HaloITSM Guides
Documentation to assist with the setup and configuration of the HaloITSM platform
Guides > Asset Groups
Asset Groups
Asset Group Creation Variables
| Field | Type | Description |
| Name | Free Text | Determines the name of the Asset Group as it appears elsewhere throughout the system. The assets area can be viewed using the "Assets by Group" option, this will display all asset groups. |
| Sequence in lists | Integer | This will determine the position of this Group in lists elsewhere throughout the system. |
| Notes | Free Text | Allows you to add additonal notes regarding this Asset Group |
| Use for Assets | Checkbox | When selected, this group will be present in the 'Assets' module |
| Use for Items | Checkbox | When selected, this group will be present in the 'Products' module |
| Terms and Conditions | Free Text | Allows you to enter Terms & Conditions applicable to Assets found within this group. |
| Income Account | Single Select | This will be the default Income Account associated with the Assets in this Group. |
| Expense Account | Single Select | This will be the default Expense Account associated with the Assets in this Group. |
| Tax Code (Sales) | Single Select | This will be the default Sales Tax Code applied to Items in this Asset Group. |
| Tax Code (Purchases) | Free Text | This will be the default Purchase Tax Code applied to Items in this Asset Group. |
| Products in this group can not be consigned yet | Checkbox | When checked, should an Item belong to this Asset Group, it will be unable to be consigned. It will need moving out of the group in order to do so. |
| Class for Invoice reporting/tracking | Free Text | This Class will be added to other Classes set at Customer, Product Group and Product, separated with a colon. |
| Quickbooks Online Product Type | Single Select | Items and Assets in this Group will be marked as this Product Type in Quickbooks. |
Popular Guides
- Asset Import - CSV/XLS/Spreadsheet Method
- Call Management in Halo
- Creating a New Application for API Connections
- Creating Agents and Editing Agent Details
- Departments and Teams
- Halo Integrator
- Importing Data
- Multiple New Portals with different branding for one customer [Hosted]
- NHServer Deprecation User Guide
- Organisation Basics
- Organising Teams of Agents
- Step-by-Step Configuration Walk Through
- Suppliers
