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'''
+
|-
−
* Close a '''Basket (Order)'''
+
|Slide 2
−
* Receive a '''shipment'''
+
  
−
| In this tutorial we will learn to-
+
'''Learning Objectives'''
 +
# Place an order for a '''Book'''
 +
# Close a '''Basket (Order)'''
 +
# 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'''
 
# 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,  
−
 
+
−
|| To practice this tutorial,  
+
−
 
+
 
* You should have '''Koha''' installed on your system.
 
* You should have '''Koha''' installed on your system.
 
* You should also have '''Admin '''access in''' Koha.'''
 
* You should also have '''Admin '''access in''' Koha.'''
  
 
If not, please refer to the '''Koha Spoken Tutorial''' series on this website.
 
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.'''
 
−
|-
 
−
|| 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 '''
 
  
 +
|-
 +
|Log into '''Koha '''as '''Bella '''
 +
|To begin, let’s login to '''Koha '''as '''Superlibrarian Bella.'''
  
−
|| On the new page that opens-
+
|-
 +
|Narration only
 +
|First of all we will start by enabling''' ‘receiving an order’. '''
  
 +
We will be using this information later in this tutorial.
  
−
Add the '''Vendor''' ('''Company) details''' under the '''Name '''as '''Powai Book Agency.'''
+
|-
 +
|Go to '''Koha Administration>>Global System Preferences'''  
 +
|Go to '''Koha Administration.'''
  
 +
Click on '''Global System Preferences'''.
  
−
Please Note: We can add multiple vendors, likewise.
+
|-
−
|-  
+
|Cursor on Acquisitions preferences
−
|| Pause and show the filled in '''Contact details'''
+
|'''Acquisitions preferences''' page opens.
−
|| Fill in the details like '''Contact details.'''
+
  
  
−
I have filled out a few details here.
+
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.
  
−
You may do so likewise.
+
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.
  
−
If you do not have an information for a particular field then leave it blank.
+
|-
−
|-  
+
| On''' Home '''>> go to '''Acquisitions''' >> click on '''+New vendor'''
−
|| '''Ordering information'''
+
| Go to the''' Koha Homepage, ''' go to '''Acquisitions''' and click on '''plus New vendor.'''
  
−
* For '''List Prices are>>RUPEE'''
+
|-
−
* For''' Invoice prices are '''>>'''RUPEE'''
+
| New page >> add '''Vendor''' ('''Company) details''' as '''Powai Book Agency '''
 +
| A new page '''Add vendor''' opens.
  
 +
Under the section '''Company details''' go to  '''Name.'''
  
−
|| Under the section''' Ordering information.'''
+
And in the field type '''Powai Book Agency.'''
  
−
* For '''List Prices are,''' select '''RUPEE''' from the drop-down.
+
Please Note: We can add multiple vendors, likewise.
−
* And similarly for''' Invoice prices are, '''select '''RUPEE '''from the drop-down.
+
  
−
|-  
+
|-
−
|| For '''Tax number registered: '''select''' Yes'''
+
|Pause and show the filled in '''Contact details'''
 +
|Fill in the details like '''Contact details.'''
  
 +
I have filled out a few details here.
  
−
For''' List prices:''' select''' Include tax'''
 
  
 +
You may do so likewise.
  
−
For''' Invoice prices: '''select '''Include tax'''
+
|-
−
|| For '''Tax number registered: '''select''' Yes'''
+
| 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''' 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'''
 
For''' Invoice prices: '''select '''Include tax'''
−
|-
 
−
|| Leave '''Tax rate'''
 
  
 +
|-
 +
| Leave '''Tax rate'''
  
 
Enter''' Discount '''as '''10% >> '''and''' Delivery time''' as''' 14 days'''
 
Enter''' Discount '''as '''10% >> '''and''' Delivery time''' as''' 14 days'''
−
|| I will leave '''Tax rate '''as it is.
+
| I will leave '''Tax rate '''as it is.
−
 
+
  
 
Then I will enter''' Discount '''as '''10% '''and''' Delivery time''' as''' 14 days.'''
 
Then I will enter''' Discount '''as '''10% '''and''' Delivery time''' as''' 14 days.'''
−
|-  
+
 
−
|| Click on '''Save'''
+
|-
−
|| After filling in all the details click on '''Save''' at the bottom of the page.
+
| Cursor on Notes
−
|-  
+
| I will leave the '''Notes''' field blank.
−
|| A new page opens up.
+
 
−
|| A new page opens up.
+
|-
−
|-  
+
| Click on '''Save'''
−
|| Click on''' +New basket'''
+
| After filling in all the details, click on '''Save''' at the bottom of the page.
−
|| Now, adjacent to the name of the vendor, click on''' +New basket.'''
+
 
−
|-  
+
|-
−
|| Cursor on '''Add a basket to Powai Book Agency'''
+
| New page
 +
| A new page opens up.
 +
 
 +
|-
 +
| Click on''' +New basket'''
 +
| Now, adjacent to the name of the vendor, click on''' plus 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'''
Line 145: Line 194:
  
 
'''Vendor'''
 
'''Vendor'''
 +
| Some details will be filled in by default by '''Koha.'''
  
−
|| Some details will be filled in by default by '''Koha-'''
+
|-
−
 
+
| Cursor on drop down.
−
 
+
| For any change in the default details of -
−
'''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'''
 
# '''Billing place'''
 
# '''Delivery place'''
 
# '''Delivery place'''
Line 168: Line 204:
  
 
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.
 
−
|-
 
−
|| 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: >> 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 '''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'''
+
|-
 +
| Cursor on '''Internal note''' and/or '''Vendor note'''
 +
| Add '''Internal note''' and/or the '''Vendor note''' if any.
  
−
* '''From a suggestion'''
+
|-
−
* '''From a subscription'''
+
| Type '''Internal note >> For Biology Section'''
−
* '''From a new (empty) record'''
+
| As''' Internal note '''I will type ‘'''For Biology Section.'''
−
* '''From an external source'''
+
−
* '''From a staged file'''
+
−
* '''From titles with highest hold ratios'''
+
  
 +
|-
 +
| Type''' Vendor note''' >> '''To be delivered on 22 May 2017'''
 +
| For '''Vendor note,''' I will type '''‘To be delivered on 22 May 2017’.'''
  
−
|| A dialog box ‘'''Add order to basket’''' opens up.
+
|-
 +
| 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 '''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 '''plus Add to basket'''
 +
 +
|-
 +
| Cursor on dialog box
  
−
Now select a book to be ordered from the following options:* '''From an existing record'''
+
Following options are displayed.
 +
* '''From an existing record'''
 
* '''From a suggestion'''
 
* '''From a suggestion'''
 
* '''From a subscription'''
 
* '''From a subscription'''
Line 210: Line 241:
 
* '''From titles with highest hold ratios'''
 
* '''From titles with highest hold ratios'''
  
−
|-
+
| A dialog box ‘'''Add order to basket’''' opens up.
−
|| Click on '''From a new (empty) record'''
+
  
−
|| I will click on '''From a new (empty) record'''
+
Now select a book to be ordered from the following options.
  
−
|-  
+
|-
−
|| Cursor on ‘'''New order’'''
+
| Click on '''From a new (empty) record'''
−
|| Another page with the heading ‘'''New order’ '''opens.
+
| I will click on '''From a new (empty) record'''
−
|-
+
−
|| 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'''
−
|| In the section '''Accounting details'''
+
| Next comes '''Accounting details'''.
−
|| Next comes '''Accounting details'''.
+
−
|-
+
−
|| For '''Quantity '''enter '''5'''
+
  
 +
|-
 +
| 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 '''Currency'''
  
−
* I will select '''RUPEE''' from the dropdown
+
Here, '''Koha '''by-default has selected '''RUPEE'''  
−
* You may choose as per your requirement
+
  
−
Enter '''Vendor price '''as'''- 1000'''
+
You may choose as per your requirement from the drop-down.
−
|-
+
−
|| Cursor on '''Uncertain price:'''
+
−
|| Next is, '''Uncertain price:''' select this checkbox if you are uncertain about the price.
+
  
 +
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.
 
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%'''
 +
 +
|-
 +
| Cursor on '''Replacement cost, Budgeted cost, Total, Actual cost'''
 +
| 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.
 
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 '''Basket IITB/ST/Books/2017-10 (13) for Powai Book Agency'''
 
  
 +
|-
 +
| Click on '''Save'''
 +
| And then click on '''Save''' at the bottom of the page.
  
−
|| A page opens with the '''Basket '''details -
+
|-
 +
| Cursor on
  
−
'''Basket IITB/ST/Books/2017-10 (13) for Powai Book Agency'''
+
Warning! You will exceed 10.00% of your fund.
−
|-
+
−
|| Cursor on
+
  
−
* '''+Add to basket'''
+
Do you want to confirm this order?
−
* '''Edit basket'''
+
−
* '''Delete this basket'''
+
−
* '''Close this basket'''
+
−
* '''Export this basket as CSV'''
+
  
−
|| It also shows various tabs like:
+
Click on-
  
 +
Yes, I confirm
 +
| A new page with a dialog box appears.
 +
 +
 +
'''Warning! You will exceed 10.00% of your fund.'''
 +
 +
'''Do you want to confirm this order?'''
 +
 +
Click on '''Yes, I confirm'''.
 +
 +
|-
 +
| Cursor on '''Basket IITB/ST/Books/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'''
 +
 +
|-
 +
| Highlight the tabs
 
* '''+Add to basket'''
 
* '''+Add to basket'''
 
* '''Edit basket'''
 
* '''Edit basket'''
Line 301: Line 365:
 
* '''Close this basket'''
 
* '''Close this basket'''
 
* '''Export this basket as CSV'''
 
* '''Export this basket as CSV'''
 +
| It also shows various tabs.
  
−
|-  
+
|-
−
|| 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'''
+
  
 +
|-
 +
| Click on the tab '''Close this basket'''
 +
| On the same '''Basket details''' page, click on the tab '''Close this basket.'''
  
−
|| For this do the following.
 
  
 +
It means the '''Order '''is final and can be sent to the respective vendor.
  
−
On the same '''Basket details''' page, click on the tab '''Close this basket.'''
+
|-
 +
| Cursor on dialog box-- '''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?'''
  
−
It means the '''Order '''is final and can be sent to the respective '''vendor.'''
+
|-
−
|-  
+
| Click on '''Yes, close (Y)'''
−
|| Cursor on dialog box-- '''Are you sure you want to close basket IITB/Books/2017-10??'''
+
| Click on the button '''Yes'''
−
|| 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 '''Powai Book Agency'''
 +
| 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.
 
  
 +
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 a few more things here.
+
|-
−
|-  
+
| Only narration
−
|| Only narration
+
| Moving ahead, we will learn how to '''Receive shipment.'''
−
|| 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'''
+
  
 +
|-
 +
| Click on the tab '''Receive Shipment'''
 +
| On the same page, click on the tab '''Receive Shipment.'''
  
−
|| A new page opens-
+
|-
 +
| 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 '''.
  
−
|| 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.
 
−
|| You may now '''log out''' from''' Koha'''
 
  
 +
| You may now '''log out''' from''' Koha'''
  
−
To do so, go to the top right corner.
+
Go to the top right corner of the '''Koha '''interface.
−
 
+
  
 
Click on''' Spoken Tutorial Library '''and select '''Logout''' from the drop-down.
 
Click on''' Spoken Tutorial Library '''and select '''Logout''' from the drop-down.
  
−
|-  
+
|-
−
||  
+
|  
−
|| This brings us to the end of this''' tutorial.'''
+
| This brings us to the end of this tutorial.
 +
 
 
|-
 
|-
 
| Slide
 
| Slide
Line 423: Line 488:
 
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)'''
Line 434: Line 499:
 
| 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) '''and
 
# 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’'''
−
|| '''For Assignment-'''
+
−
 
+
−
 
+
−
Prepare a '''Budget''' for''' ‘Books’'''
+
−
 
+
 
# Under this, create '''Funds''' as''' ‘Civil Engineering’'''
 
# 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’'''
  
 +
|-
 +
| Slide:
  
−
|- style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.088cm;padding-right:0.191cm;"
+
About '''Spoken Tutorial project'''
−
|| Slide:
+
* 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 554:
 
* [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.
 +
 
|}
 
|}

Latest revision as of 16:39, 21 February 2019

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

  1. Place an order for a Book
  2. Close a Basket (Order)
  3. Receive a shipment
In this tutorial we will learn to-
  1. Place an order for a Book
  2. Close a Basket (Order)
  3. 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 Bella 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 Homepage, go to Acquisitions and click on plus New vendor.
New page >> add Vendor (Company) details as Powai Book Agency A new page Add vendor opens.

Under the section Company details go to Name.

And in the field type 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.
New page A new page opens up.
Click on +New basket Now, adjacent to the name of the vendor, click on plus 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.
Cursor on drop down. For any change in the default details of -
  1. Billing place
  2. Delivery place
  3. 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 plus Add to basket
Cursor on dialog box

Following options are displayed.

  • From an existing record
  • From a suggestion
  • From a subscription
  • From a new (empty) record
  • From an external source
  • From a staged file
  • From titles with highest hold ratios
A dialog box ‘Add order to basket’ opens up.

Now select a book to be ordered from the following options.

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 drop-down.

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 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 dialog box appears.


Warning! You will exceed 10.00% of your fund.

Do you want to confirm this order?

Click on Yes, I confirm.

Cursor on Basket IITB/ST/Books/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

Highlight the tabs
  • +Add to basket
  • Edit basket
  • Delete this basket
  • Close this basket
  • Export this basket as CSV
It also shows various tabs.
Only narration We will now learn how to close a basket.
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.

Cursor on dialog box-- 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?
Click on Yes, close (Y) Click on the button Yes
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 .

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


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:
  1. Place an order for a Book
  2. Close a Basket (Order) and
  3. Receive a shipment
Slide

For Assignment-

  1. Prepare a Budget as- ‘Books’
  2. Under this, create Funds as ‘Civil Engineering’
  3. Order a book through existing vendor ‘Powai Book Agency’
For Assignment-
  1. Prepare a Budget for ‘Books’
  2. Under this, create Funds as ‘Civil Engineering’
  3. Order a book through an existing vendor ‘Powai Book Agency’
Slide:

About Spoken Tutorial project

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
  • Gives certificates for those who pass an online test
  • For more details, please write to [about:blank http://contact@spoken-tutorial.org]
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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