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OneHash CRM Selling

OneHash CRM Selling helps manage leads, track sales opportunities, send professional quotations, and close deals efficiently—streamlining your entire sales process on one powerful platform.
By Frappe Content licensed CC-BY-SA 3.0
• 32 articles

Tax Rule

Tax Rule A Tax Rule automatically applies taxes to transactions based on preset rules. You can define which Tax Template must be applied on a Sales / Purchase transaction using Tax Rule. This is decided by various factors like Customer, Customer Group, Supplier, Supplier Group, Item, Item Group or a combination of these. To access the Tax Rule list, go to: | Home > Accounting > Taxes > Tax Rule 1. Prerequisites Before creating and using a Tax Rule, it is advised to create the following first: 1. Sales Taxes and Charges Template Or 1. Purchase Taxes and Charges Template 2. How to create a Tax Rule - Go to the Tax Rule list and click on New. - Under Tax Type select whether the tax will be applied at Sales or Purchase. - Select the Tax Template to be applied. - Save. You can list Items online using the Website module. Selecting 'Use for Shopping Cart' will use this Tax Rule for Shopping Cart transactions also. ||| Note: It is advised to not use the Sales/Purchase Template selected here in Item Tax Template, it may cause interference. If you want to use same tax rates for Tax Rule and Item Tax Template, use a different name for the Sales/Purchase Tax Templates. 3. Features **3.1 Auto applying Tax Rule based on Customer/Supplier ** Select a Customer/Supplier if tax is to be applied for a specific party. Leave it as All Customer Groups/All Supplier Groups if this Tax Rule is applicable to all Customers/Suppliers. On selecting a Customer/Supplier their Billing and Shipping addresses will be fetched if saved in the Customer/Supplier master. **3.2 Auto applying Tax Rule based on Item / Item Group ** On setting an Item or Item group in the Tax Rule, this Tax Rule will automatically be applied to new transactions that have the selected Item/Item Group. **3.3 Setting a Tax Category ** Setting a Tax Category allows applying multiple Tax Rules to a transaction based on different factors. **3.4 Validity ** Set a Start and End Date if the tax is to be applied only for a specified period. Leaving both dates blank will result in the Tax Rule to have no time limits. **3.5 Priority ** Setting a priority number here will decide on which order a Tax Rule will be applied in case multiple Tax Rules have similar criteria. '1' is the highest priority, '2' has lesser priority and so on. 4. How does Tax Rule Work? Let us configure Tax Rule so that system automatically applies specific tax rates when a specific condition matches. For example, if the city in the billing address of customer is 'Malibu' then a 6.25% of state tax, 1% of county tax and 2.25% of district tax should be applied. Create a Sales Taxes and Charges Template as shown below. Create a Tax Rule as shown below. Once you select a customer and a billing address of that customer with city as 'Malibu', system automatically applies the appropriate taxes. Related Topics - Pricing Rule - Item Tax Template - Tax Category - Customer - Supplier

By Frappe Content licensed CC-BY-SA 3.0
• Last updated on Jun 18, 2025

Tax Category

Tax Category A Tax Category allows applying one or more Tax Rules to transactions based on various criteria. If you want to apply different kinds of taxes based on Tax Categories, create Tax Categories from: | Home > Accounting > Taxes > Tax Category 1. Prerequisites Before creating and using a Tax Category, it is advised to create the following first: 1. Tax Rule 2. How does a Tax Category work Creating a Tax Category is simple, go to the Tax Category list, click on New and enter a name. - A Tax category can be linked to one or more Tax Rule. - This Tax Category can be assigned to a Customer, so when that Customer is selected, the Tax Category will be fetched. This also applies in case of a Supplier. - This will fetch the Sales Tax Template linked to the Tax Rule. Hence, the rows in the Tax table will be automatically filled. - Tax Category can be used to group Customers to whom same tax will be applied. For example, Government, NGO, commercial, etc. || Tip: One Tax Category can be assigned to multiple Tax Rules. So you can create different combinations to apply taxes automatically to transactions. 3. Assigning Tax Category Tax Category is automatically determined in a transaction by either the Party Address or Party Master (Customer/Supplier). You can assign Tax Category based on: 1. Customer 2. Supplier 3. Address Billing or Shipping. You can select whether Billing Address or Shipping Address gets preference by changing the 'Determine Address Tax Category From' option in Accounts Settings. Tax Category is determined from Party Address first. If the Address is not assigned any Tax Category, then the Party's Tax Category is used. 1. Item 2. You can also manually select the Tax Category in a transaction. 4. What effect does the Tax Category have in a transaction? - Specific Item Tax Templates for that Tax Category are automatically set for items. - You can create Tax Rule to automatically set a specific Sales / Purchase Taxes and Charges Template based on different Tax Categories in transactions.

By Frappe Content licensed CC-BY-SA 3.0
• Last updated on Jun 18, 2025

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 (Drop Ship) and Default Supplier in Item Master. Setup on Sales Order If Drop Shipping has set on Item master, it will automatically set Supplier delivers to Customer and Supplier on Sales Order Item. You can setup Drop Shipping, on Sales Order Item. Under Drop Ship section, set Supplier delivers to Customer and select **Supplier **against which Purchase Order will get created. Create Purchase Order After submitting a Sales Order, create Purchase Order. From Sales Order, all items, having **Supplier delivers to Customer **checked or Supplier(matching with supplier selected on For Supplier popup) mentioned, will get mapped onto Purchase Order. It will automatically set Customer, Customer Address and Contact Person. After submitting Purchase Order, to update delivery status, use Mark as Delivered button on Purchase Order. It will update delivery percentage and delivered quantity on Sales Order. Close, is a new feature introduced on Purchase Order and Sales Order, to close or to mark fulfillment. Drop Shipping Print Format You can notify, Suppliers by sending a email after submitting Purchase Order by attaching Drop Shipping print format.

By Frappe Content licensed CC-BY-SA 3.0
• Last updated on Jun 18, 2025

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 value in decimal places. For example, if we have television for an item, with Nos as its UOM, we cannot have 1.5 Nos. of television, or 3.7 Nos. of computer sets. The value of quantity for these items must be whole number. You can configure if particular UOM can have value in decimal place or no. By default, value in decimal places will be allowed for all the UOMs. To restrict decimal places or value in fraction for any UOM, you should follow these steps. - UOM List For UOM list, go to: ++Stock > Setting > UOM++ From the list of UOM, select UOM for which value in decimal place is to be restricted. Let's assume that UOM is Nos. - Configure In the UOM master, you will find a field called "Must be whole number". Check this field to restrict user from enter value in decimal places in quantity field, for item having this UOM. - Validation While creating transaction, if you enter value in fraction for item whose UOM has "Must be whole number" checked, you will get error message stating: ++Quantity cannot be a fraction at row #++ The UoM list by itself only stores the name. The actual conversion rates are stored in a document called 'UOM Conversion Factor'. If you add new UOMs and plan to use it in transactions where it'll be converted to other UOMs, it is advised that you add it to this list. For example, here 1 Kg is approximately 2.2 Pounds and the exact conversion factor is stored: Selling in Different Unit (UOM) A sell price unit of measure (UOM) is the UOM with which you price items. You can have multiple sell price UOMs for any inventory item. However, when Customer places, UOM for an item could change. For example an Item Pen is stocked in Nos, but sold in Box. Hence we will make Sales Order for Pen in Box. Step 1: In the Item master, under Unit of Measure section, you can list all the possible UOM of an item, with its UOM Conversion Factor. Update UOM Conversion Factors In one Box, if you get 50 Nos. of Pen, UOM Conversion Factor would be 50. Setp 2: In the Sale Order, you will find two UOM fields -UOM -Stock UOM In both the fields, default UOM of an item will be fetched by default. You should edit UOM field, and select Sale UOM (Box in this case). Updating Sales UOM is mainly for the reference of the Customer. In the print format, you will see item quantity in the Sales UOM. Based on the Qty and Conversion Factor, qty will be calculated in the Stock UOM of an item. If you sell just one Box, then Qty as per stock UOM will be set as 10. Stock Ledger Posting Irrespective of the Sales UOM selected in the Sale Order, stock ledger posting will be done in the Default UOM of an item. Hence you should ensure that conversion factor is entered correctly while selling item in different UOM.

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• Last updated on Jun 18, 2025

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-called "Child Items". A Product Bundle can be seen as a "Bill-of-Materials" on the Sales side. Following are the steps to set up a Product Bundle and using it in sales transactions. To access product bundle, go to: ++Home > Selling > Items and Pricing > Product Bundle++ | 1. Prerequisites Before creating and using a Product Bundle, it is advised that you create the following first: - Item | 2. How to create a Product Bundle 1. Go to the Product Bundle list, click on New. 2. Select Parent Item, create one if not already created. Make sure Maintain Stock in unchecked when creating a Parent Item. eg: Dinner Set. 3. Enter a price for the parent item, this will be fetched when making a transaction. 4. You can enter a description for internal use. 5. Enter the products to be bundled in the Items table and enter their quantities. 6. Save. Selecting Parent Item In Product Bundle master, there are two sections. The "Parent Item" and a List of items to be shipped (Child Items). The "Parent Item" should be seen more like a vessel or virtual item and not a physical product. The "Parent Item" must be a non-stock item. To create a non-stock item you have to unmark "Maintain Stock" in the Item Form. This is a non-stock item because there is no stock maintained for it but only for the "Child Items". If you want to maintain stock for the Parent Item, then you must create a regular Bill of Material (BOM) and package them using Stock Entry Transactions. Selecting Child Items In the Items table, you will list all the child items for which we maintain stock and is delivered to customer. Remember: The "Parent Item" is just virtual, so your main product (a smartphone in our example here) also has to be listed on the List of Child (or Package) Items. | 3. Features Product Bundle in the Sales Transactions When making Sales transactions (Sales Invoice, Sales Order, Delivery Note) the Parent Item will be selected in the main item table. On selection of a Parent Item in the main item table, its child items will be fetched in Packing List table of the transaction. If child item is the serialized item, you will be able to specify its Serial No. in packing List table itself. On submission of the transaction, the system will reduce the stock level of child items from warehouse specified in Packing List table. Use Product Bundle to Manage Offers/Schemes: This was discovered when a customer dealing into nutrition products asked for a feature to manage offers like "Buy One Get One Free". To manage the same, he created a non-stock item which was used as Parent Item. In description of item, he entered offer details with the item's image displaying the offer. The sellable product was selected in Package Item where qty was two. Hence every time they sold one qty of Parent item under this offer, the system deducted two quantities of product from Warehouse.

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• Last updated on Jun 18, 2025

Item Price

Item Price Item Price is the record in which you can log the selling and buying rate of an item. | 1. How to create Item Price 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++ 1. Select the Item. The name, UoM and description will be fetched. 2. Select the Price List whether Selling/Buying price or any other price list you may have created. 3. Enter the actual rate in the Rate field. 4. Save. Selecting the Price List You can create multiple Price Lists for one Item in OneHash to track Selling and Buying Price of an Item separately. Also if the Item's selling prices change based on Territory or due to other criteria, you can create multiple Selling Price Lists for it. On selection of Price List, its currency and applicability whether for selling/buying or both will be fetched as well. To have Item Price fetching in the sales or purchase transaction, you should have 'Price List' selected in the transaction under Currency and Price List. To check all Item Prices together, go to: ++Stock > Stock Reports > Item Price Stock++ | 2. Features **1. Unit of Measurement (UOM) ** User can add UOM specific item prices if one item is sold in differnt UOMs. For Eg: Lets say an item Rice is sold in 1 KG and 500 grams packet then users can mention the UOM in the item prices and based on the UOM selected in the transaction Item Prcie will be applied. 2. Packing Unit This is the quantity that must be bought or sold per unit of measure. For example, if Packing Unit is two, and UOM is one, two items in quantity will be transacted. The default is 0, you can use non-integer UoM like 1.5Kg Oats for 1 Packing Unit. If you leave it as 0, it'll not affect any transaction. 3. Minimum quantity This is the minimum quantity of items to be transacted for this price to be applicable and updated in the Item Price list. 4. Applying Price List to a specific Customer/Supplier If you select a Selling Price list, a customer field will appear where you can assign this Item Price to a specific customer. Likewise, if you select a Buying Price List, a Supplier field will appear where you can select a specific Supplier 5. Validity There are two fields here—'Valid From' and 'Valid Up to'. Valid from is set to the date you created the Item Price, you can also set the Valid Up to date on which the Item Price will expire. 6. Lead Time in days The approximate number of days it takes the product to reach the warehouse. You can set different Item Prices based on how much time the same product will reach you from different vendors. 7. Note You can add any note about the Item Price in this field.

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• Last updated on Jun 18, 2025

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++ | Customer Defaults **1. Customer Naming By ** When a customer is saved, a unique ID is generated for that Customer. By default, Customer ID is generated based on Customer Name. If you wish to save Customer using a naming series, in the field Customer Naming Series, set value as "Naming Series". Example of Customer ID's saved in Naming Series - "CUST00001, CUST00002, CUST00003..." and so on. You can set Naming Series for Customers from: ++Setup > Data > Naming Series++ **2. Default Customer Group ** Select a default Customer Group which will be auto-updated when creating a new Customer. Quotations can be created for the Customers as well as for the Leads. When converting a Quotation into a Sales Order, which is created for a Lead, the system attempts to convert that Lead into a Customer. While creating Customer in the backend, the value for Customer Group is picked from Selling Settings. If no default values are found for Customer Group, then you will receive a validation message asking for the Customer Group. You can also manually convert a Lead into a Customer. **3. Default Territory ** Select a default Territory which will be auto-updated when creating a new Customer. Quotations can be created for the Customers as well as for the Leads. When converting a Quotation into a Sales Order, which is created for a Lead, the system attempts to convert that Lead into a Customer. While creating Customer in the backend, the value for Territory is picked from Selling Settings. If no default values are found for Territory, then you will receive a validation message asking for the Territory. You can also manually convert a Lead into a Customer. | CRM Settings **1. Campaign Naming By ** Just like for Customer, you can also configure the naming methodology for the Campaign master. By default, a campaign will be saved with Campaign Name. **2. Default Quotation Validity Days ** Quotations to the customer are valid only for certain days. In the Quotation, you can update Valid Till Date manually. By default, the Valid Till date is auto-set as 30 days from the Quotation's Posting Date. You can change the no. of days in this field as per your business case. **3. Close Opportunity After Days ** If there are many Opportunities having a status other than Open, then they will be auto-closed after the no. of days mentioned in this field. | Item Price Settings **1. Default Price List ** Price List set in this field will be auto-updated in the Price List field of sales transactions like Quotation, Sales Order, Delivery Note, and Sales Invoice. **2. Maintain Same Rate Throughout Sales Cycle ** If this is enabled, OneHash will validate whether an Item's price is changing in a Delivery Note or Sales Invoice created from a Sales Order, i.e. it will help you maintain the same rate throughout the sales cycle. 3. Action if Same Rate is Not Maintained Throughout Sales Cycle You can configure the action that system should take if the same rate is not maintained in the "Action If Same Rate is Not Maintained Throughout Sales Cycle" field: - Stop: OneHash will stop you from changing the price by throwing a validation error. - Warn: The system will let you save the transaction but warn you with a message if the rate is changed. ++Note: This field will only be visible if Maintain Same Rate Throughout Sales Cycle is enabled.++ **4. Role Allowed to Override Stop Action ** Allow users to add role to override "Stop" action for Maintain Same Rate Throughout Sales Cycle, if Action if Same Rate is Not Maintained was set to Stop. ++Note: This field will only be visible if 'Maintain Same Rate Throughout Sales Cycle' is enabled and 'Action if Same Rate is Not Maintained' is set to Stop.++ **5. Allow User to Edit Price List Rate in Transactions ** The item table in sale transactions has a field called Price List Rate. This field is non-editable by default in all the sales transactions. This is to ensure that the price of an item is fetched from Item Price record and the user is not able to edit it. If you need the Item Price fetched from Price List of an item to be editable, you should uncheck this field. **6. Validate Selling Price for Item Against Purchase Rate or Valuation Rate ** When making sales, it's important to know that you're not making losses. Enabling this validation will validate the item's Selling Price with its valuation/buying price. If an item's selling price is found to be less than it's buying price, then you will get a prompt when this checkbox is ticked. **7. Calculate Product Bundle Price based on Child Items' Rates ** Enabling this will do the following: Make the Rate column of all Packed/Bundle Items tables editable. Calculate the prices of all Product Bundles in the Items table, based on the prices of its Child Items, specified in the Packed/Bundle Items table. ++Note: If this is enabled, updating the rate of the Product Bundle in the Items table will not change its price. It will get reset to the price based on its Child Items on saving the doc.++ | Transaction Settings **1. Is Sales Order Required for Sales Invoice & Delivery Note Creation? ** If you wish to make Sales Order creation mandatory before the creation of a Sales Invoice or a Delivery Note, then you should set the 'Sales Order Required' field as 'Yes'. By default, this will be 'No'. This configuration can be overridden for a particular customer by enabling the "Allow Sales Invoice Creation Without Sales Order" checkbox in customer master. **2. Is Delivery Note Required for Sales Invoice Creation? ** To make Delivery Note creation as mandatory before Sales Invoice creation, you should set this field as 'Yes'. By default, this will be 'No'. This configuration can be overridden for a particular customer by enabling the "Allow Sales Invoice Creation Without Delivery Note" checkbox in customer master **3. Sales Update Frequency ** The frequency at which project progress and company transaction details will be updated. By default it is for Each Transaction, you can also set it to Daily or Monthly if you have a lot of transactions every day. **4. Allow Item to be Added Multiple Times in a Transaction ** This is a validation check which prevents an item from being added multiple times in the same transaction when unchecked. In some cases, this might be an explicit need if so check this box. **5. Allow Multiple Sales Orders Against a Customer's Purchase Order ** When creating a Sales Order, you can update the Purchase Order ID and Date received from the Customer. You can create only one Sales Order against the Customer's PO No. and Date. However, if you wish to allow the creation of multiple Sales Orders against the same PO No. of the Customer, tick the checkbox "Allow multiple Sales Orders against a Customer's Purchase Order". **6. Hide Customer's Tax ID from Sales Transactions ** As per the statutory requirement, most of the Customers have unique Tax ID assigned to them. They also need to have this tax ID fetched in the selling transactions. However, if you don't wish to use this functionality, you can disable by checking this property. **7. Calculate Product Bundle Price Based on Child Items' Rates ** On enabling Calculate Product Bundle Price based on Child Items' Rates: The Rate column of Packed Items will be made editable. The rate and price of Product Bundles in the Items table will be updated based on the rates of its child Items. ++Note: If the Rate of the Product Bundle is changed now, it will get reset to the sum based on the rates of its child items on saving the doc.++

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• Last updated on Jun 18, 2025

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: ++Home > Selling > Sales Partner++ || 1. How to Create a Sales Partner 1. Go to the Sales Partner list, click on New. 2. Enter the Sales Partner name and the Commission Rate. 3. You can also select the type of Sales Partner you're creating to identify if they're a Reseller or Retailer, and so on. 4. Save. || 2. Features 1. Address and Contact You can add and track a Sales Partner's Addresses and Contact details. These can be added in the Address & Contacts section in a Sales Partner: 2. Sales Partner Target You can allocate a Sales Partner for each Item Group, based on Qty and Amount. You can allocate targets Territory- or Month-wise. 3. Including Sales Partners in Your Website To include the name of your Partner on your website, tick the "Show in Website" checkbox. When you click on "Show in Website", you will see a field where you can attach the logo of your partner's company and enter a brief introduction of the partner, and optionally add a description for internal purposes/references. 4. Track Sales via Sales Partner Sales Partner can actively generates leads for your company products/ services. To track the performance of each sales partner use Referral Code and their URL as below URL as shown below should be sent to the sales partner to use in their website/campaign. e.g. A URL having "sp" as paramter like this http://xyz.onehash.com?sp=speed will capture the Sales Partner Informatiton in the Sales Order generated via Shopping Cart. || 3. Sales Partner Reports 1. Sales Partner Commission Summary To get Sales Order wise Sales Partner commission data. 2. Sales Partner Transaction Summary To get Sales Order item-wise Sales Partner commission data. 3. Sales Partner Target Variance based on Item Group This report will provide you variance between target and actual performance of the Sales Partner based on the Sales Order / Sales Invoice / Delivery Note data. User can view this report period wise like Monthly, Quarterly, Half-Yearly, or Yearly.

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• Last updated on Jun 18, 2025

Sales Reports

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 Analytics report looks like this: The toolbar provides filters to select what data is to be used. Using the dropdown selections, the data displayed can be refined. As the selections are made, data is reflected in the data window as well as the graph window. Within the data window, selections can be made to expand or compress the data to be analyzed. At the left-hand side highlighted in blue are selection boxes. Each box can be selected or unselected. There is no restriction for data comparison, so a higher level can be compared to a lower level. In the following screenshot, the data column to the right highlighted in orange contains selection boxes with + and minus selections. Selecting a + will expand the data and selecting a – will compress the data. As this is performed, the Graph Window is dynamically altered allowing rapid data analysis. Using the 'Set Chart' button, you can set values for the X and Y fields, use different type of charts and select a color. 2. Sales Funnel Report Go to Selling > Analytics. The sales funnel report provides sales generation analysis. It displays the progression of stages in the sales process. There are four stages for leading up to a Sales Order: Active Leads/Customers, Opportunities, Quotations and Sales orders. Once a date range has been selected, the graph is updated, the graph reflects the changes and the associated labels. 3. Customer Acquisition and Loyalty Report Go to Selling > Analytics. To understand revenue, it's often helpful to look at the data from a new customer and existing customers standpoint. This report helps visualize customer loyalty. There are two windows within this report: The Filter Window and the Data Window. Accessing the Filter Window, the company and date ranges can be applied. Data is updated in the Data Window as changes are applied. Within the Data Window, columns of information are accessible. - Moving columns: The columns can be moved, re-arranged by clicking on the column headings and dragging them. - Sorting: To sort the data in columns, click on the right-hand side of a column heading and you'll see options to sort as ascending, descending, reset sorting, or remove a column. - Filtering: The text boxes below the column headings work as instant filters. Enter a number there and all matching records will be shown. The following example demonstrates data that has been sorted in ascending order by total (orange) and has been filtered for the year 2018 (blue). Under Key Reports there are reports for Inactive Customers, Ordered Items To Be Delivered, Sales Person-wise Transaction Summary, Item-wise Sales History, Quotation Trends, Sales Order Trends in the Selling module. In the Other Reports section there are reports for the following: - Lead Details - Customer Addresses And Contacts - BOM Search - Available Stock for Packing Items - Pending SO Items For Purchase Request - Customer Credit Balance - Customers Without Any Sales Transactions - Sales Partners Commission

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Blanket Order

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 > Blanket Order++ | 1. Prerequisites Before creating and using a Blanket Order, it is advised that you create the following first: - Customer or Supplier - Item | 2. How to Create a Blanket Order for Sales and Purchase 1. Go to the Blanket Order list, click on New. 2. Select Selling/Purchasing in Order Type. 3. Select Customer/Supplier. 4. Specify the validity period of the order by selecting From Date and To Date. 5. Enter Item Code, Quantity and Rate in the Item table. You can also mention the Terms and Conditions for each item. 6. Submit. | 3. Features 1. Create Sales Orders The Ordered Quantity field will be updated once a Sales Order is placed. Once a blanket order is submitted, you can create new sales orders by clicking on the Create Sales Order button. 2. View Sales Orders Created against Blanket Order Click on View Orders button to view the list of sales orders created against this blanket order. 3. Create Purchase Orders The 'Ordered Quantity' field will be updated once a Purchase Order is placed. Once a Blanket Order is submitted, you can create new Purchase Orders by clicking on the Create Purchase Order button. 4. View Purchase Orders Created against Blanket Order Click on the View Orders button to view the list of Purchase Orders created against this Blanket Order. 5. Create Quotations Once a Blanket Order is submitted, you can create new Quotations by clicking on Quotation under the Create button. 6. Dashboard You can view Purchase Orders, Sales Orders and Quotations against this Blanket Order through the Dashboard. ||| Note- Multiple Sales Order and Purchase Order can be created against one Blanket Order.

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• Last updated on Jun 18, 2025

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: A Quotation contains details about: - The recipient of the Quotation - The Items and quantities you are offering. - The rates at which they are offered. - The taxes applicable. - Other charges (like shipping, insurance) if applicable. - The validity of contract. - The time of delivery. - Other conditions. ||| Tip: Images look great on Quotations. Make sure your items have an image attached. | 1. Prerequisites Before creating and using a Quotation, it is advised that you create the following first: - Customer - Lead - Item | 2. How to create a Quotation 1. Go to the Quotation list, click on New. 2. Select if the Quotation is to a Customer or a Lead from the 'Quotation To' field. 3. Enter Customer/Lead name. 4. Enter a Valid till date after which the quoted amount will be considered invalid. 5. Order Type can be Sales, Maintenance, or Shopping Cart. Shopping Cart is for website shopping cart and is not intended to be created from here. 6. Add the Items and their quantities in the items table, the prices will be fetched automatically from Item Price. You can also fetch items from an Opportunity by clicking on Get Items from > Opportunity. 7. Add additional taxes and charges as applicable. 8. Save. You can also create a Quotation from an Opportunity shown as follows. | 3. Features 1. Address and Contact In this section there are four fields: - Customer Address: This is the Billing address of the customer. - Shipping Address: Address where the items will be shipped to. - Contact Person: If your customer is an organization, then you can add the person to contact in this field. - Territory: Region where the customer belongs to. Default is All Territories. 2. Currency and Price List You can set the currency in which the quotation/sales order is to be sent. If you set a Pricing List, then the item prices will be fetched from that list. Ticking on Ignore Pricing Rule will ignore the Pricing Rules set in Accounts > Pricing Rule. 3. The Items Table This table can be expanded by clicking on the inverted triangle present rightmost of the table. - On selecting Item Code, the following will be fetched automatically: item name, description, any image if set, quantity default as 1, the rates. You can add discounts in the Discounts and Margin section. - Under Discount and Margin you can add extra margin for profit or give a discount. Both can be set based on either amount or percentage. The final rate will be shown below in the Rate section. You can assign an Item Tax Template created specifically for an item. - Item weights will be fetched if set in the Item master. - In Warehouse and Reference, the warehouse will be fetched from the Item master, this is the warehouse where your stock is present. - Under Planning you can see the Projected quantity and the actual quantity present. To know more about these fields, click here. If you click on the 'Stock Balance' button, it'll take you to a doctype where you can generate a stock report for the item. - Shopping cart, additional notes is for website transactions. Notes about the item will be fetched here when added via a shopping cart. For example: make food extra spicy. - Page Break Will create a page break just before this item when printing. - You can insert rows below/above, duplicate, move, or delete rows in this table. ||| Tip: You can also Download the items table in CSV format and Upload it to another transaction. The total quantity, rate, and net weight of all items will be shown below the item table. The rate shown here is pre-tax. 4. Taxes and Charges To add taxes to your Quotation, you can select a Sales Taxes and Charges Template or add the taxes manually in the Sales Taxes and Charges table. The total taxes and charges will be displayed below the table. Clicking on Tax Breakup will show all the components and amounts. To add taxes automatically via a Tax Category, visit this page. Shipping Rule A Shipping Rule helps set the cost of shipping an Item. The cost will usually increase with the distance of shipping. 5. Additional Discount Other than offering discount per item, you can add a discount to the whole quotation in this section. This discount could be based on the Grand Total i.e., post tax/charges or Net total i.e., pre tax/charges. The additional discount can be applied as a percentage or an amount. Read Applying Discount for more details. 6. Payment Terms Sometimes payment is not done all at once. Depending on the agreement, half of the payment may be made before shipment and the other half after receiving the goods/services. You can add a Payment Terms template or add the terms manually in this section. Read Payment Terms to know more. 7. Terms and Conditions In Sales/Purchase transactions there might be certain Terms and Conditions based on which the Supplier provides goods or services to the Customer. You can apply the Terms and Conditions to transactions to transactions and they will appear when printing the document. 8. Print Settings Letterhead You can print your quotation/sales order on your company's Letter Head. 'Group same items' will group the same items added multiple times in the items table. This can be seen when your print. Print Headings Quotations can also be titled as “Proforma Invoice” or “Proposal”. You can do this by selecting a Print Heading. To create new Print Headings go to: Home > Settings > Printing > Print Heading. 9. More Information - Campaign: A Sales campaign can be associated with the quotation. A set of quotations can be part of a sales campaign. - Source: A Lead Source type can be linked if quoting to a lead, whether from a campaign, from a supplier, an exhibition etc. Select Existing Customer if quoting to a customer. - Supplier Quotation: A Supplier Quotation can be linked for comparing with your current quotation to a buyer. You can get an idea of profit/loss by comparing the two. 10. Submitting the Quotation Quotation is a “Submittable” transaction. When you click on Save, a draft is saved, on submitting, it is submitted permanently. Since you send this Quotation to your Customer or Lead, you must freeze it so that changes are not made after you send the Quotation. On submitting, you can create a Sales Order or a Subscription from the Quotation using the Create button. In the Dashboard present on the top, you can go to the Sales Order linked with this Quotation. In case it didn't work out, you can set the Quotation as lost by clicking on the 'Set as Lost button'. Quotation in OneHash

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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 ++ | 1. Prerequisites Before creating and using a Sales Order, it is advised that you create the following first: - Customer - Item | 2. How to create a Sales Order 1. Go to the Sales Order list, click on New. 2. Select the Customer. 3. Set the 'Delivery Date' - applied to the whole order. 4. With Order Type, you can set whether it's a Sales order, Maintenance order, or from the online Shopping Cart of your website. By default, this value is set to "Sales". 5. In the "Customer's Purchase Order" you can enter the Customers Purchase Order No. or other details which may be useful as a reference. 6. Enter the items and quantities to be delivered in the Item table. If Item Prices are set for the items, the Rate field will be populated automatically. If not, enter the item Rate manually. You can also overwrite the auto-populated Item Rate in case you want to change that value. 7. Click "Save" to save a draft of the Sales Order. 8. "Submit" to submit the Sales Order to the System. Other ways to create a Sales Order 1. You can also create a Sales Order from a submitted Quotation via the Create button on the top right. 2. Or you can create a new Sales Order and pull details from a Quotation. To allow for per-Customer, per-Item Pricing Rules* , ("Customer A" pays $1.00 for "Item 1" but "Customer B" pays $1.25 for "Item 1"), there's a check box called 'Allow User to Edit Price List Rate in Transaction' in Selling Settings. This enables saving the specific item price per customer when you change a price in the Sales Order. | 3. Features 1. Currency and Price List You can set the currency in which the quotation/sales order is to be sent. If you set a Pricing List, then the item prices will be fetched from that list. Ticking on 'Ignore Pricing Rule' will ignore the Pricing Rules set in Accounts > Pricing Rule. To know about Price Lists, click here. To know about managing transactions in multiple currencies, click here. 2. Set Source Warehouse If you have the same stock in multiple warehouses, setting a warehouse here will cause all the items from the item table to be fetched from this warehouse. You need to have stock available in this 'source warehouse' you're setting. Note that this option will override the 'Default Warehouse' you've set in the Item master. 3. The Items Table - Delivery Date against each item: If there are multiple items and if you enter a delivery date in the first row, the date will be copied to other rows as well where it is blank. You'll have to set these if not set globally at the top of the Sales Order. A Sales Order displays the billed amount, valuation rate, and gross profit in the items table when you click on the inverted triangle to expand a row. You can also add Items in the Items table by scanning their barcodes if you have a barcode scanner. Track Items using Barcode - Delivery Warehouse: This is the warehouse from where the stock will be picked to be delivered to your customer. - Drop Ship: This is a situation where you do not keep items in stock in your own Warehouse but deliver items directly to a customer from a distributor. To enable drop shipping for an item tick on the 'Supplier delivers to Customer'. When you tick on t his, the Delivery Warehouse option will disappear since you're not shipping the item. Select your supplier in the 'Supplier' field. Further, if you create a purchase order from this sales order, it'll be created for the supplier you selected here and only the items which are valid for drop shipping. - Planning: To know about the fields under planning click here. The other fields in the item table are similar as explained in Quotation. 4. Packing List This is linked to the Product Bundle and appears only when the transaction involves a product bundle. The “Packing List” table will be automatically updated when you “Save” the Sales Order. If any Items in your table are Product Bundle (packets), then the “Packing List” will contain the exploded (detailed) list of your Items. You will be asked to select a Delivery Warehouse even for a product bundle item, this warehouse will be then updated in the Packing List items. You can change the warehouse, serial number, and batch in the packing list items in case items in your product bundle come from different warehouses. 5. Taxes and Charges To add taxes to your Quotation, you can select a Sales Taxes and Charges or add the taxes manually in the Sales Taxes and Charges table. The total taxes and charges will be displayed below the table. Clicking on Tax Breakup will show all the components and amounts. Shipping Rule A Shipping Rule helps set the cost of shipping an Item. The cost will usually increase with the distance of shipping. If a Tax Category is selected, the template and tax table will be automatically populated. 6. Additional Discount Other than offering discount per item, you can add a discount to the whole sales order in this section. This discount could be based on the Grand Total i.e., post tax/charges or Net total i.e., pre tax/charges. The additional discount can be applied as a percentage or an amount. Read Applying Discount for more details. 7. Payment Terms Sometimes payment is not done all at once. Depending on the agreement, half of the payment may be made before shipment and the other half after receiving the goods/services. You can add a Payment Terms template or add the terms manually in this section. 8. Terms and Conditions In Sales/Purchase transactions there might be certain Terms and Conditions based on which the Supplier provides goods or services to the Customer. You can apply the Terms and Conditions to transactions to transactions and they will appear when printing the document. 9. Print Settings Letterhead You can print your quotation/sales order on your company's Letter Head. 'Group same items' will group the same items added multiple times in the items table. This can be seen when your print. Print Headings Quotations can also be titled as “Proforma Invoice” or “Proposal”. You can do this by selecting a Print Heading. To create new Print Headings go to: Home > Settings > Printing > Print Heading. 10. More Information - Campaign: A Sales campaign can be associated with the quotation. A set of quotations can be part of a sales campaign. - Source: A Lead Source type can be linked if quoting to a lead, whether from a campaign, from a supplier, an exhibition etc., Select Existing Customer if quoting to a customer. - Inter Company Order Reference: If two of your companies are part of the same organization or have a parent-child relationship, you can link a Purchase Order to this Sales Order. Know more about inter-company invoicing here. - Project: If your Sales Order is part of a project, you can link it here and the Project progress will be updated. 11. Billing and Delivery Status - Status: The status of the Sales Order whether a Draft, On Hold, To Deliver and Bill, To Bill, To Deliver, Completed, Cancelled, or Closed. - Amount Billed and Delivered percent: The percentage of amount billed and the items delivered from the Sales Order. 12. Commission If the sale took place via one of your Sales Partners, you can add their commission details here. Enter the commission rate and the commission amount will be displayed below. 13. Sales Team Sales Persons: OneHash allows you to add multiple Sales Persons who may have worked on this deal. You can change the contribution percentage of the Sales Persons and track how much incentives they earned on this deal. 14. Auto Repeat Section Auto repeating Sales Orders is like a subscription. Set a start and end date for the auto-repeat. Select the Auto Repeat created. 15. After Submitting Sales Order is a “Submittable” transaction. You will be able to execute further steps (like making a Delivery Note) only after “Submitting” a Sales Order. Once you “Submit” your Sales Order, you can trigger actions from the Sales Order: 1. You can Add, Update, Delete items in the Sales Order by clicking on the Update Items button. However you cannot delete items which has already been delivered or has work order assigned to it. 2. Status: Once submitted, you can hold a Sales Order or Close it. 3. Create: From a submitted Sales Order, you can create the following: - Delivery Note - To make a shipment entry. You can also make Delivery Note for selected items based on the delivery date. - Work Order - To start a Work Order with the raw materials. - Sales Invoice - To bill the Order. - Material Request - To request re-stocking materials if out of stock. - Request for Raw Materials - To request raw materials required for manufacturing. - **Project **- To create a project based on the Sales Order. - **Subscription **- To auto repeat the Sales Order, i.e., make it a subscription. - Payment Request - To make a Payment Request. - **Payment **- To record payment against the Sales Order. These actions can also be seen at the top of the Dashboard. You can also make an accounting Journal Entry based on the Sales Order from the dashboard. 16. Sales Order with Order type 'Maintenance' When the 'Order Type' of the Sales Order is 'Maintenance' follow these steps: 1. Enter Currency, Price list, and Item details. 2. Mention taxes and other information. 3. Save and Submit the form. 4. Once the form is submitted, the Create button will provide these choices specific to the maintenance Order Type. i) Maintenance Visit ii) Maintenance Schedule. ||| Note 1: By clicking on the Action button and selecting 'Maintenance Visit' you can directly fill the visit form. The Sales Order details will be fetched directly. ||| Note 2: By clicking on the Action button and selecting 'Maintenance Schedule' you can fill the schedule details. The Sales Order details will be fetched directly. ||| Note 3: By clicking on the Invoice button you can make an Invoice for your services. The sales orders details will be fetched directly. How to make sales order

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• Last updated on Jun 18, 2025

Creating a Customer Group

Customer Group Customer Group is an aggregation of customers that are similar in some way. Customer groups allow you to organize your customers. Typically Customers are grouped by market segment based on the domain in which a business operates. Customer Groups are created in hierarchical manner in OneHash. You can create a main customer group and add sub customer groups under it. You can define a price and a list which will be automatically applied to all customers belonging to that group. You can also get trend analysis for each group. Individual, Commercial and Government customer groups are created by default. You can add your own customer groups based on your requirement like retail, wholesale etc. | 1. How to Create a Customer Group 1. Go to CRM > Settings > Customer Group. 2. Click on a parent customer group like 'All Customer Groups'. 3. Click on 'Add Child'. 4. Enter 'Customer Group Name'. 5. Tick 'Group Node' if you would like to add sub customer groups under this. 6. Click on 'Create New'. ||| Tip: If you think all this is too much effort, you can leave it at “Default Customer Group”. But all this effort, will pay off when you start getting reports. An example of a sample report is given below: | 2. Features 1. Assign Credit Limit, Default Price List , and Default Payment Terms Template You can assign the credit limit, Price List, and Payment Terms and they will be automatically applied when a customer belonging to the customer group is selected in sales transactions like Sales Order and Sales Invoice. 2. Default Receivable Account You need not create a separate accounting ledger for each customer in OneHash. Read Common Receivable Account for more details. If you need a separate receivable account for a customer, you can add the same in 'Default Receivable Account' section.

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Customer Creation

Customer A customer, who is sometimes known as a client, buyer, or purchaser is the one who receives goods, services, products, or ideas, from a seller for a monetary consideration. Every customer needs to be assigned a unique id. Customer name itself can be the id or you can set a naming series for ids to be generated in Selling Settings. To access the Customer list, go to: ++Home > CRM > Sales Pipeline++ Or ++Home > Selling > Customers++ | How to create a Customer 1. Go to the Customer list and click on New. 2. Enter Full Name of the customer. 3. Select Individual if the customer represents an individual or Company if the customer represents a company in Type field. 4. Select a Customer Group. Individual, Commercial, Non Profit and Government are available by default. You can create additional groups if you need. 5. Select the Territory. 6. If the customer is being created against a lead, you can select the same in From Lead field. 7. Save. You can disallow sales orders and sales invoices against a customer by clicking on 'Disabled'. || Advanced Tip: If the customer represents one of your own companies then check 'Is Internal Customer'. Check Inter Company Invoices for more details. You can also upload customer details via the Data Import Tool. | Features General flow of transactions for a customer is as following: ||| Note: Customers are separate from Contacts and Addresses. A Customer can have multiple Contacts and Addresses. 1. Multiple Contacts and Addresses Contacts and Address are stored separately so that you can attach multiple Contacts or Addresses to the customer. 2. Default Currency and Price List OneHash supports Multiple Currencies and Price Lists. You can set the default currency to be used for this customer in sales orders and sales invoices by selecting the appropriate currency in Billing Currency. Similarly, you can set the default price list to be used for this customer in sales orders and sales invoices by selecting the appropriate currency in Default Price List. 3. Integration with Accounts Unlike many accounting software, you need not create a separate accounting ledger for each customer. By default a unified ledger named Debtors is created. However if you specifically need a separate ledger for a customer, first create the ledger under Accounts Receivable in the Chart of Accounts and then add it in ACCOUNTING section of the customer. 4. Credit Limit and Payment Terms You can set the credit limit by entering the amount in 'Credit Limit' field. Read Credit Limit for more details. You can select the default Payment Terms to be applied in sales orders and sales invoices in 'Default Payment Terms Template' field. 5. Sales Team and Sales Partner If you have one or more Sales Person to manage the sales to the customer, you can add them in SALES TEAM section. If multiple sales person are involved you can split the contribution among them. Make sure that the sum of all sales persons contribution equals to 100%. Check Sales Persons in Sales Transaction for more details. A Sales Partner is a third party distributor / dealer / commission agent / affiliate / reseller who facilitates your products/services sales, for a commission. If you sell your products/services to the customer through a sales partner you can set it in 'Sales Partner' field and mention the 'Commission Rate' for calculation of commission. 6. Loyalty Program If you would like offer a Loyalty Program to the customer, select the same in Loyalty Program field. 7. View Accounting Ledger and Accounts Receivable Click on Accounting Ledger button to view all accounting transactions with the customer. Click on Accounts Receivable button to view the details of all outstanding invoices. 8. Set Customer Id, Default Customer Group, Territory, and Price List You can set how a unique id should be generated each the customer in Selling Settings. - Naming Series: If you would like a unique id to be generated for each customer based on the naming series select 'Naming Series' in Customer Naming By. - Customer Name: If customer name itself should be used as an id then select 'Customer Name' in Customer Naming By. In this case, if you create two customers with identical names, - 1 will be suffixed to the second customer. You can set the default customer group, territory and price list in Selling Settings. You can customize the Customer DocType using Customize Form tool. **9. Allow creation of Sales Invoice without Sales Order and Delivery Note ** If the "Delivery Note Required" or "Sales Order Required" option is configured as "Yes" in Selling Settings, it can be overridden for a particular customer by enabling the "Allow Sales Invoice Creation Without Sales Order" or "Allow Purchase Invoice Creation Without Delivery Note" in the Customer Master. How to create a customer

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Creating a Sales Return

| Sales Return A sold Item being returned is known as a Sales Return. Goods sold being returned happens commonly in business. They could be returned by the customer due to quality issues, non-delivery on the agreed date, or any other reason. | Prerequisites Before creating and using a Sales Return, it is advised that you create the following first: - Item - Sales Invoice Or - Delivery Note | How to create a Sales Return 1. First open the original Delivery Note / Sales Invoice, against which Customer returned the Items. 1. Then click on Create > Return / Credit Note, it will open a new Sales Invoice Note with 'Is Return' checked, Items, Rate, and taxes will negative numbers. 1. You can also create the return entry against the original Sales Invoice, to return stock along with credit note, check "Update Stock" option in Return Sales Invoice. 1. On submission of Return Delivery Note / Sales Invoice, the system will increase stock balance in the mentioned Warehouse. To maintain correct stock valuation, stock balance will go up according to the original purchase rate of the returned items. 5. In case of Return Sales Invoice, Customer account will be credited and associated income and tax account will be debited as shown in the Accounting Ledger. If Perpetual Inventory is enabled, the system will also post accounting entry against warehouse account to sync warehouse account balance with stock balance as per Stock Ledger. | 3. Impact on Stock Return via Delivery Note On Creating a Sales Return against a Delivery Note: - The Returned Quantity in the original Delivery Note along with any Sales Order linked to it, is updated. - The original Delivery Note's status is changed to Return Issued if 100% returned: | 4. Related Topics 1. Purchase Return 2. Perpetual Inventory

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What is landed cost voucher and how is it created?

Landed Cost Voucher Landed Cost is the final total cost associated with a product for it to reach to the buyer’s doorstep. Landed costs include the original cost of the item, complete shipping costs, customs duties, taxes, insurance, currency conversion fees, etc. All of these components might not be applicable in every shipment, but relevant components must be considered as a part of the landed cost. In business, identifying landed cost for an Item/product is very crucial, as it helps to decide selling cost of that item and impacts the company’s profitability. Hence all applicable landed cost charges should be included in Item’s valuation rate. According to the Third-Party Logistics Study, only 45% of the respondents stated that they use Landed Cost extensively. The main reasons of not using Landed Cost were unavailability of necessary data (49%), lack of right tools (48%), insufficient time (31%), and not sure how to apply landed cost (27%). To access the Landed Cost Voucher list, go to: ++Home > Stock > Tools > Landed Cost Voucher++ | 1. Prerequisites Before creating and using Landed Cost Voucher, it is advised that you create the following first: - Purchase Receipt Or - Purchase Invoice | 2. How to create a Landed Cost Voucher 1. Go to the Landed Cost Voucher list, click on New. 2. Select Receipt Document Type whether Purchase Invoice or Receipt. You can select multiple documents. 3. Select the specific Invoice or Receipt. The supplier name and Grand Total will be fetched automatically. 4. Click on the Get Items from Purchase Receipts button to fetch the item details from the Purchase Invoice/Receipt. 5. Select whether Distribute Charges Based On should be on quantity or Amount. 6. Enter the Expense Account and the Amount for Additional Costs in the Taxes and Charges table. The amount will be distributed equally based on the quantity or amount as per your selection. 7. Save and Submit. In the document, you can select multiple Purchase Receipts/Invoices and fetch all items from those Purchase Receipts. Then you should add applicable charges in “Taxes and Charges” table. You can easily delete an item if the added charges do not apply to that item. The added charges are proportionately distributed among all the items based their amount or quantity. If you selected based on the amount, the Item with the highest amount will be allocated the highest proportion of the charges. In case of quantity, Item with the highest quantity will be allocated most of the charges and the other Items will be allocated lesser amounts. This is shown in the following screenshot: | 3. Related Actions 3.1 Adding Landed Cost in the Purchase Receipt itself - In OneHash, you can add landed cost-related charges in “Taxes and Charges” table while creating Purchase Receipt (PR). You should add those charges for “Total and Valuation” or “Valuation” in the 'Consider Tax or Charge for' field. - Charges which are payable to the same Supplier from whom you are buying the items should be tagged as “Total and Valuation”. - Otherwise, if applicable charges are payable to a third party, it should be tagged as “Valuation”. On submission of Purchase Receipt, the system will calculate the landed cost of all items, considering those charges. - This landed cost will be considered to calculate the item’s Valuation Rate (based on FIFO / Moving Average method). - But in reality, while making Purchase Receipt we might not know all the charges which are applicable for landed cost. - Your transporter can send the invoice after 1 month, but there is no point in waiting for booking Purchase Receipt till then. Companies that import their products/parts, pay a huge amount as Customs Duty. And generally, they get invoices from the Customs Department after a while. - In these cases, “Landed Cost Voucher” becomes handy, as it allows you to add those additional charges on a later date, and to update landed cost of purchased items. 3.2 What happens on submission? - Valuation Rate of items is recalculated based on new landed cost. - If you are using “Perpetual Inventory”, the system will post general ledger entries to correct Stock-in-Hand balance. It will debit (increase) corresponding “warehouse account” and credit (decrease) Expense Account mentioned in Taxes and Charges table. - If items are already delivered, the Cost-of-Goods-Sold (CoGS) value has been booked as per the old valuation rate. Hence, general ledger entries are re-posted for all future outgoing entries of associated items, to correct CoGS value.

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Item Price

Item Price Item Price is the record in which you can log the selling and buying rate of an item. | 1. How to create Item Price 1. 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.++ 1. Select the Item. The name, UoM and description will be fetched. 2. Select the Price List whether Selling/Buying price or any other price list you may have created. 3. Enter the actual rate in the Rate field. 4. Save. Selecting the Price List You can create multiple Price Lists for one Item in OneHash to track Selling and Buying Price of an Item separately. Also if the Item's selling prices change based on Territory or due to other criteria, you can create multiple Selling Price Lists for it. On selection of Price Lists, its currency and applicability whether for selling/buying or both will be fetched as well. To have Item Price fetching in the sales or purchase transaction, you should have 'Price List' selected in the transaction under Currency and Price List. To check all Item Prices together, go to: ++Stock > Stock Reports > Item Price Stock++ | 2. Features 1. Unit of Measurement (UOM) User can add UOM specific item prices if one item is sold in different UOMs. For Eg: Lets say an item Rice is sold in 1 KG and 500 grams packet then users can mention the UOM in the item prices and based on the UOM selected in the transaction Item Price will be applied. 2. Packing Unit This is the quantity that must be bought or sold per unit of measure. For example, if Packing Unit is two, and UOM is one, two items in quantity will be transacted. The default is 0, you can use non-integer UOM like 1.5Kg Oats for 1 Packing Unit. If you leave it as 0, it'll not affect any transaction. 3. Minimum quantity This is the minimum quantity of items to be transacted for this price to be applicable and updated in the Item Price list. 4. Applying Price List to a specific Customer/Supplier If you select a Selling Price list, a customer field will appear where you can assign this Item Price to a specific customer. Likewise, if you select a Buying Price List, a Supplier field will appear where you can select a specific Supplier 5. Applying Price List to a specific Batch You can also link a specific batch to an Item Price and on the selection of that batch in the transaction, the item price for that specific batch will be applied. 6. Validity There are two fields here—'Valid From' and 'Valid Upto'. Valid from is set to the date you created the Item Price, you can also set the Valid Upto date on which the Item Price will expire. 7. Lead Time in days The approximate number of days it takes the product to reach the warehouse. You can set different Item Prices based on how much time the same product will reach you from different vendors. 8. Note You can add any note about the Item Price in this field. | 3. Related Topics 1. Item 2. Applying Discount

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Promotional Scheme

Promotional Scheme A Promotional Scheme is a temporary discount on one or more products. Promotional schemes help businesses become successful as lower prices for a limited period of time to attract more Customers. They can be easily configured in OneHash. A Promotional scheme is linked to a pricing rule, against each slab system that will generate the pricing rule. On creating a Promotional Scheme, the system creates a Pricing Rule. A Promotional Scheme can have multiple Pricing Rules associated with it. In OneHash, a Promotional Scheme is an easier way to manage pricing on multiple Item/Groups based on different parties and conditions. To access the Promotional Scheme list, go to: | Home > Selling > Items and Pricing > Promotional Scheme 1. Prerequisites Before creating and using a Promotional Scheme, it is advisable to create the following first: Item Item Group Customer Supplier 2. How to create a Promotional Scheme - Go to the Promotional Scheme list and click on New. - Enter a title for the rule. - Select what to Apply On like Item Code, Item Group, Brand, or Transaction. Selecting Transaction will apply the scheme on the total amount of the transaction. - Based on the 'Apply On', system will give you the provision to select the Item Code / Item Group / Brand in the table. - Select whether the scheme is for Selling, Buying, or both and set the party information. - In the Price Discount Slabs table, set the price discount, product discount. - Users can also apply the discount on the other Item Code / Item Group / Brand by selecting the value for Apply Rule On Other field. - Save. || Note: On saving a Promotional Scheme, a new Pricing Rule is created. 2.1 Additional fields when creating a Promotional Scheme Mixed Conditions If you select two or more Items and set the Min and Max Quantity. The Promotional Scheme will be applied only if the total sum of Items matches the set quantities. For example, you create a Promotional Scheme on Item 1 and Item 2 and set the Min and Max Quantity as 30, the Promotional Scheme will apply only if the total quantity is 30. Is Cumulative Enabling this options allows the Promotional Scheme to be applied cumulatively. You need to set the 'Min Amt' and 'Max Amt' for this. Consider a scenario where the Min Amt is 1,500 and Max Amt is 2,000. Now, if one transaction is created for 1,400 then the Promotional Scheme will not be applied. However, on creating a second invoice of amount 600, Promotional Scheme will be applied. This happened since the total (cumulative) amount of the invoices added up to 2,000. Note that the discount will be applied only to the latest transaction that crosses the cumulative limit. This can be useful to give discounts if a Customer buys an Item multiple times and you want to reward him with discounts/special prices. 3. Features 3.1 Apply Scheme On Other Item This feature checks condition on the first Item but applies scheme/discount/rate on another Item. For example, set Item1 and Item2 in the 'Apply Rule On' table and set 'Apply Rule On Other' on Item3. Now, if the transaction has Item1, Item2, and Item3, the Pricing Rule will apply on Item3 since the first two Items were present in the transaction. 3.2 Party Information Set whether the Promotional Scheme is for Selling of Buying the Item. Based on your selection you can set applicability to one of the following masters. Customer Customer Group Territory Sales Partner Campaign Supplier Supplier Group 3.3 Validity You can also set a date interval for when the Promotional Scheme will be valid. This is useful for a sales promotion. On leaving the dates blank the Promotional Scheme will not have any time frame limit. Currency: Setting a Currency here will cause the Promotional Scheme to be applied only when the Currency is the same in the transaction. 3.4 Price Discount Slabs Rule Description: Enter a description to keep a not of what this Promotional Scheme entails. Quantity and Amount: Specify minimum qty, maximum qty, minimum amount, or maximum amount of an Item when this Promotional Scheme should be applicable. Note that if the quantity or amount falls short or exceeds the limits set here, the Promotional Scheme will not be applied at all. However, it will be applied if you have enabled the options Mixed Conditions or Cumulative. **Setting the Discount/Rate ** Rate: This will be the new rate for an Item. For example, if you sell an Item for 100 and want to sell it for 112 for a specific party, then select Rate and set the Rate as 112. Discount Percentage: A specific discount percentage can be set. For example, a 10% discount on an Item worth 500 would result in a price of 450. Discount Amount: A fixed discount amount will be applied. For example if you sell an Item for 100 and want to sell it with a discount of 7, then this condition can be set using the Discount Amount option. Filters for setting discount Warehouse: Setting a Warehouse here will cause the Promotional Scheme to be applied only if the Item is selected from the Warehouse specified here. Priority: Consider an Item Group, you want to set specific rules on one Item from the group. This can be done by creating a new Promotional Scheme and setting a higher priority. Threshold for Suggestion: This is the threshold based on which the system will notify you to adjust Item Quantity for discount. For example, if the Min Quantity is 10 and the Threshold is 9, the system will notify to add 1 more Item for the discount to be applicable. This also applies to the amount set. Validate Applied Rule: If the entered price is not valid for the Item, the system will not allow you to apply a different rate/discount. 3.5 Product Discount Slabs A Product Discount is applicable when one or more Items are free on the purchase of other Items. Most fields in this table are the same as the previous section. The additional options are: Same Item: If you want to give the same Item as free (product discount) on purchase of an Item, enable this checkbox. If you want to give another Item, untick and select the Item to be given as free. Apply Multiple Pricing Rules: To understand this, consider an Item of Rate 500. There are two Pricing Rules on it P1 and P2. P1 applies 10% discount and P2 applies 5%. Enabling this option will apply a total of 15% on the Item Rate which gives 425. UoM: The Promotional Scheme will apply only if the UoM set here matches with the transaction. Rate: An Item may be offered free of cost by the Supplier but there may be some tax applicable. Entering a Rate here means that the Customer will have to pay the applicable taxes. 4. Promotional Scheme types 4.1 Price Discount In this type of promotional scheme, the user gets an option to set the discount in terms of percentage or amount based on the min quantity, max quantity, min amount and max amount on the products. Users can also configure the scheme where they can set the flat rate for the product based on the quantity or the amount of the product. 4.2 Product Discount In this type of promotional scheme, the user gets an option to give a free product on purchase of the same or different product with conditions like min quantity, max quantity, min amount, max amount. 5. How to configure a Promotional Scheme (Examples) Let's understand how to configure a promotional scheme in OneHash using some examples. 5.1 Mixed Conditions Schemes Customer A has purchased 10 quantities of Britannia Cake 5 Rs packet and 5 quantities of Britannia Cake 10 Rs packet. Now, the Supplier wants to give a discount of 10% to Customer A. This Supplier also wants to give a 10 % discount to Customer B who has purchased 15 quantities of Britannia Cake 5 Rs packet. So, the Supplier wants to apply the discount on products Britannia Cake 5 Rs, Britannia Cake 10 Rs only if his Customers have purchased 15 quantities of any product or sum of both products. To configure this in OneHash the steps are as follows: - Set Apply On as Item Code. - Set the Item Code Britannia Cake 5 Rs, Britannia Cake 10 Rs in the Pricing Rule Item Code table. - Enable the "Mixed Conditions" field. - In the price discount table, set the min qty, max qty as 15. - Set the discount type as Discount Percentage and rate as 10. 5.2 To apply a discount on other Item Customer A has purchased 30 quantities of Britannia Cake 5 Rs packet and 2 quantities of Britannia Cake 15 Rs. The Supplier wants to sell the product Britannia Cake 15 Rs at the flat rate 12. Here the original price for the product Britannia Cake 15 Rs is 15. The Supplier wants to apply the rule only if the Customer has purchased min 30 quantities of the product Britannia Cake 5 Rs or Britannia Cake 10 Rs. To configure this in OneHash the steps are as follows - Set Apply On as Item Code. - Set the item code Britannia Cake 5 Rs, Britannia Cake 10 Rs in the Pricing Rule Item Code table. - Apply Rule On Other as Item Code and set Item Code as Britannia Cake 15 Rs. - In the price discount table, set the min qty as 30. - Set the discount type as Rate and rate as 12. 6. Related Topics Pricing Rule Customer Supplier Item

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• Last updated on Jun 18, 2025

E-Invoicing under GST

E-Invoicing under GST E-Invoicing has been introduced to standardize the invoicing process. All ERPs and software have to accommodate the invoice format defined by GSTN. It also provides a level of automation in filling GSTR reports. Under the new e-invoicing system, businesses with turnover higher than ₹50Cr are supposed to get all business to business (B2B) invoices electronically authenticated with GSTN by generating a unique Invoice Reference Number (IRN). To help automate the E-Invoicing process, we have integrated OneHash with a GST Suvidha Provider (GSP) so you can easily authenticate OneHash Sales Invoices with GSTN. | Prerequisites 1. You must have a registered account on E-Invoice portal. 2. GST Accounts must be set in the "GST Settings" DocType. || Note: Using this integration for automatic process involves additional charges. Contact OneHash Sales Team for more information. | Setting up E-Invoicing Getting Credentials 1. Login into E-Invoice portal with your username and password. Register with a username and password if you haven't created an account already. 2. Click on "API registration" on the sidebar. 3. Click on "User Credentials" from the expanded list. 4. Click on "Create API User". 5. Click on "Through GSP" and select "Adequare Info Private Limited". 6. Create a username and password which will be used to authenticate with GSP. Setting Up OneHash Go to "E-Invoice Settings" and click on the "Enable" checkbox. 1. GSTIN: GSTIN by which your company is registered on the e-invoice portal. 2. Username: Username created in the previous step for authenticating with GSP. 3. Password: Password created in the previous step for authenticating with GSP. Generating IRN Create a Sales Invoice and keep it in the Draft state. Click on the E-Invoicing button group and then on Generate IRN. If the Sales Invoice doesn't have any validation errors, IRN will be generated and updated in the Sales Invoice. You can now submit the invoice and print the E-Invoice with QRCode image by selecting "GST E-Invoice" Print Format while printing. Once IRN is generation process is successful, QRCode and IRN will be stored in the Sales Invoice. Once these are generated, Sales Invoice fields cannot be edited. You can print the E-Invoice using the default GST E-Invoice Print Format. Or you can manually edit your own print format to include e-invoice fields. Cancel IRN If you have generated IRN for an invoice with faulty data then, you can cancel it with the Cancel IRN button under the E-Invoicing button group. Clicking on it will open up a popup which will ask for the reason for cancellation and remark. Once you cancel the IRN, the invoice will look something like this. | E-Way bill Generating E-Way Bill E-Invoicing reduces the additional step involved in generating E-Way Bills. Now you can provide Transporter Info along with IRN generation to generate E-Way Bill for the invoice. You can find the Transporter Info section in the bottom part of the invoice. You must select Transporter, Mode of Transport, and Distance to generate E Way Bill. You can also generate E Way Bill after generating IRN and submitting the invoice. You will see a popup with relevant info before submitting: Cancelling-E Way Bill The process is similar to the cancellation of IRN. Click on Cancel E-Way Bill and then enter reason and remarks for cancellation.

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• Last updated on Jun 18, 2025

Recurring Orders and Invoices

If you have a contract with a Customer where you bill the Customer on a monthly, quarterly, half-yearly or annual basis, you should use recurring feature in orders and invoices. 1. Consider a scenario Subscription for your hosted OneHash CRM account requires yearly renewal. We use Sales Order for generating proforma invoices. To automate proforma invoicing for renewal, we set original Sales Order as recurring. Recurring proforma invoice is created automatically just before customer's account is about to expire, and requires renewal. This recurring Proforma Invoice is also emailed automatically to the customer. Feature of setting document as recurring is available in Sales Order, Sales Invoice, Purchase Order and Purchase Invoice. 2. How to create recurring orders/invoices Option to set document as recurring will be visible only after it's submitted. This is the Auto Repeat option. Click on the + button next to Auto Repeat. Select the Reference Doctype. Select the Reference Document. Set the Start Date and End Date(optional). Select the frequency whether daily, weekly, etc,. Save. Here is a explanation of the fields: From Date and To Date: This defines contract period with the customer. Repeat on the Day of Month: If recurring type is set as Monthly, then it will be day of the month on which recurring invoice will be generated. Repeat on Last Day of the Month: Recurring invoices will be created on the last day of every month. Notify by Email: Email Addresses (separated by comma) on which recurring invoice will be emailed when auto-generated. Read Auto Repeat for more details. 3. Exception Handling In a situation where recurring invoice is not created successfully, user with System Manager role is notified about it via email. Failure in creation of recurring invoice could be due to multiple reasons like wrong Email Address mentioned in the Email Notification field in Recurring section etc. On receipt of notification, if cause of failure is fixed (like correcting Email Address) within 24 hours, then recurring invoice will be generated automatically. If issue is not fixed within the said time, then document should be created for that month/year manually. 4. Related Topics 1. Sales Invoice 2. Purchase Invoice 3. Sales Order 4. Purchase Order

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• Last updated on Jun 18, 2025

Manage Tree Structure Masters

Some of the masters in OneHash CRM are maintained in tree structure. Tree structured masters allow you to set Parent master, and Child masters under those Parents. Setting up this structure allows you creating intelligent report, and track growth at each level in the hierarchy. Following is the partial list of masters which are maintained in the tree structure. - Chart of Accounts - Chart of Cost Centers - Customer Group - Territory - Sales Person - Item Group Following are the steps to manage and create record in the tree structured master. Let's consider Territory master to understand managing tree masters. Step 1 : Go to Master Selling>Setup > Territory Step 2 : Parent Territory When click on Parent territory, you will see option to add child territory under it. All default Territory groups will be listed under Parent group called "All Territories". You can add further Parent or child Territory Groups under it. Step 3: Add new Territory When click on Add Child, a dialog box will provide two fields. Territory Group Name Territory will be saved with Territory Name provided here. Group Node If Group Node selected as Yes, then this Territory will be created as Parent, which means you can further create sub-territories under it. If select No, then it will become child Territory which you will be able to select in another masters. Only child Territory Groups are selectable in another masters and transactions. Following is how Child Territories will be listed under a Parent Territory. Following this steps, you can manage other tree masters as well in OneHash.

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• Last updated on Jun 18, 2025

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 page. To access Sales Taxes and Charges Template, go to: ++Home > Selling > Settings > Sales Taxes and Charges Template++ | How to add Sales Taxes/Charges via a template Before creating a new template, note that templates are already created for many of the commonly used taxes. 1. Go to the Sales Taxes and Charges Template list, click on New. 2. Enter a title name for the Tax. 3. Under type, set on what the tax will be calculated and the tax rate. There are five options under type for which tax will be calculated. -> Actual: You can directly enter the amount for the expense. -> On Net Total: On the net total of all the items. -> On Previous Row Amount: This is for compounding the charges. For example, cess charges over the amount to which tax was already applied in the previous row. -> On Previous Row Total: Same as above but applied on the total bill and not just the amount of an item. -> On Item Quantity: Tax will be calculated as Tax Rate * Item Quantity. For example, if Tax Rate is 2% and number of Items is 1, then Tax Rate will be 4, if number of Items are 5, Tax Rate will be 10, and so on. 4. Select an account head which has pre set tax rates or create your own. 5. Selecting default will apply this template by default for new Sales transactions. 6. Save. Is Inter State: For India. On selection of a customer in Sales Invoice or Delivery Note, if the GST codes of place of supply and customer shipping address don't match, the template with 'Is Inter State' ticked will be set as the taxes template. If the place of supply and shipping address are the same, the default taxes template will be applied. This also applies to Purchase Invoice, on selection of Supplier, the templates are set depending on the addresses. For example, IGST. | Features Sales Taxes and Charges table 1. Consider Tax or Charge for: Total - for the total of all items. Valuation - for each item. Valuation and total - apply tax/charge to both. Check out this article to know the difference. 2. Reference Row #: If tax is based on "Previous Row Total" you can select the row number which will be taken as a base for this calculation (default is the previous row). 1. Is this Tax included in Basic Rate?: If checked, the tax amount will be considered as already included in the Print Rate / Print Amount in the Item table of a transaction. This is useful when you want to give tax inclusive price to your customers. To account for tax inclusive rates, the system calculates the Net Amount by deducting the amount of tax to be applied then calculates the tax on it. 2. Account Head: The Account ledger under which this tax will be booked. If you select VAT or any other preset heads, the rate will be automatically filled. 3. Cost Center: If the tax/charge is an income (like shipping) or expense it needs to be booked against a Cost Center. 4. Description: Description of the tax (that will be printed in invoices/quotes). 5. Rate: The Tax rate, eg: 14 = 14% tax. 6. Amount: The Tax amount to be applied, eg: 100.00 = ₹100 tax. The tax rates you define in the template be the standard tax rate for all Items. If there are Items that are supposed have different rates, you can override the standard tax rate by setting an Item Tax Template to the Item or Item Group. | 3. Related Topics 1. Sales Order 2. Selling Settings

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• Last updated on Jun 18, 2025

Credit Limit

Credit Limit Credit Limit is the maximum amount of credit you are willing to offer to a Customer. A Credit Limit is the maximum amount of credit that a financial institution or other lender will extend to a debtor for a particular line of credit. From a Customer's perspective, it is the maximum amount of goods or services they can get without paying money upfront. You can set the Credit Limit in Customer, Customer Group, and in the Company. When a Sales Order or a Sales Invoice is submitted, the Credit Limit will be checked. The order of precedence for checking Credit Limit is as follows: - Credit Limit set in Customer - Credit Limit set in Customer Group - Credit Limit set in Company | 1. How to Set Credit Limit 1. Go to: Selling > Sales > Customer > Customer. 2. Under Credit Limit and Payment Terms section, set the Credit Limit. 3. If you leave the Credit Limit as the default, i.e., 0, it has no effect. 4. Save. | 2. Features 2.1 Credit Controller You can allow users with a specific role to override the Credit Limit validation and submit a Sales Order or Sales Invoice even when a Customer's Credit Limit is fully utilized. To set the Credit Controller role: 1. Go to: Accounting > Accounting Masters > Accounts Settings 2. Set the role in Credit Controller field. 2.2 Bypass Credit Limit Check for Sales Order For specific customers, you can set the credit limit to be checked against the cumulative amount of the outstanding sales invoices and not the sales orders. You can do so by ticking 'Bypass credit limit check at Sales Order' checkbox in 'Credit Limit and Payment Terms' section of the customer. 2.3 Credit Limit for Customer Groups To set Credit Limit at Customer Group Level: 1. Go to Selling > Settings > Customer Group. 2. Open the Customer Group and set the Credit Limit. 2.4 Credit Limit for Company On setting Credit Limit at the Company level, all the Customers will have this Credit Limit applied globally. To set Credit Limit at Company level: 1. Go to Accounting > Accounting Masters > Company. 2. Open the Company and set the Credit Limit. | 3. Related Topics 1. How to create an advance payment entry? 2. Customer Creation

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• Last updated on Jun 18, 2025

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. Naming Series 1. Customer Naming By When a customer is saved, a unique ID is generated for that Customer. By default, Customer ID is generated based on Customer Name. If you wish to save Customer using a naming series, in the field Customer Naming Series, set value as "Naming Series". Example of Customer ID's saved in Naming Series - "CUST00001, CUST00002, CUST00003..." and so on. You can set Naming Series for Customers from: Setup > Data > Naming Series | 2. Defaults **1. Default Customer Group ** Select a default Customer Group which will be auto-updated when creating a new Customer. Quotations can be created for the Customers as well as for the Leads. When converting a Quotation into a Sales Order, which is created for a Lead, the system attempts to convert that Lead into a Customer. While creating Customer in the backend, the value for Customer Group is picked from Selling Settings. If no default values are found for Customer Group, then you will receive a validation message asking for the Customer Group. You can also manually convert a Lead into a Customer. **2. Default Territory Select a default Territory which will be auto-updated when creating a new Customer. Quotations can be created for the Customers as well as for the Leads. When converting a Quotation into a Sales Order, which is created for a Lead, the system attempts to convert that Lead into a Customer. While creating Customer in the backend, the value for Territory is picked from Selling Settings. If no default values are found for Territory, then you will receive a validation message asking for the Territory. You can also manually convert a Lead into a Customer. CRM Settings ** 1. Campaign Naming By** Just like for Customer, you can also configure the naming methodology for the Campaign master. By default, a campaign will be saved with Campaign Name. 2. Default Quotation Validity Days Quotations to the customer are valid only for certain days. In the Quotation, you can update Valid Till Date manually. By default, the Valid Till date is auto-set as 30 days from the Quotation's Posting Date. You can change the no. of days in this field as per your business case. 3. Close Opportunity After Days If there are many Opportunities having a status other than Open, then they will be auto-cloed after the no. of days mentioned in this field. Item Price Settings 1. Default Price List Price List set in this field will be auto-updated in the Price List field of sales transactions like Quotation, Sales Order, Delivery Note, and Sales Invoice. **2. Maintain Same Rate Throughout Sales Cycle ** If this is enabled, ERPNext will validate whether an Item's price is changing in a Delivery Note or Sales Invoice created from a Sales Order, i.e. it will help you maintain the same rate throughout the sales cycle. **3. Action if Same Rate is Not Maintained Throughout Sales Cycle ** You can configure the action that system should take if the same rate is not maintained in the "Action If Same Rate is Not Maintained Throughout Sales Cycle" field: - Stop:OneHash will stop you from changing the price by throwing a validationerror. - Warn: The system will let you save the transaction but warn you with a message if the rate is changed. || Note: This field will only be visible if Maintain Same Rate Throughout Sales Cycle is enabled. **4. Role Allowed to Override Stop Action ** Allow users to add role to override "Stop" action for Maintain Same Rate Throughout Sales Cycle, if Action if Same Rate is Not Maintained was set to Stop. || Note: This field will only be visible if 'Maintain Same Rate Throughout Sales Cycle' is enabled and 'Action if Same Rate is Not Maintained' is set to Stop. **5. Allow User to Edit Price List Rate in Transactions ** The item table in sale transactions has a field called Price List Rate. This field is non-editable by default in all the sales transactions. This is to ensure that the price of an item is fetched from Item Price record and the user is not able to edit it. If you need the Item Price fetched from Price List of an item to be editable, you should uncheck this field. 6. Validate Selling Price for Item Against Purchase Rate or Valuation Rate When making sales, it's important to know that you're not making losses. Enabling this validation will validate the item's Selling Price with its valuation/buying price. If an item's selling price is found to be less than it's buying price, then you will get a prompt when this checkbox is ticked. **7. Calculate Product Bundle Price based on Child Items' Rates ** Enabling this will do the following: - Make the Rate column of all Packed/Bundle Items tables editable. - Calculate the prices of all Product Bundles in the Items table, based on the prices of its Child Items, specified in the Packed/Bundle Items table. || Note: If this is enabled, updating the rate of the Product Bundle in the Items table will not change its price. It will get reset to the price based on its Child Items on saving the doc. Transaction Settings **1. Is Sales Order Required for Sales Invoice & Delivery Note Creation? ** If you wish to make Sales Order creation mandatory before the creation of a Sales Invoice or a Delivery Note, then you should set the 'Sales Order Required' field as 'Yes'. By default, this will be 'No'. This configuration can be overridden for a particular customer by enabling the "Allow Sales Invoice Creation Without Sales Order" checkbox in customer master. 2. Is Delivery Note Required for Sales Invoice Creation? To make Delivery Note creation as mandatory before Sales Invoice creation, you should set this field as 'Yes'. By default, this will be 'No'. This configuration can be overridden for a particular customer by enabling the "Allow Sales Invoice Creation Without Delivery Note" checkbox in customer master **3. Sales Update Frequency ** The frequency at which project progress and company transaction details will be updated. By default it is for Each Transaction, you can also set it to Daily or Monthly if you have a lot of transactions every day. 4. Allow Item to be Added Multiple Times in a Transaction This is a validation check which prevents an item from being added multiple times in the same transaction when unchecked. In some cases, this might be an explicit need if so check this box. **5. Allow Multiple Sales Orders Against a Customer's Purchase Order ** When creating a Sales Order, you can update the Purchase Order ID and Date received from the Customer. You can create only one Sales Order against the Customer's PO No. and Date. However, if you wish to allow the creation of multiple Sales Orders against the same PO No. of the Customer, tick the checkbox "Allow multiple Sales Orders against a Customer's Purchase Order". 6. Hide Customer's Tax ID from Sales Transactions As per the statutory requirement, most of the Customers have unique Tax ID assigned to them. They also need to have this tax ID fetched in the selling transactions. However, if you don't wish to use this functionality, you can disable by checking this property. 7. Calculate Product Bundle Price Based on Child Items'Rates On enabling Calculate Product Bundle Price based on Child Items' Rates: The Rate column of Packed Items will be made editable. The rate and price of Product Bundles in the Items table will be updated based on the rates of its child Items. || Note: If the Rate of the Product Bundle is changed now, it will get reset to the sum based on the rates of its child items on saving the doc.

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• Last updated on Jun 18, 2025