Difference between revisions of "FrontAccounting-2.4.7/C2/Place-Sales-Order-in-FrontAccounting/English"

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(Created page with " {| style="border-spacing:0;" | style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Visual Cue | style="border:1pt...")
 
 
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|-
 
|-
 
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Click on browser >>localhost/account >> Press Enter  
 
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Click on browser >>localhost/account >> Press Enter  
−
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Open the '''browser''', type
+
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Open the '''browser'''.
  
−
'''localhost/account''' and press '''Enter'''.
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Type '''localhost/account''' and press '''Enter'''.
  
 
|-
 
|-
 
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Point to the page
 
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Point to the page
−
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| The login page appears.
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| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| The '''login''' page appears.
  
 
|-
 
|-
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| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Let us prepare a new '''sales quotation entry''' for our '''customer ‘Amit’'''.
 
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Let us prepare a new '''sales quotation entry''' for our '''customer ‘Amit’'''.
  
−
Note that '''Reference''' number is auto generated.
+
Note that '''Reference''' number is '''auto generated'''.
−
Leave all the other field entries as they are.
+
  
 
|-
 
|-
−
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Click >> Item Description dropdown menu>> select Item as''' Dell laptop'''
+
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"|
 +
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"|Leave all the other field entries as they are.
  
−
 
+
|-
−
Point to the Item Code
+
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Click >> Item Description dropdown menu>> select Item as''' Dell laptop'''
 
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| In the '''Sales Quotation Items''' panel, click on '''Item Description''' drop-down menu.
 
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| In the '''Sales Quotation Items''' panel, click on '''Item Description''' drop-down menu.
  
 
Select '''Item '''as''' Dell laptop.'''
 
Select '''Item '''as''' Dell laptop.'''
  
−
Click on''' Item code.'''
+
|-
 +
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Point to the Item Code >> Click on''' Item code.'''
  
−
'''Item Code''' and the '''sales price''' for '''Dell laptop''' appears here.
+
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"|'''Item Code''' and the '''sales price''' for '''Dell laptop''' appears here.
  
−
This is because, we have created this in an earlier tutorial.
+
This is because we have created this in an earlier tutorial.
  
 
|-
 
|-
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|-
 
|-
 
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Point to the GST 12%field>>  
 
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Point to the GST 12%field>>  
−
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Note that the '''Amount Total '''for this '''Sales Order,''' is inclusive of GST at 12%
+
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Note that the '''Amount Total '''for this '''Sales Order,''' is inclusive of '''GST''' at 12%
  
 
|-
 
|-
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Point to Make Delivery option
 
Point to Make Delivery option
−
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| The next step is to '''Make a delivery. '''
+
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| The next step is to make a delivery.  
  
 
|-
 
|-
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Delivery#1 has been entered>>
 
Delivery#1 has been entered>>
  
−
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Click on the '''Process Dispatch button''' at the bottom of the window.
+
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Click on the '''Process Dispatch''' button at the bottom of the window.
  
 
We can see a confirmation message that confirms the entry for '''delivery'''.
 
We can see a confirmation message that confirms the entry for '''delivery'''.
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|-
 
|-
 
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Click on the '''back''' option.
 
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Click on the '''back''' option.
−
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Click on the '''back''' link at the bottom of the window.
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| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Click on the '''Back''' link at the bottom of the window.
  
 
|-
 
|-
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|-
 
|-
−
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Enter 53147 in the amount field
+
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Enter 53147 in the Amount field
−
 
+
−
 
+
−
Enter 2000 in the amount discount field
+
 
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| The '''customer Amit '''has to pay Rs.53147.
 
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| The '''customer Amit '''has to pay Rs.53147.
  
−
Enter the '''amount''' in the '''Amount''' field.
+
Enter the amount in the '''Amount''' field.
  
−
In the''' Amount of discount''' field, let us enter Rs.2000.
+
|-
 +
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Enter 2000 in the amount discount field
 +
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| In the''' Amount of Discount''' field, let us enter Rs.2000.
  
−
Click on the '''Amount''' field once again.
+
|-
 +
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Click on the Amount
 +
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Click on the '''Amount''' field once again.
  
−
We can see the changes in the '''amount''' after the '''discount'''.
+
We can see the changes in the amount after the '''discount'''.
  
 
|-
 
|-
 
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Enter “Amount received from Amit for sale of cement”
 
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Enter “Amount received from Amit for sale of cement”
−
 
−
Click on '''Add payment'''
 
 
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| In the '''Memo''' field, enter a description.
 
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| In the '''Memo''' field, enter a description.
  
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“'''Amount received from Amit for sale of Dell laptop'''.”
 
“'''Amount received from Amit for sale of Dell laptop'''.”
  
−
Then click on '''Add payment '''button''' '''at the bottom of the window.
+
|-
 +
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Click on '''Add payment'''
 +
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Then click on '''Add payment '''button at the bottom of the window.
  
 
|-
 
|-
−
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Click on V'''iew this customer payment'''
+
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Point to the message
 
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| We can see the message “'''Customer payment has been successfully entered'''”.
 
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| We can see the message “'''Customer payment has been successfully entered'''”.
  
−
Below this, we can see various '''links''' for various '''transactions'''.
+
|-
 +
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Click on '''View this customer payment'''
 +
| style="border:1pt solid #000000;padding-top:0cm;padding-bottom:0cm;padding-left:0.206cm;padding-right:0.191cm;"| Below this, we can see various '''links''' for various '''transactions'''.
  
 
Click on '''View this customer payment '''link to see the '''payment''' details.
 
Click on '''View this customer payment '''link to see the '''payment''' details.

Latest revision as of 13:22, 22 November 2019

Visual Cue Narration
Slide 1

Title Slide

Welcome to the spoken tutorial on Place Sales Order in FrontAccounting.
Slide 2

Learning objective

In this tutorial, we will learn about:
  • Sales Quotation Entry
  • Sales Order Entry
  • Make Delivery and
  • Sales Order Inquiry
Slide 3

System Requirements

To record this tutorial, I am using
  • Ubuntu Linux OS version 16.04
  • FrontAccounting version 2.4.7
Slide 4

Pre -requisites

To practise this tutorial, you must have knowledge of:

  • Higher secondary commerce & accounting
  • Principles of Bookkeeping
To practise this tutorial you must have knowledge of
  • Higher secondary commerce and accounting and
  • Principles of Bookkeeping
You should have already
  • Set up an Organisation/Company in FrontAccounting

If not, for relevant FrontAccounting tutorials please visit http://spoken-tutorial.org

And you should have already set up an Organisation or Company in FrontAccounting

If not, for relevant FrontAccounting tutorials please visit this website.

Slide 5:

Start XAMPP service

Start the XAMPP services before you begin working on FrontAccounting interface.
Narration Now, let us open the FrontAccounting interface.
Click on browser >>localhost/account >> Press Enter Open the browser.

Type localhost/account and press Enter.

Point to the page The login page appears.
Enter Username and Password >>

Click>>Login button>>

Type the username as admin and the password.

Then click on the Login button.

Narration

Point and click on the >> Sales Tab>>

FrontAccounting interface opens.
We have done all the steps required for sales.

Now we are ready to make a Sales Quotation Entry.

Click on the Sales tab.>>Sales Quotation Entry option>> Click on the Sales tab.

In the Transactions panel, click on Sales Quotation Entry link.

Point >> Customer text box>>

Narration

We can see the drop-down box with the Customer name and other related information.

This is because we had already updated the details in Add and Manage Customers.

Select ‘Amit’ from the drop down box

Point to reference number

Let us prepare a new sales quotation entry for our customer ‘Amit’.

Note that Reference number is auto generated.

Leave all the other field entries as they are.
Click >> Item Description dropdown menu>> select Item as Dell laptop In the Sales Quotation Items panel, click on Item Description drop-down menu.

Select Item as Dell laptop.

Point to the Item Code >> Click on Item code. Item Code and the sales price for Dell laptop appears here.

This is because we have created this in an earlier tutorial.

Click>> Quantity field>> 1 In the Quantity field, I will type 1 as the quantity.
Click>> Discount field>> 0.10%


If you want to give discount to the customer, type the percentage in the Discount field.

I will give discount of 0.10 % to my customer.

Click>> Add item button>> Now, to save the entry, click on Add Item button at the right end of the row.
Point to the GST 12%field>> Note that the Amount Total for this Sales Order, is inclusive of GST at 12%
Point to Shipping Charge Shipping Charge field is to add charges for shipment of items to the customer.
Click on the >> Shipping Charge field>> 200 So, in the Shipping Charge field, I will type Rs.200.
Click on the Update button. Click on the Update button at the bottom of the panel.
Point >> Sub-Total and Amount Total Balance >> 53,147 We can see the changes in the Subtotal and the Amount Total.
Click Place Order button

Point to the message bar “Order# 1 has been entered.”

Scroll down.

Click on the Place Quotation button at the bottom of the window.

The success message shows that the quotation has now been placed.

Narration

Point to the Sales Order Entry.

Next, we need to place an order against this quotation.
Click on the option Make a Sales Order Against This Quotation. So, click on the link Make Sales Order Against This Quotation.
New window opens for Sales Order Entry A window opens for Sales Order Entry.

The item description details can be seen here.

Click on the Place Order button.

Point to a message as

Order#1 has been entered>>

Scroll down.

Click on the Place Order button at the bottom of the window.

The confirmation message says that we have successfully placed the order.

Narration

Point to Make Delivery option

The next step is to make a delivery.
Click on Make Delivery Against This Order So, click on the link Make Delivery Against This Order.
New window opens for Sales Delivery Items>> A window named Deliver Items for a Sales Order opens.

It shows us the details of the items to be delivered.

Click on the Process Dispatch button.

Point to a message as

Delivery#1 has been entered>>

Click on the Process Dispatch button at the bottom of the window.

We can see a confirmation message that confirms the entry for delivery.

Highlight the options with red box >>
  • View This Delivery
  • Print Delivery Note
  • Email Delivery Note
  • Print as Packing Slip
  • Email as Packing Slip
  • View the GL Journal Entries for this Dispatch
  • Invoice This Delivery
  • Select Another Order For Dispatch
  • Back
Explore all the below options on your own.
Click on the >>Sales Tab>> Click on the Sales Tab.

Now, let us check the status of the Sales Entry which is made.

Click on Sales Order Inquiry panel under the Inquiries and Reports option.

Narration

Under Inquiries and Reports panel, click on Sales Order Inquiry link.
Point to the table of the Sales order Entry We can see the details of this entry in the table given here.
Click on the back option. Click on the Back link at the bottom of the window.
narration Next, let us learn about customer payment.
Click on the Customer Payments link On the right side of the Transactions panel, click on the Customer Payments link.
Enter 53147 in the Amount field The customer Amit has to pay Rs.53147.

Enter the amount in the Amount field.

Enter 2000 in the amount discount field In the Amount of Discount field, let us enter Rs.2000.
Click on the Amount Click on the Amount field once again.

We can see the changes in the amount after the discount.

Enter “Amount received from Amit for sale of cement” In the Memo field, enter a description.

I will type:

“Amount received from Amit for sale of Dell laptop.”

Click on Add payment Then click on Add payment button at the bottom of the window.
Point to the message We can see the message “Customer payment has been successfully entered”.
Click on View this customer payment Below this, we can see various links for various transactions.

Click on View this customer payment link to see the payment details.

Click on close. Lastly, click on the Close link at the bottom of the window.
Narration This brings us to the end of this tutorial.

Let us summarize.

Slide 6

summary

In this tutorial, we have learnt to make:
  • Sales Quotation Entry
  • Sales Order Entry
  • Make Delivery and
  • Sales Order Inquiry
Slide 7

Assignment 1

* As an assignment, create a new Sales Quotation Entry
  • Refer to the Assignment link of this tutorial for the details
Slide 8

Acknowledgement

* The video at the following link summarises the Spoken Tutorial project.
  • Please download and watch it
Slide 9

About workshops

The Spoken Tutorial Project Team conducts workshops and gives certificates.

For more details, please write to us.

Slide 10

Forum for specific questions:

Please post your timed queries in this forum.
Slide 11

Acknowledgement

The Spoken Tutorial Project is funded by NMEICT, MHRD Government of India.

The script and video has been contributed by Spoken Tutorial team.

This is Arvind pillai signing off. Thanks for joining.

Contributors and Content Editors

Nancyvarkey, Nirmala Venkat

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