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Articles on:OneHash CRM | Selling
Selling covers sales operations like quotations, orders and delivery tracking

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  • Setting Up API for GST E-Invoicing
    GSP Credentials Setup Credentials for e-Waybill or e-Invoice on GSP Portal You need to create a new GSP User to generate and avail the features of e-Waybill or e-Invoice using APIs. The following steps will help you create a new user for GSP. Login to the e-Waybill portal using your existing credentials. Go to Registration --For GSP and authenticate yourself with OTP. Add New User. Choose GSP Name as Adaequare Info Private Limited. Enter the appropriate Username and Password andFew readers
  • How to create a quotation?
    During a transaction, a customer might ask for a note in a sales management software outlining the goods or services you intend to give, along with their costs and other conditions.Some readers
  • Sales Order: Prerequisites, Creation and Features
    A sales order serves as a proof of a purchase order from a client and is available in the sales management software. You can turn your quotation into a sales order after receiving confirmation from your client.Popular
  • Creating a Sales Partner
    Sales Partners are people or companies that assist you in getting business. Sales Partners can be represented by different names in OneHash sales management software.Few readers
  • What is a Blanket Order and How to Create a Blanket Order for Sales and Purchase?
    A blanket order in a inventory management software is a request from a client for materials for particular products to be supplied over time at predetermined prices.Few readers
  • Territory Settings
    In OneHash, a Territory is used to classify Customers, Addresses, in accounting management software, and to allocated sales targets.Few readers
  • Sales Reports
    You can examine the sales performance of your business and analyze sales data from various angles to see the performance with our sales management software.Some readers
  • Sales Persons in the Sales Transactions
    In OneHash sales management software, Sales Person master is maintained in tree structure. Sales Person is selectable in all the sales transactions.Few readers
  • Applying Discount
    A Discount can be applied as a percentage or a fixed amount related to the Price List Rate of the Item.Few readers
  • Selling in Different Unit (UoM)
    A UOM is a unit using which an Item is measured. By default, there are many UOMs created in OneHash inventory management software.Some readers
  • Adding Margin
    The following two options available in the accounting management software that allow the user to add the margin to quotation items and sales order items.Few readers
  • Drop Ship feature of OneHash
    Drop shipping is a supply chain management method in inventory management software in which the retailer does not keep goods in stock but instead transfers the customer orders and shipment to manufacturer, or another retailer.Some readers
  • Shipping Rule
    A rule that determines how shipping charges are applied to sales deals in a inventory management software can be defined with the aid of a shipping rule master.Some readers
  • Shipping Rule explained
    Shipping Rule Shipping Rule master helps in defining a rule based on which shipping charge is applied on a sales transactions. Most of the companies (mainly retail) have shipping charge applied based on the invoice total. If invoice value is above certain value, then shipping charge applied are lesser. If invoice value is less, then shipping charges applied are bit more than high shipping charges applied on a high value invoice. You can setup Shipping Rule to address the requirement of varyiFew readers
  • What all you should know about creating an Item Price?
    Item Price Item Price is the record in which you can log the selling and buying rate of an item. There are two ways to reach a new Item Price form: ++Selling/Buying/Stock Items and Pricing Item Price New++ Or ++Stock Item Click on "+" next to Item Price++ Select the Item. The name, UoM and description will be fetched. Select the Price List whether Selling/Buying price or any other price list you may have created. Enter the actual rate iFew readers
  • Selling Settings
    Selling Settings in the sales management software is where you can define properties and validations which will be applied to the masters and transactions involved in the sales cycle.Some readers
  • How to create a Product Bundle?
    A product bundle is a master where you can list already-existing products that are bundled and sold together as a set (or bundle).Some readers
  • Sales Person Target Allocation
    Along with the management of Sales Persons, OneHash sales management software also allows you to assign target Sales Persons.Few readers
  • Sales Taxes and Charges Template
    Sales Orders and Sales Invoices can be made using the templates created from this form in the sales management software.Popular
  • Sales Cycle Settings
    Selling Settings Selling Settings is where you can define properties and validations which will be applied to the masters and transactions involved in the sales cycle. To access Selling Settings, go to: ++Home Selling Settings Selling Settings++ 1. Customer Naming By When a customer is saved, a unique ID is generated for that Customer. By default, Customer ID is generatFew readers

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