Nirmala Venkat at 09:27, 22 November 2019

2019-11-22T09:27:17Z

Nirmala Venkat: Created page with " {| style="border-spacing:0;" | style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Visual Cue | style="border:1pt..."

2019-11-18T10:51:23Z

Created page with " {| style="border-spacing:0;" | style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Visual Cue | style="border:1pt..."

New page

{| style="border-spacing:0;"
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Visual Cue
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Narration

|-
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Slide 1

Title Slide
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Welcome to the spoken tutorial on''' Setup for Sales in FrontAccounting.'''

|-
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Slide 2

Learning objective
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| In this tutorial, we will learn to set up:

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

|-
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Slide 3

System Requirements

| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| To record this tutorial, I am using

* '''Ubuntu Linux OS version 16.04'''

* '''FrontAccounting version 2.4.7'''

|-
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Slide 4

'''Pre -requisites'''

To practise this tutorial, you must have knowledge of:

* Higher secondary commerce & accounting
* Principles of Bookkeeping

| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| To practise this tutorial you must have knowledge of

* Higher secondary commerce and accounting and
* Principles of Bookkeeping
|-
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| You should have already

* Set up an '''Organisation/Company''' in '''FrontAccounting'''

If not, for relevant '''FrontAccounting''' tutorials please visit [http://spoken-tutorial.org/ http://spoken-tutorial.org]
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| And you should have already set up an '''Organisation or Company''' in '''FrontAccounting'''

If not, for relevant '''FrontAccounting''' tutorials please visit this website.

|-
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Slide 5:

'''Start XAMPP service'''
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Start the '''XAMPP services''' before you begin working on '''FrontAccounting''' interface.

|-
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Slide 6:

Sales
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| * '''Sales''' is an activity related to selling

* It is the amount of goods or services sold in a given time period.
|-
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Narration
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Now, let us open the '''FrontAccounting''' interface.

|-
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Click on browser >>localhost/account >> Press Enter
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Open the '''browser''', type

'''localhost/account''' and press '''Enter'''.

|-
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Point to the page
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| The '''login page''' appears.

|-
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Enter Username and Password >>

Click>>Login button>>

| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Type the '''username''' as '''admin''' and the '''password'''.

Then click on the '''Login''' button.

|-
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Narration

Point and click on the >> Sales Tab>>
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| '''FrontAccounting''' interface opens.

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

|-
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Highlight with a red colour box Maintenance Panel.
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| '''Maintenance''' panel is used for setup of '''Sales and Customer''' details.

|-
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Slide 7:

Flowchart for Entry in Sales

(image)
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Let us now see the steps for setup in '''Sales.'''
This comprises of 2 steps.

* Step 1 - Setup Sales
* '''Step2 - Setup Customers'''

|-
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Slide 8:

Setup-Sales-Part I (image)

Narration

| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| In''' Setup Sales''', we need to set the following options.

* Sales Types
* Sales Persons
* Sales Areas

So, let us learn how to do so.

|-
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Return back to the FrontAccounting interface.
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Switch back to the '''FrontAccounting''' interface.

|-
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Point & Click >> Sales Types option
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| In the '''Maintenance''' panel, click on '''Sales Types''' link.

This allows us to define the pricing level for the specific customers.

|-
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Point to the details according to

Narration
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| We can see '''Retail''' and '''Wholesale''' as '''Sales Types'''.

For example, let’s consider that the majority of our business is '''Retail.'''

So,''' '''we can keep the retail pricing as base price list.

By default, '''Tax included '''field is set to '''Yes'''.

This means tax will always be included in '''sales'''.

|-
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Click on the '''Edit''' icon of the '''wholesale'''
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Locate '''Wholesale '''and click on the '''Edit''' icon.

|-
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Click >> Calculation factor>>

Narration
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Go to the '''Calculation Factor''' field.

Type in the '''Calculation factor '''to adjust the base pricing if you wish to.

We will keep it the same.

|-
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Point to Tax included
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Next is '''Tax included''' field.

Check this box if '''taxes '''should be a factor when making the calculation.

|-
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| check Tax included
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| I’ll check the '''Tax included''' check-box.

|-
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Click >> Add new button
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Then click on the '''Update''' button at the bottom of the window.

|-
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Point to the message>>New Sales type has been added>>
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| We can see a message, which indicates that the details have been updated.

|-
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Click to the Back link
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Click on the '''Back''' link to return back to the '''FrontAccounting''' interface.

|-
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Narration

Click >> Sales Persons

| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Now, let us learn how to add a new '''Sales Person'''.

In the '''Maintenance''' panel, click on '''Sales Persons''' link.

|-
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Narration
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Here, we need to fill in the necessary information, related to the '''Sales Person'''.

|-
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Type in the details

* Salesperson name - Rahul
* Telephone number -3452934234
* E-mail Id - rahul@gmail.com

| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Fill the details as shown here:

|-
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Point to the Provision field

Narration
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| The '''Provision''' field is used by a '''Sales Person.'''

He gets a '''commission''' or '''provision''' on what they sell.

|-
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Type>> 5 %
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| So, I will type 5% as '''commission''' in the '''Provision''' field.

|-
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Point to '''Turnover''' '''Break point Level.'''

Narration
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Next is '''Turnover''' '''Break point Level.'''

This is used for a '''Sales Person'''.

He gets the '''provision '''only if the amount exceeds the '''break point'''.

|-
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| In the Break Pt. type 1,00,000

Narration

| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| So, in the '''Break point '''field, I will type one lakh.

If the '''Sales Person''' sells above the''' break point''', he will get a '''commission''' of 5%.

In our case, it is one lakh rupees.

|-
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Point to Provision 2 field

Narration

| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| '''Provision 2''' field is used if the '''Sales Person''' sells below the '''break point'''.

I will type 3 here.

That means, if the '''Sales Person''' sells below 1 lakh, he will get a '''commission '''of 3%.

|-
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Click>> Add new button>>

Point to the New Sales person data have been added bar
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Click on''' Add new''' button at the bottom of the window.

|-
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Click to the Back option
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Then click on the '''Back''' link, to return back to the '''FrontAccounting''' interface.

|-
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Narration
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Now, we will learn how to create a new '''Sales Area. '''

|-
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Point to the Sales Area option

Click on the Sales Areas

| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| In the '''Maintenance''' panel, click on the '''Sales Areas''' link.

Based on the '''Sales Area,''' we can create''' sales orders''' and make '''dispatches'''.

|-
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Show>> Area Name>> '''South Mumbai'''

| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Type the new''' Area Name '''which we want to create.

I will type '''South Mumbai.'''

|-
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Click >>Add new button>>

Point to a message as

New Sales area has been added>>
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Save these changes by clicking the '''Add new''' button at the bottom of the window.

|-
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Show the bar showing the entries in the table.
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| We can also see the table with the updated entry.

|-
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Click to the Back option
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Click on the '''Back''' link, to return back to the '''FrontAccounting''' interface.

|-
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Slide 9:

Show the flowchart Step-II

Add and Manage Customers

| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Before we quote a '''Sales Order''', we have to '''set up''' each of the following:

* '''Add and Manage Customers'''

* '''Customer Branches'''
|-
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Slide 10:

Customer
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| * '''Customer''' is an individual or business that purchases goods or services
* We need to add '''customers''' to sell our products.
|-
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Return back to the FrontAccounting interface.
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Switch back to the '''FrontAccounting''' interface.

|-
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Click the options available under Maintenance bar.
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| At the bottom left of the '''Maintenance''' panel, click on '''Add and Manage Customers. '''

|-
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Highlight with a red box

* Customer Name - Amit Brothers & Co.

* Customer Short Name - Amit
* Address -9, Morar Baug, Ghatkopar East, Mumbai
* GST No: 34DERGH1234F2Z5

| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Fill in all the necessary details of the '''Customer''' as shown.

|-
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Click>> Customer’s Currency>> dropdown box.
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| In the '''Customer’s Currency''' drop-down box, I will select '''Indian Rupees. '''

|-
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Click>> Sales Type/Price List field>> Retail

| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| In the '''Sales Type or Price List''' dropdown box, I will select the option '''Retail'''.

|-
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Highlight with a red box

* Phone number - 9788834256
* Secondary phone number if any,
* Fax number and
* E-mail Id of the customer. - [mailto:Amit@yahoo.com Amit@yahoo.com]
* Sales person -Rahul

| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Fill the contact details of the '''customer''' as shown.

I have selected the '''Sales Person''' name as '''Rahul''' which I had created earlier.

|-
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Point to Sales bar on the right side>>

Narration

Credit limit - 1000
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| 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-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Point>> details which are already filled>>
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| I will keep the default settings, as they are.

|-
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Click>> Add New Customer >>
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Scroll down.

Click on '''Add New Customer '''button''' '''at the bottom of the window'''.'''

|-
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Highlight with a red box

A default Branch has been automatically created, please check default Branch values by using the link below.
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| We can also see another message which shows that the default '''branch''' is added.

|-
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Narration
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| A '''customer '''must have one '''customer branch''' to issue '''sales '''or '''delivery orders'''.

|-
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Narration

Click>> Update Customer >>

| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| First, we need to apply these changes for the new '''Sales Entry'''.

Scroll down.

Click on the '''Update Customer''' button at the bottom of the window.

|-
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Point to the message bar

Customer has been updated.
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| The success message indicates that we have updated the '''customer '''details.

|-
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Click >> Back option>>
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Click on the '''Back''' link, to return back to the '''FrontAccounting''' interface.

|-
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Narration
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Now, let us see whether the default '''branch''' is added or not.

|-
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Point to Customer Branches
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| In the '''Maintenance''' panel, click on the '''Customer Branches''' link.

|-
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Point to the table showing new Customer Branch - Global
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| We can see that a default branch '''Global''' has been added to the '''customer'''.

|-
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Click on the Edit icon Click>>

In the '''Sales Area '''drop down box, select '''South Mumbai.'''

Click on Update button
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Click on the '''Edit''' icon at the right, to make changes in the given '''entry'''.

In the '''Sales''' panel, click on '''Sales Area '''drop-down box and select '''South Mumbai.'''

Keep the other field entries as they are.

'''Mailing address''' and the '''Billing address''' will be the same as '''customer address'''.

If you have a different '''address''', you can change it here.

Then click on the '''Update '''button at the bottom of the window to save this change.

|-
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Point to the message

Selected customer branch has been updated.
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| The '''branch''' gets updated and the success message appears at the top.

|-
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| narration
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| This brings us to the end of this tutorial.

Let us summarize. 

|-
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Slide 11

summary
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| In this tutorial, we have learnt to set-up:

* Sales Types
* Sales Persons
* Sales Areas
* Add and manage Customers and
* Customer Branches
|-
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Slide 12:

Assignment:

* Add a customer

* Refer to the '''Assignment''' link of this tutorial for customer details

| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| As an assignment,

* Add another '''customer'''

* Refer to the '''Assignment''' link of this tutorial for the new '''customer''' details.

|-
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Slide 13

Acknowledgement

| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| * The video at the following link summarises the Spoken Tutorial project.
* Please download and watch it

|-
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Slide 14

About workshops
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| The''' Spoken Tutorial Project''' Team conducts workshops and gives certificates.

For more details, please write to us.

|-
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Slide 15

Forum for specific questions:
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Please post your timed queries in this forum.

|-
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Slide 16

Acknowledgement
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| The Spoken Tutorial Project is funded by NMEICT, MHRD Government of India.

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/Setup-for-Sales-in-FrontAccounting/English - Revision history

Nirmala Venkat at 09:27, 22 November 2019

Nancyvarkey at 07:05, 22 November 2019

Nirmala Venkat: Created page with " {| style="border-spacing:0;" | style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Visual Cue | style="border:1pt..."

@@ Line 113: / Line 113: @@
 (image)
 | style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Let us now see the steps for '''setup''' in '''Sales.'''
 * Step 1 - '''Setup Sales'''
@@ Line 346: / Line 345: @@
 |-
 | style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Click>> Customer’s Currency>> dropdown box.
-| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| In the '''Customer’s Currency''' drop-down box, I will select '''Indian Rupees. '''
+| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| In the '''Customer’s Currency''' drop-down box, select '''Indian Rupees. '''
 |-
 | style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Click>> Sales Type/Price List field>> Retail
-| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| In the '''Sales Type or Price List''' dropdown box, I will select the option '''Retail'''.
+| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| In the '''Sales Type or Price List''' dropdown box, select '''Retail'''.
 |-
@@ Line 391: / Line 390: @@
 A default Branch has been automatically created, please check default Branch values by using the link below.
-| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| We can also see another message which shows that the default '''branch''' is added.
+| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| We can a message that the default '''branch''' is added.
 |-
 | style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Narration
 | style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| A '''customer '''must have one '''customer branch''' to issue '''sales '''or '''delivery orders'''.