<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><p><strong>In this guide we will cover:</strong></p><p><strong>- Adding Ad-hoc Products</strong></p><p><strong>- Receiving Stock of Generic Products </strong></p><p><br></p><p><br></p><p><strong><span style="font-size: 14pt;">Adding Ad-hoc Products</span></strong></p><p>When Creating Quotes and Orders, you can add an Ad-Hoc Product. This feature allows you to specify the product description for each line added. In the below example <strong>(Fig 1)</strong> I have clicked the button "Add Generic Product" and then I have added the product with description "Ad-Hoc Product":</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImI0M2ZjMmEwLWM1ZjEtNGIyMS1iM2Y4LWU1ZTMwNjA2YzMzMCJ9.LYEeYcLBI4v0lvRs9PuMvsxMg1WJg3qM8Htst43E_QA" class="fr-fic fr-fil fr-dib" width="994" style="width: 996px; height: 423.994px;" height="424"></p><p><strong><span style="font-size: 10pt;">Fig 1. Adding a Generic Product to a Quote</span></strong></p><p><br></p><p>This will be useful for adding in certain products or services that are non-standard to your inventory. To configure this, there is an option at the top of the configuration settings for Quotations, Sales Orders and Purchase Orders for setting a default Product against this Ad-Hoc feature. Any product can be picked as the ad-hoc product:</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjFlMmViZmY4LWNkMmEtNGJiYi05ZWNkLTI3NDk2MjU1MTI5YSJ9.0gaApem0w3TVABIxldnzQgRi1bBQ1ltgCA7eHsg4twE" class="fr-fic fr-fil fr-dib" width="984" style="width: 986px; height: 356.718px;" height="357"></p><p><strong><span style="font-size: 10pt;">Fig 2. Miscellaneous Product Code for Quotes and Sales Orders (Configuration > Quotations, or Configuration > Sales Orders)</span></strong></p><p><br></p><p><em><strong>Note: </strong></em><strong><em>If the dropdown for this miscellaneous product is changed on the quotation configuration page, it will update on the other config pages. I update the quotation config, by doing this, the purchase and sales order config pages will also update to have the same product:<br></em></strong><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImU0ODc3MjRmLTMwNDEtNDBkOC05NzYzLWZlODUwMjI5NmFjNSJ9.wlBeb2AVBxEG2Jt9ZDmFG1qtMEdsI_Q59ARaqVGY2TI" class="fr-fic fr-fil fr-dib" width="981" style="width: 983px; height: 116.509px;" height="117"></p><p><strong><span style="font-size: 10pt;">Fig 3. Miscellaneous Product Code for Purchase Orders</span></strong></p><p><br></p><p><strong id="isPasted"><span style="font-size: 14pt;">Receiving Stock of Generic Products </span></strong></p><p>The stock for the Ad-Hoc Products will be the stock of the Product set on these single select fields shown in <strong>Fig 2 and 3.</strong> If there are no Ad-Hoc Products in stock, you can receive stock from the Product Page, so in this case I received stock for the "Generic Product" and set the cost to 0, as we can set the cost and price when adding the Product onto the quote/ order.</p><p><br></p><p>The Generic product:</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjI1ZTA5ZTI5LTIyZWEtNDJlNC04NmJkLTRmZjRjYmQzZjZhOSJ9.AjFYqDmEfNdCWIanrhDY2wyuLyDlnmtJ2F7ILjn8PSY" class="fr-fic fr-fil fr-dib" width="983" style="width: 985px; height: 524.393px;" height="524"></p><p><strong><span style="font-size: 10pt;">Fig 4. The Generic Product's Page</span></strong></p><p><br></p><p>Now when you add an Ad-Hoc Product to i.e. a Sales Order, you can set the description, stock location, cost. Just the same way you do with any other Product.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6Ijk2Njg1MjRiLTBlNmItNDdhYi05MWQ3LTJkYWMzZjgzYjU1YSJ9.d4LFcg-_Gnt0OWc4eZIu5y-32TLn06aNN5sUWwHA0kc" class="fr-fic fr-fil fr-dib" width="506" height="732"></p><p><strong><span style="font-size: 10pt;">Fig 5. Adding an Ad-Hoc Product to a Sales Order</span></strong></p>
