Difference between revisions of "FrontAccounting-2.4.7/C2/Setup-for-Sales-in-FrontAccounting/English-timed"
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| − | | The Spoken Tutorial Project is funded by | + | | The Spoken Tutorial Project is funded by MHRD Government of India. |
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Latest revision as of 14:28, 13 February 2020
| Time | Narration |
| 00:01 | Welcome to the spoken tutorial on Setup for Sales in FrontAccounting. |
| 00:07 | In this tutorial, we will learn to setup:
Sales Types |
| 00:12 | Sales Persons |
| 00:14 | Sales Areas |
| 00:16 | Add and Manage Customers and Customer Branches |
| 00:22 | To record this tutorial, I am using
Ubuntu Linux OS version 16.04 |
| 00:30 | FrontAccounting version 2.4.7 |
| 00:35 | To practise this tutorial you must have knowledge of Higher secondary commerce and accounting and
Principles of Bookkeeping |
| 00:45 | And you should have already set up an Organisation or Company in FrontAccounting. |
| 00:52 | If not, for relevant FrontAccounting tutorials please visit this website. |
| 00:58 | Start the XAMPP services before you begin working on FrontAccounting interface. |
| 01:04 | Sales is an activity related to selling |
| 01:08 | It is the amount of goods or services sold in a given time period. |
| 01:14 | Now, let us open the FrontAccounting interface. |
| 01:19 | Open the browser.
Type localhost/account and press Enter. |
| 01:27 | The login page appears. |
| 01:30 | Type the username as admin and the password.
Then click on the Login button. |
| 01:38 | FrontAccounting interface opens.
Click on the Sales tab. |
| 01:44 | Maintenance panel is used for setup of Sales and Customer details. |
| 01:50 | Let us now see the steps for setup in Sales. |
| 01:56 | Step 1 - Setup Sales |
| 01:59 | Step2 - Setup Customers |
| 02:03 | In Setup Sales, we need to set the following options. |
| 02:08 | Sales Types |
| 02:10 | Sales Persons and Sales Areas
So, let us learn how to do so. |
| 02:18 | Switch back to the FrontAccounting interface. |
| 02:22 | In the Maintenance panel, click on Sales Types link.
|
| 02:27 | This allows us to define the pricing level for the specific customers. |
| 02:33 | We can see Retail and Wholesale as Sales Types. |
| 02:39 | For example, let’s consider that the majority of our business is Retail. |
| 02:45 | So, we can keep the retail pricing as Base price list. |
| 02:51 | By default, Tax included field is set to Yes. |
| 02:56 | This means tax will always be included in sales. |
| 03:01 | Locate Wholesale and click on the Edit icon. |
| 03:06 | Go to the Calculation Factor field. |
| 03:09 | Type in the Calculation factor to adjust the base pricing if you wish to. |
| 03:15 | We will keep it the same. |
| 03:18 | Next is Tax included field. |
| 03:22 | Check this box if taxes should be a factor while making the calculation. |
| 03:28 | I’ll check the Tax included check-box. |
| 03:32 | Then click on the Update button at the bottom of the window. |
| 03:37 | We can see a message, which indicates that the details have been updated. |
| 03:43 | Click on the Back link to return back to the FrontAccounting interface. |
| 03:48 | Now, let us learn how to add a new Sales Person. |
| 03:53 | In the Maintenance panel, click on Sales Persons link. |
| 03:58 | Here, we need to fill in the necessary information, related to the Sales Person. |
| 04:05 | Fill the details as shown here. |
| 04:09 | The Provision field is used by a Sales Person. |
| 04:13 | He gets a commission or provision on what they sell. |
| 04:18 | So, I will type 5% as commission in the Provision field. |
| 04:25 | Next is Turnover Break Point Level. |
| 04:29 | This is used for a Sales Person. |
| 04:32 | He gets the provision only if the amount exceeds the break point. |
| 04:37 | So, in the Break point field, I will type one lakh. |
| 04:42 | If the Sales Person sells above the break point, he will get a commission of 5%. |
| 04:50 | In our case, it is one lakh rupees. |
| 04:54 | Provision 2 field is used if the Sales Person sells below the break point. |
| 05:01 | I will type 3 here.
That means, if the Sales Person sells below 1 lakh, he will get a commission of 3%. |
| 05:12 | Click on Add new button at the bottom of the window. |
| 05:17 | Then click on the Back link, to return back to the FrontAccounting interface. |
|
05:23 |
Now, we will learn how to create a new Sales Area. |
| 05:28 | In the Maintenance panel, click on the Sales Areas link. |
| 05:33 | Based on the Sales Area, we can create sales orders and make dispatches. |
| 05:40 | Type the new Area Name which we want to create.
I will type South Mumbai. |
| 05:47 | Save these changes by clicking the Add new button at the bottom of the window. |
| 05:53 | We can also see the table with the updated entry. |
| 05:58 | Click on the Back link, to return back to the FrontAccounting interface. |
| 06:03 | Before we quote a Sales Order, we have to set up: |
| 06:08 | Add and Manage Customers and Customer Branches |
| 06:14 | Customer is an individual or business that purchases goods or services |
| 06:21 | We need to add customers to sell our products. |
| 06:25 | Switch back to the FrontAccounting interface. |
| 06:29 | At the bottom left of the Maintenance panel, click on Add and Manage Customers. |
| 06:36 | Fill in all the necessary details of the Customer as shown. |
| 06:42 | In the Customer’s Currency drop-down box, select Indian Rupees. |
| 06:47 | In the Sales Type or Price List dropdown box, select Retail. |
| 06:53 | Fill the contact details of the customer as shown. |
| 06:58 | I have selected the Sales Person name as Rahul which I had created earlier. |
| 07:05 | We can see the Sales column on the right hand side. |
| 07:09 | Fill out the Discount, Credit and other conditions applicable for that customer. |
| 07:16 | I will keep the default settings, as they are. |
| 07:20 | Scroll down.
Click on Add New Customer button at the bottom of the window. |
| 07:28 | We can a message that the default branch is added. |
| 07:33 | A customer must have one customer branch to issue sales or delivery orders. |
| 07:40 | First, we need to apply these changes for the new Sales Entry.
Scroll down. |
| 07:49 | Click on the Update Customer button at the bottom of the window. |
| 07:54 | The success message indicates that we have updated the customer details. |
| 08:00 | Click on the Back link, to return back to the FrontAccounting interface. |
| 08:05 | Now, let us see whether the default branch is added or not. |
| 08:11 | In the Maintenance panel, click on the Customer Branches link. |
| 08:16 | We can see that a default branch Global has been added to the customer. |
| 08:22 | Click on the Edit icon at the right, to make changes in the given entry. |
| 08:28 | In the Sales panel, click on Sales Area drop-down box and select South Mumbai. |
| 08:36 | Keep the other field entries as they are. |
| 08:40 | Mailing address and the Billing address will be the same as customer address. |
| 08:46 | If you have a different address, you can change it here. |
| 08:50 | Then click on the Update button at the bottom of the window to save this change. |
| 08:56 | The branch gets updated and the success message appears at the top. |
| 09:01 | This brings us to the end of this tutorial.
Let us summarize. |
| 09:07 | In this tutorial, we have learnt to setup:
Sales Types |
| 09:13 | Sales Persons |
| 09:15 | Sales Areas |
| 09:17 | Add and manage Customers and Customer Branches |
| 09:23 | As an assignment, Add another customer |
| 09:28 | Refer to the Assignment link of this tutorial for the new customer details. |
| 09:34 | The video at the following link summarises the Spoken Tutorial project.
Please download and watch it |
| 09:42 | The Spoken Tutorial Project Team conducts workshops and gives certificates.
For more details, please write to us. |
| 09:52 | Please post your timed queries in this forum. |
| 09:56 | The Spoken Tutorial Project is funded by MHRD Government of India. |
| 10:02 | The script and video has been contributed by Spoken Tutorial team.
This is Arvind pillai signing off. Thanks for joining. |
