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 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

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 5

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 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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