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

'''Title of the Script :''' '''Sales''' '''in FrontAccounting'''
'''Author: Sheetal Prabhu'''
'''Keywords: Sales, Sales Types, Sales Persons, Sales Areas, Customers, Sales Quotation Entry'''
{| style="border-spacing:0;"
| style="background-color:#cc99cc;border:1pt solid #000000;padding:0.097cm;"| <center>'''Visual Cue'''</center>
| style="background-color:#cc99cc;border:1pt solid #000000;padding:0.097cm;"| <center>'''Narration'''</center>

|-
| style="border:1pt solid #000000;padding:0.097cm;"| '''Slide Number 1'''

'''Title Slide'''
| style="border:1pt solid #000000;padding:0.097cm;"| Hello everyone,

Welcome to this tutorial on''' Sales in FrontAccounting.'''

|-
| style="border:1pt solid #000000;padding:0.097cm;"| '''Slide Number 2a'''

| style="border:1pt solid #000000;padding:0.097cm;"| In this tutorial, we will learn to set up:
* '''Sales Types'''
* '''Sales Persons'''
* '''Sales Areas'''
* '''Add and manage Customers''' and '''Branches'''

|-
| style="border:1pt solid #000000;padding:0.097cm;"| '''Slide Number 2b'''

| style="border:1pt solid #000000;padding:0.097cm;"| We will also learn to make:

* '''Sales Quotation Entry'''<br/> 

* '''Sales Order Entry'''<br/> 

* '''Make Delivery and'''<br/> 

* '''Sales Order Inquiry'''
|-
| style="background-color:#ffffff;border:1pt solid #000000;padding:0.097cm;"| '''Slide Number 3'''
'''System Requirements'''
| style="background-color:#ffffff;border:1pt solid #000000;padding:0.097cm;"| To record this tutorial, I am using
* '''Ubuntu Linux''' OS version 14.04

* '''FrontAccounting''' version 2.3.25
|-
| style="border:1pt solid #000000;padding:0.097cm;"| '''Slide Number 4'''

'''Pre -requisites'''

| style="border:1pt solid #000000;padding:0.097cm;"| To practise this tutorial, you should have:

* Knowledge of Higher Secondary Commerce or

* Knowledge of Accounting

|-
| style="border:1pt solid #000000;padding:0.097cm;"| Narration
| style="border:1pt solid #000000;padding:0.097cm;"| Before we start let us understand '''What is Sales?'''

|-
| style="border:1pt solid #000000;padding:0.097cm;"| '''Slide Number 5 (a)'''

| style="border:1pt solid #000000;padding:0.097cm;"| '''Sales '''

* is an activity related to selling 

* or the amount of goods or services sold in a given time period.

|-
| style="border:1pt solid #000000;padding:0.097cm;"| '''Slide Number 5 (b)'''

| style="border:1pt solid #000000;padding:0.097cm;"| Let us see the need for '''Sales''' in books of accounts.


* Every business sells products or services; so it has to record them in their book of accounts.

* Selling an item, does not always happen when cash is received.

* Payment is received in the future for a sale made on an account.

|-
| style="border:1pt solid #000000;padding:0.097cm;"| Narration
| style="border:1pt solid #000000;padding:0.097cm;"| Now, let us open the''' Frontaccounting''' interface.

|-
| style="border:1pt solid #000000;padding:0.097cm;"| Click on''' browser''' >>'''localhost/account''' >> Press '''Enter'''
| style="border:1pt solid #000000;padding:0.097cm;"| Click on the browser, type''' localhost/account'''

and press''' Enter.'''

|-
| style="border:1pt solid #000000;padding:0.097cm;"| Enter''' Username '''and''' Password''' >> 

Click'''>>Login button>>'''
| style="border:1pt solid #000000;padding:0.097cm;"| The''' login''' page appears.

Here, type the username as''' admin''' and the password.

Click on the '''Login''' button.

|-
| style="border:1pt solid #000000;padding:0.097cm;"| Narration

Point and click on the >>''' Sales Tab'''>>
| style="border:1pt solid #000000;padding:0.097cm;"| '''Frontaccounting''' window opens.

Click on the '''Sales''' tab.

|-
| style="border:1pt solid #000000;padding:0.097cm;"| Randomly point to the various panels
| style="border:1pt solid #000000;padding:0.097cm;"| There are various panels here.

|-
| style="border:1pt solid #000000;padding:0.097cm;"| Highlight with a red colour box''' Transactions '''panel.
Point to the options under '''Transaction''' panel.
| style="border:1pt solid #000000;padding:0.097cm;"| The '''Transactions''' panel is used for making transactions related to '''Sales'''.
To make a transaction we have to use the options:

* '''Sales Quotation Entry '''and
* '''Sales Order Entry.'''
|-
| style="border:1pt solid #000000;padding:0.097cm;"| Highlight with a red colour box''' Inquiries and Reports'''

Point to the options under''' Inquiries and Reports.'''
| style="border:1pt solid #000000;padding:0.097cm;"| '''Inquiries and Reports '''panel is used for making reports and inquiries of the transactions.

For this, we have to use the following options:
* '''Sales Quotation Inquiry '''and
* '''Sales Order Inquiry'''
|-
| style="border:1pt solid #000000;padding:0.097cm;"| Highlight with a red colour box''' Maintenance''' Panel.

* '''Sales Types'''
* '''Sales Persons'''
* '''Sales Areas'''
* '''Add and Manage Customers'''
* '''Customer Branches'''

| style="border:1pt solid #000000;padding:0.097cm;"| '''Maintenance''' panel is used for setup of '''Sales''' and '''Customer''' details.

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

* '''Sales Types'''
* '''Sales Persons'''
* '''Sales Areas'''
* '''Add and Manage Customers '''and
* '''Customer Branches'''

|-
| style="border:1pt solid #000000;padding:0.097cm;"| '''Slide Number 6'''

Flowchart for Entry''' '''in''' Sales'''

| style="border:1pt solid #000000;padding:0.097cm;"| Let us now see the flow for a '''Sales Entry'''.

This comprises of 3 steps.

# '''Setup Sales'''
# '''Setup Customers'''
# '''Sales Entry'''

|-
| style="border:1pt solid #000000;padding:0.097cm;"| Narration

'''Setup-Sales-Part I'''

Narration
| style="border:1pt solid #000000;padding:0.097cm;"| In '''Setup Sales''', we need to set the following options under the '''Maintenance '''panel:

* '''Sales Types'''
* '''Sales Persons'''
* '''Sales Areas'''

So, let us learn how to do so..

|-
| style="border:1pt solid #000000;padding:0.097cm;"| Return back to the '''Frontaccounting''' interface.
| style="border:1pt solid #000000;padding:0.097cm;"| Switch back to the '''Frontaccounting '''interface.

|-
| style="border:1pt solid #000000;padding:0.097cm;"| Point >> '''Sales''' '''Types''' option

| style="border:1pt solid #000000;padding:0.097cm;"| The '''Sales''' '''Types''' option allows us to define the '''pricing''' level for the specific '''customers'''.

Let us go to this option.

|-
| style="border:1pt solid #000000;padding:0.097cm;"| Point to the details to fill

Narration
| style="border:1pt solid #000000;padding:0.097cm;"| Here we need to fill in the details, as prompted.

Let’s begin.

|-
| style="background-color:#ffffff;border:1pt solid #000000;padding:0.097cm;"| Type a new''' Sales Type name''' field, as '''Wholesale'''>>
| style="background-color:#ffffff;border:1pt solid #000000;padding:0.097cm;"| We need to add a '''Sales''' '''Type '''first.

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

|-
| style="border:1pt solid #000000;padding:0.097cm;"| Click >>''' Calculation factor'''>>

Narration
| style="border:1pt solid #000000;padding:0.097cm;"| In the '''Calculation factor''' field, type the''' Calculation factor''' to adjust base pricing of our choice. 

I will keep it, as it is.

|-
| style="border:1pt solid #000000;padding:0.097cm;"| Point to '''Tax included'''
| style="border:1pt solid #000000;padding:0.097cm;"| Next, if tax has to be added, we can''' '''check the box named '''Tax included'''.

|-
| style="border:1pt solid #000000;padding:0.097cm;"| Uncheck''' Tax included''' 
| style="border:1pt solid #000000;padding:0.097cm;"| I will keep the box unchecked, as I don’t wish to include the tax for the '''Sales Type'''.

|-
| style="border:1pt solid #000000;padding:0.097cm;"| Click >>''' Add new''' button
| style="border:1pt solid #000000;padding:0.097cm;"| Then click on the''' Add new''' button.

|-
| style="border:1pt solid #000000;padding:0.097cm;"| Point to the message>>'''New Sales type has been added'''>>
| style="border:1pt solid #000000;padding:0.097cm;"| We can see the confirmation message, which indicates that the details have been saved.

|-
| style="border:1pt solid #000000;padding:0.097cm;"| Click to the '''Back''' option
| style="border:1pt solid #000000;padding:0.097cm;"| <nowiki><<PAUSE>></nowiki>

Click on the '''Back''' option to return back to the '''Frontaccounting''' interface.

|-
| style="border:1pt solid #000000;padding:0.097cm;"| Narration

Click >> '''Sales Persons'''
| style="border:1pt solid #000000;padding:0.097cm;"| Now, let us learn how to add a new '''Sales''' '''Person.'''

Go to the''' Sales Persons '''option.

|-
| style="background-color:#ffffff;border:1pt solid #000000;padding:0.097cm;"| Fill the details for:

* '''Salesperson name''',
* '''Telephone number, '''
* '''Fax number '''and
* '''E-mail Id''' 

| style="border:1pt solid #000000;padding:0.097cm;"| Here, we are prompted to fill in all the necessary information pertaining to the '''Sales Persons'''.

|-
| style="border:1pt solid #000000;padding:0.097cm;"| Pause the tutorial, 

* '''Salesperson name'''
* '''Telephone number '''
* '''Fax number '''and
* '''E-mail Id''' 

fill in all the details in the corresponding field.

Resume the tutorial
| style="border:1pt solid #000000;padding:0.097cm;"| 

|-
| style="background-color:#ffffff;border:1pt solid #000000;padding:0.097cm;"| Narration
| style="border:1pt solid #000000;padding:0.097cm;"| I have filled these details here for-

* '''Salesperson name'''
* '''Telephone number '''
* '''Fax number '''and
* '''E-mail Id '''

Pls fill the details likewise.

|-
| style="border:1pt solid #000000;padding:0.097cm;"| Point to the '''Provision''' field

Narration
| style="border:1pt solid #000000;padding:0.097cm;"| The '''Provision''' field is used by a '''Sales''' '''Person''' who gets a '''commission '''or''' provision''' on what they sell.

|-
| style="border:1pt solid #000000;padding:0.097cm;"| Type>> '''5 %'''
| style="border:1pt solid #000000;padding:0.097cm;"| So, I will type '''5% '''as the '''commission''' in''' '''the''' Provision '''field'''.'''

|-
| style="border:1pt solid #000000;padding:0.097cm;"| Narration
| style="border:1pt solid #000000;padding:0.097cm;"| Next is '''Break''' '''point.'''


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

|-
| style="border:1pt solid #000000;padding:0.097cm;"| In the Break Pt. type '''5000'''

Narration
| style="border:1pt solid #000000;padding:0.097cm;"| So, in the '''Break''' '''point''' field, I will type '''5000.00.'''

This means, 
* whenever the''' Sales Person '''sells above the''' break point, '''which is''' 5000, '''
* he will get a '''commision '''of''' 5%.'''

|-
| style="border:1pt solid #000000;padding:0.097cm;"| Point to '''Provision 2''' field 

Narration
| style="border:1pt solid #000000;padding:0.097cm;"| '''Provision 2 '''field is used if the '''Sales Person''' sells below the break point.

I will type '''3'''.
which means if the '''Sales Person '''sells below '''5000''', he will get a '''commision '''of '''3%.'''

|-
| style="border:1pt solid #000000;padding:0.097cm;"| Click>> '''Add''' '''new''' button>>

Point to the '''New Sales person data have been added''' bar 
| style="border:1pt solid #000000;padding:0.097cm;"| '''Save''' these changes, click on '''Add new''' button.

We can see the confirmation message, for the saved entry at the top.
|-
| style="border:1pt solid #000000;padding:0.097cm;"| Click to the '''Back''' option
| style="border:1pt solid #000000;padding:0.097cm;"| <nowiki><<PAUSE>></nowiki>
Scroll down and click on the '''Back''' option, to return back to the '''Frontaccounting''' interface.
|-
| style="border:1pt solid #000000;padding:0.097cm;"| Narration
| style="border:1pt solid #000000;padding:0.097cm;"| Now, we will learn how to create a new '''Sales''' '''Area.'''
|-
| style="border:1pt solid #000000;padding:0.097cm;"| Point to the '''Sales Area''' option

Click on the''' Sales Areas'''
| style="border:1pt solid #000000;padding:0.097cm;"| Based on the '''Sales Area''', we will be able to create '''Sales Orders''' and make '''Dispatches'''.

Click on the '''Sales Areas '''option.

|-
| style="border:1pt solid #000000;padding:0.097cm;"| Show>>''' Area Name'''>>
| style="border:1pt solid #000000;padding:0.097cm;"| Type the new '''Area''' '''Name''' which we want to create.

I will type '''Retailer.'''

|-
| style="border:1pt solid #000000;padding:0.097cm;"| Click >>'''Add new '''button>>

Point to a message as 

'''New Sales area has been added'''>>
| style="border:1pt solid #000000;padding:0.097cm;"| Now, save these changes by clicking '''Add new '''button.

The confirmation message shows that we have successfully saved this information.

|-
| style="border:1pt solid #000000;padding:0.097cm;"| Show the''' bar showing the entries '''in the table.
| style="border:1pt solid #000000;padding:0.097cm;"| We can also see the table with the updated entry.

|-
| style="border:1pt solid #000000;padding:0.097cm;"| Click to the '''Back''' option

| style="border:1pt solid #000000;padding:0.097cm;"| <nowiki><<PAUSE>></nowiki>

Click on the '''Back''' option, to return back to the '''Frontaccounting''' interface.

|-
| style="border:1pt solid #000000;padding:0.097cm;"| Show the flowchart Step-II

'''Add and Manage Customers'''

| style="border:1pt solid #000000;padding:0.097cm;"| Before we quote a '''Sales Order''', we have to set-up each of the following:

* '''Add and Manage Customers'''<br/> 

* '''Customer Branches '''<br/> 

* '''Customer''' is an individual or business that purchases goods and services produced by a business.<br/> 

* We need to '''add''' '''customers''' to sell our products.

|-
| style="border:1pt solid #000000;padding:0.097cm;"| Narration''' '''
| style="border:1pt solid #000000;padding:0.097cm;"| So, let us now learn how to create a new '''Customer'''.

|-
| style="border:1pt solid #000000;padding:0.097cm;"| Return back to the '''Frontaccounting''' interface.
| style="border:1pt solid #000000;padding:0.097cm;"| Switch back to the '''Frontaccounting''' interface.

|-
| style="border:1pt solid #000000;padding:0.097cm;"| Click the '''options''' available under '''Maintenance''' bar.
| style="border:1pt solid #000000;padding:0.097cm;"| At the left bottom of the '''Maintenance''' panel, click on '''Add and Manage Customers'''.

|-
| style="border:1pt solid #000000;padding:0.097cm;"| Click>> Dropdown box>>

Point the drop down box options

Show the default options in the dropdown box
| style="border:1pt solid #000000;padding:0.097cm;"| Click on the dropdown box.

The listed option may vary depending on the '''Frontaccounting''' version.


You may see the default customers of the company in your list.
|-
| style="border:1pt solid #000000;padding:0.097cm;"| Narration
| style="border:1pt solid #000000;padding:0.097cm;"| In my list, there are customers-'''Abhi -Rs, Balaji and Hari'''.
I have created these customers before recording this tutorial.
|-
| style="border:1pt solid #000000;padding:0.097cm;"| Narration
| style="border:1pt solid #000000;padding:0.097cm;"| Since a Company has to deal with many Customers, let us add a '''New Customer.'''

|-
| style="background-color:#ffffff;border:1pt solid #000000;padding:0.097cm;"| Highlight with a red box

* '''Customer Name'''

* '''Customer Short Name'''
* '''Address'''

| style="background-color:#ffffff;border:1pt solid #000000;padding:0.097cm;"| Fill in all the necessary details of the '''Customer'''.

|-
| style="border:1pt solid #000000;padding:0.097cm;"| Pause the tutorial

Fill the following-
* '''Customer Name'''
* '''Customer Short Name'''
* '''Address'''
Resume again after filling
| style="border:1pt solid #000000;padding:0.097cm;"| 
|-
| style="background-color:#ffffff;border:1pt solid #000000;padding:0.097cm;"| Show the information which are filled.

* '''Customer Name'''
* '''Customer Short Name'''
* '''Address'''
| style="background-color:#ffffff;border:1pt solid #000000;padding:0.097cm;"| I have filled these details here for my customer, as you can see.

|-
| style="border:1pt solid #000000;padding:0.097cm;"| 
| style="border:1pt solid #000000;padding:0.097cm;"| Pls fill the details likewise.

|-
| style="border:1pt solid #000000;padding:0.097cm;"| Click>> '''Customer’s''' '''Currency'''>> dropdown box.
| style="border:1pt solid #000000;padding:0.097cm;"| In the '''Customer’s Currency '''drop down box, I will select''' Rupee.'''

|-
| style="border:1pt solid #000000;padding:0.097cm;"| Click>> '''Sales Type/Price List field'''>>
Narration
| style="border:1pt solid #000000;padding:0.097cm;"| In''' '''the''' Sales Type/Price List '''dropdown box, I will select the option''' wholesale.'''

Recall that we have created this '''Sales Type '''earlier.
|-
| style="background-color:#ffffff;border:1pt solid #000000;padding:0.097cm;"| Highlight with a red box

* '''Phone number''', 
* '''Secondary phone number''' if any, 
* '''Fax number''' and 
* '''E-mail Id''' of the customer.
| style="background-color:#ffffff;border:1pt solid #000000;padding:0.097cm;"| Scroll down.


Again we are prompted to fill in the following details of the '''customer'''.

|-
| style="border:1pt solid #000000;padding:0.097cm;"| Pause the tutorial

Fill the following details:
* '''Phone number''', 
* '''Secondary phone number''' if any, 
* '''Fax number''' and 
* '''E-mail Id''' of the customer.
Resume again after filling
| style="border:1pt solid #000000;padding:0.097cm;"| 
|-
| style="background-color:#ffffff;border:1pt solid #000000;padding:0.097cm;"| Highlight with a red box

* '''Phone number''', 
* '''Secondary phone number''' if any, 
* '''Fax number''' and 
* '''E-mail Id''' of the customer.

| style="background-color:#ffffff;border:1pt solid #000000;padding:0.097cm;"| I have filled these contact details for my customer.
Make sure that you give the correct '''Email-Id''' here when you fill out these details.
|-
| style="border:1pt solid #000000;padding:0.097cm;"| Point to '''Sales''' bar on the right side>>

Narration
| style="border:1pt solid #000000;padding:0.097cm;"| Scroll up.

We can see the '''Sales''' column on the right hand side.

Fill out the '''Discount, Credit''', and other conditions applicable for that '''Customer'''.

|-
| style="border:1pt solid #000000;padding:0.097cm;"| Point>> '''details''' which are already filled>>
| style="border:1pt solid #000000;padding:0.097cm;"| I will keep the default settings, as it is.

|-
| style="border:1pt solid #000000;padding:0.097cm;"| Click>> '''Add''' '''New''' '''Customer '''>>

| style="border:1pt solid #000000;padding:0.097cm;"| Scroll down. 

Then click on the '''Add''' '''New''' '''Customer''' button to save these changes.

|-
| style="border:1pt solid #000000;padding:0.097cm;"| '''Highlight with a red box'''

'''“A new Customer has been added.”'''
| style="border:1pt solid #000000;padding:0.097cm;"| The confirmation message shows we have saved the details for our new '''Customer'''.

|-
| style="border:1pt solid #000000;padding:0.097cm;"| Highlight with a red box

'''A default Branch has been automatically created, please check default Branch values by using link below. '''
| style="border:1pt solid #000000;padding:0.097cm;"| We can also see another message which shows that the default '''Branch '''is also added.
|-
| style="border:1pt solid #000000;padding:0.097cm;"| Narration

Click'''>> Update Customer >>'''
| style="border:1pt solid #000000;padding:0.097cm;"| First, we need to apply these changes for the new '''Sales''' '''Entry'''.
Scroll down and click on the''' Update Customer '''button.
|-
| style="border:1pt solid #000000;padding:0.097cm;"| Point to the''' '''message bar

'''Customer has been updated.'''
| style="border:1pt solid #000000;padding:0.097cm;"| The success message indicates that we have updated the customer.

|-
| style="border:1pt solid #000000;padding:0.097cm;"| Click''' >> Back '''option'''>>'''
| style="border:1pt solid #000000;padding:0.097cm;"| Again, scroll down to click on the '''Back''' option, to return back to the '''Frontaccounting''' interface.

|-
| style="border:1pt solid #000000;padding:0.097cm;"| Narration
| style="border:1pt solid #000000;padding:0.097cm;"| Now, let us see whether the default '''Branch''' is added or not.

|-
| style="border:1pt solid #000000;padding:0.097cm;"| Point to '''Customer Branches'''
| style="border:1pt solid #000000;padding:0.097cm;"| Click on the '''Customer Branches '''option'''.'''

|-
| style="border:1pt solid #000000;padding:0.097cm;"| Point to the table showing new '''Customer Branch'''
| style="border:1pt solid #000000;padding:0.097cm;"| We can see that a default '''Branch''' has been added to the '''Customer'''.

|-
| style="border:1pt solid #000000;padding:0.097cm;"| Click on the '''Edit''' icon

Click>> '''Update''' button>>
| style="border:1pt solid #000000;padding:0.097cm;"| By clicking on the '''Edit '''icon, we can make changes in the given entry.

Scroll down, click on the '''Update''' button to save this change. 

|-
| style="border:1pt solid #000000;padding:0.097cm;"| Point to the message

'''Selected customer branch has been updated.'''
| style="border:1pt solid #000000;padding:0.097cm;"| The '''Branch''' gets updated and the success message appears at the top.

|-
| style="border:1pt solid #000000;padding:0.097cm;"| Click>> '''Back''' option>>
| style="border:1pt solid #000000;padding:0.097cm;"| Scroll down to click on the '''Back''' option, to return back to the '''FrontAccounting '''interface. 

|-
| style="border:1pt solid #000000;padding:0.097cm;"| Show the Flowchart Step-III

Narration 
| style="border:1pt solid #000000;padding:0.097cm;"| Now, all the required setup has been done.

And we are ready to make a '''Sales Quotation Entry.'''

|-
| style="border:1pt solid #000000;padding:0.097cm;"| Return back to the '''Frontaccounting''' interface.
| style="border:1pt solid #000000;padding:0.097cm;"| Switch back to the '''Frontaccounting''' interface.

|-
| style="border:1pt solid #000000;padding:0.097cm;"| Click>> '''Sales Quotation Entry''' option>>
| style="border:1pt solid #000000;padding:0.097cm;"| Click on the '''Sales Quotation Entry'''.

|-
| style="border:1pt solid #000000;padding:0.097cm;"| Point >> '''Customer''' text box>>

Narration
| style="border:1pt solid #000000;padding:0.097cm;"| You can see the drop down box with the '''Customer''' name and other related information.

This is because we had already updated the details in''' Add and Manage Customers'''.
|-
| style="border:1pt solid #000000;padding:0.097cm;"| Narration
| style="border:1pt solid #000000;padding:0.097cm;"| So, let us make a '''Sales Quotation Entry'''

|-
| style="border:1pt solid #000000;padding:0.097cm;"| Click''' >> Item Description '''dropdown menu'''>>'''

Point to the''' Item Code 45'''
| style="border:1pt solid #000000;padding:0.097cm;"| In the '''Item Description '''dropdown menu''', '''select''' Item '''as''' Cement.'''

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

|-
| style="border:1pt solid #000000;padding:0.097cm;"| Click>>''' Quantity '''field>> '''150'''
| style="border:1pt solid #000000;padding:0.097cm;"| In the''' Quantity '''field''', '''I will type '''150 '''as the quantity.

|-
| style="border:1pt solid #000000;padding:0.097cm;"| Highlight '''Price before tax '''
| style="border:1pt solid #000000;padding:0.097cm;"| It is possible that you have a slightly different text here

instead of '''Price before tax.'''

|-
| style="border:1pt solid #000000;padding:0.097cm;"| Highlight with red box
| style="border:1pt solid #000000;padding:0.097cm;"| Depending on the variation in the '''Frontaccounting''' version, you may see some difference in the calculation also.

|-
| style="border:1pt solid #000000;padding:0.097cm;"| Click>>'''Price before Tax'''>> '''1500'''
| style="border:1pt solid #000000;padding:0.097cm;"| So, here in the '''Price before Tax''' field, I will type the '''Price''' as '''1500.'''

|-
| style="border:1pt solid #000000;padding:0.097cm;"| Click>> '''Discount''' field>> 0.10%
| style="border:1pt solid #000000;padding:0.097cm;"| If you want to give discount to the '''customer''', type the percentage in the '''Discount''' field.


I will give discount of '''0.10 % '''to my customer'''.'''

|-
| style="border:1pt solid #000000;padding:0.097cm;"| Click>> '''Add''' '''item''' button>>
| style="border:1pt solid #000000;padding:0.097cm;"| Now, to save the entry, click on '''Add''' '''Item''' button.

|-
| style="border:1pt solid #000000;padding:0.097cm;"| Point to the '''Tax 5%'''field>> 
| style="border:1pt solid #000000;padding:0.097cm;"| Here you can see the '''Amount Total''' against the '''Sales Order''' is included with the tax of 5%. 

|-
| style="border:1pt solid #000000;padding:0.097cm;"| Point''' '''to''' Shipping Charge'''

| style="border:1pt solid #000000;padding:0.097cm;"| Note here that -

'''Shipping Charge''' field is to add charges against '''shipment''' to the customer.

|-
| style="border:1pt solid #000000;padding:0.097cm;"| Click on the >> '''Shipping''' '''Charge''' field>> '''10000'''
| style="border:1pt solid #000000;padding:0.097cm;"| So, in the '''Shipping''' '''Charge''' field, I will type '''Rs. 10000.''' 

|-
| style="border:1pt solid #000000;padding:0.097cm;"| Click on the '''Update''' button. 
| style="border:1pt solid #000000;padding:0.097cm;"| Click on '''Update''' button.

|-
| style="border:1pt solid #000000;padding:0.097cm;"| Point >>''' Sub-Total''' and '''Amount Total''' '''Balance''' >> 
| style="border:1pt solid #000000;padding:0.097cm;"| We can see the '''Sub-total''' and the '''Amount Total.'''

The balance has been increased by '''Rs 10,000''' and the total amount now is '''2,46,013.75'''

('''Two Lakhs Forty Six Thousand Thirteen point seventy five)'''

|-
| style="border:1pt solid #000000;padding:0.097cm;"| Click '''Place''' '''Order''' button
Point to the message bar
'''“Order# 1 has been entered.”'''
| style="border:1pt solid #000000;padding:0.097cm;"| Scroll down. 

Save these changes.


Click on the '''Place Quotation''' button.

The success message shows that the quotation has been placed.
|-
| style="border:1pt solid #000000;padding:0.097cm;"| Narration

Point to the''' Sales Order Entry'''.
| style="border:1pt solid #000000;padding:0.097cm;"| Now, we need to place an order against this quotation.

So, the next step is to make a '''Sales Order Entry'''.

|-
| style="border:1pt solid #000000;padding:0.097cm;"| Narration
| style="border:1pt solid #000000;padding:0.097cm;"| Switch back to the '''Frontaccounting''' interface.

|-
| style="border:1pt solid #000000;padding:0.097cm;"| Click on the option Make a Sales Order Against This Quotation.
| style="border:1pt solid #000000;padding:0.097cm;"| Click on the option '''Make Sales Order Against This Quotation.'''

|-
| style="border:1pt solid #000000;padding:0.097cm;"| New window opens for '''Sales''' '''Order''' '''Entry'''
| style="border:1pt solid #000000;padding:0.097cm;"| A window opens for '''Sales Order Entry.'''
The item description details can be seen here.

|-
| style="border-top:1pt solid #000000;border-bottom:0.75pt solid #000000;border-left:1pt solid #000000;border-right:1pt solid #000000;padding:0.097cm;"| Click on the '''Place''' '''Order''' button.

Point to a message as 

'''Order#1 has been entered'''>>
| style="border:1pt solid #000000;padding:0.097cm;"| Scroll down, click on the '''Place Order''' button.

The confirmation message says that we have successfully saved this information.
|-
| style="border:0.75pt solid #000000;padding:0.106cm;"| Highlight the '''options '''with red box >>

* '''View This Order'''
* '''Print This Order'''
* '''Email This Order'''
* '''Make Delivery Against This Order'''
* '''Work Order Entry'''
* '''Enter a New Order'''
* '''Back'''
| style="border-top:1pt solid #000000;border-bottom:1pt solid #000000;border-left:0.75pt solid #000000;border-right:1pt solid #000000;padding:0.097cm;"| We can also see the various options.

|-
| style="border-top:0.75pt solid #000000;border-bottom:1pt solid #000000;border-left:1pt solid #000000;border-right:1pt solid #000000;padding:0.097cm;"| Narration

Point to the '''Make''' '''Delivery''' option

| style="border:1pt solid #000000;padding:0.097cm;"| The next step is to '''Make a delivery'''.

|-
| style="border:1pt solid #000000;padding:0.097cm;"| Narration
| style="border:1pt solid #000000;padding:0.097cm;"| Again, switch back to the '''Frontaccounting''' interface.

|-
| style="border:1pt solid #000000;padding:0.097cm;"| Click on '''Make Delivery Against This Order'''
| style="border:1pt solid #000000;padding:0.097cm;"| So, click on the option '''Make Delivery Against This Order. '''

|-
| style="border:1pt solid #000000;padding:0.097cm;"| New window opens for '''Sales''' '''Delivery Items>>'''
| style="border:1pt solid #000000;padding:0.097cm;"| A window named '''Deliver Items for a Sales Order '''opens.

It shows us the details of the items to be delivered.
|-
| style="border-top:1pt solid #000000;border-bottom:0.75pt solid #000000;border-left:1pt solid #000000;border-right:1pt solid #000000;padding:0.097cm;"| Click on the '''Process''' '''Dispatch''' button.

Point to a message as 

'''Delivery#1 has been entered'''>>
| style="border:1pt solid #000000;padding:0.097cm;"| Scroll down, click on the '''Process Dispatch''' button.

The confirmation message shows that we have successfully made the entry for the delivery.
|-
| style="border:0.75pt solid #000000;padding:0.106cm;"| Highlight the '''options '''with red box >>
* '''View This Delivery'''
* '''Print Delivery Note'''
* '''Email Delivery Note'''
* '''Print as Packing Slip'''
* '''Email as Packing Slip'''
* '''View the GL Journal Entries for this Dispatch '''
* '''Invoice This Delivery'''
* '''Select Another Order For Dispatch'''
* '''Back'''
| style="border-top:1pt solid #000000;border-bottom:1pt solid #000000;border-left:0.75pt solid #000000;border-right:1pt solid #000000;padding:0.097cm;"| We can now see the options:

|-
| style="border-top:0.75pt solid #000000;border-bottom:1pt solid #000000;border-left:1pt solid #000000;border-right:1pt solid #000000;padding:0.097cm;"| Narration
| style="border:1pt solid #000000;padding:0.097cm;"| This is the step-by-step procedure to make a '''Sales Entry.'''

|-
| style="border:1pt solid #000000;padding:0.097cm;"| Narration
| style="border:1pt solid #000000;padding:0.097cm;"| Now, let us check the status of the '''Sales Entry '''which is made.

|-
| style="border:1pt solid #000000;padding:0.097cm;"| Click on the >>'''Sales Tab'''>>
| style="border:1pt solid #000000;padding:0.097cm;"| Click on the '''Sales Tab'''.

|-
| style="border:1pt solid #000000;padding:0.097cm;"| Click on Sales Order Inquiry panel under the '''Inquiries and Reports''' option.
Narration
| style="border:1pt solid #000000;padding:0.097cm;"| Under '''Inquiries''' and '''Reports''' panel, we see '''Sales Order Inquiry''' option.
This option is to make an inquiry against the '''Sales Order''' entry being made.
Click on it.
|-
| style="border-top:1pt solid #000000;border-bottom:0.75pt solid #000000;border-left:1pt solid #000000;border-right:1pt solid #000000;padding:0.097cm;"| Point to the table of the Sales order Entry
| style="border:1pt solid #000000;padding:0.097cm;"| We can see the details of this entry in the table given here.

|-
| style="border:0.75pt solid #000000;padding:0.106cm;"| Narration
| style="border-top:1pt solid #000000;border-bottom:1pt solid #000000;border-left:0.75pt solid #000000;border-right:1pt solid #000000;padding:0.097cm;"| Let us summarize.
|-
| style="border-top:0.75pt solid #000000;border-bottom:1pt solid #000000;border-left:1pt solid #000000;border-right:1pt solid #000000;padding:0.097cm;"| '''Slide Number 2a'''
'''Learning Objectives '''
| style="border:1pt solid #000000;padding:0.097cm;"| In this tutorial, we have learnt to set-up:

* '''Sales Types'''
* '''Sales Persons'''
* '''Sales Areas'''
* '''Add and manage Customers''' and '''Branches'''
|-
| style="border:1pt solid #000000;padding:0.097cm;"| '''Slide Number 2b'''

'''Learning Objectives '''
| style="border-top:1pt solid #000000;border-bottom:0.75pt solid #000000;border-left:1pt solid #000000;border-right:1pt solid #000000;padding:0.097cm;"| We have also learnt to make:
* '''Sales Quotation Entry'''<br/> 

* '''Sales Order Entry'''<br/> 

* '''Make Delivery'''<br/> 

* '''Sales Order Inquiry'''
|-
| style="border-top:1pt solid #000000;border-bottom:0.75pt solid #000000;border-left:1pt solid #000000;border-right:0.75pt solid #000000;padding:0.097cm;"| '''Slide 6'''

'''Assignment''' 
| style="border:0.75pt solid #000000;padding:0.106cm;"| As an''' Assignment''' 

* Add a new '''Customer''' for Sales, using '''Add and Manage Customer '''option'''.'''

* Create a new '''Sales Quotation''' '''Entry'''.
|-
| style="border:0.75pt solid #000000;padding:0.106cm;"| '''Slide''' '''Number''' '''7'''

'''Acknowledgement'''
| style="border:0.75pt solid #000000;padding:0.106cm;"| '''Acknowledgement'''

This video summarizes the Spoken Tutorial project.

Please download and watch it.
|-
| style="border:0.75pt solid #000000;padding:0.106cm;"| '''Slide Number 8'''
| style="border:0.75pt solid #000000;padding:0.106cm;"| We conduct workshops using Spoken Tutorials and give Certificates.
For more information, please contact us.
|-
| style="border:0.75pt solid #000000;padding:0.106cm;"| '''Slide Number 9'''
| style="border:0.75pt solid #000000;padding:0.106cm;"| The Spoken Tutorial Project is funded by NMEICT, MHRD Government of India.
This tutorial has been contributed by '''Sheetal''' '''Prabhu''' from '''IIT Bombay'''.

Thank you for joining.
|}