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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:
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Slide 1
Title |
Welcome to the Spoken Tutorial on How to place an order for a book. |
Slide 2
Learning Objectives
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In this tutorial we will learn to-
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Slide 3
System requirement |
To record this tutorial, I am using
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Slide Number 4
Pre-requisite |
To follow this tutorial, learners should be familiar with Library Science. |
Slide 4b
Pre-requisites |
To practice this tutorial,
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.
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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.
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Click in the checkboxes for-
Remember to check the checkboxes for-
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Remember to check the checkboxes for-
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Narration only | Clicking these checkboxes will be useful to-
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Narration only | If you do not have an information for a particular field, then leave it blank. |
Ordering information
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Under the section Ordering information.
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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 -
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.
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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:
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-
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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.
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
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A page opens with the Basket details -
Basket IITB/ST/Books/2017-10 (2) for Powai Book Agency |
Highlight the tabs
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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.
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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.
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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-
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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
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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:
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In this tutorial, we learnt to:
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Slide
For Assignment-
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For Assignment-
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Slide:
About Spoken Tutorial project
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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
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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
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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. |