDdjLWNjMjU5ZDIwZDFkYiJ9._JvvfBXN8qK8Ztn4DjhUzRp1DeBZo8EZkJYvc7jEy_0" class="fr-fic fr-fil fr-dib" width="978" style="width: 980px; height: 420.952px;" height="421"></p><p><strong><span style="font-size: 10pt;">Fig 3. Editing an Asset Type</span></strong></p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjBlNzVmZjg3LTI1Y2ItNGFjMC04N2Y2LWNlMGI4ZGMzZGQ1MyJ9.Yr5t4Ohil8_0jKn8im5hXvIj_IkiPCcmBDMRVwItmq8" class="fr-fic fr-fil fr-dib" width="678" height="796"></p><p><strong><span style="font-size: 10pt;">Fig 4. Specifying the Asset Serialization Field for an Asset of a given type (This can also be achieved by going to Configuration > Asset Management > Asset Type).</span></strong></p><p><br></p><p>You can also set some default details for Assets when being added into Halo (from stock additions). These fields can be set from the associated product, via the 'Linked Asset Defaults' tab.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImExNGI0ZTk5LTNkNjMtNDA3My1hNGQwLTdiZjQ5MTc4NDRlYyJ9.8ZQY79PaEfOPE4mLzyOykOptrfRYOvA2FkgmviXsjJo" class="fr-fic fr-fil fr-dib" width="981" style="width: 983px; height: 380.963px;" height="381"><strong><span style="font-size: 10pt;">Fig 5. Specifying Asset field defaults for when Assets are created in Halo via receiving stock/consignment</span></strong></p><p><br></p><p>The other utility this field provides is the ability to pick an Asset to deliver to the customer upon consignment. If the Asset in question has originated from a stock addition, you can then use this field to pick that Asset at the point of delivering to the customer (a worked example for this will follow).</p><p><br></p><p><span style="font-size: 14pt;"><strong>Asset Serialization Field</strong></span></p><p>You have an additional option to set an 'Asset Serialization field'. This field can be used to identify the specific Asset that has been brought into Stock. Generally, this field would be set to 'Serial Number', however, you can select the field to use for Asset serialization via Configuration > Items and Stock Control.</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjljYWZkMTNjLTU4OGEtNDBlMC05ZDYwLTY0YzRiMTE3OTk2YSJ9.6LLXJX1lX-5s9pnylTC7c0DSnz2IpZ3wDza8YHesa5c" class="fr-fic fr-fil fr-dib" width="633" height="394"></p><p><strong><span style="font-size: 10pt;">Fig 6. The Asset Serialization Field, found in Configuration > Items & Stock Control</span></strong></p><p><br></p><p>Another important configuration option can be seen in <strong>Fig 6</strong>, namely - 'Create Serialised Assets'.</p><p><br></p><p>Assets can be created at one of two points:</p><p><br></p><p><span style="font-size: 11pt;"><strong>When Stock is Added</strong></span></p><p>Selecting the 'When Stock is Added' option in the 'Create Serialised Assets' field will result in Assets being created at the point of stock being received. This means that Assets will be added before they are marked as delivered (created before consignment) & is generally used when you store serialised hardware in a stock room. </p><p><br></p><p><span style="font-size: 11pt;"><strong>When items are Consigned</strong></span></p><p>If you only want to track serialised Assets once they have been delivered to the customer, you can select 'When items are consigned' in the 'Create Serialised Assets' field. With this option selected, you will still be able to receive stock of serialised products, but associated Assets will not be created at this point. With this option selected, Assets are created at the point of marking the product as being delivered. </p><p><br></p><p>When serialised items come into stock/are consigned you will be prompted to populate the Asset Serialisation field for the asset that is being created from the product. By default only the asset serialisation field can be populated at this stage, however you can also have the asset tag appear to. To do this head to Configuration > Items and Stock Control, see the settings shown in <strong>Fig 7</strong>.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjIyNGY2NzllLWU5ZWEtNDY4NS1iNjZlLWMwOTNlOTRiODUyNyJ9.9kNf10ZfhnzMN9Q1hPoCF7vmKcNo1HOEcdAHuw6-GQc" class="fr-fic fr-fil fr-dib" width="642" height="109"></p><p><strong><span style="font-size: 10pt;">Fig 7. Show asset tag field on consignment/stock in settings</span></strong></p><p><br></p><p>When enabled these the asset tag field will show in addition to the asset serialisation field when items are being added into stock/consigned. This only applies if you are not using the 'Asset Tag' field for serialisation and you have the 'Create Serialised Assets' field set. </p><p><br></p><p><strong><em>Note: You will need to log out/back in to see these settings take effect.</em></strong></p><p><br></p><p>Let's take a look at some examples of how these two options work.</p><p><br></p><p><strong><span style="font-size: 12pt;">Example - Adding Assets at the point of Receiving Stock</span></strong></p><p>In this example, we will look at an end-to-end process for receiving & consigning stock. We will start with a Sales Order, then raise a Purchase Order for our Product. We will select the option to create serialised Assets at the point of adding stock & look at the options along the way.</p><p><br></p><p>Let's start with our Sales Order.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjI4NGRmMTlmLTg0YjAtNGY4OC1hNmMxLTBhNTkyMDIwOGI4NCJ9.jKyy_bGFUewRuSxbjGKFVhSP_bRx6FKGlZxHIkt9RPs" class="fr-fic fr-fil fr-dib" width="1558" height="228"></p><p><strong><span style="font-size: 10pt;">Fig 8. Our Sales Order, from which we will Order our Stock</span></strong></p><p><br></p><p>I can see here that my 'In Stock' quantity for this product is 0 - so I best raise a Purchase Order and get this into stock! You'll see an option 'Order Items' from the Sales Order, which will allow you to raise a PO for all the products on your SO.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImEyZmU1MTJkLWZiMDQtNDU4YS1hNzRlLWJhNDE5NmMzMmRhMSJ9.fdWum6ITmlVWu5YhxnMmYm1j-hYPjLKN9DQF3cKVScc" class="fr-fic fr-fil fr-dib" width="838" height="85"></p><p><strong><span style="font-size: 10pt;">Fig 9. The 'Order Items' option from a Sales Order</span></strong></p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjI5NTEzZmE4LTU3NTQtNDMxMS05YmJiLWM3Y2FjYTcxYzMyNSJ9.qRooXkNzMfuK5F3EoRJtgCAkWWyCAqSoxHGkSHySCAs" class="fr-fic fr-fil fr-dib" width="686" height="234"></p><p><strong><span style="font-size: 10pt;">Fig 10. Selecting your quantity and Supplier for your PO - values defaulted from the Sales Order</span></strong></p><p><br></p><p><strong>Upon clicking save, I then have the option to either</strong><strong>:</strong></p><ul><li>"Deliver to us" - meaning the laptop will first come into my warehouse, then subsequently be delivered to the customer.</li><li>"Deliver to the User" - meaning the laptop will never come into my warehouse and will be delivered directly to the customer.</li><li>"Deliver to the Sales Order Address" - It will send this to the site of the address on the Sales Order. This address field can be manually overridden on the sales order, or it can be left the same as the sites address, the purchase order will populate with the address given on the sales order. </li></ul><p><em><strong>Note: If the delivery method is "Deliver to the User" and the address was manually added to the SO, then it will not pull through to the PO.</strong></em></p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6Ijk3OTM4NDUxLTVmNzktNGVkZi1hY2NlLWE3ZDk5NTc1MGM1OSJ9.UxQU-wPwcxe6QN3QSi0HVDgcpBVF4upucMEUSEviAUM" class="fr-fic fr-dii" width="684" height="329"><br></p><p><strong><span style="font-size: 10pt;">Fig 11. Delivery Options</span></strong></p><p><br></p><p>For the sake of this example, I will select 'Deliver to us', to allow for the laptop to come into stock and then later get delivered to the customer.</p><p>Upon clicking 'Save', I can see a link to the PO from my Sales Order line.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjRhYzkyMmFlLTZmNzUtNDA4Ni1hNzNmLTczZjdmNzIzMWMxNCJ9.564rDHSxuTVGlyXovbE1U2Y7Qch75nn-4AALnUfH9I8" class="fr-fic fr-fil fr-dib" width="980" style="width: 982px; height: 176.588px;" height="177"><strong><span style="font-size: 10pt;">Fig 12. The Sales Order line - following items being ordered (from above)</span></strong></p><p><br></p><p>If I click on the icon underlined in <strong>Fig 11</strong>, I will be taken to the Purchase Order.</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjBiZjM4ZGEzLTJkMzUtNDBmZC04YTE3LTY0ZTU2NzAwYTVjNSJ9.evu9siM-lWWv8kojE_6el5XEmhxSlNulbMUD0e-BtkY" class="fr-fic fr-fil fr-dib" width="1826" height="288"></p><p><strong><span style="font-size: 10pt;">Fig 13. The Associated Purchase Order</span></strong></p><p><br></p><p>From this PO, I have an option to 'Receive Stock'. If the delivery method was "Deliver to the User" then there wouldn't be the option to receive stock.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImZlZTFmMjQzLTk3YzAtNDM1Zi1hNmI4LTk5YWQwNTFiNzIzNiJ9.ORA7sXm8iOx4Eki-YspCEE85atdIbq11Bp62Ro7dyVk" class="fr-fic fr-dii" width="980" style="width: 982px; height: 238.556px;" height="239"></p><p><br></p><p><strong><span style="font-size: 10pt;">Fig 14. The "Receive Stock" option from a Purchase Order</span></strong></p><p><br></p><p>Upon clicking 'Receive Stock', I get the option to pick the stock location I am receiving my stock to and a quantity being received.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjVjYjIxNTU3LTdmM2UtNGYyMy1iNWJjLTY3ODRmOGM3MjVmYyJ9.F0bvvGdkAnxtCGXZ0t3iYonqoxMxIswWlN9BkarpqGs" class="fr-fic fr-fil fr-dib" width="1021" style="width: 1023px; height: 136.4px;" height="136"><strong><span style="font-size: 10pt;">Fig 15. Receiving Stock to a given stock location</span></strong></p><p><br></p><p>As I have specified that Assets are to be created at the point of receiving stock, I am presented with the field previously mentioned in this guide.</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjFiODExOTQzLWZiMTAtNGMzNi05ZDYxLTk1ODMzYWM2ZmQzZCJ9.xw0Jf0DXh-8f8kPWqjznNMiTE16KxHzvCU5_ASTxTLw" class="fr-fic fr-fil fr-dib" width="672" height="441"></p><p><strong><span style="font-size: 10pt;">Fig 16. Inputting Asset Details</span></strong></p><p><br></p><p>These details would be entered at the point of the product being delivered to your office/warehouse.</p><p><br></p><p><em><strong>Note:</strong></em><strong><em> If your Stock Serialization Matching Field (Fig 4) is equal to your Asset Serialization field (Fig 6), then you will only be presented with a single field - namely, the field you select at these points.</em></strong></p><p><br></p><p>If you still wanted to display the Asset Tag field at the point of delivering your stock, you can enable the below option in Configuration > Items and Stock Control.</p><p><br></p><p>I selected asset number as the stock serialization field on the asset type "Laptop". Asset tag is the same field as Asset number, that is why we are seeing Asset Tag on the serialization screen shown in <strong>Fig 15.</strong></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjdiNmIyZWU3LTY5MWItNDg5ZS1hYTExLTA2YzYxNGFjNTQxZCJ9.8VCrmlK6p6rMwU8mu2dEpLkil4eqkA5OBuImGlY2Jbw" class="fr-fic fr-fil fr-dib" width="614" height="46"></p><p><strong><span style="font-size: 10pt;">Fig 17. Enabling the option to display the Asset Tag field when delivering Stock (Consigning), if not presented when receiving Stock</span></strong></p><p><br></p><p>Once you have entered your details and saved, you will see an 'Assets Received' tab appear on the PO, detailing the Asset(s) you have just created.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjMzY2I0NTM2LTdmYTAtNDM5My04MDg1LTQ4N2MzYWY4NDk1MiJ9.hppC0yiXQgdEruSI_hN6gjl3SccZBfN-Sp17cgCSRXc" class="fr-fic fr-dii" width="977" style="width: 979px; height: 243.568px;" height="244"><br></p><p><strong><span style="font-size: 10pt;">Fig 18. The Assets Received Tab on a PO</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Only receive stock once SKU has been validated </span></strong></p><p><span style="font-size: 11pt;">You can change the way stock is received for serialised assets, so that rather than selecting the quantity of the item that is being received, agents must first scan/enter the SKU of the item that is being received. They will then be able to see how many of this item is due on this PO. From here they can then enter the details of the item, serialising the assets being received. This method can be useful when stock for products/POs is received in batches, so a PO line is not always fulfilled with a single shipment. </span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;">To enable this functionality head to configuration > items and stock control > set 'Receive stock method' to be 'SKU validation'. </span></p><p><strong><span style="font-size: 10pt;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjllYjdmNDY4LTY2MWMtNDcwOC1iYTAyLTBiZTI0MjQ4YmNkZCJ9.ze14AC2qLUKn89lFNYLd3jH62erBFwwZZ36s1QIr_6k" class="fr-fic fr-fil fr-dib" width="778" style="width: 780px; height: 297.783px;" height="298"></span></strong></p><p><strong><span style="font-size: 10pt;">Fig 19. Receive stock method</span></strong></p><p><strong><br></strong></p><p>Now, the method for receiving stock on a PO will be slightly different. </p><p><strong><br></strong></p><p>When receiving stock (for serialised assets only) you will be prompted to enter the SKU of the item. The SKU entered here will be checked against each item on that PO, if this SKU matches the manufacturer SKU of a product on the PO a 'match' will be made. Matches must be exact, SKUs are case sensitive. </p><p><strong><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjRkMjkyMjMyLTFjMGItNDE3Yy1hMjE4LTJhZGEyZDA0NmIwZCJ9.kL9_Yr5qW8LFS0y2iepmeSlDQNAsG7DFoNFaAN1XEiA" class="fr-fic fr-fil fr-dib" width="548" style="width: 550px; height: 253.701px;" height="254"></strong></p><p><strong><span style="font-size: 10pt;">Fig 20. Validate the SKU of the item being received</span></strong></p><p><br></p><p><strong><em>Note: SKU validation will only show/be used when the 'Create Serialised Assets' field is set to 'When stock is added'. As this method should only be used when stock is being held in a stock room before being sent out/assigned to customers/users.</em></strong></p><p><strong><br></strong></p><p>Now, you can choose which stock location this item is being received to. </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjNlOWRhMjQ4LTg2ZDEtNGRlNS1iNmZhLTUyMTE1ZDQ1NzYyZCJ9.ibpB6s7NQkHa9kHamgsvuLsOrG9uR2eruzhecxkcPus" class="fr-fic fr-fil fr-dib" width="1430" style="width: 1432px; height: 342.725px;" height="343"></p><p><strong><span style="font-size: 10pt;">Fig 21. Choose stock location</span></strong></p><p><br></p><p>Now, on the next screen you can serialise the assets being received. Here, agents can see how many of this item, on this PO, is due to be received (still outstanding). They can then enter the details for each item that is being received. This allows agents to receive stock based on the number of serial numbers entered/scanned, rather than having to count the number of a particular item being received. </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImI5ODM5MDQ5LTlkOWMtNDRmOS04NTJhLTI4NTRhNDU2ZDY4MiJ9.6lCowF4MmIhMcmwNf_1IwJUtFyVGAeNWkKi5m_Id1rc" class="fr-fic fr-fil fr-dib" width="543" style="width: 545px; height: 414.695px;" height="415"></p><p><strong><span style="font-size: 10pt;">Fig 22. Serialise assets when receiving stock</span></strong></p><p><br></p><p>If the whole line is not being fulfilled, you can remove these entries from the serialisation scree (figure 22). </p><p><br></p><p id="isPasted"><strong><span style="font-size: 12pt;">Pre-requisites/recommendations when using this functionality</span></strong></p><p>1. Enable 'Prevent receiving more stock than the purchase order line quantity' under configuration > purchase orders. </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImRlZjFkZjNiLWFkZmUtNDM2Ni1hNjJmLWIyOGM3NmJmNzMyYiJ9.pcJeLgQ7SYx2PNXCCXY183Yz5dE4LJOOuBLKsQd-8Ac" class="fr-fic fr-fil fr-dib" width="408" style="width: 410px; height: 288.844px;" height="289"></p><p><strong><span style="font-size: 10pt;">Fig 23. Prevent receiving more stock than the purchase order line quantity</span></strong></p><p><br></p><p>2. Ensure each item/product has the 'Manufacturer SKU' field populated. This field is used to match the item to the entered SKU, therefore the associated SKU will need to be recorded against each item. </p><p><br></p><p><br></p><p><strong><span style="font-size: 14pt;">Delivering your Stock</span></strong></p><p>So you now have received your stock and created your Asset - great! This has created a new Asset in Halo and placed this Asset at your specified stock location. At this point, you (or one of your engineers) would be configuring the device as per the Client's needs.</p><p><br></p><p>The last part of this process is to finally deliver the Asset to the customer. To facilitate this, head back to the original Sales Order and select 'Consign Items' (Or 'Deliver Items').</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImI2NjMxZTc1LWE3ZTYtNGEwZi04MzY0LTlhNWE4MTc1YmI0MSJ9.6TOb0INLt5Fa4ltRiBXKXv9o1D6PHR8WgkeFWRIdMGo" class="fr-fic fr-dii" width="975" style="width: 977px; height: 295.709px;" height="296"></p><p><br></p><p><strong><span style="font-size: 10pt;">Fig 24. Consigning/Delivering Items from a Sales Order</span></strong></p><p><br></p><p>You are then prompted to select stock location you are delivering the Asset(s) from:</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjU0ZmEwZjVjLTczNTYtNGYxYi1iOWVjLTZlYWIzOGI4MzA4MCJ9.sYoWAK9OjaxUAvPK1GLHWP2C3fB6Crf41rVmn_YFzdA" class="fr-fic fr-fil fr-dib" width="974" height="223"><strong><span style="font-size: 10pt;">Fig 25. Selecting where items are delivered from</span></strong></p><p><br></p><p>Upon saving, you are prompted to select the Asset(s) you are delivering:</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjM3ZTc4NjZlLThkZWEtNDZmMy05YzU1LTMyOWRlMDE0N2IyNCJ9.onH5IsJVbSxS0RXJc_23cQUji6WXSnRl0TX5S3quCQw" class="fr-fic fr-fil fr-dib" width="680" height="453"><strong><span style="font-size: 10pt;">Fig 26. Selecting the Asset(s) you are delivering</span></strong></p><p><br></p><p>At this point, you can input the details into the 'Asset Matching Field' and, based on the Asset type (<strong>Fig 3</strong>), Halo will search for Assets with that field populated with the corresponding details entered (that have been created via stock additions). Alternatively, you can browse the stock to select the assets, which is what was done in this case.</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjU4MmRhNDU4LWUwMDUtNDM0OC1iYjVkLTYyY2FjNDU3NTliNiJ9.baeZubA2PfHfVBvdrvfaoOm5dLwe3O5V-ljFGr_w81Q" class="fr-fic fr-fil fr-dib" width="671" height="444"><strong><span style="font-size: 10pt;">Fig 27. Using the Asset Matching Field to select the relevant Asset to Deliver</span></strong></p><p><br></p><p>You could also select 'Auto Pick' and let Halo find a valid Asset at random to use for delivery. Finally, you can select 'Browse Stock', where you can view a list of available Assets for delivery. Upon saving, your Asset will be moved to the site of the Sales Order, unless you have otherwise specified a distinct consignment site for your Sales Order line. This can be done by changing the consignment site on the product line of the sales order.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjJjNWU4ZWQxLTE5NDEtNGFhMy1hMDIzLWQyMzEwZjY1ODk4MSJ9.f6e82VKft6X38NNcwwRidNwzxyvKvzwIVK__NGtOC4E" class="fr-fic fr-dii" width="980" style="width: 982px; height: 177.787px;" height="178"></p><p><strong><span style="font-size: 10pt;">Fig 28. Editing a Product Line on the SO</span></strong></p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjZmNDA5YWFhLTk4MGItNGQ5OS05NDdlLWQwNDczYmNjOGNhMCJ9.kqprADs14I2rfBjRYbczxJAFlnjC2wEFISTusYGnrp8" class="fr-fic fr-dii" width="975" style="width: 977px; height: 386.677px;" height="387"></p><p><br></p><p><strong><span style="font-size: 10pt;">Fig 29. Changing the Consignment Site for a Sales Order Line</span></strong></p><p><br></p><p id="isPasted"><strong><span style="font-size: 14pt;">Defaulting Asset Fields when Serialising<br></span></strong></p><p id="isPasted">You can set defaults for asset fields by either the asset type or the product you use to serialise them. Within the asset type (Configuration > Asset Management > Asset Types), open the "Serialisation Defaults" tab and set some values within the table shown.</p><p><br></p><p>This can also be set on the product itself within a tab of the same name, and if set, will override the asset type.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImM5ZTNlODgzLWVhYWUtNGNhNC1iYmNmLTE4M2Q5ZDYwYTQxMSJ9.diHPOnWgRPkV3iIokq0sKYTi1iLEgNnp01GSsoNtdUI" class="fr-fic fr-fil fr-dib" width="1098" style="width: 1100px; height: 285.185px;" height="285"></p><p><strong><span style="font-size: 10pt;">Fig 30. Setting serialisation defaults on an asset type.</span></strong></p><p><br></p><p>When the serialised asset is created (based on this setting in Configuration > Items and Stock Control > General Settings), the field(s) will be populated with these default values.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImMwYzUxYTEzLWI5NzItNGMyNS1iZDFmLWE3NTQ0Y2E2NmRiZCJ9.VFMZzEP5hVD6KI4KoxQkgdkuhB9RNEi-4qFC-N6w5yY" class="fr-fic fr-fil fr-dib" width="161" height="71"></p><p><strong><span style="font-size: 10pt;">Fig 31. Serialised asset creation setting.</span></strong></p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjQxZWRiOTMxLTUxNjktNDI1ZC05OWIzLWI1NTk3MWZiZTIxNCJ9.7Xe5z_tizJMUoiErbdblXaYzKbnrqE6XV1kg5qSDbmQ" class="fr-fic fr-fil fr-dib" width="1100" style="width: 1102px; height: 478.133px;" height="478"></p><p><strong><span style="font-size: 10pt;">Fig 32. Default value set on the serialised asset.</span></strong></p><p><br></p>
