<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><span style="font-size: 14px;"><strong>In this guide we will cover:</strong></span></p><p><span style="font-size: 14px;"><strong>- Changing the Product Icon</strong></span></p><p><span style="font-size: 14px;"><strong>- Adding an Image against a Product</strong></span></p><p><span style="font-size: 11pt;"><strong>- </strong><strong>Setting up the Quote Template to Show Product Images</strong></span></p><p><span style="font-size: 14px;"><br></span></p><p><span style="font-size: 18px;"><strong>Changing the Product Icon</strong></span></p><p><span style="font-size: 14px;">To change the image that appears next to the item's name, select the icon next to the name. Now you will be prompted to upload an image for the icon, you can choose from the images on your device.</span></p><p><br></p><p><span style="font-size: 14px;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjU1NDkwYjMzLTVkZTgtNDVjNS1hNGQ0LWFiNWZkOWRkZjU2ZCJ9.Cfo_GAZcqLI_LoD-IcNT17742XFrQxP3V2sR6ux79aA" class="fr-fic fr-fil fr-dib" width="986" style="width: 988px; height: 472.212px;" height="472"></span></p><p><span style="font-size: 10pt;"><strong>Fig 1. Select image icon</strong></span></p><p><span style="font-size: 14px;"><br></span></p><p><span style="font-size: 14px;">Once you have selected an image, hit save, this will now show as the icon for the item.</span></p><p><br></p><p id="isPasted"><span style="font-size: 14px;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjZlZDkwNzQzLTkwMTktNDcxNS1iYjZmLTIxNGMwMjc3NDcwZCJ9.hyLHBuEjRTdrKQMRsXrNgS4qok9lr2jS3ZpXZbDDUd8" width="849" height="474" class="fr-fic fr-dii"></span></p><p><span style="font-size: 10pt;"><strong>Fig 2. Item with new icon image</strong></span></p><p><span style="font-size: 14px;"><br></span></p><p><span style="font-size: 18px;"><strong>Adding an Image against a Product</strong></span></p><p><span style="font-size: 14px;">Adding an image against the product allows you to have this image appear on the quote when this product is added to a quote. </span></p><p><span style="font-size: 14px;"><br></span></p><p><span style="font-size: 14px;">To add an image against a product, head to Products > select a product > Images tab, click on the space under a tab. A pop-up will appear, allowing you to choose an image from your device to upload. </span></p><p><span style="font-size: 14px;"><br></span></p><p><span style="font-size: 14px;">When selected you will be prompted to choose an image to upload, you can choose an image from the images saved to your device. Once an image is selected it will appear in the popup as a preview. Once saved this will upload and appear under the images tab. </span></p><p><span style="font-size: 14px;"><br></span></p><p><span style="font-size: 14px;">Now right click on this image and you will have the option to 'Set as Primary Image'. The primary image is the image that will appear on the quotation.</span></p><p><br></p><p><span style="font-size: 14px;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6Ijc0OWVhMjhmLWVmMTQtNDljYy04MzhhLWQ4ZWE2YjhkYzVjZSJ9.VAMToLfkNM5s6fvKfgsURnv1ixN_ibd1cSuqCpKUKhw" class="fr-fic fr-fil fr-dib" width="985" style="width: 987px; height: 543.246px;" height="543"></span></p><p><span style="font-size: 10pt;"><strong>Fig 3. Set Image against product as primary image</strong></span></p><p><span style="font-size: 14px;"><br></span></p><p><span style="font-size: 14px;">Once an image is set to be the primary image it will have a star against it. </span></p><p><span style="font-size: 14px;"><br></span></p><p><span style="font-size: 14px;"><strong><em>Note: If a product does not have a primary image set then the product logo will be used as the image on the quotation instead. </em></strong></span></p><p><span style="font-size: 14px;"><br></span></p><p id="isPasted"><span style="font-size: 18px;"><strong>Setting up the Quote Template to Show Product Images</strong></span></p><p><span style="font-size: 14px;">Head to Configuration > Reporting > PDF Templates > change entity to "Quotations" > select the template you would like images to appear on > Details Table tab. Here there are two ways you can have images appear on quotes. They can either appear in the same column as the description of the product, or they can appear in their own column. </span></p><p><span style="font-size: 14px;"><br></span></p><p><span style="font-size: 14px;">To have images appear in the description column, enable the setting highlighted in <strong>Fig 4</strong>. </span></p><p><span style="font-size: 14px;"><br></span></p><p><span style="font-size: 14px;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjRhZDZkYzIzLWFjOWUtNGIzYi05MzZkLTRkYzgyOWYxYmI3MCJ9.s6uuED5pJ01JxNfy4RJbe2QVu3MxFNH5QKQ5RF7TNeg" class="fr-fic fr-fil fr-dib" width="981" style="width: 983px; height: 668.613px;" height="669"></span></p><p><span style="font-size: 10pt;"><strong>Fig 4. Show the item primary image alongside the line description</strong></span></p><p><span style="font-size: 14px;"><br></span></p><p><span style="font-size: 14px;">When enabled the image will appear on the quote as shown in <strong>Fig 5</strong>. </span></p><p><span style="font-size: 14px;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImMyYjA1MjYwLTQzNzktNDVmMi1hM2Q1LWM0Mzc5NjdhODgzMyJ9.fiaD-QfiTCVneDdAOuHhO3geyxY5fpsd7ollbCFhf3g" class="fr-fic fr-fil fr-dib" width="994" style="width: 996px; height: 485.065px;" height="485"></span></p><p><span style="font-size: 10pt;"><strong>Fig 5. Item image in quote description</strong></span></p><p><span style="font-size: 14px;"><br></span></p><p><span style="font-size: 14px;">To have images appear in their own column add the 'Primary Image' column to the details table.</span></p><p><br></p><p><span style="font-size: 14px;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjU1NzRkZGQ0LWZlZTItNGEyOS04Mzk1LTUzODJjZDA0ZTM3NSJ9.UxzUGo90WT3XLKE4CCphV14VYFh2Kdp_un7lVO6bNfY" class="fr-fic fr-fil fr-dib" width="992" style="width: 994px; height: 406.278px;" height="406"></span></p><p><span style="font-size: 10pt;"><strong>Fig 6. Primary image column in details table</strong></span></p><p><span style="font-size: 14px;"><br></span></p><p><span style="font-size: 14px;">When added the image will appear in the quote as shown in <strong>Fig 7</strong>. </span></p><p><span style="font-size: 14px;"><br></span></p><p><span style="font-size: 14px;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjRmMjFjNGRjLTk1MTUtNDY5My04MzdlLTFlYjhmMTQ0ZmM1MiJ9.axe9vXjcbjPgayrmFFYUdqJT4CrQaQnCztbAP_X0YTE" class="fr-fic fr-fil fr-dib" width="981" style="width: 983px; height: 468.839px;" height="469"></span></p><p><span style="font-size: 10pt;"><strong>Fig 7. Product Image in own column on quotation </strong></span></p><p><span style="font-size: 14px;"><br></span></p><p><span style="font-size: 14px;">The order of the columns will depend on the order of the column setup in the details table. </span></p>
