Madhulika at 10:29, 9 December 2024

2024-12-09T10:29:32Z

Madhulika at 10:27, 9 December 2024

2024-12-09T10:27:21Z

Madhulika at 10:14, 9 December 2024

2024-12-09T10:14:51Z

Madhulika: Created page with "'''Title of the Script: '''Place Order For a Book''' '''Author: '''Vaibhavi Satardekar and Maya Hans '''Keywords: '''Koha, Koha Library Setup, Koha 24.05,Add a New Vendor I..."

2024-12-09T10:12:07Z

Created page with "'''Title of the Script: '''Place Order For a Book''' '''Author: '''Vaibhavi Satardekar and Maya Hans '''Keywords: '''Koha, Koha Library Setup, Koha 24.05,Add a New Vendor I..."

New page

'''Title of the Script: '''Place Order For a Book'''

'''Author: '''Vaibhavi Satardekar and Maya Hans

'''Keywords: '''Koha, Koha Library Setup, Koha 24.05,Add a New Vendor In Koha, Create a Basket in
Koha, Add Orders to the Basket in Koha, Close the Basket in Koha, Receive Shipments in Koha, Video
tutorial.

{|border=1
|-
|| '''Visual Cue'''
|| '''Narration'''
|-
|| Slide Number 1
Title Slide
|| Welcome to the Spoken Tutorial on Place Order For a Book in '''Koha.'''
|-
|| Slide Number 2
Learning Objectives
We will learn how to:
* '''Place Order For a Book'''
* '''Close a Basket (Order)'''
* '''Receive a shipment'''
|| In this tutorial, we will learn how to:
* '''Place Order For a Book'''
* '''Close a Basket (Order) '''and
* '''Receive a shipment'''
|-
|| Slide Number 3
System Requirement
To record this tutorial, I am using
* '''Ubuntu Linux''' OS '''v22.04'''
* '''Koha''' '''v24.05'''
* '''Firefox v131.0.3'''
* A working internet connectivity.
|| To record this tutorial, I am using
* '''Ubuntu Linux''' OS version 22.04
* '''Koha''' version 24.05
* '''Firefox version 131.0.3'''
A working internet connectivity.
|-
|| Slide Number 4
Pre-requisites
https://spoken-tutorial.org/
|| To follow this tutorial, you should have
* '''Koha installed '''on your system and
* '''Admin''' access in '''Koha. '''

If not, refer to the '''Koha Installation''' tutorial on this site.
Also, you should have knowledge of '''Library Science.'''
|-
|| Show Koha login interface
|| Let us switch to the '''Koha interface.'''
|-
|| '''Username '''as '''Bella '''and '''Password '''as '''Library@1'''.
Click on '''Log in'''
|| To place an order for a book, we have to login as '''superlibrarian.'''
'''So''', I will type the username as '''Bella '''and the password''' '''as '''Library@1.'''
For the library field, from the drop down select '''Spoken Tutorial Library.'''
Now click on the''' Login '''button.
If you had given a different '''username''' and '''password''', then type that.
|-
|| Narration only
|| First of all, we will start by enabling''' receiving an order.'''
We will be using this information later in this tutorial.
|-
|| Go to '''Koha administration'''
|| Click on '''Koha administration '''module
|-
|| '''Koha administration '''page
|| '''Koha administration '''page opens.
|-
|| Click on '''System preferences'''
|| Now, click on '''System preferences.'''
|-
|| '''System preferences Accounting Preferences '''page
|| '''System preferences Accounting preferences '''page opens.
|-
|| Left menu >>click on '''Acquisitions'''
|| On this page from the left side menu click on '''Acquisitions.'''
|-
|| '''System preferences Acquisitions preferences''' page
'''Preference '''for '''AcqCreateItem>>'''
from the drop-down change''' placing an order '''to''' receiving an order.'''
|| '''System preferences Acquisitions preferences''' page opens.
On this page, under the '''Policy '''section, go to '''AcqCreateItem, '''from the drop-down change''' placing
an order '''to''' receiving an order.'''
|-
|| Go to the top of the page.
Click on '''Save all Acquisitions preferences'''
|| Next, click on '''Save all Acquisitions preferences '''at the top of the page.
|-
|| Textbox with message

'''Saved preference AcqCreateItem'''
|| A text in black box says '''Saved preference AcqCreateItem.'''
|-
|| Narration only
|| Let’s move ahead.
|-
|| Click on''' Home '''icon>>
|| Go to the''' '''top left corner of the page and click on the '''Home '''icon.
|-
|| '''Koha''' homepage
|| This will bring us to the Koha homepage.
|-
|| Click on '''Acquisitions''' module
|| Click on the '''Acquisitions''' module.
|-
|| '''Acquisitions '''page
|| '''Acquisitions''' page opens.
|-
|| click on '''+New vendor'''
|| Here, click on the New''' vendor '''button on top of the page.
|-
|| '''Add Vendor '''page.
'''(Company) '''details as''' Powai Book Agency'''
|| A new page '''Add vendor''' opens.
Under the section '''Company details Name '''field, type '''Powai Book Agency.'''
Please Note: We can add multiple vendors, likewise.
|-
|| Pause and show the filled in '''Contact details'''
'''Contact name: '''Raju Mahajan
'''Alternative phone: '''+91 xxx xxx xxxx
'''Email: '''contact@spokentutorial.org
|| Now scroll down and fill in the details like '''Contact details.'''
I have filled out a few details here.
You may do so likewise.
|-
|| Check the checkboxes under '''Acquisitions options '''for-
* '''Primary acquisitions contact'''
* '''Contact about late orders'''
Also, check the checkboxes under '''Serials options '''for-
* '''Primary serials contact'''
* '''Contact about late issues'''
|| Remember to check the checkboxes under '''Acquisitions options''' for-
* Primary acquisitions contact
* Contact about late orders
Also, check the checkboxes under '''Serials options '''for-
* Primary serials contact
* Contact about late issues

This will enable us to send emails related to these options to the vendor.
|-
|| Narration only
|| If we don't have information for a particular field, then we can leave it blank.
|-
|| Cursor on '''Ordering information'''
* '''For List Prices are>>RUPEE'''
* '''For Invoice prices are >>RUPEE'''
|| Now scroll down to the '''Ordering information''' section.
For '''List prices are '''field''' , Koha''' by-default selects '''RUPEE.'''
And similarly for '''Invoice prices are, Koha''' by-default selects '''RUPEE.'''
|-
|| '''For Tax number registered: '''select '''Yes'''
'''For List prices: '''select '''Include tax'''
'''For Invoice prices: '''select '''Include tax'''
|| For '''Tax number registered '''select''' Yes'''
For''' List prices '''select''' Include tax'''
For''' Invoice prices '''select '''Include tax'''
|-
|| Leave '''Tax rate'''
Enter '''Discount as 10% >> '''and '''Delivery time as 14 '''days
|| I will leave '''Tax rate '''as it is.
Then I will enter''' Discount '''as '''10 '''and''' Delivery time''' as''' 14 '''days'''.'''
|-
|| Cursor on''' Notes'''
|| I will leave the '''Notes''' field blank.
|-
|| Click on''' Save'''
|| After filling in all the details, click on '''Save''' at the top of the page.
|-
|| New page''' '''title '''Powai Book Agency<u> '''</u>
|| A new page with the title '''Powai Book Agency'''<u> </u>opens.
|-
|| Click on''' +New>>Basket'''
|| Now, above the name of the vendor, click on''' New, '''from the dropdown and select '''Basket.'''
|-
|| Cursor on''' Add a basket to Powai Book Agency'''
Fill in the details like-
'''Basket name: IITB/ST/Books/2023-11'''
|| On the new page, '''Add a basket to Powai Book Agency''', fill in the details.
For the '''Basket name, '''I will add '''IITB/ST/Books/2023-11'''
|-
|| Cursor on

'''Billing place'''
'''Delivery place'''
'''Vendor'''
|| Some details are filled by default by '''Koha.'''
|-
|| Cursor on drop down.
|| To make change in the details of -
* '''Billing place'''
* '''Delivery place'''
* '''Vendor'''
select the required option from the drop-down.
|-
|| Cursor on''' Internal note and/or Vendor note'''
|| Add an '''Internal note''' or the '''Vendor note''' if any.
|-
|| Type '''Internal note >> For Biology Section'''
|| As''' Internal note, '''I will type '''For Biology Section.'''
|-
|| Type '''Vendor note >> To be delivered on 15 Dec 2024'''
|| For '''Vendor note,''' I will type '''To be delivered on 15 Dec 2024.'''
|-
|| Cursor on''' Orders are standing: >> blank'''
|| Depending upon the requirement, check or uncheck '''Orders are standing.'''
I will keep it unchecked.
|-
|| Cursor on '''Create items when'''
|| Leave the '''Create items when '''field as it is.
|-
|| Click on''' Save'''
|| After filling in all the details, click on '''Save '''at the bottom of the page.
|-
|| A new page '''Basket IITB/ST/Books/2023-11 (1) for Powai Book Agency'''
Click on '''+Add to basket'''
|| A new page '''Basket IITB/ST/Books/2023-11 (1) for Powai Book Agency '''opens.
Click on the '''Add to basket '''on top of the page.
|-
|| Cursor on dialog box
Following options are displayed.
* '''From an existing record'''
* '''From a suggestion'''
* '''From a subscription'''
* '''From a new (empty) record'''
* '''From an external source'''
* '''From a staged file'''
* '''From titles with highest hold ratios'''
|| A window pops up to '''Add order to basket IITB/ST/Books/2023-11.'''
We can select a book to be ordered from the options available here.
|-
|| Click on''' From a new (empty) record'''

|| I will click on '''From a new (empty) record'''
|-
|| Cursor on''' New order'''
|| Another page with the heading '''New order '''opens.
|-
|| Highlight the Basket details section
|| Note that the '''Basket details''' are already filled.
|-
|| Cursor on Title:
'''Type Industrial Microbiology'''
|| Let me go to the '''Catalog details '''section.
In the '''Title''' field we have to enter the name of the book which has to be ordered.
I will type '''Industrial Microbiology.'''
|-
|| In the section''' Accounting details'''
|| Next scroll down to '''Accounting details'''.
|-
|| For '''Quantity '''enter '''5'''
For '''Fund, '''select '''Books fund'''
|| Under '''Accounting details '''for '''Quantity '''enter '''5.'''
For '''Fund '''from the dropdown select '''Books fund'''
Here remember, if multiple funds are available, then we can select as per the requirement.
|-
|| '''Currency- RUPEE'''
'''Vendor price- 1000'''
|| Next, fill in the details for '''Currency'''
Here, '''Koha '''by-default has selected '''RUPEE.'''
You may choose as per your requirement from the drop-down.
Enter '''Vendor price '''as''' 1000.00'''
|-
|| Cursor on''' Uncertain price:'''
|| Next is, '''Uncertain price, '''check this checkbox if you are uncertain about the price.
I will leave it blank.
|-
|| Select '''Tax rate >> 0.00%'''
|| Next is '''Tax rate'''
'''Koha '''by-default selects '''Tax rate '''as''' 0%'''
|-
|| Select '''Discount 20%'''
|| I will select '''Discount '''as''' 20'''
|-
|| Cursor on '''Replacement cost, Budgeted cost, Total, Actual cost'''
|| Note that '''Koha''' will auto calculate the-
* '''Retail price '''as 1000.00
* '''Replacement cost '''as 1000.00

* '''Budgeted cost '''as 800.00
* '''Total '''as 4000.00 and
* '''Actual cost '''as 0.00
|-
||
|| Also note that, '''Replacement cost '''and '''Actual cost '''are editable.
|-
|| Cursor on''' Internal note and Vendor note'''
|| Type the '''Internal note''' and '''Vendor note''' if any.
I will keep '''Statistic 1''' and '''Statistic 2 '''as blank.
|-
|| Click on''' Save'''
|| And then click on '''Save''' at the bottom of the page.
|-
|| Cursor on
'''Warning! You will exceed 10.00% of your fund.'''
'''Do you want to confirm this order?'''
Click on-
'''Yes, I confirm'''
|| A new page with a dialog box appears.
'''Warning! You will exceed 10.00% of your fund.'''
'''Do you want to confirm this order?'''
Click on '''Yes, I confirm'''.
|-
|| Cursor on '''Basket IITB/ST/Books/2023-11 (1) for Powai Book Agency'''
|| A page opens with the '''Basket '''details -
'''Basket IITB/ST/Books/2023-11 (1) for Powai Book Agency'''
|-
|| Highlight the tabs
* '''+Add to basket'''
* '''Edit basket'''
* '''Delete basket'''
* '''Close basket'''
* '''Export basket as CSV'''
* '''Email order'''
|| It also shows various tabs.
|-
|| Only narration
|| We will now learn how to close a '''basket.'''
|-
|| Click on''' Close basket'''
|| So, click on the tab '''Close basket '''above '''Basket '''details.
It means the '''Order '''is final and can be sent to the respective vendor.
|-
|| Cursor on''' dialog box-- Are you sure you want to close the basket IITB/ST/Books/2023-11?'''
|| A confirmation dialog box opens.

'''Are you sure you want to close basket IITB/ST/Books/2023-11?'''
With an option to '''Attach this basket to a new basket group with the same name. '''
|-
|| Click on''' Yes, close (Y)'''
|| I will keep the option unchecked and click on the button '''Yes, close.'''
|-
|| Cursor on''' Powai Book Agency'''
|| A new page with the name of the vendor '''Powai Book Agency''' appears.
|-
|| Only narration
|| Moving ahead, we will learn how to '''Receive shipments.'''
|-
|| Click on the '''Receive shipment '''tab''' '''
|| On the same page, click on the tab '''Receive shipment '''above '''Powai Book Agency.'''
|-
|| Cursor on''' Receive shipment from vendor Powai Book Agency'''
|| A new page '''Receive shipment from vendor Powai Book Agency''' opens.
|-
|| '''Receive a new shipment-'''
* '''Fill in the Vendor invoice as IITB/ST/Books/2023-11'''
* '''Shipment date as 11/29/2024'''
* Click on the Shipment date
|| Under the section '''Receive a new shipment, '''fill in the''' Vendor invoice '''as '''IITB/ST/Books/2023-11'''
'''Koha''' will auto-select '''Shipment date '''.
Note that the date of receipt is the '''Shipment Date.'''
|-
|| Cursor on '''Shipment Cost'''
Cursor on''' Shipment Fund'''
|| I will skip '''Shipment Cost '''and '''Shipment Fund.'''
|-
|| Click on '''Next button'''
|| Click on the '''Next''' button located at the bottom of the page.
|-
|| Cursor on
'''Receive orders from Powai Book Agency'''
|| Another page, '''Receive orders from Powai Book Agency '''opens.
|-
|| Scroll down and click''' Finish receiving'''
|| Scroll down and click '''Finish receiving '''at the bottom of the page.
|-
|| Cursor on''' Invoice: Invoice: IITB/ST/Books/2023-11'''
|| Another page opens with the heading '''Invoice: IITB/ST/Books/2023-11'''
The '''Shipment Date '''is filled by '''Koha''' as per the details entered earlier.
|-
|| And '''Billing Date '''as '''08/30/2024'''
|| I will select''' Billing Date '''as
|-
|| Cursor on''' Shipping cost'''
|| I will keep''' Shipping cost '''as blank.
|-
|| Click on''' Close >> click on Save'''

|| Check the '''Close '''field,''' '''and then click on the '''Save '''button'''.'''
|-
|| Cursor on''' Invoice has been modified '''
|| A text highlighted in blue on top of the page confirms '''Invoice has been modified'''.
|-
|| Click on''' Go to receipt page'''
|| Now scroll down and click on the''' Go to receipt page '''link.
|-
|| Cursor on''' Receipt summary for Powai Book Agency [ IITB/ST/Books/2023-11 ]'''
|| Now you will be able to see '''Receipt summary for Powai Book Agency IITB/ST/Books/2023-11'''
This page displays the details we entered in this tutorial.
|-
|| Narration only
|| With this, we come to the end of this tutorial.
|-
|| Narration Only
Go to the top left corner and click on '''Home''' icon
|| To continue with the next tutorial.
Go to the top left corner of the page, click on the '''Home''' icon and stay Logged in.
|-
|| Go to the top right corner, click on''' Vaibhavi Spoken Tutorial Library.'''
Then from the drop-down, select''' Log out.'''
|| To logout from the current session.
Go to the top right corner of the page, click on''' Vaibhavi Spoken Tutorial Library '''from the dropdown,
select''' Log out.'''
|-
|| Slide Number 5
Summary
In this tutorial, we learned to
* Place an order for a '''Book'''
* Close a '''Basket (Order)'''
* Receive a '''shipment'''
|| Let’s quickly recap.
Today we learned how to:
* '''Place an order for a Book'''
* '''Close a Basket (Order)'''
* '''Receive a shipment'''
|-
|| Slide Number 6
Assignment
* Prepare a Budget as-''' ‘Books’'''
* Under this, create '''Funds''' as''' ‘Civil Engineering’'''
* Order a book through existing vendor '''‘Powai Book Agency’'''
|| As an assignment
* Prepare a Budget as-''' Books'''
* Under this, create '''Funds''' as''' Civil Engineering'''
* Order a book through existing vendor '''‘Powai Book Agency'''
|-

|| Slide Number 7
About '''Spoken Tutorial project'''

* Watch the video available at [http://spoken-tutorial.org/What_is_a_Spoken_Tutorial http://spoken-
tutorial.org/What_is_a_Spoken_Tutorial]

* It summarizes the Spoken Tutorial project.
* If you do not have good bandwidth, you can download and watch it.
|| The video at the following link summarizes the '''Spoken Tutorial project.'''
Please download and watch it.
|-
|| Slide Number 8
'''Spoken Tutorial''' workshops
The '''Spoken Tutorial Project''' Team
* Conducts workshops using spoken tutorials
* Gives certificates for those who pass an online test
* For more details, please write to [about:blank [http://contact@spoken-tutorial.org/
http://contact@spoken-tutorial.org]]
|| The''' Spoken Tutorial Project''' Team conducts workshops and gives certificates.
For more details, please write to us.
|-
|| Slide Number 9
Forum for specific questions
||
We will be happy to answer your specific questions regarding this tutorial.
Post your questions in the forum and our team will get back to you.
|-
|| Slide Number 10
Acknowledgment
'''The Spoken Tutorial '''project was established at IIT Bombay by the Ministry of Education Govt of
'''India.'''
Thank you
|| Thank you for joining.
|-
|}

@@ Line 280: / Line 280: @@
 * '''Retail price '''as 1000.00
 * '''Replacement cost '''as 1000.00
 * '''Budgeted cost '''as 800.00
 * '''Total '''as 4000.00 and
@@ Line 286: / Line 285: @@
 |-
 ||Cursor on '''Replacement cost and Actual cost'''
-||| Also note that, '''Replacement cost '''and '''Actual cost '''are editable.
+||Also note that, '''Replacement cost '''and '''Actual cost '''are editable.
 |-
 || Cursor on''' Internal note and Vendor note'''

Koha-Library-Software/C2/Place-Order-For-a-Book/English - Revision history

Madhulika at 10:29, 9 December 2024

Madhulika at 10:27, 9 December 2024

Madhulika at 10:14, 9 December 2024

Madhulika: Created page with "'''Title of the Script: '''Place Order For a Book''' '''Author: '''Vaibhavi Satardekar and Maya Hans '''Keywords: '''Koha, Koha Library Setup, Koha 24.05,Add a New Vendor I..."