Product Groups in HaloPSA

Product groups organize the products that BillingBot bills in HaloPSA (equivalent to "item categories" in Halo). From this screen you can create new groups, see which products each group has, move products between groups, and delete groups or products you no longer need.

When to use this screen

• When you want to create a new group to classify Halo products (for example, separating Microsoft 365 licenses from security licenses).
• When you need to review which products are assigned to a specific group.
• When you want to move one or more products from one group to another.
• When a group or a product has become obsolete and you need to delete it.
• When, from the product mapping screen, you need to quickly reassign the group of a specific product (the "Change Group Halo" dialog).

What it shows

Manage HaloPSA Item Groups

This is the main dialog. It shows:

• A field to type the name of a new group.
• A table ("BillingBot Groups") with all existing groups in Halo, with the columns ID, Group Name and Account Code (associated accounting code).
• Each row of the table has three action buttons: view products, edit, and delete.

Change Group Halo

A simpler dialog, designed to change the group of a specific product from the product mapping screen. It shows:

• A dropdown menu to choose the destination group.
• "Change Group" and "Cancel" buttons.
• A field and button to create a new group without leaving the dialog.

Dialog that opens when you press "Show Products" on a group. It shows:

• A dropdown menu to choose a destination group, with the "Move Selected" button to reassign products.
• A table with the products that belong to the group, with selection checkboxes, ID, Product Name and SKU. A counter indicates how many products are in the group.
• A delete button for each product.

Available actions

In "Manage HaloPSA Item Groups"

• New Group / Save Group button (with + icon): pressing it the first time enables the text field to type the new group's name and the button changes to "Save Group". Pressing it again creates the group in Halo with the default accounting codes and taxes configured in the integration.
• Show Products (eye icon, in each row): opens the products dialog for that group.
• Edit (pencil icon, in each row): button present in the table, currently does not perform any action.
• Delete (trash icon, in each row) ⚠️: permanently deletes the group in Halo, after confirmation. This action cannot be undone.

In "Change Group Halo"

• Select Group menu: chooses the group the product will be moved to.
• "Change Group": confirms the group change and closes the dialog.
• "Cancel": closes the dialog without applying changes.
• New Group / Save Group: same as on the group management screen, allows you to create a new group without closing this dialog.

In "

• Select target group menu: chooses which group the checked products will be moved to.
• "Move Selected": moves all products with the checkbox checked to the chosen group. Requires selecting a destination group and at least one product.
• Delete (trash icon, in each row) ⚠️: permanently deletes the product in Halo, after confirmation. This action cannot be undone.

Step-by-step flow

Create a new group

1. Open "Manage HaloPSA Item Groups".
2. Type the group name in the "Enter group name..." field.
3. Click the button (which now says "Save Group").
4. The system confirms with the message "Successfully created group" and the group is ready to use.

View and move products from a group

1. In the groups table, click the eye icon ("Show Products") in the row of the group you want to review.
2. The dialog opens with the list of products in that group.
3. Check the checkbox of the products you want to move.
4. Choose the destination group in "Select target group".
5. Click "Move Selected". The system confirms with "Products moved to new group" and the products disappear from the current list (because they no longer belong to this group).

Change the group of an individual product (from product mapping)

1. Open "Change Group Halo" for the corresponding product.
2. Choose the new group in "Select Group".
3. Click "Change Group" to confirm, or "Cancel" to exit without changes.

Delete a group

1. In the groups table, click the trash icon in the group's row.
2. Confirm the warning message.
3. The system deletes the group and confirms with "Group successfully removed".

Common errors and how to resolve them

• "Select a group": you tried to move products without choosing a destination group in the dropdown menu. Choose a group before clicking "Move Selected".
• "Select at least one product": you clicked "Move Selected" without checking any product checkbox. Check at least one product and try again.
• Error message when creating a group: Halo rejected the creation (for example, a duplicate name or invalid accounting data). Review the name and the default accounting codes configured in the integration, and try again.
• Error message when deleting a group or product: Halo could not complete the deletion (for example, the group or product is still in use). The system shows the error detail returned by Halo; contact support if it is not clear how to resolve it.
• Unexpected error during deletion or move: the system logs the error internally and shows a generic error message. If it persists, contact support with the detail shown.

Related screens

• Product Mapping
• Assign Product to Halo
• Edit Product Mapping