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OneCRM | Buying
Manage purchasing in OneHash right from material requisition, supplier quotes to Purchase Orders
How to create a Request for Quotation?
Request for Quotation A Request for Quotation is a document that an organization sends to one or more suppliers asking a quotation for items. To access Request for Quotation, go to: ++Home > Buying > Purchasing > Request for Quotation++ Before creating and using a Request for Quotation, it is advised that you create the following first: [Supplier](https://help.onehash.ai/en/ar
How to create a Purchase Order?
Purchase Order A Purchase Order is a binding contract with your Supplier that you promise to buy a set of items under given conditions. It is similar to a Sales Order but instead of sending it to an external party, you keep it for internal records. ++Home > Buying > Purchase Order++ Before creating and using a Purchase Order, it is advised that you create the following first: *
How to add Purchase Taxes and Charges Template?
Purchase Taxes and Charges Template Purchase Taxes and Charges may be applied to any item you buy. The Purchase Taxes and Charges Template is similar to the Sales Taxes and Charges Template. The templates created from this form can be used in Purchase Orders and Purchase Invoices for internal records. 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. To access Purchase Taxes and Charges Template, go to:
How to create a Supplier?
Supplier Suppliers are companies or individuals who provide you with products or services. To access the Supplier list, go to: ++Home > Buying > Supplier > Supplier++ Go to the Supplier list and click on New. Enter a name for the supplier. Select the supplier group whether Pharmaceutical, Hardware etc. Save. The options to Warn RFQs, POs, Prevent RFQs, POs
Creating a Supplier Quotation
Supplier Quotation A Supplier Quotation is document by a potential supplier specifying the cost of goods or services they'll provide within a specified period. A Supplier Quotation may also contain terms of sale, terms of payment, and warranties. Acceptance of quotation by the buyer can be considered as an agreement binding on both parties. To access Supplier Quotation, go to: ++Home > Buying > Supp
What is a Supplier Scorecard?
Supplier Scorecard A Supplier Scorecard is an evaluation tool used to assess the performance of suppliers. Supplier scorecards can be used to keep track of item quality, delivery, and responsiveness of suppliers across long periods of time. This data is typically used to help in purchasing decisions. A Supplier Scorecard is manually created for each supplier. To access Supplier Scorecard, go to: ++Home > Buying > Supplier Scorecard > Supplier Scorecard++ Before cr
Buying Settings Buying Settings is where you can define properties which will be applied in the Buying module's transactions. You can find Buying Settings at: ++Home > Buying > Settings > Buying Settings++ Let us look at the various options that can be configured: 1.1 Supplier Naming By When a Supplier is saved, system generates a unique identity or name for that Supplier which
Creating a Supplier Group
Supplier Group Supplier Group is an aggregation of suppliers that are similar in some way. A supplier may be distinguished from a contractor or subcontractor, who commonly adds specialized input to deliverables. A supplier is also known as a vendor. There are different types of suppliers based on the goods and products they supply. OneHash allows you to create your own categories of suppliers. These categories are known as Supplier Groups. For example, if your suppliers are mainly pharmace
Maintaining Supplier's Item Code in the Item Master
Maintaining Supplier's Item Code in the Item Master For each item, code assigned might differ from the code your supplier has given to that same item. OneHash allows you to track Supplier's Item Code in the item master. Also you can fetch Supplier's Item Code in your purchase transactions, so that they can easily recognize item referring to their Item Code. In the Item master, under Supplier Details section, enter Item Code as given by the Suppli
Purchasing in Different Unit
Purchasing in Different Unit (UOM) Each item has stock unit of measurement (UOM) associated to it. For example UOM of pen could be numbers (Nos) and sand could be stocked kgs. However, when we place an order with Supplier, UOM for an item could change. Like we can order 1 set/box of Pen, or one truck of sand to our Supplier. When creating purchase transaction, you can change Purchase UOM for an item. Scenario: Item Pen is stocked in Nos, but purchased in Box. Hence we will make Purchase
Amending Purchase Order after Submit
Amending Purchase Order after Submit Rate and Qty in Purchase Order can now be amended after Submit using the Update Items button. To Update Rate and Qty in a Submitted Purchase Order, click on the Update Items button. A dialog will pop up to let you make the change. Please Note the following validations and usecases: Update Features checks if Purchase Order has Purchase Receipt and Purchase Invoic
Procurement Tracker Report
Procurement Tracker Report This report lists all the transactions related to goods that are currently in the process of procurement. To access this report, go to: ++ Home > Buying > Procurement Tracker ++ The procurement tracker allows a user to monitor the process of obtaining goods. It provides information about the user requesting the purchase, the warehouse it was requested from, along with the quantity of the requested item. It also provides a comparison between the estimated cost of