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

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(Created page with "{| border=1 | <center>'''Time'''</center> | <center>'''Narration'''</center> |- |00:01 |Welcome to the '''Spoken Tutorial '''on '''How to place an order for a book.''' |- |0...")
 
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| 08:25
 
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| A dialog box opens- '''Are you sure you want to close Basket IITB/Books/2017-10?'''
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| A dialog box opens- '''Are you sure you want to close Basket IITB/ST?Books/2017-10?'''
  
 
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| Click on the button '''Yes'''
 
| Click on the button '''Yes'''
  
 
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| A new page with the name of the vendor '''Powai Book Agency''' appears.
 
| A new page with the name of the vendor '''Powai Book Agency''' appears.
  
 
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| 08:46
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| 08:48
 
| Do not to close this page yet, as we have to learn few a more things here.
 
| Do not to close this page yet, as we have to learn few a more things here.
  
 
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| 08:52
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| 08:54
 
| Moving ahead, we will learn how to '''Receive shipment.'''
 
| Moving ahead, we will learn how to '''Receive shipment.'''
  
 
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| 08:59
 
| On the same page, click on the tab '''Receive Shipment.'''
 
| On the same page, click on the tab '''Receive Shipment.'''
  
 
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| 09:02
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| A new page opens - '''Receive shipment from vendor Powai Book Agency.'''
 
| A new page opens - '''Receive shipment from vendor Powai Book Agency.'''
  
 
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|09:09
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|09:11
 
| Under the section '''Receive a new shipment, '''fill in the''' Vendor invoice '''as '''IITB/ST/Books/2017-10 '''
 
| Under the section '''Receive a new shipment, '''fill in the''' Vendor invoice '''as '''IITB/ST/Books/2017-10 '''
  
 
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| '''Koha''' will auto-select '''Shipment date '''.
 
| '''Koha''' will auto-select '''Shipment date '''.
  
 
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| 09:27
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| 09:29
 
| Note that date of receipt is the '''Shipment Date.'''
 
| Note that date of receipt is the '''Shipment Date.'''
  
 
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| I will skip '''Shipment Cost '''and '''Shipment Fund.'''
 
| I will skip '''Shipment Cost '''and '''Shipment Fund.'''
  
 
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| Click on the '''Next''' button located at the bottom of the page.
 
| Click on the '''Next''' button located at the bottom of the page.
  
 
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| 09:41
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| Another page- '''Receipt summary for ''Powai Book Agency opens up.
 
| Another page- '''Receipt summary for ''Powai Book Agency opens up.
  
 
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| Scroll down and click '''Finish receiving '''at the bottom of the page.
 
| Scroll down and click '''Finish receiving '''at the bottom of the page.
  
 
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| 09:52
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| 09:54
 
| Another page opens with the heading '''Invoice: IITB/ST/Books/2017-10'''
 
| Another page opens with the heading '''Invoice: IITB/ST/Books/2017-10'''
  
 
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| The '''Shipment Date '''is filled by '''Koha''' as per the details entered earlier.
 
| The '''Shipment Date '''is filled by '''Koha''' as per the details entered earlier.
  
 
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| And I will select''' Billing Date '''as '''05/23/2018'''
 
| And I will select''' Billing Date '''as '''05/23/2018'''
  
 
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| I will keep''' Shipping cost '''as blank.
 
| I will keep''' Shipping cost '''as blank.
  
 
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| Click on '''Close '''and then on '''Save '''at the bottom of the page.
 
| Click on '''Close '''and then on '''Save '''at the bottom of the page.
  
 
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| 10:27
 
| A new page, '''Invoice has been modified''' opens.
 
| A new page, '''Invoice has been modified''' opens.
  
 
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| 10:32
 
| Click on '''Go to receipt page.'''
 
| Click on '''Go to receipt page.'''
  
 
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| 10:36
 
| Now you will be able to see- '''Receipt summary for ''Powai Book Agency''  
 
| Now you will be able to see- '''Receipt summary for ''Powai Book Agency''  
  
 
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| 10:42
 
| You may now '''log out''' from''' Koha'''
 
| You may now '''log out''' from''' Koha'''
  
 
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| 10:45
 
| Go to the top right corner of the '''Koha '''interface.
 
| Go to the top right corner of the '''Koha '''interface.
  
 
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|-
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| 10:48
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| 10:50
 
| Click on''' Spoken Tutorial Library '''and select '''Logout''' from the drop-down.
 
| Click on''' Spoken Tutorial Library '''and select '''Logout''' from the drop-down.
  
 
|-
 
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| 10:55
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| 10:57
 
| This brings us to the end of this tutorial.
 
| This brings us to the end of this tutorial.
  
 
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| 11:01
 
| Let us summarise.
 
| Let us summarise.
  
 
|-
 
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| 11:01
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| 11:03
 
| In this tutorial, we learnt to:  Place an order for a '''Book'''
 
| In this tutorial, we learnt to:  Place an order for a '''Book'''
  
 
|-
 
|-
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| 11:07
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| 11:09
 
|  Close a '''Basket (Order) '''and  Receive a '''shipment'''
 
|  Close a '''Basket (Order) '''and  Receive a '''shipment'''
  
 
|-
 
|-
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| '''For Assignment-''' Prepare a '''Budget''' for''' ‘Books’'''
 
| '''For Assignment-''' Prepare a '''Budget''' for''' ‘Books’'''
  
 
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|  Under this, create '''Funds''' as''' ‘Civil Engineering’'''
 
|  Under this, create '''Funds''' as''' ‘Civil Engineering’'''
  
 
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|  Order a book through an existing vendor '''‘Powai Book Agency’'''
 
|  Order a book through an existing vendor '''‘Powai Book Agency’'''
  
 
|-
 
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| The video at the following link summarizes the '''Spoken Tutorial project.'''
 
| The video at the following link summarizes the '''Spoken Tutorial project.'''
  
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|The''' Spoken Tutorial Project''' Team conducts workshops and gives certificates.
 
|The''' Spoken Tutorial Project''' Team conducts workshops and gives certificates.
  
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| Please post your timed queries in this forum.
 
| Please post your timed queries in this forum.
  
 
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| 11:49
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| 11:51
 
| '''Spoken Tutorial project''' is funded by '''NMEICT, MHRD, Government of India.'''
 
| '''Spoken Tutorial project''' is funded by '''NMEICT, MHRD, Government of India.'''
  
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| This is Bella Tony from IIT Bombay signing off.
 
| This is Bella Tony from IIT Bombay signing off.
  

Revision as of 01:15, 28 September 2018

Time
Narration
00:01 Welcome to the Spoken Tutorial on How to place an order for a book.
00:06 In this tutorial we will learn to- Place an order for a Book
00:11 Close a Basket (Order)
00:13 And Receive a shipment
00:17 To record this tutorial, I am using

Ubuntu Linux OS 16.04

And Koha version 16.05

00:30 To follow this tutorial, learners should have knowledge of Library Science.
00:36 To practice this tutorial, You should have Koha installed on your system.
00:42 And You should also have Admin access in Koha.
00:47 If not, please refer to the Koha Spoken Tutorial series on this website.
00:53 To begin, let’s login to Koha as Superlibrarian Bella.
01:00 First of all we will start by enabling ‘receiving an order’.
01:06 We will be using this information later in this tutorial.
01:11 Go to Koha Administration.
01:15 Click on Global System Preferences.
01:19 Acquisitions preferences page opens.
01:23 Under the section Preference, for AcqCreateItem, from the drop down change 'placing an order' to ‘receiving an order’
01:37 Next click on Save all Acquisitions preferences at the top of the page.
01:45 Let’s move ahead.
01:47 Go to the Koha Homepage, go to Acquisitions and click on plus New vendor.
01:58 A new page Add vendor opens.
02:02 Under the section Company details go to Name.
02:08 And in the field type Powai Book Agency.
02:13 Please Note: We can add multiple vendors, likewise.
02:18 Fill in the details like Contact details.

I have filled out a few details here.

02:25 You may do so likewise.
02:28 Remember to check the checkboxes for- Primary acquisitions contact
02:34 Primary serials contact
02:37 Contact about late orders and
02:41 Contact about late issues
02:44 Clicking these checkboxes will be useful to- send email notifications related to these options to the vendor.
02:53 If you do not have an information for a particular field, then leave it blank.
02:59 Under the section Ordering information.

For List Prices are, Koha by-default selects RUPEE

03:09 And similarly for Invoice prices are, Koha by-default selects RUPEE
03:17 For Tax number registered: select Yes
03:23 For List prices: select Include tax
03:28 For Invoice prices: select Include tax
03:33 I will leave Tax rate as it is.
03:37 Then I will enter Discount as 10% and Delivery time as 14 days.
03:48 I will leave the Notes field blank.
03:52 After filling in all the details, click on Save at the bottom of the page.
03:59 A new page opens up.
04:02 Now, adjacent to the name of the vendor, click on plus New basket.
04:09 On the new page- Add a basket to Powai Book Agency, fill in the details for Basket name:
04:19 I will add IITB/ST/Books/2017-10
04:29 Some details will be filled in by default by Koha.
04:34 For any change in the default details of - Billing place, Delivery place, and Vendor

select the required option from the drop-down.

04:45 Add Internal note and/or the Vendor note if any.
04:51 As Internal note I will type ‘For Biology Section.
04:56 For Vendor note, I will type ‘To be delivered on 22 May 2017’.
05:04 Depending upon the requirement, click on Orders are standing: I will leave the check-box blank.
05:13 After filling in all the details, click on Save at the bottom of the page.
05:20 On the new page that opens, click on the tab plus Add to basket
05:28 A dialog box ‘Add order to basket’ opens up.
05:33 Now select a book to be ordered from the following options.
05:38 I will click on From a new (empty) record
05:43 Another page with the heading 'New order' opens.
05:48 Enter the title of the book which has to be ordered.
05:52 I will type Industrial Microbiology.
05:56 Next comes Accounting details.
06:00 For Quantity, enter 5.
06:04 For Fund Koha by-default selects Books Fund
06:09 Here remember, if multiple funds are available, then we can select as per the requirement.
06:16 Next, fill in the details for Currency
06:20 Here, Koha by-default has selected RUPEE
06:25 You may choose as per your requirement from the drop-down.
06:30 Enter Vendor price as 1000
06:34 Next is, Uncertain price:
06:37 Select this checkbox if you are uncertain about the price.

I will leave it blank.

06:44 Next is Tax rate

Koha by-default selects Tax rate as 0%

06:53 I will select Discount as 20%
06:58 Note that Koha will auto-calculate the-Replacement cost as 1000
07:04 Budgeted cost as 800
07:07 Total as 4000 and Actual cost as 0.00
07:15 Also note that, Replacement cost and Actual cost are editable.
07:21 Type the Internal note and Vendor note if any.
07:25 I will keep Statistic 1 and Statistic 2 as blank.
07:30 And then click on Save at the bottom of the page.
07:35 A new page with a dialog box appears.
07:39 Warning! You will exceed 10.00% of your fund.
07:45 Do you want to confirm this order?

Click on Yes, I confirm.

07:52 A page opens with the Basket details - Basket IITB/ST/Books/2017-10 (2) for Powai Book Agency
08:05 It also shows various tabs.
08:08 We will now learn how to close a basket.
08:12 On the same Basket details page, click on the tab Close this basket.
08:19 It means the Order is final and can be sent to the respective vendor.
08:25 A dialog box opens- Are you sure you want to close Basket IITB/ST?Books/2017-10?
08:39 Click on the button Yes
08:42 A new page with the name of the vendor Powai Book Agency appears.
08:48 Do not to close this page yet, as we have to learn few a more things here.
08:54 Moving ahead, we will learn how to Receive shipment.
08:59 On the same page, click on the tab Receive Shipment.
09:04 A new page opens - Receive shipment from vendor Powai Book Agency.
09:11 Under the section Receive a new shipment, fill in the Vendor invoice as IITB/ST/Books/2017-10
09:25 Koha will auto-select Shipment date .
09:29 Note that date of receipt is the Shipment Date.
09:34 I will skip Shipment Cost and Shipment Fund.
09:38 Click on the Next button located at the bottom of the page.
09:43 Another page- 'Receipt summary for Powai Book Agency opens up.
09:49 Scroll down and click Finish receiving at the bottom of the page.
09:54 Another page opens with the heading Invoice: IITB/ST/Books/2017-10
10:04 The Shipment Date is filled by Koha as per the details entered earlier.
10:09 And I will select Billing Date as 05/23/2018
10:17 I will keep Shipping cost as blank.
10:21 Click on Close and then on Save at the bottom of the page.
10:27 A new page, Invoice has been modified opens.
10:32 Click on Go to receipt page.
10:36 Now you will be able to see- Receipt summary for Powai Book Agency
10:42 You may now log out from Koha
10:45 Go to the top right corner of the Koha interface.
10:50 Click on Spoken Tutorial Library and select Logout from the drop-down.
10:57 This brings us to the end of this tutorial.
11:01 Let us summarise.
11:03 In this tutorial, we learnt to: Place an order for a Book
11:09 Close a Basket (Order) and Receive a shipment
11:15 For Assignment- Prepare a Budget for ‘Books’
11:21 Under this, create Funds as ‘Civil Engineering’
11:26 Order a book through an existing vendor ‘Powai Book Agency’
11:32 The video at the following link summarizes the Spoken Tutorial project.

Please download and watch it.

11:39 The Spoken Tutorial Project Team conducts workshops and gives certificates.

For more details, please write to us.

11:47 Please post your timed queries in this forum.
11:51 Spoken Tutorial project is funded by NMEICT, MHRD, Government of India.

More information on this mission is available at this link.

12:02 This is Bella Tony from IIT Bombay signing off.

Thank you for joining.

Contributors and Content Editors

Nancyvarkey, PoojaMoolya, Pratik kamble, Sandhya.np14

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