Difference between revisions of "Koha-Library-Management-System/C2/Place-order-for-a-book/English-timed"
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|00:06 | |00:06 | ||
− | | In this tutorial we will learn to- | + | | In this tutorial, we will learn to- place an order for a '''Book''', |
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|00:11 | |00:11 | ||
− | | | + | | close a '''Basket (Order)''', |
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|00:13 | |00:13 | ||
− | | | + | | and receive a '''shipment'''. |
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|To record this tutorial, I am using | |To record this tutorial, I am using | ||
− | '''Ubuntu Linux OS 16.04''' | + | '''Ubuntu Linux OS 16.04''' and |
− | + | '''Koha version 16.05''' | |
|- | |- | ||
|00:30 | |00:30 | ||
− | |To follow this | + | |To follow this tutorial, learners should have knowledge of Library Science. |
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|00:36 | |00:36 | ||
− | |To practice this tutorial, | + | |To practice this tutorial, you should have '''Koha''' installed on your system. |
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|00:42 | |00:42 | ||
− | | And | + | | And, you should also have '''Admin '''access in''' Koha.''' |
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|01:00 | |01:00 | ||
− | |First of all we will start by enabling''' ‘receiving an order’. ''' | + | |First of all, we will start by enabling''' ‘receiving an order’. ''' |
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|01:23 | |01:23 | ||
− | |Under the section '''Preference,''' for '''AcqCreateItem, '''from the drop down change''' 'placing an order' '''to''' ‘receiving an order’''' | + | |Under the section '''Preference,''' for '''AcqCreateItem, '''from the drop- down change''' 'placing an order' '''to''' ‘receiving an order’'''. |
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|02:02 | |02:02 | ||
− | |Under the section '''Company details''' go to '''Name | + | |Under the section '''Company details''', go to '''Name''' |
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|02:08 | |02:08 | ||
− | | | + | |and in the field, type: '''Powai Book Agency.''' |
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|02:13 | |02:13 | ||
− | |Please Note: | + | |Please Note: we can add multiple vendors, likewise. |
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| 02:28 | | 02:28 | ||
− | | Remember to check the | + | | Remember to check the check-boxes for- '''Primary acquisitions contact''' |
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|02:34 | |02:34 | ||
− | | Primary serials contact | + | | '''Primary serials contact''' |
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|02:37 | |02:37 | ||
− | | Contact about late orders and | + | | '''Contact about late orders''' and |
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|02:41 | |02:41 | ||
− | | Contact about late issues | + | | '''Contact about late issues'''. |
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| 02:44 | | 02:44 | ||
− | | Clicking these | + | | Clicking these check-boxes will be useful to send email notifications, related to these options, to the vendor. |
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|02:59 | |02:59 | ||
− | | Under the section '''Ordering information''' | + | | Under the section '''Ordering information''', |
− | + | for '''List Prices are''', Koha by-default, selects '''RUPEE'''. | |
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|03:09 | |03:09 | ||
− | | And similarly for '''Invoice prices are, | + | | And, similarly for '''Invoice prices are,''' Koha by-default, selects '''RUPEE'''. |
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| 03:17 | | 03:17 | ||
− | | For '''Tax number registered: '''select''' Yes''' | + | | For '''Tax number registered:, '''select''' Yes'''. |
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|03:23 | |03:23 | ||
− | |For''' List prices:''' select''' Include tax''' | + | |For''' List prices:,''' select''' Include tax'''. |
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|03:28 | |03:28 | ||
− | |For''' Invoice prices: '''select '''Include tax''' | + | |For''' Invoice prices:, '''select '''Include tax'''. |
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| 04:09 | | 04:09 | ||
− | | 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:. ''' |
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|04:19 | |04:19 | ||
− | |I will add '''IITB/ST/Books/2017-10''' | + | |I will add '''IITB/ST/Books/2017-10'''. |
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| 04:29 | | 04:29 | ||
− | | Some details will be filled in by default by '''Koha.''' | + | | Some details will be filled in by default, by '''Koha.''' |
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| 04:34 | | 04:34 | ||
− | | For any change in the default details of | + | | For any change in the default details of '''Billing place''', '''Delivery place''' and '''Vendor''', |
− | + | ||
select the required option from the drop-down. | select the required option from the drop-down. | ||
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|04:51 | |04:51 | ||
− | | As''' Internal note '''I will type | + | | As''' Internal note, '''I will type '''For Biology Section.''' |
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| 05:04 | | 05:04 | ||
− | | Depending upon the requirement, click on '''Orders are standing: '''I will leave the check-box blank. | + | | Depending upon the requirement, click on '''Orders are standing:. '''I will leave the check-box blank. |
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| 05:20 | | 05:20 | ||
− | | On the new page that opens, click on the tab '''plus Add to basket''' | + | | On the new page that opens, click on the tab '''plus Add to basket'''. |
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| 05:28 | | 05:28 | ||
− | | A dialog box ‘'''Add order to basket’''' opens up. | + | | A dialog- box ‘'''Add order to basket’''' opens up. |
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| 05:33 | | 05:33 | ||
− | | Now select a book to be ordered from the following options. | + | | Now, select a book to be ordered from the following options. |
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| 05:38 | | 05:38 | ||
− | | I will click on '''From a new (empty) record''' | + | | I will click on '''From a new (empty) record'''. |
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| 06:04 | | 06:04 | ||
− | | For '''Fund | + | | For '''Fund,''' Koha by-default, selects '''Books Fund'''. |
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| 06:09 | | 06:09 | ||
− | | Here remember, if multiple funds are available | + | | Here remember, if multiple funds are available then we can select as per the requirement. |
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|06:16 | |06:16 | ||
− | | Next, fill in the details for '''Currency''' | + | | Next, fill in the details for '''Currency'''. |
|- | |- | ||
| 06:20 | | 06:20 | ||
− | | Here, '''Koha '''by-default has selected '''RUPEE''' | + | | Here, '''Koha '''by-default, has selected '''RUPEE'''. |
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| 06:30 | | 06:30 | ||
− | | Enter '''Vendor price '''as''' 1000''' | + | | Enter '''Vendor price '''as''' 1000'''. |
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| 06:34 | | 06:34 | ||
− | | Next is | + | | Next is '''Uncertain price:'''. |
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| 06:37 | | 06:37 | ||
− | | Select this | + | | Select this check-box if you are uncertain about the price. |
I will leave it blank. | I will leave it blank. | ||
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|06:44 | |06:44 | ||
− | | Next is '''Tax rate''' | + | | Next is '''Tax rate'''. |
− | '''Koha '''by-default selects '''Tax rate '''as''' 0%''' | + | '''Koha '''by-default, selects '''Tax rate '''as''' 0%'''. |
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| 06:53 | | 06:53 | ||
− | | I will select '''Discount '''as''' 20%''' | + | | I will select '''Discount '''as''' 20%'''. |
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| 06:58 | | 06:58 | ||
− | | Note that '''Koha''' will auto-calculate the-'''Replacement cost '''as 1000 | + | | Note that '''Koha''' will auto-calculate the-'''Replacement cost '''as 1000, |
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| 07:04 | | 07:04 | ||
− | | '''Budgeted cost '''as 800 | + | | '''Budgeted cost '''as 800, |
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| 07:07 | | 07:07 | ||
− | | '''Total '''as 4000 and '''Actual cost '''as 0.00 | + | | '''Total '''as 4000 and '''Actual cost '''as 0.00. |
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| 07:15 | | 07:15 | ||
− | | Also note that | + | | Also note that '''Replacement cost '''and '''Actual cost '''are editable. |
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| 07:35 | | 07:35 | ||
− | | A new page with a dialog box appears. | + | | A new page with a dialog- box appears. |
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| 07:52 | | 07:52 | ||
− | | A page opens with the '''Basket '''details - '''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'''. |
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| 08:25 | | 08:25 | ||
− | | A dialog box opens- '''Are you sure you want to close Basket IITB/ST/Books/2017-10?''' | + | | A dialog- box opens- '''Are you sure you want to close Basket IITB/ST/Books/2017-10?''' |
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| 08:39 | | 08:39 | ||
− | | Click on the button '''Yes''' | + | | Click on the button '''Yes'''. |
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|09:11 | |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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| 09:43 | | 09:43 | ||
− | | Another page- '''Receipt summary for | + | | Another page- '''Receipt summary for Powai Book Agency''' opens up. |
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| 09:54 | | 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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| 10:09 | | 10:09 | ||
− | | And I will select''' Billing Date '''as '''05/23/2018''' | + | | And I will select''' Billing Date '''as '''05/23/2018'''. |
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| 10:36 | | 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 | | 10:42 | ||
− | | You may now '''log out''' from''' Koha''' | + | | You may now '''log out''' from''' Koha'''. |
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| 11:01 | | 11:01 | ||
− | | Let us | + | | Let us summarize. |
|- | |- | ||
| 11:03 | | 11:03 | ||
− | | In this tutorial, we learnt to: | + | | In this tutorial, we learnt to: place an order for a '''Book''', |
|- | |- | ||
| 11:09 | | 11:09 | ||
− | | | + | | close a '''Basket (Order) '''and receive a '''shipment'''. |
|- | |- | ||
| 11:15 | | 11:15 | ||
− | | '''For Assignment-''' | + | | '''For Assignment-''' prepare a '''Budget''' for''' ‘Books’'''. |
|- | |- | ||
| 11:21 | | 11:21 | ||
− | | Under this, create '''Funds''' as''' ‘Civil Engineering’''' | + | | Under this, create '''Funds''' as''' ‘Civil Engineering’'''. |
|- | |- | ||
| 11:26 | | 11:26 | ||
− | | Order a book through an existing vendor '''‘Powai Book Agency’''' | + | | Order a book through an existing vendor '''‘Powai Book Agency’'''. |
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| 11:51 | | 11:51 | ||
− | | '''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. | ||
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| 12:02 | | 12:02 | ||
− | | This is Bella Tony from IIT Bombay signing off. | + | | This is Bella Tony from '''IIT Bombay''', signing off. |
Thank you for joining. | Thank you for joining. | ||
|} | |} |
Revision as of 23:21, 15 October 2018
|
|
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 check-boxes 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 check-boxes 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 check-box 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 summarize. |
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. |