PoojaMoolya at 08:58, 13 February 2020

2020-02-13T08:58:46Z

PoojaMoolya at 07:03, 13 February 2020

2020-02-13T07:03:45Z

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

2020-02-13T07:03:30Z

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

New page

{| border=1
| Time
| Narration

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

|-
| 00:07
| In this tutorial, we will learn to '''setup''':

'''Sales Types'''
|-
| 00:12
| '''Sales Persons'''

|-
| 00:14
| '''Sales Areas'''

|-
| 00:16
| '''Add and Manage Customers''' and '''Customer Branches'''

|-
| 00:22
| To record this tutorial, I am using

'''Ubuntu Linux OS version 16.04'''

|-
| 00:30
| '''FrontAccounting version 2.4.7'''

|-
| 00:35
| To practise this tutorial you must have knowledge of Higher secondary commerce and accounting and

Principles of Bookkeeping

|-
|00:45
| And you should have already set up an '''Organisation or Company''' in '''FrontAccounting'''.

|-
| 00:52
| If not, for relevant '''FrontAccounting''' tutorials please visit this website.

|-
| 00:58
| Start the '''XAMPP services''' before you begin working on '''FrontAccounting''' interface.

|-
| 01:04
|
'''Sales''' is an activity related to selling

|-
| 01:08
| It is the amount of goods or services sold in a given time period.

|-
| 01:14
| Now, let us open the '''FrontAccounting''' interface.

|-
| 01:19
| Open the '''browser'''.

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

|-
| 01:27
| The '''login page''' appears.

|-
| 01:30
| Type the '''username''' as '''admin''' and the '''password'''.

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

|-
| 01:38
| '''FrontAccounting''' interface opens.

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

|-
| 01:44
| '''Maintenance''' panel is used for '''setup''' of '''Sales''' and '''Customer''' details.

|-
| 01:50
| Let us now see the steps for '''setup''' in '''Sales.'''

|-
| 01:56
| Step 1 - '''Setup Sales'''

|-
| 01:59
| Step2 - '''Setup Customers'''

|-
| 02:03
| In''' Setup Sales''', we need to set the following options.

|-
| 02:08
| '''Sales Types'''

|-
| 02:10
| '''Sales Persons''' and '''Sales Areas'''

So, let us learn how to do so.

|-
| 02:18
| Switch back to the '''FrontAccounting''' interface.

|-
| 02:22
| In the '''Maintenance''' panel, click on '''Sales Types''' link.

|-
| 02:27
| This allows us to define the pricing level for the specific customers.

|-
| 02:33
| We can see '''Retail''' and '''Wholesale''' as '''Sales Types'''.

|-
| 02:39
| For example, let’s consider that the majority of our business is '''Retail.'''

|-
| 02:45
| So, we can keep the retail pricing as '''Base''' price list.

|-
| 02:51
| By default, '''Tax included '''field is set to '''Yes'''.

|-
| 02:56
| This means '''tax''' will always be included in '''sales'''.

|-
| 03:01
| Locate '''Wholesale '''and click on the '''Edit''' icon.

|-
| 03:06
| Go to the '''Calculation Factor''' field.

|-
| 03:09
| Type in the '''Calculation factor '''to adjust the base pricing if you wish to.

|-
| 03:15
| We will keep it the same.

|-
| 03:18
| Next is '''Tax included''' field.

|-
| 03:22
| Check this box if '''taxes '''should be a factor while making the calculation.

|-
| 03:28
| I’ll check the '''Tax included''' check-box.

|-
| 03:32
| Then click on the '''Update''' button at the bottom of the window.

|-
| 03:37
| We can see a message, which indicates that the details have been updated.

|-
| 03:43
| Click on the '''Back''' link to return back to the '''FrontAccounting''' interface.

|-
| 03:48
| Now, let us learn how to add a new '''Sales Person'''.

|-
| 03:53
| In the '''Maintenance''' panel, click on '''Sales Persons''' link.

|-
| 03:58
| Here, we need to fill in the necessary information, related to the '''Sales Person'''.

|-
| 04:05
| Fill the details as shown here.

|-
| 04:09
| The '''Provision''' field is used by a '''Sales Person.'''

|-
| 04:13
| He gets a '''commission''' or '''provision''' on what they sell.

|-
| 04:18
| So, I will type 5% as '''commission''' in the '''Provision''' field.

|-
| 04:25
| Next is '''Turnover Break Point Level.'''

|-
| 04:29
| This is used for a '''Sales Person'''.

|-
| 04:32
| He gets the '''provision '''only if the amount exceeds the '''break point'''.

|-
| 04:37
| So, in the '''Break point '''field, I will type one lakh.

|-
| 04:42
| If the '''Sales Person''' sells above the''' break point''', he will get a '''commission''' of 5%.

|-
| 04:50
| In our case, it is one lakh rupees.

|-
| 04:54
| '''Provision 2''' field is used if the '''Sales Person''' sells below the '''break point'''.

|-
| 05:01
| I will type 3 here.

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

|-
| 05:12
| Click on''' Add new''' button at the bottom of the window.

|-
| 05:17
| Then click on the '''Back''' link, to return back to the '''FrontAccounting''' interface.

|-
|
05:23
| Now, we will learn how to create a new '''Sales Area. '''

|-
| 05:28
| In the '''Maintenance''' panel, click on the '''Sales Areas''' link.

|-
| 05:33
| Based on the '''Sales Area,''' we can create''' sales orders''' and make '''dispatches'''.

|-
| 05:40
| Type the new''' Area Name '''which we want to create.

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

|-
| 05:47
| Save these changes by clicking the '''Add new''' button at the bottom of the window.

|-
| 05:53
| We can also see the table with the updated entry.

|-
| 05:58
| Click on the '''Back''' link, to return back to the '''FrontAccounting''' interface.

|-
| 06:03
| Before we quote a '''Sales Order''', we have to '''set up''':

|-
| 06:08
| '''Add and Manage Customers''' and '''Customer Branches'''

|-
| 06:14
| '''Customer''' is an individual or business that purchases goods or services

|-
| 06:21
| We need to add '''customers''' to sell our products.

|-
| 06:25
| Switch back to the '''FrontAccounting''' interface.

|-
| 06:29
| At the bottom left of the '''Maintenance''' panel, click on '''Add and Manage Customers. '''

|-
|06:36
| Fill in all the necessary details of the '''Customer''' as shown.

|-
| 06:42
| In the '''Customer’s Currency''' drop-down box, select '''Indian Rupees. '''

|-
| 06:47
| In the '''Sales Type or Price List''' dropdown box, select '''Retail'''.

|-
| 06:53
| Fill the contact details of the '''customer''' as shown.

|-
| 06:58
| I have selected the '''Sales Person''' name as '''Rahul''' which I had created earlier.

|-
| 07:05
| We can see the '''Sales''' column on the right hand side.

|-
| 07:09
| Fill out the '''Discount, Credit '''and other conditions applicable for that '''customer'''.

|-
| 07:16
| I will keep the default settings, as they are.

|-
| 07:20
| Scroll down.

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

|-
| 07:28
| We can a message that the default '''branch''' is added.

|-
| 07:33
| A '''customer '''must have one '''customer branch''' to issue '''sales '''or '''delivery orders'''.

|-
| 07:40
| First, we need to apply these changes for the new '''Sales Entry'''.

Scroll down.

|-
| 07:49
| Click on the '''Update Customer''' button at the bottom of the window.

|-
| 07:54
| The success message indicates that we have updated the '''customer '''details.

|-
| 08:00
| Click on the '''Back''' link, to return back to the '''FrontAccounting''' interface.

|-
| 08:05
| Now, let us see whether the default '''branch''' is added or not.

|-
| 08:11
| In the '''Maintenance''' panel, click on the '''Customer Branches''' link.

|-
| 08:16
| We can see that a default '''branch Global''' has been added to the '''customer'''.

|-
|08:22
| Click on the '''Edit''' icon at the right, to make changes in the given '''entry'''.

|-
| 08:28
| In the '''Sales''' panel, click on '''Sales Area '''drop-down box and select '''South Mumbai.'''

|-
| 08:36
| Keep the other field entries as they are.

|-
| 08:40
| '''Mailing address''' and the '''Billing address''' will be the same as '''customer address'''.

|-
| 08:46
| If you have a different '''address''', you can change it here.

|-
| 08:50
| Then click on the '''Update '''button at the bottom of the window to save this change.

|-
| 08:56
| The '''branch''' gets updated and the success message appears at the top.

|-
| 09:01
| This brings us to the end of this tutorial.

Let us summarize.

|-
| 09:07
| In this tutorial, we have learnt to '''setup''':

'''Sales Types'''

|-
| 09:13
| '''Sales Persons'''

|-
| 09:15
| '''Sales Areas'''

|-
| 09:17
| '''Add and manage Customers''' and '''Customer Branches'''

|-
| 09:23
| As an assignment, Add another '''customer'''

|-
| 09:28
| Refer to the '''Assignment''' link of this tutorial for the new '''customer''' details.

|-
| 09:34
| The video at the following link summarises the Spoken Tutorial project.

Please download and watch it

|-
| 09:42
| The''' Spoken Tutorial Project''' Team conducts workshops and gives certificates.

For more details, please write to us.

|-
| 09:52
| Please post your timed queries in this forum.

|-
| 09:56
| The Spoken Tutorial Project is funded by NMEICT, MHRD Government of India.

|-
| 10:02
| The script and video has been contributed by Spoken Tutorial team.

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

|}

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 |-
 | 09:56
-| The Spoken Tutorial Project is funded by NMEICT, MHRD Government of India.
+| The Spoken Tutorial Project is funded by MHRD Government of India.
 |-

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 |-
 | 01:04
 |  '''Sales''' is an activity related to selling
   '''Sales''' is an activity related to selling
 |-

FrontAccounting-2.4.7/C2/Setup-for-Sales-in-FrontAccounting/English-timed - Revision history

PoojaMoolya at 08:58, 13 February 2020

PoojaMoolya at 07:03, 13 February 2020

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