Difference between revisions of "FrontAccounting/C2/Purchases-in-FA/English"
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* '''Goods Receivable Note''' | * '''Goods Receivable Note''' | ||
* '''Suppliers invoice ''' | * '''Suppliers invoice ''' | ||
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| style="border:1pt solid #000000;padding:0.097cm;"| In this tutorial, we will learn to, | | style="border:1pt solid #000000;padding:0.097cm;"| In this tutorial, we will learn to, | ||
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* A product or service that has been bought by an individual or business. | * A product or service that has been bought by an individual or business. | ||
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* An activity of acquiring goods or services to accomplish the goals of an organisation. | * An activity of acquiring goods or services to accomplish the goals of an organisation. | ||
| style="border:1pt solid #000000;padding:0.097cm;"| '''Purchase '''refers to | | style="border:1pt solid #000000;padding:0.097cm;"| '''Purchase '''refers to | ||
* A product or service that has been bought by an individual or business. | * A product or service that has been bought by an individual or business. | ||
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* An activity of acquiring goods or services to accomplish the goals of an organisation. | * An activity of acquiring goods or services to accomplish the goals of an organisation. | ||
|- | |- | ||
− | | style="border:1pt solid #000000;padding:0.097cm;"| | + | | style="border:1pt solid #000000;padding:0.097cm;"| Open '''Frontaccounting''' interface. |
| style="border:1pt solid #000000;padding:0.097cm;"| Let us start by opening the''' Frontaccounting''' interface. | | style="border:1pt solid #000000;padding:0.097cm;"| Let us start by opening the''' Frontaccounting''' interface. | ||
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− | | style="border:1pt solid #000000;padding:0.097cm;"| | + | | style="border:1pt solid #000000;padding:0.097cm;"|Point and click on the '''Purchases''' tab |
− | + | | style="border:1pt solid #000000;padding:0.097cm;"|Click on the '''Purchases''' tab. | |
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− | Point and click on the '''Purchases''' tab | + | |
− | | style="border:1pt solid #000000;padding:0.097cm;"| | + | |
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− | Click on the '''Purchases''' tab. | + | |
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* '''Add Suppliers''' | * '''Add Suppliers''' | ||
* '''Make Purchase Order Entry''' | * '''Make Purchase Order Entry''' | ||
− | * '''Receivable note from a Supplier | + | * '''Receivable note from a Supplier''' |
* '''Suppliers invoice''' | * '''Suppliers invoice''' | ||
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Point to the message '''A New Supplier has been added.''' | Point to the message '''A New Supplier has been added.''' | ||
− | | style="border:1pt solid #000000;padding:0.097cm;"| To save these changes, click on '''Add New Supplier Details''' button. | + | | style="border:1pt solid #000000;padding:0.097cm;"| Scroll down. |
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+ | To save these changes, click on '''Add New Supplier Details''' button. | ||
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− | + | Scroll down and click on the '''Update Supplier''' button. | |
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And click on the '''Back''' option to return back to the '''Frontaccounting''' interface. | And click on the '''Back''' option to return back to the '''Frontaccounting''' interface. | ||
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| style="border:1pt solid #000000;padding:0.097cm;"| Click on the '''Purchases '''tab. | | style="border:1pt solid #000000;padding:0.097cm;"| Click on the '''Purchases '''tab. | ||
| style="border:1pt solid #000000;padding:0.097cm;"| Let us make a '''Purchase Order Entry.''' | | style="border:1pt solid #000000;padding:0.097cm;"| Let us make a '''Purchase Order Entry.''' | ||
+ | |||
+ | It is used to register all '''Purchase Orders''' in the system. | ||
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− | This is because we had already updated the details in '''Suppliers '''earlier | + | This is because we had already updated the details in '''Suppliers '''earlier. |
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− | So, I will type the '''Supplier’s reference''' as ''' | + | So, I will type the '''Supplier’s reference''' as '''F001.''' |
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− | Recall, that we have created the '''Item code '''as | + | Recall, that we have created the '''Item code '''as 45 for '''Cement''' in the '''Items and Inventory '''tutorial. |
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| style="border:0.75pt solid #000000;padding:0.106cm;"| Narration | | style="border:0.75pt solid #000000;padding:0.106cm;"| Narration | ||
− | | style="border:0.75pt solid #000000;padding:0.106cm;"| I will make use of the same''' Item | + | | style="border:0.75pt solid #000000;padding:0.106cm;"| I will make use of the same''' Item Cement''' for '''Purchase Order Entry''' also. |
|- | |- | ||
| style="border:0.75pt solid #000000;padding:0.106cm;"| Click'''>> Quantity '''field''' >> 150''' | | style="border:0.75pt solid #000000;padding:0.106cm;"| Click'''>> Quantity '''field''' >> 150''' | ||
− | | style="border:0.75pt solid #000000;padding:0.106cm;"| In the''' Quantity '''field, I will type | + | | style="border:0.75pt solid #000000;padding:0.106cm;"| In the''' Quantity '''field, I will type 150 as the quantity. |
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− | In my case, it is | + | In my case, it is August 5th of 2016. |
|- | |- | ||
| style="border:0.75pt solid #000000;padding:0.106cm;"| Click>>'''Price before Tax'''>> '''1500''' | | style="border:0.75pt solid #000000;padding:0.106cm;"| Click>>'''Price before Tax'''>> '''1500''' | ||
− | | style="border:0.75pt solid #000000;padding:0.106cm;"| Now, here in the '''Price before Tax '''field, I will type the '''Price '''as | + | | style="border:0.75pt solid #000000;padding:0.106cm;"| Now, here in the '''Price before Tax '''field, I will type the '''Price '''as 1500. |
|- | |- | ||
| style="border:0.75pt solid #000000;padding:0.106cm;"| Click>> '''Add item''' button>> | | style="border:0.75pt solid #000000;padding:0.106cm;"| Click>> '''Add item''' button>> | ||
− | | style="border:0.75pt solid #000000;padding:0.106cm;"| To save the entry, click on the '''Add | + | | style="border:0.75pt solid #000000;padding:0.106cm;"| To save the entry, click on the '''Add Item''' button. |
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− | + | ||
− | + | ||
|- | |- | ||
| style="border:0.75pt solid #000000;padding:0.106cm;"| Point >> '''Sub-Total''' and '''Amount''' '''Total''' '''Balance''' >> | | style="border:0.75pt solid #000000;padding:0.106cm;"| Point >> '''Sub-Total''' and '''Amount''' '''Total''' '''Balance''' >> | ||
− | | style="border:0.75pt solid #000000;padding:0.106cm;"| We can see the '''Amount Total '''is inclusive of the tax - which comes to | + | | style="border:0.75pt solid #000000;padding:0.106cm;"| We can see the '''Amount Total '''is inclusive of the tax - which comes to 2,36,250. |
− | + | (Two Lakhs Thirty Six Thousand two Hundred and fifty). | |
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Point to the message '''“Purchase Order has been entered.”''' | Point to the message '''“Purchase Order has been entered.”''' | ||
− | | style="border:0.75pt solid #000000;padding:0.106cm;"| | + | | style="border:0.75pt solid #000000;padding:0.106cm;"|Click on the '''Place Order''' button to save these changes. |
− | + | ||
− | + | ||
− | Click on the '''Place Order''' button to save these changes. | + | |
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* '''Select An Outstanding Purchase Order''' | * '''Select An Outstanding Purchase Order''' | ||
− | | style="border:0.75pt solid #000000;padding:0.106cm;"| Also, we can see the following options | + | | style="border:0.75pt solid #000000;padding:0.106cm;"| Also, we can see the following options. |
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− | | style="border:0.75pt solid #000000;padding:0.106cm;"| Highlight the''' options '''with the red box | + | | style="border:0.75pt solid #000000;padding:0.106cm;"| Highlight the''' options '''with the red box- |
− | + | ||
− | + | ||
* '''View this Delivery''' | * '''View this Delivery''' | ||
* '''View the GL Journal Entries for this Delivery''' | * '''View the GL Journal Entries for this Delivery''' | ||
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* '''Select different purchase order for receiving items against''' | * '''Select different purchase order for receiving items against''' | ||
* '''Back''' | * '''Back''' | ||
+ | | style="border:0.75pt solid #000000;padding:0.106cm;"| Below that, we can see some more options. | ||
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− | Here, we can see the details to ''' | + | Here, we can see the details to enter '''Supplier invoice.''' |
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− | I will type | + | I will type 500 here. |
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− | We can see the details for the '''invoice '''with the ''' | + | We can see the details for the '''invoice '''with the '''expenses.''' |
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Type the Supplier’s reference '''F001'''. | Type the Supplier’s reference '''F001'''. | ||
− | | style="border:0.75pt solid #000000;padding:0.106cm;"| We need to enter the Supplier’s Reference. | + | | style="border:0.75pt solid #000000;padding:0.106cm;"| We need to enter the '''Supplier’s Reference'''. |
I will type as '''F001.''' | I will type as '''F001.''' | ||
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|- | |- | ||
− | | style="border:0.75pt solid #000000;padding:0.106cm;"| Highlight the''' options '''with the red box | + | | style="border:0.75pt solid #000000;padding:0.106cm;"| Highlight the''' options '''with the red box- |
− | + | ||
− | + | ||
* '''View this Invoice''' | * '''View this Invoice''' | ||
* '''View the GL Journal Entries for this Invoice''' | * '''View the GL Journal Entries for this Invoice''' | ||
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* '''Add an Attachment''' | * '''Add an Attachment''' | ||
* '''Back''' | * '''Back''' | ||
+ | | style="border:0.75pt solid #000000;padding:0.106cm;"| Below that, we can see some more options | ||
|- | |- | ||
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− | We need to pay the Supplier. | + | We need to pay the '''Supplier'''. |
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| style="border:0.75pt solid #000000;padding:0.106cm;"| Narration | | style="border:0.75pt solid #000000;padding:0.106cm;"| Narration | ||
− | | style="border:0.75pt solid #000000;padding:0.106cm;"| Also, | + | | style="border:0.75pt solid #000000;padding:0.106cm;"| Also, there has to be some '''Bank Balance''' to pay the '''Supplier'''. |
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Click and type the '''amount'''. | Click and type the '''amount'''. | ||
− | | style="border:0.75pt solid #000000;padding:0.106cm;"| So, in the Bank Amount field | + | | style="border:0.75pt solid #000000;padding:0.106cm;"| So, in the '''Bank Amount''' field, I will type the balance as 1000. |
− | + | ||
− | + | ||
− | I will type the balance as | + | |
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'''“Payment has been successfully entered.”''' | '''“Payment has been successfully entered.”''' | ||
− | | style="border:0.75pt solid #000000;padding:0.106cm;"| The confirmation message shows we have successfully made the '''Payment'''. | + | | style="border:0.75pt solid #000000;padding:0.106cm;"| The confirmation message shows that we have successfully made the '''Payment'''. |
|- | |- | ||
− | | style="border:0.75pt solid #000000;padding:0.106cm;"| Highlight the''' options '''with the red box | + | | style="border:0.75pt solid #000000;padding:0.106cm;"| Highlight the''' options '''with the red box- |
− | + | ||
− | + | ||
* '''Print This Remittance''' | * '''Print This Remittance''' | ||
* '''Email This Remittance''' | * '''Email This Remittance''' | ||
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* '''Enter ''' | * '''Enter ''' | ||
* '''Back''' | * '''Back''' | ||
+ | | style="border:0.75pt solid #000000;padding:0.106cm;"| Also, we can see some options. | ||
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* Add '''Suppliers''' | * Add '''Suppliers''' | ||
− | * | + | * Make a '''Purchase Order Entry''' |
− | * | + | * '''Goods Receivable Note''' |
− | * | + | * '''Supplier's Invoice ''' |
| style="border:1pt solid #000000;padding:0.097cm;"| In this tutorial, we have learnt to, | | style="border:1pt solid #000000;padding:0.097cm;"| In this tutorial, we have learnt to, | ||
* Add '''Suppliers''' | * Add '''Suppliers''' | ||
− | * | + | * '''Purchase Order Entry''' |
− | * | + | * '''Goods Receivable Note''' |
− | * | + | * '''Supplier's Invoice''' |
|- | |- | ||
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'''Assignment''' | '''Assignment''' | ||
− | * Add a new '''Supplier''' for Purchases, using ''' | + | * Add a new '''Supplier''' for '''Purchases''', using '''Suppliers''' option. |
* Make a new '''Purchase Order Entry'''. | * Make a new '''Purchase Order Entry'''. | ||
Revision as of 15:39, 9 September 2016
Title of the Script : Purchases in FrontAccounting
Author: Sheetal Prabhu
Keywords: Suppliers, Purchase Order Entry, Goods Receivable Note, Suppliers invoice
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Slide Number 1
Title Slide |
Hello everyone,
Welcome to this tutorial on Purchases in FrontAccounting |
Slide Number 2
Learning Objectives
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In this tutorial, we will learn to,
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Slide Number 3
System Requirements
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To record this tutorial, I am using
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Slide Number 4
Pre -requisites
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To practise this tutorial you should have knowledge of
If not, for relevant FrontAccounting tutorials, please visit our website. |
Narration | Let us understand the meaning of Purchase. |
Slide Number 5
What is Purchase?
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Purchase refers to
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Open Frontaccounting interface. | Let us start by opening the Frontaccounting interface. |
Point and click on the Purchases tab | Click on the Purchases tab. |
Point to the page and various panels. | We can see various panels here. |
Highlight with a red colour box
Transactions panel. Point to the options under Transactions panel. |
The Transactions panel is used for making transactions related to Purchases.
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Highlight with a red colour box Inquiries and Reports Panel.
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Inquiries and Reports panel is used for making reports and inquiries of the transactions which we make.
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Highlight with a red colour box Maintenance panel. | Maintenance panel is used to set the purchase details.
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Narration | Let us see the procedure for Purchases in Frontaccounting. |
Slide Number 6
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The steps to be followed for a Purchase Entry are:
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Narration | But first let us understand the meaning of Supplier. |
Slide Number 7
Who is Supplier?
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Supplier
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Slide Number 8
Need to set Suppliers ?
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We need to set the Suppliers -
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Return back to the Frontaccounting interface. | Switch back to the Frontaccounting interface. |
Click on the Suppliers tab. | Click on the Suppliers option. |
Highlight with red box
in the corresponding field. |
Here, we are prompted to fill in all the necessary information pertaining to the Supplier.
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Pause the tutorial,
Resume the tutorial |
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Highlight with the red box | I have filled the required details here.
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Click>> Add New Suppliers Details >>
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Scroll down.
To save these changes, click on Add New Supplier Details button.
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Narration
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We need to apply these changes for the new Purchase Order Entry.
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Point to the message bar
Supplier has been updated |
The success message shows that we have updated the customer. |
Click to the Back option | <<PAUSE>>
Scroll down.
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Click on the Purchases tab. | Let us make a Purchase Order Entry.
It is used to register all Purchase Orders in the system. |
Narration | To do so, click on the Purchase Order Entry option. |
Point >> Supplier textbox>>
Narration |
We can see the details with the Supplier name and other related information.
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Highlight the option of Supplier’s reference with red box.
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It is mandatory to give Supplier’s reference.
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Click >> Item Description dropdown menu>>
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In the Item Description dropdown menu, select Item as Cement.
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Narration | I will make use of the same Item Cement for Purchase Order Entry also. |
Click>> Quantity field >> 150 | In the Quantity field, I will type 150 as the quantity. |
Point to >>Required Delivery Date>> | By default the Required Delivery Date will always be the next date after the Order Date.
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Click>>Price before Tax>> 1500 | Now, here in the Price before Tax field, I will type the Price as 1500. |
Click>> Add item button>> | To save the entry, click on the Add Item button. |
Point >> Sub-Total and Amount Total Balance >> | We can see the Amount Total is inclusive of the tax - which comes to 2,36,250.
(Two Lakhs Thirty Six Thousand two Hundred and fifty). |
Click on the Place Order button
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Click on the Place Order button to save these changes.
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Highlight the options with the red box >>
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Also, we can see the following options. |
Narration | Now, we need to receive the items for the Purchase Order. |
Click on the Received Items on this Purchase Order option. | Click on the option Received Items on this Purchase Order.
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Click on the Process Received Items button. | Click on the Process Receive Items button. |
Point to the message
Purchase Order Delivery has been processed. |
The pop-up message tells that the Purchase Order Items has been processed. |
Highlight the options with the red box-
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Below that, we can see some more options. |
Narration | After this, we need to receive a Purchase invoice. |
Click on the Entry purchase invoice for this receival | So, click on the Entry purchase invoice for this receival.
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Point to the Amount field besides Quick Entry
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Click on the Amount field besides Quick Entry.
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Click on the Go button
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Click on the Go button.
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Click on the Enter Invoice button. | Click on the Enter Invoice button. |
Point to the message
You must enter a supplier’s invoice reference. |
We can see an error message appears saying:
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Point to the Supplier’s Ref. field.
Type the Supplier’s reference F001. |
We need to enter the Supplier’s Reference.
I will type as F001. |
Click on the Enter Invoice button.
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Click on the Enter Invoice button.
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Highlight the options with the red box-
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Below that, we can see some more options |
Narration | Next, we need to pay the Supplier for the invoice being made. |
Click Entry supplier payment for this invoice. | Click on the Entry supplier payment for this invoice. |
Point to Supplier Payment Entry.
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We can see the Supplier Invoice details.
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Narration | Also, there has to be some Bank Balance to pay the Supplier. |
Point to the Bank Amount Balance.
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So, in the Bank Amount field, I will type the balance as 1000. |
Click on the Enter Payment button. | Click on the Enter Payment button. |
Point to the message
“Payment has been successfully entered.” |
The confirmation message shows that we have successfully made the Payment. |
Highlight the options with the red box-
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Also, we can see some options. |
Narration | Let us summarize. |
Slide Number 10
In this tutorial, we have learnt to create,
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In this tutorial, we have learnt to,
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Slide Number 11
Assignment
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As an Assignment
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Slide Number 12
Acknowledgement
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Acknowledgement
This video summarizes the Spoken Tutorial project.
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Slide Number 13
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We conduct workshops using Spoken Tutorials and give Certificates.
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Slide Number 14 | The Spoken Tutorial Project is funded by NMEICT, MHRD Government of India.
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