PoojaMoolya: Created page with " {| border=1 |Time |Narration |- |00:01 |Welcome to the spoken tutorial on''' Place Sales Order in FrontAccounting.''' |- | 00:07 |In this tutorial, we will learn about..."

2020-02-13T09:03:07Z

Created page with " {| border=1 |Time |Narration |- |00:01 |Welcome to the spoken tutorial on''' Place Sales Order in FrontAccounting.''' |- | 00:07 |In this tutorial, we will learn about..."

New page

{| border=1
|Time
|Narration

|-
|00:01
|Welcome to the spoken tutorial on''' Place Sales Order in FrontAccounting.'''

|-
| 00:07
|In this tutorial, we will learn about:

'''Sales Quotation Entry'''

|-
|00:13
| '''Sales Order Entry'''

|-
|00:15
| '''Make Delivery '''and

'''Sales Order Inquiry'''

|-
|00:20
|To record this tutorial, I am using

'''Ubuntu Linux OS version 16.04'''

|-
|00:28
| '''FrontAccounting version 2.4.7'''

|-
|00:32
|To practise this tutorial you must have knowledge of

Higher secondary commerce and accounting and Principles of Bookkeeping

|-
|00:42
|And you should have already set up an '''Organisation or Company''' in '''FrontAccounting'''

|-
|00:48
|If not, for relevant '''FrontAccounting''' tutorials please visit this website.

|-
|00:54
|Start the '''XAMPP services''' before you begin working on '''FrontAccounting''' interface.

|-
|01:00
|Now, let us open the '''FrontAccounting''' interface.

|-
|01:04
|Open the '''browser''' and type '''localhost/account''' and press '''Enter'''.

|-
|01:13
|The '''login''' page appears.

|-
|01:16
|Type the '''username''' as '''admin''' and the '''password'''.

|-
|01:21
|Then click on the '''Login''' button.

|-
|01:24
|'''FrontAccounting''' interface opens.

|-
| 01:27
|We have done all the steps required for sales.

|-
|01:31
|Now we are ready to make a '''Sales Quotation Entry.'''

|-
| 01:35
|Click on the '''Sales''' tab.

In the '''Transactions''' panel, click on '''Sales Quotation Entry''' link.

|-
|01:43
|We can see the drop-down box with the '''Customer''' name and other related information.

|-
|01:50
|This is because we had already updated the details in''' Add and Manage Customers.'''

|-
|01:57
|Let us prepare a new '''sales quotation entry''' for our '''customer ‘Amit’'''.

|-
|02:03
|Note that '''Reference''' number is '''auto generated'''.

|-
| 02:07
| Leave all the other field entries as they are.

|-
|02:11
|In the '''Sales Quotation Items''' panel, click on '''Item Description''' drop-down menu.

Select '''Item '''as''' Dell laptop.'''

|-
|02:22
| '''Item Code''' and the '''sales price''' for '''Dell laptop''' appears here.

|-
|02:28
|This is because we have created this in an earlier tutorial.

|-
|02:33
|In the '''Quantity''' field, I will type 1 as the '''quantity'''.

|-
|02:38
|If you want to give '''discount''' to the '''customer''', type the percentage in the '''Discount''' field.

|-
|02:45
|I will give '''discount''' of 0.10 % to my '''customer'''.

|-
|02:51
|Now, to save the '''entry''', click on '''Add Item''' button at the right end of the row.

|-
|02:58
|Note that the '''Amount Total '''for this '''Sales Order,''' is inclusive of '''GST''' at 12%

|-
|03:06
|'''Shipping Charge''' field is to add charges for '''shipment '''of '''items''' to the''' customer'''.

|-
|03:13
|So, in the '''Shipping Charge '''field, I will type Rs.200.

|-
|03:19
|Click on the '''Update''' button at the bottom of the panel.

|-
|03:23
|We can see the changes in the '''Subtotal''' and the '''Amount Total.'''

|-
|03:28
|Scroll down.

Click on the''' Place Quotation''' button at the bottom of the window.

|-
|03:35
|The success message shows that the '''quotation''' has now been placed.

|-
|03:40
|Next, we need to '''place''' an '''order''' against this '''quotation'''.

|-
|03:46
|So, click on the link '''Make Sales Order Against This Quotation. '''

|-
| 03:52
|A window opens for '''Sales Order Entry.'''

|-
|03:56
|The '''item''' description details can be seen here.

|-
|04:00
|Scroll down.

Click on the '''Place Order '''button at the bottom of the window.

|-
|04:06
|The confirmation message says that we have successfully placed the '''order'''.

|-
|04:12
|The next step is to make a delivery.

|-
|04:15
|So, click on the link '''Make Delivery Against This Order. '''

|-
| 04:21
|A window named '''Deliver Items for a Sales Order''' opens.

|-
|04:27
|It shows us the details of the '''items''' to be delivered.

|-
|04:32
|Click on the '''Process Dispatch''' button at the bottom of the window.

|-
|04:37
| We can see a confirmation message that confirms the entry for '''delivery'''.

|-
| 04:43
|Explore all the below options on your own.

|-
|04:47
|Click on the '''Sales''' Tab.

|-
|04:50
|Now, let us check the '''status''' of the''' Sales Entry''' which is made.

|-
|04:55
|Under '''Inquiries and Reports''' panel, click on '''Sales Order Inquiry''' link.

|-
|05:01
|We can see the details of this '''entry''' in the table given here.

|-
|05:06
|Click on the '''Back''' link at the bottom of the window.

|-
|05:10
|Next, let us learn about '''customer payment'''.

|-
|05:14
|On the right side of the '''Transactions''' panel, click on the''' Customer Payments''' link.

|-
|05:20
|The '''customer Amit '''has to pay Rs.53147.

Enter the amount in the '''Amount''' field.

|-
|05:31
|In the''' Amount of Discount''' field, let us enter Rs.2000.

|-
| 05:37
|Click on the '''Amount''' field once again.

|-
|05:40
|We can see the changes in the amount after the '''discount'''.

|-
|05:44
|In the '''Memo''' field, enter a description.

|-
|05:47
|I will type: “'''Amount received from Amit for sale of Dell laptop'''.”

|-
|05:53
|Then click on '''Add payment '''button at the bottom of the window.

|-
|05:58
|We can see the message “'''Customer payment has been successfully entered'''”.

|-
|06:04
|Below this, we can see various '''links''' for various '''transactions'''.

|-
|06:09
|Click on '''View this customer payment '''link to see the '''payment''' details.

|-
|06:15
|Lastly, click on the '''Close''' link at the bottom of the window.

|-
|06:20
|This brings us to the end of this tutorial.

Let us summarize.

|-
|06:26
|In this tutorial, we have learnt to make:

'''Sales Quotation Entry'''

'''Sales Order Entry'''

|-
|06:33
| '''Make Delivery '''and '''Sales Order Inquiry'''

|-
|06:38
|As an assignment, create a new '''Sales Quotation Entry '''

|-
|06:42
| Refer to the '''Assignment''' link of this tutorial for the details

|-
|06:47
|The video at the following link summarises the Spoken Tutorial project.

Please download and watch it

|-
|06:55
|The''' Spoken Tutorial Project''' Team conducts workshops and gives certificates.

For more details, please write to us.

|-
|07:05
|Please post your timed queries in this forum.

|-
|07:09
|The Spoken Tutorial Project is funded by MHRD Government of India.

|-
|07:15
|The script and video has been contributed by Spoken Tutorial team.

This is Arvind pillai signing off. Thanks''' '''for joining.

|}

FrontAccounting-2.4.7/C2/Place-Sales-Order-in-FrontAccounting/English-timed - Revision history

PoojaMoolya: Created page with " {| border=1 |Time |Narration |- |00:01 |Welcome to the spoken tutorial on''' Place Sales Order in FrontAccounting.''' |- | 00:07 |In this tutorial, we will learn about..."