Difference between revisions of "Koha-Library-Management-System/C2/Place-order-for-a-book/English"

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 +
Topic: '''How to place an order for a book'''
 +
 +
Contributor Name: Bella Tony, Spoken Tutorial Project, IIT Bombay
 +
 +
Reviewed by: Nancy Varkey, Spoken Tutorial Project, IIT Bombay
 +
 +
Keywords:
  
 
{| border=1
 
{| border=1
−
|-
+
| <center>'''Visual Cue'''</center>
−
| align=center| '''Visual Cue'''
+
| <center>'''Narration'''</center>
−
| align=center| '''Narration'''
+
−
|-
+
−
|| Slide 1
+
  
−
Title
 
−
|| Welcome to the '''Spoken Tutorial '''on '''How to place an order for a book.'''
 
 
|-
 
|-
−
|  | Slide 2
+
|Slide 1
  
−
'''Learning Objectives'''
+
Title
 +
|Welcome to the '''Spoken Tutorial '''on '''How to place an order for a book.'''
  
−
* Place an order for a '''Book'''
+
|-
 +
|Slide 2
 +
 
 +
'''Learning Objectives'''* Place an order for a '''Book'''
 
* Close a '''Basket (Order)'''
 
* Close a '''Basket (Order)'''
 
* Receive a '''shipment'''
 
* Receive a '''shipment'''
−
 
+
| style="border:0.75pt solid #000001;padding:0.176cm;"| In this tutorial we will learn to-# Place an order for a '''Book'''
−
| In this tutorial we will learn to-
+
−
# Place an order for a '''Book'''
+
 
# Close a '''Basket (Order)'''
 
# Close a '''Basket (Order)'''
 
# Receive a '''shipment'''
 
# Receive a '''shipment'''
  
−
 
+
|-
−
|-  
+
|Slide 3
−
|| Slide 3
+
  
 
'''System requirement'''
 
'''System requirement'''
−
|| To record this tutorial, I am using
+
|To record this tutorial, I am using* '''Ubuntu Linux OS 16.04'''
−
 
+
−
* '''Ubuntu Linux OS 16.04'''
+
 
* '''Koha version 16.05'''
 
* '''Koha version 16.05'''
  
−
|-  
+
|-
−
|| Slide Number 4
+
|Slide Number 4
  
 
'''Pre-requisite'''
 
'''Pre-requisite'''
−
|| To follow this''' tutorial,''' learners should have knowledge of '''Library Science.'''
+
|To follow this''' tutorial,''' learners should be familiar with '''Library Science.'''
  
−
|-  
+
|-
−
|| Slide 4b
+
|Slide 4b
  
 
'''Pre-requisites'''
 
'''Pre-requisites'''
  
 +
|To practice this tutorial, * You should have '''Koha''' installed on your system.
 +
* You should also have '''Admin '''access in''' Koha.'''
  
 +
If not, please refer to the '''Koha Spoken Tutorial''' series on this website.
  
−
|| To practice this tutorial,  
+
|-
 +
|Log into '''Koha '''as '''Superlibrarian Bella '''and her '''password'''
 +
|To begin, let’s login to '''Koha '''as '''Superlibrarian Bella.'''
  
−
* You should have '''Koha''' installed on your system.
+
|-
−
* You should also have '''Admin '''access in''' Koha.'''
+
|Narration only
 +
|First of all we will start by enabling''' ‘receiving an order’. '''
  
−
If not, please refer to the '''Koha Spoken Tutorial''' series on this website.
+
We will be using this information later in this tutorial.
−
|-
+
−
|| Log into '''Koha '''as '''Superlibrarian Bella '''and her '''password'''
+
−
|| To begin, let’s login to '''Koha '''as '''Superlibrarian Bella.'''
+
−
|-
+
−
|| On''' Home '''>> go to '''Acquisitions''' >> click on '''+New vendor'''
+
−
|| On the''' Koha Home page''', go to '''Acquisitions''' and click on '''+New vendor.'''
+
−
|-
+
−
|| New page >> add '''Vendor''' ('''Company) details''' as '''Powai Book Agency '''
+
  
 +
|-
 +
|Go to '''Koha Administration>>Global System Preferences'''
 +
|Go to '''Koha Administration.'''
  
−
|| On the new page that opens-
+
Click on '''Global System Preferences'''.
  
 +
|-
 +
|Cursor on Acquisitions preferences
 +
|'''Acquisitions preferences''' page opens
  
−
Add the '''Vendor''' ('''Company) details''' under the '''Name '''as '''Powai Book Agency.'''
+
Under the section '''Preference,'''
  
 +
For '''AcqCreateItem, '''from the drop down change''' placing an order '''to''' ‘receiving an order’'''
 +
 +
|-
 +
|Go to the bottom of the page.
 +
 +
Click on '''Save all Administration preferences'''
 +
|Next click on '''Save all Acquisitions preferences '''at the top of the page
 +
 +
|-
 +
|Narration only
 +
|Let’s move ahead.
 +
 +
|-
 +
| On''' Home '''>> go to '''Acquisitions''' >> click on '''+New vendor'''
 +
| Go to''' '''the''' Koha''' '''Home '''page, go to '''Acquisitions''' and click on '''+New vendor.'''
 +
 +
|-
 +
| New page >> add '''Vendor''' ('''Company) details''' as '''Powai Book Agency '''
 +
| On the new page that opens-
 +
 +
'''Add the Vendor''', '''Company details''' under the '''Name '''as '''Powai Book Agency.'''
  
 
Please Note: We can add multiple vendors, likewise.
 
Please Note: We can add multiple vendors, likewise.
−
|-
 
−
|| Pause and show the filled in '''Contact details'''
 
−
|| Fill in the details like '''Contact details.'''
 
  
 +
|-
 +
|Pause and show the filled in '''Contact details'''
 +
|Fill in the details like '''Contact details.'''
  
 
I have filled out a few details here.
 
I have filled out a few details here.
Line 79: Line 105:
 
You may do so likewise.
 
You may do so likewise.
  
 +
|-
 +
| Click in the checkboxes for-
  
−
If you do not have an information for a particular field then leave it blank.
+
Remember to check the checkboxes for- * Primary acquisitions contact:
−
|-  
+
* Primary serials contact:
−
|| '''Ordering information'''
+
* Contact about late orders?
 +
* Contact about late issues
 +
| Remember to check the checkboxes for- * Primary acquisitions contact:
 +
* Primary serials contact:
 +
* Contact about late orders?
 +
* Contact about late issues
  
−
* For '''List Prices are>>RUPEE'''
+
|-
−
* For''' Invoice prices are '''>>'''RUPEE'''
+
| Narration only
 +
| Clicking these checkboxes will be useful to-* send email notifications related to these options to the vendor
  
 +
|-
 +
| Narration only
 +
| If you do not have an information for a particular field then leave it blank.
  
−
|| Under the section''' Ordering information.'''
+
|-
 +
|Ordering information* For List Prices are>>RUPEE
 +
* For Invoice prices are >>RUPEE
 +
| Under the section Ordering information.* For List Prices are, Koha by-default selects RUPEE
 +
* And similarly for Invoice prices are, Koha by-default selects RUPEE
  
−
* For '''List Prices are,''' select '''RUPEE''' from the drop-down.
+
|-
−
* And similarly for''' Invoice prices are, '''select '''RUPEE '''from the drop-down.
+
| For '''Tax number registered: '''select''' Yes'''
−
 
+
For''' List prices:''' select''' Include tax'''
−
|-
+
−
|| For '''Tax number registered: '''select''' Yes'''
+
  
 +
For''' Invoice prices: '''select '''Include tax'''
 +
| For '''Tax number registered: '''select''' Yes'''
  
 
For''' List prices:''' select''' Include tax'''
 
For''' List prices:''' select''' Include tax'''
−
 
  
 
For''' Invoice prices: '''select '''Include tax'''
 
For''' Invoice prices: '''select '''Include tax'''
−
|| For '''Tax number registered: '''select''' Yes'''
 
  
 +
|-
 +
| Leave '''Tax rate'''
  
−
For''' List prices:''' select''' Include tax'''
+
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.'''
  
−
For''' Invoice prices: '''select '''Include tax'''
+
|-
−
|-  
+
| Cursor on Notes
−
|| Leave '''Tax rate'''
+
| I will leave the Notes field blank
  
 +
|-
 +
| Click on '''Save'''
 +
| After filling in all the details click on '''Save''' at the bottom of the page.
  
−
Enter''' Discount '''as '''10% >> '''and''' Delivery time''' as''' 14 days'''
+
|-
−
|| I will leave '''Tax rate '''as it is.
+
| A new page opens up.
 +
| A new page opens up.
  
 +
|-
 +
| Click on''' +New basket'''
 +
| Now, adjacent to the name of the vendor, click on''' +New basket.'''
  
−
Then I will enter''' Discount '''as '''10% '''and''' Delivery time''' as''' 14 days.'''
+
|-
−
|-  
+
| Cursor on '''Add a basket to Powai Book Agency'''
−
|| Click on '''Save'''
+
−
|| After filling in all the details click on '''Save''' at the bottom of the page.
+
−
|-
+
−
|| A new page opens up.
+
−
|| A new page opens up.
+
−
|-
+
−
|| Click on''' +New basket'''
+
−
|| Now, adjacent to the name of the vendor, click on''' +New basket.'''
+
−
|-
+
−
|| Cursor on '''Add a basket to Powai Book Agency'''
+
  
 
Fill in the details like-
 
Fill in the details like-
  
 
'''Basket name: IITB/ST/Books/2017-10'''
 
'''Basket name: IITB/ST/Books/2017-10'''
−
|| On the new page- '''Add a basket to Powai Book Agency''', fill in the details for '''Basket name: '''
+
| On the new page- '''Add a basket to Powai Book Agency''', fill in the details for '''Basket name: '''
−
 
+
  
 
I will add '''IITB/ST/Books/2017-10'''
 
I will add '''IITB/ST/Books/2017-10'''
−
|-
 
−
|| Cursor on
 
  
 +
|-
 +
| Cursor on
  
 
'''Billing place'''
 
'''Billing place'''
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'''Vendor'''
 
'''Vendor'''
−
 
+
| Some details will be filled in by default by '''Koha-'''
−
|| Some details will be filled in by default by '''Koha-'''
+
−
 
+
  
 
'''Billing place- Spoken Tutorial Library'''
 
'''Billing place- Spoken Tutorial Library'''
−
 
  
 
'''Delivery place- Spoken Tutorial Library'''
 
'''Delivery place- Spoken Tutorial Library'''
−
 
  
 
'''Vendor- Powai Book Agency'''
 
'''Vendor- Powai Book Agency'''
−
|-
 
−
|| Click on the Vendor drop down
 
−
|| '''Note that: '''If in case there is a need to''' '''change the vendor, then use the''' Vendor''' drop-down menu.
 
  
−
|-  
+
|-
−
|| Cursor on drop down.
+
| Click on the Vendor drop down
−
|| For any change in the default details of -
+
| '''Note that: '''If in case there is a need to''' '''change the vendor, then use the''' Vendor''' drop-down menu.
−
# '''Billing place'''
+
 
 +
|-
 +
| Cursor on drop down.
 +
| For any change in the default details of -# '''Billing place'''
 
# '''Delivery place'''
 
# '''Delivery place'''
 
# '''Vendor'''
 
# '''Vendor'''
  
 
select the required option from the drop-down.
 
select the required option from the drop-down.
−
|-  
+
 
−
|| Cursor on '''Internal note''' and/or '''Vendor note'''  
+
|-
−
|| Add '''Internal note''' and/or '''Vendor note''' if any.
+
| Cursor on '''Internal note''' and/or '''Vendor note'''  
−
|-  
+
| Add '''Internal note''' and/or the '''Vendor note''' if any.
−
|| Type '''Internal note >> For Biology Section'''
+
 
−
|| As''' Internal note '''I will type ‘'''For Biology Section.'''
+
|-
−
|-  
+
| Type '''Internal note >> For Biology Section'''
−
|| Type''' Vendor note''' >> '''To be delivered on 22 May 2017'''
+
| As''' Internal note '''I will type ‘'''For Biology Section.'''
−
|| For '''Vendor note,''' I will type '''‘To be delivered on 22 May 2017’.'''
+
 
−
|-  
+
|-
−
|| Cursor on '''Orders are standing: >> l'''Leave the check-box as blank.
+
| Type''' Vendor note''' >> '''To be delivered on 22 May 2017'''
−
|| Depending upon the requirement, click on '''Orders are standing: '''I will''' '''leave the check-box blank.
+
| For '''Vendor note,''' I will type '''‘To be delivered on 22 May 2017’.'''
−
|-  
+
 
−
|| Click on '''Save'''
+
|-
−
|| After filling in all the details, click on '''Save '''at the bottom of the page.
+
| Cursor on '''Orders are standing: >> l'''Leave the check-box as blank.
−
|-  
+
| Depending upon the requirement, click on '''Orders are standing: '''I will''' '''leave the check-box blank.
−
|| Click on the Tab '''+Add to basket'''
+
 
−
|| On the new page that opens, click on the tab '''+Add to basket'''
+
|-
−
|-  
+
| Click on '''Save'''
−
|| Cursor on dialog box
+
| After filling in all the details, click on '''Save '''at the bottom of the page.
 +
 
 +
|-
 +
| Click on the Tab '''+Add to basket'''
 +
| On the new page that opens, click on the tab '''+Add to basket'''
 +
 
 +
|-
 +
| Cursor on dialog box
  
 
Show Cursor on * '''From an existing record'''
 
Show Cursor on * '''From an existing record'''
Line 198: Line 240:
 
* '''From titles with highest hold ratios'''
 
* '''From titles with highest hold ratios'''
  
−
 
+
| A dialog box ‘'''Add order to basket’''' opens up.
−
|| A dialog box ‘'''Add order to basket’''' opens up.
+
−
 
+
  
 
Now select a book to be ordered from the following options:* '''From an existing record'''
 
Now select a book to be ordered from the following options:* '''From an existing record'''
Line 210: Line 250:
 
* '''From titles with highest hold ratios'''
 
* '''From titles with highest hold ratios'''
  
−
|-  
+
|-
−
|| Click on '''From a new (empty) record'''
+
| Click on '''From a new (empty) record'''
 +
| I will 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.
 
−
|-
 
−
|| Cursor on '''Title:'''
 
  
 +
|-
 +
| Cursor on ‘'''New order’'''
 +
| Another page with the heading ‘'''New order’ '''opens.
  
 +
|-
 +
| Cursor on '''Title:'''
 
Type '''Industrial Microbiology'''
 
Type '''Industrial Microbiology'''
−
|| Enter the''' Title''' of the book which has to be ordered
+
| Enter the''' Title''' of the book which has to be ordered
−
 
+
  
 
I will type '''Industrial Microbiology'''
 
I will type '''Industrial Microbiology'''
−
|-
 
−
|| In the section '''Accounting details'''
 
−
|| Next comes '''Accounting details'''.
 
−
|-
 
−
|| For '''Quantity '''enter '''5'''
 
  
 +
|-
 +
| In the section '''Accounting details'''
 +
| Next comes '''Accounting details'''.
 +
 +
|-
 +
| For '''Quantity '''enter '''5'''
  
 
For '''Fund''', select '''Books Fund'''
 
For '''Fund''', select '''Books Fund'''
−
|| For '''Quantity, '''enter '''5.'''
+
| For '''Quantity, '''enter '''5.'''
  
−
 
+
For '''Fund''', '''Koha '''by-default selects '''Books Fund'''
−
For '''Fund''', select '''Books Fund '''from the dropdown.
+
  
 
Here remember, if multiple funds are available, then we can select as per the requirement.
 
Here remember, if multiple funds are available, then we can select as per the requirement.
−
|-  
+
 
−
|| '''Currency- RUPEE'''
+
|-
 +
| '''Currency- RUPEE'''
  
 
'''Vendor price- 1000'''
 
'''Vendor price- 1000'''
−
|| Next, fill in the details for '''Currency'''
+
| Next, fill in the details for -
  
−
* I will select '''RUPEE''' from the dropdown
+
'''Currency'''* Here, '''Koha '''by-default has selected '''RUPEE'''  
−
* You may choose as per your requirement
+
* You may choose as per your requirement from the dropdown
  
 
Enter '''Vendor price '''as'''- 1000'''
 
Enter '''Vendor price '''as'''- 1000'''
−
|-
 
−
|| Cursor on '''Uncertain price:'''
 
−
|| Next is, '''Uncertain price:''' select this checkbox if you are uncertain about the price.
 
  
 +
|-
 +
| Cursor on '''Uncertain price:'''
 +
| Next is, '''Uncertain price:''' select this checkbox if you are uncertain about the price.
  
 
I will leave it blank.
 
I will leave it blank.
−
|-
 
−
|| Select '''Tax rate >> 0.00%'''
 
−
|| Select '''Tax rate''' from the drop-down menu.
 
  
 +
|-
 +
| Select '''Tax rate >> 0.00%'''
 +
| Next is '''Tax rate'''
  
−
I will keep it as it i.e.''' 0.0%'''
+
'''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''' '''0.00'''
+
−
|| Then I will keep '''Replacement cost, Budgeted cost, Total, '''and '''Actual cost''' '''0.00'''
+
−
|-
+
−
|| Cursor on '''Internal note''' and '''Vendor note'''
+
−
|| Type the '''Internal note''' and '''Vendor note''' if any.
+
  
 +
|-
 +
| Select '''Discount 20%'''
 +
| I will select '''Discount '''as''' 20%'''
  
−
I will keep '''Statistic 1''' and '''Statistic 2 '''as blank.
+
|-
−
|-  
+
| Cursor on '''Replacement cost, Budgeted cost, Total, Actual cost''' '''0.00'''
−
|| Click on '''Save'''
+
| Note that Koha will auto-calculate the-
−
|| And then click on '''Save''' at the bottom of the page.
+
−
|-  
+
−
|| Cursor on '''Basket IITB/ST/Books/2017-10 (13) for Powai Book Agency'''
+
  
 +
'''Replacement cost '''as 1000.00
  
−
|| A page opens with the '''Basket '''details -
+
'''Budgeted cost '''as 800.00
  
−
'''Basket IITB/ST/Books/2017-10 (13) for Powai Book Agency'''
+
'''Total '''as 4000.00 and
−
|-
+
−
|| Cursor on
+
  
−
* '''+Add to basket'''
+
'''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 dialogue 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/2017-10 (2) for Powai Book Agency'''
 +
 
 +
 
 +
| A page opens with the '''Basket '''details -
 +
 
 +
'''Basket IITB/ST/Books/2017-10 (2) for Powai Book Agency'''
 +
 
 +
|-
 +
| Cursor on* '''+Add to basket'''
 
* '''Edit basket'''
 
* '''Edit basket'''
 
* '''Delete this basket'''
 
* '''Delete this basket'''
 
* '''Close this basket'''
 
* '''Close this basket'''
 
* '''Export this basket as CSV'''
 
* '''Export this basket as CSV'''
−
 
+
| It also shows various tabs like:* '''+Add to basket'''
−
|| It also shows various tabs like:
+
−
 
+
−
* '''+Add to basket'''
+
 
* '''Edit basket'''
 
* '''Edit basket'''
 
* '''Delete this basket'''
 
* '''Delete this basket'''
−
* '''Close this basket'''
+
* '''Close this basket '''and
 
* '''Export this basket as CSV'''
 
* '''Export this basket as CSV'''
  
−
|-  
+
|-
−
|| Only narration
+
| Only narration
−
|| We will now learn how to close a '''basket.'''
+
| We will now learn how to close a '''basket.'''
−
|-
+
−
|| Click on the tab '''Close this basket'''
+
−
 
+
−
 
+
−
|| For this do the following.
+
  
 +
|-
 +
| Click on the tab '''Close this basket'''
 +
| For this do the following.
  
 
On the same '''Basket details''' page, click on the tab '''Close this basket.'''
 
On the same '''Basket details''' page, click on the tab '''Close this basket.'''
  
 
It means the '''Order '''is final and can be sent to the respective '''vendor.'''
 
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 basket IITB/Books/2017-10??'''
 
−
|| A dialog box opens- '''Are you sure you want to close Basket IITB/Books/2017-10?'''
 
−
|-
 
−
|| Click on '''Yes, close (Y)'''
 
−
|| Click on the button '''Yes, close (Y).'''
 
−
|-
 
−
|| Cursor on '''Powai Book Agency'''
 
  
 +
|-
 +
| Cursor on dialog box-- '''Are you sure you want to close basket IITB/Books/2017-10??'''
 +
| A dialog box opens- '''Are you sure you want to close Basket IITB/Books/2017-10?'''
  
−
|| A new page with the name of the vendor ('''Powai Book Agency''') appears.
+
|-
 +
| Click on '''Yes, close (Y)'''
 +
| Click on the button '''Yes, close (Y).'''
  
 +
|-
 +
| Cursor on '''Powai Book Agency'''
 +
| A new page with the name of the vendor ('''Powai Book Agency''') appears.
  
−
Do not to close this page yet, as we have to learn a few more things here.
+
Do not to close this page yet, as we have to learn few a more things here.
−
|-
+
−
|| Only narration
+
−
|| Moving ahead, we will learn how to '''Receive shipment.'''
+
−
|-
+
−
|| Click on the tab '''Receive Shipment'''
+
−
|| On the same page, click on the tab '''Receive Shipment'''
+
−
|-
+
−
|| Cursor on '''Receive shipment from vendor Powai Book Agency'''
+
  
 +
|-
 +
| Only narration
 +
| Moving ahead, we will learn how to '''Receive shipment.'''
  
−
|| A new page opens-
+
|-
 +
| Click on the tab '''Receive Shipment'''
 +
| On the same page, click on the tab '''Receive Shipment'''
 +
 
 +
|-
 +
| Cursor on '''Receive shipment from vendor Powai Book Agency'''
 +
| A new page opens-
  
 
'''Receive shipment from vendor Powai Book Agency'''
 
'''Receive shipment from vendor Powai Book Agency'''
−
|-  
+
 
−
|| '''Receive a new shipment-'''
+
|-
 +
| '''Receive a new shipment-'''
  
 
* Fill in the''' Vendor invoice '''as '''IITB/ST/Books/2017-10 '''
 
* Fill in the''' Vendor invoice '''as '''IITB/ST/Books/2017-10 '''
−
* '''Shipment date as 22/05/2017'''
+
* '''Shipment date '''as''' 08/18/2018'''
 
* Click on the '''Shipment date '''
 
* Click on the '''Shipment date '''
 +
| Under the section '''Receive a new shipment, '''fill in the''' Vendor invoice '''as '''IITB/ST/Books/2017-10 '''
  
 +
'''Koha''' will auto-select '''Shipment date '''as '''08/18/2018.'''
  
−
|| Under the section '''Receive a new shipment, '''fill in the''' Vendor invoice '''as '''IITB/ST/Books/2017-10 '''
+
Note that: date of receipt is the '''Shipment Date'''
  
 +
|-
 +
| Cursor on''' Shipment Cost '''
  
−
Next I will select the '''Shipment date as 22/05/2017.'''
+
Cursor on '''Shipment Fund'''
 +
| I will skip '''Shipment Cost '''and '''Shipment Fund.'''
  
−
Note that: date of receipt is the '''Shipment Date'''
+
|-
 +
| Click on the '''Next''' button
 +
| Click on the '''Next''' button located at the bottom of the page.
  
−
|-  
+
|-
−
|| Cursor on''' Shipment Cost '''
+
| Cursor on '''Receipt summary for ''Powai Book Agency'' ''[ IITB/ST/Books/2017-10] ''on 08/05/2017'''
 +
| Another page-
  
−
Cursor on '''Shipment Fund'''
+
'''Receipt summary for ''Powai Book Agency '''''opens up
−
|| I will skip '''Shipping Cost '''and '''Shipping Fund.'''
+
  
−
|-  
+
|-
−
|| Click on the '''Next''' button
+
| Scroll down and click '''Finish receiving'''
−
|| Click on the '''Next''' button located at the bottom of the page.
+
| Scroll down and click '''Finish receiving '''at the bottom of the page.
−
|-
+
−
|| Cursor on '''Receipt summary for ''Powai Book Agency'' ''[ IITB/ST/Books/2017-10] ''on 08/05/2017'''
+
  
 +
|-
 +
| Cursor on '''Invoice: IITB/ST/Books/2017-10'''
 +
| Another page opens with the heading '''Invoice: IITB/ST/Books/2017-10'''
  
−
|| Another page-
+
The '''Shipment Date '''is filled by '''Koha''' as per the details entered earlier.
  
−
'''Receipt summary for ''Powai Book Agency'' ''[ IITB/ST/Books/2017-10] ''on 08/05/2017'', '''''opens up
+
|-
−
|-
+
| And''' Billing Date '''as '''23/05/2017'''
−
|| Scroll down and click '''Finish receiving'''
+
| And''' '''I will select''' Billing Date '''as '''05/23/2018'''
−
|| Scroll down and click '''Finish receiving '''at the bottom of the page.
+
−
|-
+
−
|| Cursor on '''Invoice: IITB/ST/Books/2017-10'''
+
  
 +
|-
 +
| Cursor on '''Shipping cost'''
 +
| I will keep''' Shipping cost '''as blank
  
−
|| Another page opens with the heading '''Invoice: IITB/ST/Books/2017-10'''
+
|-
 +
| Click on '''Close >> '''click on '''Save'''
 +
| Click on '''Close '''and then on '''Save '''at the bottom of the page.
  
 +
|-
 +
| Cursor on '''Invoice has been modified '''opens
 +
| A new page- '''Invoice has been modified''' opens.
  
−
The '''Shipment Date '''is filled by '''Koha''' as per the details entered earlier.
+
|-
−
|-  
+
| Click on '''Go to receipt page'''
−
|| And''' Billing Date '''as '''23/05/2017'''
+
| Click on '''Go to receipt page.'''
−
|| And''' '''I will select''' Billing Date '''as '''23/05/2017'''
+
−
|-
+
−
|| Click on '''Close >> '''click on '''Save'''
+
−
|| Click on '''Close '''and then on '''Save '''at the bottom of the page.
+
−
|-
+
−
|| Cursor on '''Invoice has been modified '''opens
+
−
|| A new page- '''Invoice has been modified''' opens.
+
−
|-
+
−
|| Click on '''Go to receipt page'''
+
−
|| Click on '''Go to receipt page.'''
+
−
|-
+
−
|| Cursor on '''Receipt summary for ''Powai Book Agency'' ''[ IITB/ST/Books/2017-10] ''on ''08/05/2017'''''
+
−
|| Now you will be able to see-
+
  
 +
|-
 +
| Cursor on '''Receipt summary for ''Powai Book Agency'' ''[ IITB/ST/Books/2017-10] ''on ''08/05/2017'''''
 +
| Now you will be able to see-
  
 
'''Receipt summary for ''Powai Book Agency'' ''[ IITB/ST/Books/2017-10] ''on ''08/05/2017'''''
 
'''Receipt summary for ''Powai Book Agency'' ''[ IITB/ST/Books/2017-10] ''on ''08/05/2017'''''
−
|-
 
−
|| '''Log out''' from''' Koha'''
 
  
 +
|-
 +
| '''Log out''' from''' Koha'''
  
 
Go to the top right corner of''' '''click on''' Spoken Tutorial Library >>''' select '''log out '''from the drop-down.
 
Go to the top right corner of''' '''click on''' Spoken Tutorial Library >>''' select '''log out '''from the drop-down.
−
|| You may now '''log out''' from''' Koha'''
+
| You may now '''log out''' from''' Koha'''
  
 +
Go to the top right corner of the '''Koha '''interface.
  
−
To do so, go to the top right corner.
+
Click on''' Spoken Tutorial Library '''and select logout from the drop-down.
  
 +
|-
 +
|
 +
| This brings us to the end of this''' tutorial.'''
  
−
Click on''' Spoken Tutorial Library '''and select '''Logout''' from the drop-down.
 
−
 
−
|-
 
−
||
 
−
|| This brings us to the end of this''' tutorial.'''
 
 
|-
 
|-
 
| Slide
 
| Slide
Line 423: Line 499:
 
Summary
 
Summary
 
| Let us summarise.
 
| Let us summarise.
 +
 
|-
 
|-
 
| Slide
 
| Slide
  
−
In this tutorial we learnt to:
+
In this tutorial we learnt to:* Place an order for a '''Book'''
−
 
+
−
* Place an order for a '''Book'''
+
 
* Close a '''Basket (Order)'''
 
* Close a '''Basket (Order)'''
 
* Receive a '''shipment'''
 
* Receive a '''shipment'''
  
−
| In this tutorial, we learnt to:
+
| In this tutorial, we learnt to:# Place an order for a '''Book'''
−
# Place an order for a '''Book'''
+
# Close a '''Basket (Order) '''and
−
# Close a '''Basket (Order)'''
+
 
# Receive a '''shipment'''
 
# Receive a '''shipment'''
  
−
|-  
+
 
−
|| Slide
+
|-
 +
| Slide
  
 
'''For Assignment-'''
 
'''For Assignment-'''
−
 
 
Prepare a Budget as-''' ‘Books’'''
 
Prepare a Budget as-''' ‘Books’'''
  
 
# Under this, create '''Funds''' as''' ‘Civil Engineering’'''
 
# Under this, create '''Funds''' as''' ‘Civil Engineering’'''
 
# '''Order a book '''through existing vendor '''‘Powai Book Agency’'''
 
# '''Order a book '''through existing vendor '''‘Powai Book Agency’'''
−
 
+
| '''For Assignment-'''
−
 
+
Prepare a '''Budget''' for''' ‘Books’'''# Under this, create '''Funds''' as''' ‘Civil Engineering’'''
−
|| '''For Assignment-'''
+
−
 
+
−
 
+
−
Prepare a '''Budget''' for''' ‘Books’'''
+
−
 
+
−
# Under this, create '''Funds''' as''' ‘Civil Engineering’'''
+
 
# Order a '''book '''through an existing vendor '''‘Powai Book Agency’'''
 
# Order a '''book '''through an existing vendor '''‘Powai Book Agency’'''
  
−
 
+
|-
−
|- style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.088cm;padding-right:0.191cm;"
+
| Slide:
−
|| Slide:
+
  
 
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]
 
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 summarises the Spoken Tutorial project.
 
* It summarises the Spoken Tutorial project.
 
* If you do not have good bandwidth, you can download and watch it.
 
* If you do not have good bandwidth, you can download and watch it.
−
 
+
| The video at the following link summarizes the '''Spoken Tutorial project.'''
−
|| The video at the following link summarizes the '''Spoken Tutorial project.'''
+
  
 
Please download and watch it.
 
Please download and watch it.
  
−
|- style="background-color:#ffffff;border-top:1pt solid #000001;border-bottom:0.75pt solid #000001;border-left:1pt solid #000001;border-right:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.088cm;padding-right:0.191cm;"
+
|-
−
|| Slide:
+
| Slide:
  
 
'''Spoken Tutorial''' workshops
 
'''Spoken Tutorial''' workshops
  
−
The '''Spoken Tutorial Project''' Team
+
The '''Spoken Tutorial Project''' Team* Conducts workshops using spoken tutorials
−
 
+
−
* Conducts workshops using spoken tutorials
+
 
* Gives certificates for those who pass an online test
 
* Gives certificates for those who pass an online test
−
* For more details, please write to http://contact@spoken-tutorial.org
+
* For more details, please write to [about:blank http://contact@spoken-tutorial.org]
−
 
+
|The''' Spoken Tutorial Project''' Team:* conducts workshops and
−
||
+
* gives certificates.
−
The''' Spoken Tutorial Project''' Team:
+
−
 
+
−
* conducts workshops and
+
−
* gives certificates.
+
  
 
For more details, please write to us.
 
For more details, please write to us.
−
|- style="background-color:#ffffff;border:0.75pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.092cm;padding-right:0.191cm;"
+
 
 +
|-
 
| Slide:
 
| Slide:
  
 
Forum for specific questions
 
Forum for specific questions
−
| style="background-color:#ffffff;border:0.75pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.092cm;padding-right:0.191cm;" | Please post your timed queries in this forum.
+
| Please post your timed queries in this forum.
  
−
|- style="background-color:#ffffff;border-top:0.75pt solid #000001;border-bottom:1pt solid #000001;border-left:1pt solid #000001;border-right:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.088cm;padding-right:0.191cm;"
+
|-
−
|| Slide:
+
| Slide:
  
 
Acknowledgement
 
Acknowledgement
−
 
  
 
* '''Spoken Tutorial Project''' is a part of the Talk to a Teacher project
 
* '''Spoken Tutorial Project''' is a part of the Talk to a Teacher project
Line 503: Line 563:
 
* [http://spoken-tutorial.org/NMEICT-Intro http://spoken-tutorial.org/NMEICT-Intro]
 
* [http://spoken-tutorial.org/NMEICT-Intro http://spoken-tutorial.org/NMEICT-Intro]
  
−
 
+
| '''Spoken Tutorial project''' is funded by '''NMEICT, MHRD, Government of India.'''
−
|| '''Spoken Tutorial project''' is funded by '''NMEICT, MHRD, Government of India.'''
+
−
 
+
  
 
More information on this mission is available at this link.
 
More information on this mission is available at this link.
  
−
|-  style="background-color:#ffffff;border-top:0.75pt solid #000001;border-bottom:1pt solid #000001;border-left:1pt solid #000001;border-right:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.088cm;padding-right:0.191cm;"
 
−
||
 
−
|| <span style="color:#000000;">This is Bella Tony from </span><span style="color:#000000;">'''IIT Bombay '''</span><span style="color:#000000;">signing off.</span>
 
−
 
−
<div style="color:#000000;">Thank you for joining.
 
 
|-
 
|-
 +
|
 +
| This is Bella Tony from '''IIT Bombay '''signing off.
 +
 +
Thank you for joining.
 +
 
|}
 
|}

Revision as of 22:17, 10 September 2018

Topic: How to place an order for a book

Contributor Name: Bella Tony, Spoken Tutorial Project, IIT Bombay

Reviewed by: Nancy Varkey, Spoken Tutorial Project, IIT Bombay

Keywords:

Visual Cue
Narration
Slide 1

Title

Welcome to the Spoken Tutorial on How to place an order for a book.
Slide 2

Learning Objectives* Place an order for a Book

  • Close a Basket (Order)
  • Receive a shipment
In this tutorial we will learn to-# Place an order for a Book
  1. Close a Basket (Order)
  2. Receive a shipment
Slide 3

System requirement

To record this tutorial, I am using* Ubuntu Linux OS 16.04
  • Koha version 16.05
Slide Number 4

Pre-requisite

To follow this tutorial, learners should be familiar with Library Science.
Slide 4b

Pre-requisites

To practice this tutorial, * You should have Koha installed on your system.
  • You should also have Admin access in Koha.

If not, please refer to the Koha Spoken Tutorial series on this website.

Log into Koha as Superlibrarian Bella and her password To begin, let’s login to Koha as Superlibrarian Bella.
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>>Global System Preferences Go to Koha Administration.

Click on Global System Preferences.

Cursor on Acquisitions preferences Acquisitions preferences page opens

Under the section Preference,

For AcqCreateItem, from the drop down change placing an order to ‘receiving an order’

Go to the bottom of the page.

Click on Save all Administration preferences

Next click on Save all Acquisitions preferences at the top of the page
Narration only Let’s move ahead.
On Home >> go to Acquisitions >> click on +New vendor Go to the Koha Home page, go to Acquisitions and click on +New vendor.
New page >> add Vendor (Company) details as Powai Book Agency On the new page that opens-

Add the Vendor, Company details under the Name as Powai Book Agency.

Please Note: We can add multiple vendors, likewise.

Pause and show the filled in Contact details Fill in the details like Contact details.

I have filled out a few details here.


You may do so likewise.

Click in the checkboxes for-

Remember to check the checkboxes for- * Primary acquisitions contact:

  • Primary serials contact:
  • Contact about late orders?
  • Contact about late issues
Remember to check the checkboxes for- * Primary acquisitions contact:
  • Primary serials contact:
  • Contact about late orders?
  • Contact about late issues
Narration only Clicking these checkboxes will be useful to-* send email notifications related to these options to the vendor
Narration only If you do not have an information for a particular field then leave it blank.
Ordering information* For List Prices are>>RUPEE
  • For Invoice prices are >>RUPEE
Under the section Ordering information.* For List Prices are, 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 bottom of the page.
A new page opens up. A new page opens up.
Click on +New basket Now, adjacent to the name of the vendor, click on +New basket.
Cursor on Add a basket to Powai Book Agency

Fill in the details like-

Basket name: IITB/ST/Books/2017-10

On the new page- Add a basket to Powai Book Agency, fill in the details for Basket name:

I will add IITB/ST/Books/2017-10

Cursor on

Billing place

Delivery place

Vendor

Some details will be filled in by default by Koha-

Billing place- Spoken Tutorial Library

Delivery place- Spoken Tutorial Library

Vendor- Powai Book Agency

Click on the Vendor drop down Note that: If in case there is a need to change the vendor, then use the Vendor drop-down menu.
Cursor on drop down. For any change in the default details of -# Billing place
  1. Delivery place
  2. Vendor

select the required option from the drop-down.

Cursor on Internal note and/or Vendor note Add Internal note and/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 22 May 2017 For Vendor note, I will type ‘To be delivered on 22 May 2017’.
Cursor on Orders are standing: >> lLeave the check-box as blank. Depending upon the requirement, click on Orders are standing: I will leave the check-box blank.
Click on Save After filling in all the details, click on Save at the bottom of the page.
Click on the Tab +Add to basket On the new page that opens, click on the tab +Add to basket
Cursor on dialog box

Show Cursor on * 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 dialog box ‘Add order to basket’ opens up.

Now select a book to be ordered from the following options:* 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
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.
Cursor on Title:

Type Industrial Microbiology

Enter the Title of the book which has to be ordered

I will type Industrial Microbiology

In the section Accounting details Next comes Accounting details.
For Quantity enter 5

For Fund, select Books Fund

For Quantity, enter 5.

For Fund, Koha by-default selects 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 dropdown

Enter Vendor price as- 1000

Cursor on Uncertain price: Next is, Uncertain price: select 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 0.00 Note that Koha will auto-calculate the-

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 dialogue 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/2017-10 (2) for Powai Book Agency


A page opens with the Basket details -

Basket IITB/ST/Books/2017-10 (2) for Powai Book Agency

Cursor on* +Add to basket
  • Edit basket
  • Delete this basket
  • Close this basket
  • Export this basket as CSV
It also shows various tabs like:* +Add to basket
  • Edit basket
  • Delete this basket
  • Close this basket and
  • Export this basket as CSV
Only narration We will now learn how to close a basket.
Click on the tab Close this basket For this do the following.

On the same Basket details page, click on the tab Close this basket.

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 basket IITB/Books/2017-10?? A dialog box opens- Are you sure you want to close Basket IITB/Books/2017-10?
Click on Yes, close (Y) Click on the button Yes, close (Y).
Cursor on Powai Book Agency A new page with the name of the vendor (Powai Book Agency) appears.

Do not to close this page yet, as we have to learn few a more things here.

Only narration Moving ahead, we will learn how to Receive shipment.
Click on the tab Receive Shipment On the same page, click on the tab Receive Shipment
Cursor on Receive shipment from vendor Powai Book Agency A new page opens-

Receive shipment from vendor Powai Book Agency

Receive a new shipment-
  • Fill in the Vendor invoice as IITB/ST/Books/2017-10
  • Shipment date as 08/18/2018
  • Click on the Shipment date
Under the section Receive a new shipment, fill in the Vendor invoice as IITB/ST/Books/2017-10

Koha will auto-select Shipment date as 08/18/2018.

Note that: 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 the Next button Click on the Next button located at the bottom of the page.
Cursor on Receipt summary for Powai Book Agency [ IITB/ST/Books/2017-10] on 08/05/2017 Another page-

Receipt summary for Powai Book Agency opens up

Scroll down and click Finish receiving Scroll down and click Finish receiving at the bottom of the page.
Cursor on Invoice: IITB/ST/Books/2017-10 Another page opens with the heading Invoice: IITB/ST/Books/2017-10

The Shipment Date is filled by Koha as per the details entered earlier.

And Billing Date as 23/05/2017 And I will select Billing Date as 05/23/2018
Cursor on Shipping cost I will keep Shipping cost as blank
Click on Close >> click on Save Click on Close and then on Save at the bottom of the page.
Cursor on Invoice has been modified opens A new page- Invoice has been modified opens.
Click on Go to receipt page Click on Go to receipt page.
Cursor on Receipt summary for Powai Book Agency [ IITB/ST/Books/2017-10] on 08/05/2017 Now you will be able to see-

Receipt summary for Powai Book Agency [ IITB/ST/Books/2017-10] on 08/05/2017

Log out from Koha

Go to the top right corner of click on Spoken Tutorial Library >> select log out from the drop-down.

You may now log out from Koha

Go to the top right corner of the Koha interface.

Click on Spoken Tutorial Library and select logout from the drop-down.

This brings us to the end of this tutorial.
Slide

Summary

Let us summarise.
Slide

In this tutorial we learnt to:* Place an order for a Book

  • Close a Basket (Order)
  • Receive a shipment
In this tutorial, we learnt to:# Place an order for a Book
  1. Close a Basket (Order) and
  2. Receive a shipment


Slide

For Assignment- Prepare a Budget as- ‘Books’

  1. Under this, create Funds as ‘Civil Engineering’
  2. Order a book through existing vendor ‘Powai Book Agency’
For Assignment-

Prepare a Budget for ‘Books’# Under this, create Funds as ‘Civil Engineering’

  1. Order a book through an existing vendor ‘Powai Book Agency’
Slide:

About Spoken Tutorial project* Watch the video available at http://spoken-tutorial.org/What_is_a_Spoken_Tutorial

  • It summarises 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:

Spoken Tutorial workshops

The Spoken Tutorial Project Team* Conducts workshops using spoken tutorials

The Spoken Tutorial Project Team:* conducts workshops and
  • gives certificates.

For more details, please write to us.

Slide:

Forum for specific questions

Please post your timed queries in this forum.
Slide:

Acknowledgement

  • Spoken Tutorial Project is a part of the Talk to a Teacher project
  • It is supported by the National Mission on Education through ICT, MHRD, Government of India
  • More information on this Mission is available at
  • http://spoken-tutorial.org/NMEICT-Intro
Spoken Tutorial project is funded by NMEICT, MHRD, Government of India.

More information on this mission is available at this link.

This is Bella Tony from IIT Bombay signing off.

Thank you for joining.

Contributors and Content Editors

Bellatony911, Nancyvarkey

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