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

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:

| 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.

The company tree view disp

Question 4

Creating a Delivery Note

Accepted Answer

Delivery Note

A Delivery Note is made when a shipment is shipped from the company’s Warehouse to the customer.

A copy of the Delivery Note is usually sent with the transporter. The Delivery Note contains the list of Items that are sent in the shipment and updates the inventory. The Delivery Note is an optional step and a Sales Invoice can be created directly from a Sales Order.

To access the Delivery Note list, go to:

++Home > Stock > Stock Transactions > Delivery Note++

| Prerequisites

Before creating and using a Delivery Note, it is advised that you create the following first:

Sales Order

|| Note: From version-13 onwards we have introduced immutable ledger which changes the rules for cancellation of stock entries and posting backdated stock transactions in OneHash. Learn more here

| How to create a Delivery Note

The entry of the Delivery Note is very similar to a Purchase Receipt. It is usually created from a “Submitted” Sales Order (that is not shipped) by clicking on Create > Delivery.

To create a Delivery Note manually (not recommended), follow these steps:

Go to the Delivery Note list, click on New.
The Customer and Item details can be fetched by clicking on 'Get Items from > Sales Order'.
The UOM

Question 5

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 and Conditions should contain:

Validity of the offer.
Payment Terms (In Advan

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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