Question 1

Connect with OneHash via Rest APIs

Accepted Answer

REST API

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.

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.

Listing Documents

To get a list of records of a DocType, send a GET request at /api/resource/:doctype. By default, it will return 20 records and will only fetch the name of the records. GET /api/resource/:doctype

Response

You can specify which fields to fetch in the fie

Question 2

Item: Prerequisites, Creation, Features

Accepted Answer

Item

An Item is a product or a service offered by your company.

The term Item is also applicable to raw materials or components of products yet to be produced (before they can be sold to customers). OneHash allows you to manage all sorts of items like raw-materials, sub-assemblies, finished goods, item variants, and service items.

OneHash is optimized for itemized management of your sales and purchase. If you are in services, you can create an Item for each service that you offer. Completing the Item Master is very essential for the successful implementation of OneHash .

To access the Item list, go to:

++Home > Stock > Items and Pricing > Item++

Prerequisites

Before creating and using an Item, it is advised that you create the following first:

How to create an Item

Go to the Item list, click on new.
Enter an Item Code, the name will be auto-filled the same as Item Code on clicking inside the Item Name field.
Select an Item Group.
Enter the opening stock units and standard selling rate.
Save.

| Item Properties

Item Name: Item name is the actual name of your product or service.
Item Code: Item Code is a short-form to denote your Item. If

Question 3

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

Accepted Answer

Company Setup

A company is a legal entity made up of an association of people for carrying on a commercial or industrial enterprise.

In OneHash, the first Company is created when an OneHash account is set up. For each Company, you can set a domain as 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, click on New.
Enter the name, abbreviation, and default currency for the company.
Save. The abbreviation for your company is created by default. For example, FT for Frappe Technologies. The abbreviation also appears in various accounts, cost centers, taxes templates, warehouse, etc, of your company. You can also attach a company logo and add a description for the company.

| 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 companie(s). In OneHash CRM, you can set up multiple companies. 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 which consists of one or more child companies. A child company is a subsidiary of a parent company. The company tree view displays the overall structure of your companies.

Question 4

Using Data Import

Accepted Answer

Data Import lets you import records from a CSV/Excel file.

To begin importing data, go to: ++Home > Settings > Import Data++

Or go to the Transaction you want to import and click on Menu > Import

${color}[#e01518](Before using Data Import ensure that you have all of your data ready.)

1. Inserting New Records

Let's say you want to import the list of Customers from your old system into OneHash. The first step is to download a template in which we can enter our data.

1.1 Downloading the Template

Go to Customer List, click on Menu > Import. Click on New.
Select Import Type as Insert New Records.
Click on Save.
Now, click on Download Template.
While inserting new records, the template should be blank. If you have a few Customers in your system, you can select Export Type as "5 Records" to see the format in which you have to enter the data in the template.
Select the File Type of the export template.
Select the fields that you want to fill in as the Customer details.
Click on Export.

1.2. Entering Data in the Template

Your downloaded template will look something like this:

Open the downloaded template in a spreadsheet application (like

Question 5

The What and Why of OneHash CRM

Accepted Answer

| Complexities that SMEs Face

Have to do accounts to track their sales/purchases.
Have to do their taxes.
Have to pay their employees.
Have to manage deliveries within promised timelines.
Have to deliver quality goods and services.
Have to communicate with customers, answer their queries.

OneHash CRM being a one stop solution

• Affordability: It is a Free and Open Source Software, freely available to download and install. • Completeness: All necessary modules are available Full List. • Customization: It is easy to add fields, or add more features. • Efficiency: Computing requirements are relatively low (cheaper to host and manage). • Wholesomeness: A single system and database that allows multiple users to record transactions or extract data simultaneously.

| Understanding OneHash CRM

OneHash CRM is a full-featured business management solution that helps SMEs to record all their business transactions in a single system. With OneHash CRM, SMEs can make informed, fact-based, timely decisions to remain ahead in the competition. It serves as the backbone of a business adding strength, transparency, and control to your growing enterprise.

| Benefits of using OneHash CRM:

• Track all invoices and payments. • Know what quantity of which product is available in stock. • Identify and track your key performance indicators (KPI's). • Identify open customer queries. • Manage employee payroll. • Assign tasks and follow up on them. • Ma

Question 6

Non Profit : Member and Membership

Accepted Answer

Member

The Member doctype allows you to record the Member details for a Membership.

Members are simply contacts in your OneHash database with one or more memberships. The contact may be an individual, a household, an organisation, or some other contact sub-type, but it is always a contact to which a membership is applied.

To create new Member go to:

++Non Profit > Member > New++

Email: Email field is the id of Member doctype.

Membership Type: Membership Type is link field to Membership Type Doctype. Member can select Available Doctype.

Membership Expiry Date: This Field fetch membership end date details from membership doctype.

Address and Contact Section: This Section linked to address and contact doctypes.

Membership

The Membership doctype allows you to record membership details for the Member.

Membership is a term which refers to any organization that allows people to subscribe, and often requires them to pay a membership fee or "subscription".

To create new Membership go to:

++Non Profit > Membership > New++

Member: Member is a link field fetch member details from Member doctype.

Membership Status: Membership Status is a select field which contains New, Current, Expired, Pending and Cancelled.

Membership Date Details section: This secti

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