|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.