Koha-Library-Management-System/C2/Place-order-for-a-book/English-timed

Time	Narration
00:01	Welcome to the Spoken Tutorial on How to place an order for a book.
00:06	In this tutorial, we will learn to- place an order for a Book,
00:11	close a Basket (Order),
00:13	and receive a shipment.
00:17	To record this tutorial, I am using: Ubuntu Linux OS 16.04 and Koha version 16.05
00:30	To follow this tutorial, learners should have knowledge of Library Science.
00:36	To practice this tutorial, you should have Koha installed on your system.
00:42	And, you should also have Admin access in Koha.
00:47	If not, please refer to the Koha Spoken Tutorial series on this website.
00:53	To begin, let’s login to Koha as Superlibrarian Bella.
01:00	First of all, we will start by enabling ‘receiving an order’.
01:06	We will be using this information later in this tutorial.
01:11	Go to Koha Administration.
01:15	Click on Global System Preferences.
01:19	Acquisitions preferences page opens.
01:23	Under the section Preference, for AcqCreateItem, from the drop- down change 'placing an order' to ‘receiving an order’.
01:37	Next click on Save all Acquisitions preferences at the top of the page.
01:45	Let’s move ahead.
01:47	Go to the Koha Homepage, go to Acquisitions and click on plus New vendor.
01:58	A new page Add vendor opens.
02:02	Under the section Company details, go to Name
02:08	and in the field, type: Powai Book Agency.
02:13	Please Note: we can add multiple vendors, likewise.
02:20	Fill in the details like Contact details.
02:24	I have filled out a few details here.You may do so likewise.
02:30	Remember to check the check-boxes for- Primary acquisitions contact
02:36	Primary serials contact
02:39	Contact about late orders and Contact about late issues.
02:46	Clicking these check-boxes will be useful to send email notifications, related to these options, to the vendor.
02:55	If you do not have an information for a particular field, then leave it blank.
03:01	Under the section Ordering information, for List Prices are, Koha by-default, selects RUPEE.
03:11	And, similarly for Invoice prices are, Koha by-default, selects RUPEE.
03:19	For Tax number registered:, select Yes.
03:25	For List prices:, select Include tax.
03:30	For Invoice prices:, select Include tax.
03:35	I will leave Tax rate as it is.
03:39	Then I will enter Discount as 10% and Delivery time as 14 days.
03:50	I will leave the Notes field blank.
03:54	After filling in all the details, click on Save at the bottom of the page.
04:01	A new page opens up.
04:04	Now, adjacent to the name of the vendor, click on plus New basket.
04:11	On the new page- Add a basket to Powai Book Agency, fill in the details for Basket name:.
04:20	I will add IITB/ST/Books/2017-10.
04:30	Some details will be filled in by default, by Koha.
04:35	For any change in the default details of Billing place, Delivery place and Vendor, select the required option from the drop-down.
04:46	Add Internal note and/or the Vendor note if any.
04:52	As Internal note, I will type For Biology Section.
04:57	For Vendor note, I will type ‘To be delivered on 22 May 2017’.
05:05	Depending upon the requirement, click on Orders are standing:. I will leave the check-box blank.
05:14	After filling in all the details, click on Save at the bottom of the page.
05:21	On the new page that opens, click on the tab plus Add to basket.
05:29	A dialog- box ‘Add order to basket’ opens up.
05:34	Now, select a book to be ordered from the following options.
05:39	I will click on From a new (empty) record.
05:44	Another page with the heading 'New order' opens.
05:49	Enter the title of the book which has to be ordered.
05:53	I will type Industrial Microbiology.
05:57	Next comes Accounting details.
06:01	For Quantity, enter 5.
06:05	For Fund, Koha by-default, selects Books Fund.
06:10	Here remember, if multiple funds are available then we can select as per the requirement.
06:17	Next, fill in the details for Currency.
06:21	Here, Koha by-default, has selected RUPEE.
06:26	You may choose as per your requirement from the drop-down.
06:31	Enter Vendor price as 1000.
06:35	Next is Uncertain price:.
06:38	Select this check-box if you are uncertain about the price. I will leave it blank.
06:46	Next is Tax rate. Koha by-default, selects Tax rate as 0%.
06:55	I will select Discount as 20%.
07:00	Note that Koha will auto-calculate the-Replacement cost as 1000,
07:06	Budgeted cost as 800,
07:09	Total as 4000 and Actual cost as 0.00.
07:17	Also note that Replacement cost and Actual cost are editable.
07:23	Type the Internal note and Vendor note if any.
07:27	I will keep Statistic 1 and Statistic 2 as blank.
07:32	And then click on Save at the bottom of the page.
07:37	A new page with a dialog- box appears.
07:41	Warning! You will exceed 10.00% of your fund.
07:47	Do you want to confirm this order? Click on Yes, I confirm.
07:54	A page opens with the Basket details - Basket IITB/ST/Books/2017-10 (2) for Powai Book Agency.
08:07	It also shows various tabs.
08:10	We will now learn how to close a basket.
08:14	On the same Basket details page, click on the tab Close this basket.
08:21	It means the Order is final and can be sent to the respective vendor.
08:27	A dialog- box opens- Are you sure you want to close Basket IITB/ST/Books/2017-10?
08:41	Click on the button Yes.
08:44	A new page with the name of the vendor Powai Book Agency appears.
08:50	Do not to close this page yet, as we have to learn few a more things here.
08:56	Moving ahead, we will learn how to Receive shipment.
09:01	On the same page, click on the tab Receive Shipment.
09:06	A new page opens - Receive shipment from vendor Powai Book Agency.
09:13	Under the section Receive a new shipment, fill in the Vendor invoice as IITB/ST/Books/2017-10 .
09:28	Koha will auto-select Shipment date .
09:32	Note that date of receipt is the Shipment Date.
09:37	I will skip Shipment Cost and Shipment Fund.
09:41	Click on the Next button located at the bottom of the page.
09:46	Another page- Receipt summary for Powai Book Agency opens up.
09:52	Scroll down and click Finish receiving at the bottom of the page.
09:57	Another page opens with the heading Invoice: IITB/ST/Books/2017-10.
10:07	The Shipment Date is filled by Koha as per the details entered earlier.
10:13	And I will select Billing Date as 05/23/2018.
10:21	I will keep Shipping cost as blank.
10:25	Click on Close and then on Save at the bottom of the page.
10:31	A new page, Invoice has been modified opens.
10:36	Click on Go to receipt page.
10:40	Now you will be able to see- Receipt summary for Powai Book Agency.
10:46	You may now log out from Koha.
10:49	Go to the top right corner of the Koha interface.
10:54	Click on Spoken Tutorial Library and select Logout from the drop-down.
11:01	This brings us to the end of this tutorial.
11:04	Let us summarize.
11:07	In this tutorial, we learnt to: place an order for a Book,
11:13	close a Basket (Order) and receive a shipment.
11:19	For Assignment- prepare a Budget for ‘Books’.
11:25	Under this, create Funds as ‘Civil Engineering’.
11:30	Order a book through an existing vendor ‘Powai Book Agency’.
11:36	The video at the following link summarizes the Spoken Tutorial project. Please download and watch it.
11:44	The Spoken Tutorial Project Team conducts workshops and gives certificates. For more details, please write to us.
11:52	Please post your timed queries in this forum.
11:56	Spoken Tutorial project is funded by NMEICT, MHRD, Government of India. More information on this mission is available at this link.
12:07	This is Bella Tony from IIT Bombay, signing off. Thank you for joining.

Contributors and Content Editors

Nancyvarkey, PoojaMoolya, Pratik kamble, Sandhya.np14