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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
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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
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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
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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: 
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
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Adding Margin
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
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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
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Shipping Rule
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
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Selling 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++ Customer Defaults Let's see each option available under Selling Settings in OneHash. 1. Customer Naming By When a customer
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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
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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
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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](
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