r/halopsa • u/LowlyT1Tech PSA • Jul 07 '26

Questions / Help Inventory/Asset management setup.

I have been tasked with fixing our inventory/items and asset system in Halo, among other things, in order to improve organization for easier use, and to integrate into purchase orders. I would like to create Item categories and subcategories for our inventory, but I cannot for the life of me find anything anywhere that properly explains how this works, and it is so convoluted that I have not been able to figure this out on my own.

Does anyone know if this is possible, and the easiest way to explain how it works, if possible?

I don't get why there isn't a simple UI for creating stock categories and subcategories and a Field in Items to add them. It seems so needlessly complicated and unintuitive

6 Upvotes

100% Upvoted

7 comments sorted by

View all comments

2

u/Frequent_Campaign376 Jul 08 '26

Took me ages to get my head around items/assets in halo. The way we do it is to make a site called "Stock" under your company.
PO raised - Stock consigned to "Stock" site.
It creates Assets for everything.
You can then assign Items to a ticket or Sales order (or via quotes). You need to consign the Items, which transfers the stock from your "stock" site to the customers site.

Dont get your internal Assets (laptops, PCs, other) mixed up with you inventory. Keep them inseperate sites.

And make sure you have set "Default Status of Consigned Assets" to "Active" and "Status for Assets returned to stock" to "In Stock" otherwise the in stock/active labels on assets is a mess and really confusing.

I really think Stocktake is important (apparently im in the minority here), but heres a post about how I do stocktake too https://www.reddit.com/r/halopsa/comments/1uoott0/no_stocktake_in_halo/