Question 1

Connect with OneHash via Rest APIs

Accepted Answer

REST API

Q: The Terms and Conditions Template: Get to know more about the T&C of a service/product offered

<h3 id="termsandconditions">Terms And Conditions</h3> Terms and conditions contain the terms and conditions of a service/product offered by a seller to a buyer. Each Quotation/Sales Order must ideally contain a set of terms of your contract. Terms and conditions are usually included to define terms of service, conditions for using any service or to even limit responsibilities of the seller in case any harm is caused to the buyer due to using the provided goods or services. It is usually a good idea to make template(s) of your Terms and Conditions so that you have a standard set of terms. To access Terms and Conditions template go to: ++Home &gt; Selling &gt; Terms and Conditions Template++ <h6 id="howtocreatetermsandconditionstemplate">How to create Terms and Conditions Template</h6> <ul> <li>Go to the Terms and Conditions Template list, click on New.</li> <li>Add the Terms and Conditions.</li> </ul> <img src="https://storage.crisp.chat/users/helpdesk/website/6f1c2c7b8034d000/image_14pxjyp.png" alt="" /> | 1. Select in Transaction In transactions, you will find a section of Terms and Conditions where you will be able to search and fetch the required Terms and Condition master. <img src="https://storage.crisp.chat/users/helpdesk/website/6f1c2c7b8034d000/1151_24w1ji.jpg" alt="" /> | 2. Terms and Conditions when printing Once the Terms and Conditions are set in a Sales/Purchase transaction, it will appear when printing: <img src="https://storage.crisp.chat/users/helpdesk/website/6f1c2c7b8034d000/1152_y6vxsu.png" alt="" /> | 3. What should Terms and Conditions contain? Here are some common topics that Terms an

OneHash generates REST API for all of your DocTypes out of the box and can be used to seemless integration with other systems.

Authentication

There are two ways to authenticate through REST API. Token based authentication and password based authentication.

1. Token Based Authentication

A token is a pair of API Key and API Secret. First, you must create an API User and then generate the keys in the API Access section in the User form.

|| The token is generated by concatenating apikey and apisecret with a colon : Pass the string token apikey:apisecret to the Authorization header in the request.

fetch ("http://<base-url>/api/resource/:doctype', {
headers: {
"Authorization" : ‘token api_key:api_secret'
}
})
.then(r => r.json())
.then(r => {
console. log (x) ;
})
```


###### 2. Password Based Authentication

Password based authentication relies on cookies and session data to maintain authentication in subsequent requests. In most cases, the library you are using to issue REST calls will handle session data, but if it doesn't you should use Token based authentication.

fetch ('http:///api/method/login', { method: 'POST', headers: { 'Accept': ‘application/json', 'ContentType': 'application/json', }, body: JSON. stringify({ usr: ‘username or email’, pwd: 'password' }) }) .then(r => r.json()) .then(r => { console. log (x) ;

}) ```

Listing Documents

To get a list of records of a DocType, send a GET request at /api/re

Question 2

Everything you should know about creating a Sales Invoice

Accepted Answer

Sales Invoice

A Sales Invoice is a bill that you send to your Customers against which the Customer makes the payment.

Sales Invoice is an accounting transaction. On submission of Sales Invoice, the system updates the receivable and books income against a Customer Account.

To access the Sales Invoice list, go to:

++Home > Accounting > Accounts Receivable > Sales Invoice++

| Prerequisites

Before creating and using a Sales Invoice, it is advised to create the following first:

Item
Customer
Optional:

| How to create a Sales Invoice

A Sales Invoice is usually created from a Sales Order or a Delivery Note. The Customer's Item details will be fetched into the Sales Invoice. However, you can also create a Sales Invoice directly, for example, a POS invoice.

To fetch the details automatically in a Sales Invoice, click on the Get Items from. The details can be fetched from a Sales Order, Delivery Note, or a Quotation.

For manual creation, follow these steps:

Go to the Sales Invoice list and click on New.
Select the Customer.
Set

Question 3

Get to know everything about setting up a company in OneHash CRM

Accepted Answer

Company Setup

A business is a legal organization formed for commercial and industrial objectives with an alliance of individuals of a similar mindset.

In OneHash, the first Company is created when an account is set up in our system. You can set a domain for your Company, like manufacturing, retail, or services depending on the nature of your business activity.

If you have more than one company, you can add them from:

++ Home > Accounting > Company++

| Creating a New Company

Go to the Company list, and click on New.
Enter the Name, Abbreviation, and Default Currency of the company.
Click Save.

An abbreviation for your company is created by default, for instance, FT for Frappe Technologies. The abbreviation will also appear in your company’s various Accounts, Cost centers, Taxes Templates, Warehouses, etc. You can also attach a company logo and add a description of your choice.

| Company Tree

Let's assume you run a group of companies, some may be larger companies and some may be smaller that are a part of the larger ones. In OneHash CRM, you can set up multiple companies under one name. The company structure can be parallel, i.e., sister companies, parent-child companies, or a combination of both. A parent company is a larger organization that consists of one or more child companies. A child company is a subsidiary of the parent company.

Th

Question 4

The Terms and Conditions Template: Get to know more about the T&C of a service/product offered

Accepted Answer

Terms And Conditions

Terms and conditions contain the terms and conditions of a service/product offered by a seller to a buyer.

Each Quotation/Sales Order must ideally contain a set of terms of your contract. Terms and conditions are usually included to define terms of service, conditions for using any service or to even limit responsibilities of the seller in case any harm is caused to the buyer due to using the provided goods or services. It is usually a good idea to make template(s) of your Terms and Conditions so that you have a standard set of terms.

To access Terms and Conditions template go to:

++Home > Selling > Terms and Conditions Template++

How to create Terms and Conditions Template

Go to the Terms and Conditions Template list, click on New.
Add the Terms and Conditions.

| 1. Select in Transaction In transactions, you will find a section of Terms and Conditions where you will be able to search and fetch the required Terms and Condition master.

| 2. Terms and Conditions when printing Once the Terms and Conditions are set in a Sales/Purchase transaction, it will appear when printing:

| 3. What should Terms and Conditions contain?

Here are some common topics that Terms an

Question 5

How to create and configure the Email Account?

Accepted Answer

Email Account

You can sync your email account with OneHash to send and receive emails from OneHash .

You can manage multiple incoming and outgoing Email Accounts in OneHash . There has to be at least one default outgoing account and one default incoming account. If you are on the OneHash cloud, the default outgoing email is set by us.

To access Email Accounts, go to:

++Home > Settings > Email Account++

| Prerequisites

Before creating an Email Account, you need an Email Domain. However, you can skip creating an Email Domain if you're using one of the following services.

Gmail
Yahoo
Sparkpost
SendGrid
Outlook.com
Yandex.mail

| How to create an Email Account

Go to the Email Account list, click on New.
Enter the email address with the domain. Domains need to be created in order to create an email account. You don't need to create a domain if you're syncing an email from certain providers as listed here.

Gmail
Yahoo
Sparkpost
SendGrid
Outlook.com
Yandex.mail

Enter the email account password.
Save. If the credentials are correct, the email account will be synced.

||| Note: For some services like Gmail, you may need to turn on the settings to allow less secure apps.

Additional options when creating an Email Account

Use Different Email Login ID: To use an altern

Question 6

Sales Taxes and Charges Template

Accepted Answer

Sales Taxes and Charges may be applied to any item you sell.

The templates created from this form can be used in Sales Orders and Sales Invoices.

For Tax Accounts that you want to use in the tax templates, you must set the Account Type field as 'Tax' for that particular account. The way OneHash sets up taxes is via templates. Other types of charges that may apply to your invoices (like shipping, insurance etc.) can also be configured as taxes.

To know about setting up taxes visit this page.

To access Sales Taxes and Charges Template, go to:

++Home > Selling > Settings > Sales Taxes and Charges Template++

| How to add Sales Taxes/Charges via a template

Before creating a new template, note that templates are already created for many of the commonly used taxes.

Go to the Sales Taxes and Charges Template list, click on New.
Enter a title name for the Tax.
Under type, set on what the tax will be calculated and the tax rate. There are five options under type for which tax will be calculated. -> Actual: You can directly enter the amount for the expense. -> On Net Total: On the net total of all the items. -> On Previous Row Amount: This is for compounding the charges. For example, cess charges over the amount to which tax was already applied in the previous row. -> On Previous Row Total: Same as above but applied on the total bill and not just the amount of an item. -> On Item Quantity: Tax will be

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