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OneCRM | Selling
Selling covers sales operations like quotations, orders and delivery tracking
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 generat
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 i
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 varyi
How to create a quotation?
Quotation A quotation is an estimated cost of the products/services you're selling to your future/present customer. During a sale, a customer may request for a note about the products or services you are planning to offer along with the prices and other terms of engagement. This has many names like "Proposal", Estimate", "Pro Forma Invoice" or a Quotation. To access the Quotation list, go to: ++Home > Selling >Sales>Quotation++ A typical sales flow looks like: !(https://storag
Sales Order: Prerequisites, Creation and Features
Sales Order A Sales Order is a confirmation of an order from your customer. It is usually a binding Contract with your Customer. Once your customer confirms the Quotation you can convert your Quotation into a Sales Order. To access Sales Order, go to: ++ Home > Selling > Sales > Sales Order ++ Before creating and using a Sales Order, it is advised that you create the following
Creating a Sales Partner
Sales Partner Sales Partners are people or companies that assist you in getting business. Sales Partners can be represented by different names in OneHash. You can call them Channel Partner, Distributor, Dealer, Agent, Retailer, Implementation Partner, Reseller, etc. For each Sales Partner, you can define a commission rate. When a Sales Partner is selected in transactions, their commission is calculated over Net Total of Sales Order/Invoice or Delivery Note. To access Sales Partner, go to:
What is a Blanket Order and How to Create a Blanket Order for Sales and Purchase?
Blanket Order A Blanket Order is an order from a customer to supply materials for specific items over a period of time at pre-negotiated rates. From a blanket order, sales orders can be generated as per the delivery schedule provided by the customer. Blanket orders help customers avoid storing materials in huge quantities while allowing them to take advantage of fixed rates by committing volumes within a specific time period. To access Blanket Order, go to: ++Home > Selling > Sales > Bla
Territory A Territory is a geographical region you do business in. In OneHash, a Territory is used to classify Customers, Addresses, in accounting report, and to allocated sales targets. To access the Territory list, go to: ++Home > Selling > Settings > Territory++ Go to the Territory list, click on New. Tick 'Group Node' if there'll be sub-territories under this Territory. For example, France is a group Territory and Paris is a sub-territory.
Sales Reports You can view your company's sales performance, analyze sales data in different views to see the sales performance. With filters, you can dynamically change what is displayed. There are three window areas that make up the Sales Analytics Report-The Filter Toolbar Window, the Graph Window and the Data Window shown as follows: These analytics can be found under: ++Home > Selling > Key Reports++ 1. Sales Analytics Report Go to Selling > Analytics > Sales Analytics. The
Sales Persons in the Sales Transactions
Sales Persons in the Sales Transactions In OneHash, Sales Person master is maintained in tree structure. Sales Person is selectable in all the sales transactions. Sales Persons can be updated in the Customer master as well. On selection of Customer in the transactions, Sales Persons as updated in the Customer will fetch into sales transaction. Sales Person Contribution If more than one sal
Applying a Discount There are several ways to apply a Discount on an item in a sales transactions. This can be done in all sales and purchase transactions. You can find the Discount field in the Item table of a transaction, click on the downward arrow at the right-hand side of a row. A Discount can be applied as a percentage or a fixed amount related to the Price List Rate of the Item. !(https://storage.crisp.chat/users/helpdesk/website/6f1c2
Selling in Different Unit (UoM)
Unit of Measure (UOM) A UOM is a unit using which an Item is measured. By default, there are many UOMs created in OneHash. However, more can be added depending on your business use case. In the UOM there is an option 'Must be Whole Number'. If this is checked, you cannot use fraction numbers in this UOM. Managing Fractions in UOM UOM stands for Unit of Measurement. Few examples of UOM are Numbers (Nos), Kgs, Litre, Meter, Box, Carton etc. There are few UOMs which cannot have
Adding Margin User Can apply the margin on Quotation Item and Sales Order Item using following two options. 1)Price Rule: With the help of this method user can apply the margin on Quotation and Sales Order based on condition. You can find the section margin on pricing rule where a user has to select the type of margin whether it is Percentage or Amount and Rate or Amount. The system will apply the margin on quotation item and sales order item if pricing rule is enabled. To setup Pricing Rule
Drop Ship feature of OneHash
Drop Ship Drop shipping is a supply chain management technique in which the retailer does not keep goods in stock. Instead they transfer customer orders and shipment details to either the manufacturer, another retailer, or a wholesaler, who then ships the goods directly to the customer In OneHash, you can create a Drop Shipping by creating Purchase Order against Sales Order. ++Selling > Documents > Sales Order > Purchase Order++ Setup on Item Master Set **Delivered by Supplier (D
Shipping Rule Using Shipping Rule you can define the cost for delivering the product to the customer the supplier. You can define different shipping rules or a fixed shipping amount for the same item across different territories. To access Shipping Rule, go to: ++Home > Selling > Items and Pricing > Shipping Rule++ Go to the Shipping Rule list, click on New. Enter the Shipping Rule label, for example 'Priority Shipping' or 'Next Day Shipping
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++ Customer Defaults Let's see each option available under Selling Settings in OneHash. 1. Customer Naming By When a customer
How to create a Product Bundle?
Product Bundle A Product Bundle is a master where you can list existing items which are bundled together and sold as a set (or bundle). For instance, when you sell a smartphone, you need to ensure that the charger, cable, and sim ejector pin are delivered with it and stock levels of these items get affected. To address this scenario, you can create a Product Bundle for the main item, i.e. smartphone. Then list deliverable items i.e. smartphone + charger + cable + sim ejector pin as so-cal
Sales Person Target Allocation
Sales Person Target Allocation It is the assignment of Sales Persons to an item or a territory. Along with the management of Sales Persons, OneHash also allows you to assign target Sales Persons based on Item Group and Territory. Based on target allocated and actual sales booked by Sales Person, you will get the Target Variance Report for the Sales Person. 1.1 Open Sales Person's Master To allocate target, you need to open specific Sale
Sales Taxes and Charges Template
Sales Taxes and Charges may be applied to any item you sell. The templates created from this form can be used in Sales Orders and Sales Invoices. 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. The way OneHash sets up taxes is via templates. Other types of charges that may apply to your invoices (like shipping, insurance etc.) can also be configured as taxes. To know about setting up taxes visit [this](