View source for FrontAccounting/C2/Sales-in-FA/English-timed

{| border=1
|| '''Time'''
|| '''Narration'''

|-
| 00:01
| Hello everyone, Welcome to this tutorial on '''Sales in FrontAccounting.'''

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| 00:07
| In this tutorial, we will learn to set up:

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|  00:10
|'''Sales Types'''
'''Sales Persons'''
'''Sales Areas'''
'''Add and manage Customers''' and '''Branches'''

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| 00:18
| We will also learn to make:

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| 00:20
| '''Sales Quotation Entry'''

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| 00:22
| '''Sales Order Entry'''

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| 00:24
| '''Make Delivery and'''

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| 00:26
| '''Sales Order Inquiry'''

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| 00:29
| To record this tutorial, I am using

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| 00:32
| '''Ubuntu Linux''' OS version 14.04

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| 00:36
| '''FrontAccounting''' version 2.3.25

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| 00:41
| To practise this tutorial, you should have:

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| 00:44
| Knowledge of Higher Secondary Commerce or

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| 00:47
| Knowledge of Accounting

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| 00:49
| Before we start let us understand '''What is Sales?'''

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| 00:53
| '''Sales''' is an activity related to selling 

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| 00:57
|  or the amount of goods or services sold in a given time period.

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| 01:02
| Let us see the need for '''Sales''' in books of accounts.

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| 01:06
| Every business sells products or services; 

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| 01:10
| so it has to record them in their book of accounts.

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| 01:14
| Selling an item, does not always happen when cash is received.

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| 01:19
| Payment is received in the future for a sale made on an account.

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| 01:24
| Now, let us open the '''Frontaccounting''' interface.

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| 01:29
| Click on the browser, type '''localhost/account''' and press ''' Enter.'''

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| 01:37
| The '''login''' page appears.

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| 01:39
| Here, type the username as '''admin''' and the password.

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| 01:45
| Click on the '''Login''' button.

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|  01:48
|  '''Frontaccounting''' window opens.

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| 01:51
| Click on the '''Sales''' tab.

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| 01:53
| There are various panels here.

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| 01:56
| The '''Transactions''' panel is used for making transactions related to '''Sales'''.

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| 02:02
| To make a transaction we have to use the options:

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| 02:05
| '''Sales Quotation Entry''' and

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| 02:08
| '''Sales Order Entry.'''

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| 02:10
|  '''Inquiries and Reports''' panel is used for making reports and inquiries of the transactions.

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| 02:17
| For this, we have to use the following options:

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| 02:20
| '''Sales Quotation Inquiry''' and

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| 02:23
| '''Sales Order Inquiry'''

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| 02:25
| '''Maintenance''' panel is used for setup of '''Sales''' and '''Customer''' details.

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| 02:30
| To do the setup, we have to use the following options:

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| 02:34
|  '''Sales Types'''
'''Sales Persons'''
'''Sales Areas'''
'''Add and Manage Customers''' and
'''Customer Branches'''

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| 02:44 
| Let us now see the flow for a '''Sales Entry'''.

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| 02:48 
| This comprises of 3 steps.
'''Setup Sales'''
'''Setup Customers'''
'''Sales Entry'''

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| 02:56
| In '''Setup Sales''', we need to set the following options under the '''Maintenance''' panel:

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| 03:02
| '''Sales Types'''
'''Sales Persons'''
'''Sales Areas'''

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| 03:08
| So, let us learn how to do so..

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| 03:11
| Switch back to the '''Frontaccounting''' interface.

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| 03:15
| The '''Sales''' '''Types''' option allows us to define the '''pricing''' level for the specific '''customers'''.

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| 03:21
| Let us go to this option.

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| 03:23
| Here we need to fill in the details, as prompted.

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| 03:26
| Let’s begin.

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| 03:28
| We need to add a '''Sales''' '''Type''' first.

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| 03:31
| So, I will type '''“wholesale”''' as the name for the new '''Sales Type.'''

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| 03:36
| In the '''Calculation factor''' field, type the '''Calculation factor''' to adjust base pricing of our choice. 

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| 03:44
| I will keep it, as it is.

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| 03:47
| Next, if tax has to be added, we can check the box named '''Tax included'''.

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| 03:54
| I will keep the box unchecked, as I don’t wish to include the tax for the '''Sales Type'''.

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| 04:00
| Then click on the '''Add new''' button.

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| 04:03
| We can see the confirmation message, which indicates that the details have been saved.

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| 04:09
| Click on the '''Back''' option to return back to the '''Frontaccounting''' interface.

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| 04:14
| Now, let us learn how to add a new '''Sales''' Person.

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| 04:18
| Go to the '''Sales Persons''' option.

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| 04:21 
| Here, we are prompted to fill in all the necessary information pertaining to the '''Sales Persons'''.

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| 04:29
| I have filled these details here for-

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| 04:31
| '''Salesperson name'''
'''Telephone number '''
'''Fax number'''and
'''E-mail Id'''

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| 04:37
| Pls fill the details likewise.

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| 04:41
| The '''Provision''' field is used by a '''Sales''' '''Person''' who gets a '''commission ''' or ''' provision''' on what they sell.

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| 04:48 
| So, I will type '''5%''' as the '''commission''' in the Provision '''field'''.

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| 04:53
| Next is '''Break point.'''

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|  04:56
| It is used for a '''Sales Person''' who gets the '''provision''' only if the amount exceeds the break point.

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| 05:03
| So, in the '''Break point''' field, I will type '''5000.00.'''

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| 05:08
| This means, 

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| 05:09
| whenever the '''Sales Person''' sells above the '''break point''', which is '''5000''', he will get a '''commision '''of '''5%.'''

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| 05:18
| '''Provision 2''' field is used if the '''Sales Person''' sells below the break point.

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| 05:23
| I will type '''3'''.

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| 05:26
| which means if the '''Sales Person''' sells below '''5000''', he will get a '''commision''' of '''3%.'''

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| 05:34
| '''Save''' these changes, click on '''Add new''' button.

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| 05:38
| We can see the confirmation message, for the saved entry at the top.

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| 05:44
| Scroll down, click on the '''Back''' option, to return back to the '''Frontaccounting''' interface.

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| 05:51
| Now, we will learn how to create a new '''Sales Area'''.

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| 05:56
| Based on the '''Sales Area''', we will be able to create '''Sales Orders''' and make '''Dispatches'''.

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| 06:03
| Click on the '''Sales Areas''' option.

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| 06:06
| Type the new '''Area''' '''Name''' which we want to create.

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| 06:09
| I will type '''Retailer.'''

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| 06:12
| Now, save these changes by clicking '''Add new''' button.

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| 06:17
| The confirmation message shows that we have successfully saved this information.

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| 06:23
| We can also see the table with the updated entry.

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| 06:27 
| Click on the '''Back''' option, to return back to the '''Frontaccounting''' interface.

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| 06:33
| Before we quote a '''Sales Order''', we have to set-up each of the following:

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| 06:38
| '''Add and Manage Customers''' and '''Customer Branches'''

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| 06:43
| '''Customer''' is an individual or business that purchases goods and services produced by a business. 

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| 06:50
| We need to '''add''' '''customers''' to sell our products.

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| 06:54
| So, let us now learn how to create a new '''Customer'''.

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| 06:57
| Switch back to the '''Frontaccounting''' interface.

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| 07:01
| At the left bottom of the '''Maintenance''' panel, click on '''Add and Manage Customers'''.

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| 07:08
| Click on the dropdown box.

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| 07:10
| The listed option may vary depending on the '''Frontaccounting''' version.

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| 07:15
| You may see the default customers of the company in your list.

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| 07:20
| In my list, there are customers -'''Abhi , Balaji and Hari'''.

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| 07:27
| I have created these customers before recording this tutorial.

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| 07:32 
| Since a Company has to deal with many Customers, let us add a '''New Customer.'''

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| 07:38
| Fill in all the necessary details of the '''Customer'''.

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| 07:42
| I have filled these details here for my customer, as you can see.

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| 07:47
| Pls fill the details likewise.

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| 07:50
| In the '''Customer’s Currency''' drop down box, I will select '''Rupee.'''

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| 07:56
| In the '''Sales Type/Price List''' dropdown box, I will select the option '''wholesale.'''

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| 08:03
| Recall that we have created this '''Sales Type''' earlier.

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| 08:07
| Scroll down,

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| 08:09
| Again we are prompted to fill in the following details of the '''customer'''.

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| 08:14
| I have filled these contact details for my customer.

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| 08:18
| Make sure that you give the correct '''Email-Id''' here when you fill out these details.

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| 08:24
| Scroll up.

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| 08:26
| We can see the '''Sales''' column on the right hand side.

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| 08:30
| Fill out the '''Discount, Credit''', and other conditions applicable for that '''Customer'''.

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| 08:36
| I will keep the default settings, as it is.

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| 08:40
| Scroll down,

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| 08:42
| Then click on '''Add''' '''New''' '''Customer''' button to save these changes.

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| 08:48
| The confirmation message shows we have saved the details for our new '''Customer'''.

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| 08:54
| We can also see another message which shows that the default '''Branch''' is also added.

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| 09:00
| First, we need to apply these changes for the new '''Sales''' '''Entry'''.

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| 09:05
| Scroll down and click on the '''Update Customer''' button.

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| 09:10 
| The success message indicates that we have updated the customer.

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| 09:15
| Again, scroll down to click on the '''Back''' option, to return back to the '''Frontaccounting''' interface.

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| 09:22
| Now, let us see whether the default '''Branch''' is added or not.

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| 09:27
| Click on the '''Customer Branches''' option.

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| 09:30
| We can see that a default '''Branch''' has been added to the '''Customer'''.

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| 09:35
| By clicking on the '''Edit''' icon, we can make changes in the given entry.

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| 09:41
| Scroll down,

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| 09:43
| click on the '''Update''' button to save this change. 

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| 09:47
| The '''Branch''' gets updated and the success message appears at the top.

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| 09:52
| Scroll down to click on the '''Back''' option, to return back to the '''FrontAccounting ''' interface. 

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| 09:59
| Now, all the required setup has been done.

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| 10:02
| And we are ready to make a '''Sales Quotation Entry.'''

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| 10:06
| Switch back to the '''Frontaccounting''' interface.

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| 10:09
| Click on the '''Sales Quotation Entry'''.

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| 10:12
| You can see the drop down box with the '''Customer''' name and other related information.

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| 10:19
| This is because we had already updated the details in '''Add and Manage Customers'''.

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| 10:25
| So, let us make a '''Sales Quotation Entry'''

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| 10:29
| In the '''Item Description''' dropdown menu, select '''Item''' as '''Cement.'''

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| 10:35
| Recall, that we have created the '''Item''' '''code''' as '''45''' for '''Cement''' in an earlier tutorial.

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| 10:42
| In the '''Quantity''' field, I will type '''150 ''' as the quantity.

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| 10:47 
| It is possible that you have a slightly different text here instead of '''Price before tax.'''

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| 10:53
| Depending on the variation in the '''Frontaccounting''' version, you may see some difference in the calculation also.

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| 11:01
| So, here in the '''Price before Tax''' field, I will type the '''Price''' as '''1500.'''

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| 11:08
| If you want to give discount to the '''customer''', type the percentage in the '''Discount''' field.

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| 11:14
| I will give discount of '''0.10 %''' to my customer.

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| 11:19
| Now, to save the entry, click on '''Add''' '''Item''' button.

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| 11:24  
| Here you can see the '''Amount Total''' against the '''Sales Order''' is included with the tax of 5%. 

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| 11:32
| Note here that -
'''Shipping Charge''' field is to add charges against '''shipment''' to the customer.

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| 11:38
| So, in the '''Shipping''' '''Charge''' field, I will type '''Rs. 10000.''' 

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| 11:43 
| Click on '''Update''' button.

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| 11:45 
| We can see the '''Sub-total''' and the '''Amount Total.'''

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| 11:49 
| The balance has been increased by '''Rs 10,000''' and the total amount is now '''2,46,013.75'''
('''Two Lakhs Forty Six Thousand Thirteen point seventy five)'''

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| 11:59
| Scroll down,

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| 12:01
| Save these changes.

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| 12:03
| Click on the '''Place Quotation''' button.

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| 12:06
| The success message shows that the quotation has been placed.

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| 12:11
| Now, we need to place an order against this quotation.

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| 12:15
| So, the next step is to make a '''Sales Order Entry'''.

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| 12:19
| Switch back to the '''Frontaccounting''' interface.

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| 12:22 
| Click on the option '''Make Sales Order Against This Quotation.'''

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| 12:27
| A window opens for '''Sales Order Entry.'''

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| 12:31
| The item description details can be seen here.

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| 12:35
| Scroll down, 

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| 12:37
| click on the '''Place Order''' button.

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| 12:40
| The confirmation message says that we have successfully saved this information.

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| 12:46
| We can also see the various options.

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| 12:49
| The next step is to '''Make a delivery'''.

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| 12:52
| Again, switch back to the '''Frontaccounting''' interface.

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| 12:56  
| So, click on the option '''Make Delivery Against This Order.'''

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| 13:00
| A window named '''Deliver Items for a Sales Order''' opens.

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| 13:04
| It shows us the details of the items to be delivered.

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| 13:08 
| Scroll down, 

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| 13:10 
| click on the '''Process Dispatch''' button.

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| 13:13 
| The confirmation message shows that we have successfully made the entry for the delivery.

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| 13:19 
| We can now see the options:

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| 13:22
| This is the step-by-step procedure to make a '''Sales Entry.'''

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| 13:27
| Now, let us check the status of the '''Sales Entry''' which is made.

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| 13:32
| Click on the '''Sales Tab'''.

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| 13:35
| Under '''Inquiries''' and '''Reports''' panel, we see '''Sales Order Inquiry''' option.

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| 13:41
| This option is to make an inquiry against the '''Sales Order''' entry being made. Click on it.

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| 13:48
| We can see the details of this entry in the table given here.

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| 13:53
| Let us summarize.

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| 13:55
| In this tutorial, we have learnt to set-up:

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| 13:58
| '''Sales Types'''
'''Sales Persons'''
'''Sales Areas'''
'''Add and manage Customers''' and '''Branches'''

|-
| 14:05 
| We have also learnt to make:

|-
| 14:07
|  '''Sales Quotation Entry''' 
'''Sales Order Entry''' 
'''Make Delivery''' and
'''Sales Order Inquiry'''

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| 14:14
| As an '''Assignment''' 

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| 14:16
| Add a new '''Customer''' for Sales, using '''Add and Manage Customer''' option.

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| 14:21
| Create a new '''Sales Quotation''' '''Entry'''.

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| 14:24
| This video summarizes the Spoken Tutorial project.  Please download and watch it.

|-
| 14:30
| We conduct workshops using Spoken Tutorials and give Certificates.

|-
| 14:34
| For more information, please contact us.

|-
| 14:38 
| The Spoken Tutorial Project is funded by NMEICT, MHRD Government of India.

|-
| 14:45 
| This tutorial has been contributed by '''Sheetal''' '''Prabhu''' from '''IIT Bombay'''.
Thank you for joining.

|}