• Skip to primary navigation
  • Skip to main content
  • Skip to footer
  • Skip to custom navigation

HaloITSM

  • Features
  • Solutions
    • By Sector
      • Public Sector

        Reduce overheads and deliver an intuitive experience for your users.

      • Education

        Deliver an exceptional service experience to students, faculty and staff.

      • Financial Services

        Deliver secure, auditable IT Service Management throughout the organisation.

      • Healthcare

        Centralise and streamline your processes.

      • All Sectors →
    • By Use
      • IT Service Management

        Empower your IT team to deliver rapid, efficient ITIL-aligned service.

      • HR Service Management

        Automate, connect and improve your HR service delivery.

      • Facilities Service Management

        Manage your Facilities department with our all-in-one software for resource booking, maintenance, asset management and much more.

      • Enterprise Service Management

        Extend service management throughout the organisation.

      • Service Providers

        Manage your MSP business with our all-in-one platform and transform how you deliver services to customers.

    • Resources
      • Compare ITSM Tools
      • Integrations
  • Case Studies
  • Pricing
  • Contact Us
  • Start trial
  • Schedule a demo

HaloITSM Guides

Documentation to assist with the setup and configuration of the HaloITSM platform

Guides > Suppliers

Suppliers




The suppliers area is a fully integrated section involving the ticketing section, billing, assets and much more.


The Suppliers Area



Clicking into here will first display a list of all of your suppliers and, if used, any top levels for organising these.


Consulting a Supplier in a Ticket


In any ticket you can click the "Log to Supplier" action, this will link the ticket to a supplier (and email them should you wish to do so) and notes the supplier reference which your agents should supply.


  1. Click Log to Supplier.
  2. This will bring up the list of fields to populate.
    •  Important here are the Supplier and Supplier Reference (Supplier Ref)
  3. Select the Supplier.
  4. Input the reference.
  5. Click send to bring up the email preview screen.
  6. Review, amend and send when correct.
  7. Alternatively if you do not wish to send an email, click the envelope icon.


When a supplier is selected, this will populate the Email To field to the email listed in their record.



Any correspondence now containing the supplier reference in the format you have specified will be logged to the ticket. This ensure that correspondence between you and your suppliers are linked to the tickets in question.


Modifying/Adding in a Supplier


  1. Click New or modify existing.
    • If modifying, click "Edit" in the top left.
  2. Fill in the details as necessary including all of the contact info.
  3. Under the settings tab is how your suppliers are used to match. 
    • Email
      • When a domain name is written here, emails will be noted as supplier updates when matched.
      • Email start tag and end tag are the same in functionality as the ones you specify in your incoming Email Settings.
      • Email template should be selected also if a bespoke one is needed.
    • Billing
      • Input any relevant accounts ID here.
    • Service Level Agreement 
      • These are referring to the SLA you have agreed with your supplier and this is set against a contract.
  4. Click Save.


Adding Contracts, Assets, Items and Documents


To add any one of these head into the relevant tab for the supplier in question and clicking new in the top right will create a new object in question. Follow the setup and click save to add.



You can also link any existing Contract, Asset etc by heading into the object's configuration and add the supplier in here.

Thus linking an Asset to a supplier.


Popular Guides

  • Asset Import - CSV/XLS/Spreadsheet Method
  • Call Management in Halo
  • Creating Agents and Editing Agent Details
  • Departments, Teams and Roles
  • Importing Data
  • Multiple New Portals with different branding for one customer [Hosted]
  • Organisation Basics
  • Organising Teams of Agents
  • Step-by-Step Configuration Walk Through
  • Suppliers
  • Syncing Exchange Calendars

Footer

Company

  • Contact Us
  • Careers
  • Channel Partners
  • Technology Partners
  • Global Impact
  • Referral Program

HaloITSM

  • Features
  • Integrations
  • Mobile Apps
  • Pricing
  • Onboarding Process
  • Blog
  • Roadmap
  • Guides

Key Features

  • Incident Management
  • Problem Management
  • Change Control
  • Configuration Management
  • ITIL Service Catalogue
  • Knowledge Management

Compare ITSM

  • ServiceNow Alternative
  • FreshService Alternative
  • TOPdesk Alternative
  • Cherwell Alternative
  • Axios Alternative
  • Hornbill Alternative
  • Ivanti Alternative
  • ManageEngine Alternative
  • Spiceworks Alternative

Social

  • Terms and Conditions
  • Privacy Policy
  • Security