Difference between revisions of "Koha-Library-Management-System/C2/Place-order-for-a-book/English"

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'''Pre-requisite'''
 
'''Pre-requisite'''
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|| To follow this''' tutorial,''' learners should be familiar with '''Library Science.'''
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|| To follow this''' tutorial,''' learners should have knowledge of '''Library Science.'''
  
 
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|| On''' Home '''>> go to '''Acquisitions''' >> click on '''+New vendor'''
 
|| On''' Home '''>> go to '''Acquisitions''' >> click on '''+New vendor'''
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|| On''' '''the''' Koha''' '''Home '''page, go to '''Acquisitions''' and click on '''+New vendor.'''
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|| On the''' Koha Home page''', go to '''Acquisitions''' and click on '''+New vendor.'''
 
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|| New page >> add '''Vendor''' ('''Company) details''' as '''Powai Book Agency '''
 
|| New page >> add '''Vendor''' ('''Company) details''' as '''Powai Book Agency '''

Revision as of 19:38, 6 May 2018

Visual Cue Narration
Slide 1

Title

Welcome to the Spoken Tutorial on How to place an order for a book.
Slide 2

Learning Objectives

  • Place an order for a Book
  • Close a Basket (Order)
  • 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 have knowledge of 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 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


On the new page that opens-


Add the Vendor (Company) details under the Name as 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.


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, select RUPEE from the drop-down.
  • And similarly for Invoice prices are, select RUPEE from the drop-down.
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.

Click on Save After filling in all the details click on Save at the bottom of the page.
A new page opens up. A new page opens up.
Click on +New basket Now, adjacent to the name of the vendor, click on +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-


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 -
  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 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 +Add to basket
Cursor on dialog box

Show Cursor on * 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:* 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
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, select Books Fund from the dropdown.

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
  • I will select RUPEE from the dropdown
  • You may choose as per your requirement

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% Select Tax rate from the drop-down menu.


I will keep it as it i.e. 0.0%

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.


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


A page opens with the Basket details -

Basket IITB/ST/Books/2017-10 (13) for Powai Book Agency

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


For this do the following.


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/Books/2017-10?? 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


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 a few 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 22/05/2017
  • Click on the Shipment date


Under the section Receive a new shipment, fill in the Vendor invoice as IITB/ST/Books/2017-10


Next I will select the Shipment date as 22/05/2017.

Note that: date of receipt is the Shipment Date

Cursor on Shipment Cost

Cursor on Shipment Fund

I will skip Shipping Cost and Shipping 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 [ IITB/ST/Books/2017-10] on 08/05/2017, 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 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-


Receipt summary for Powai Book Agency [ IITB/ST/Books/2017-10] on 08/05/2017

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


To do so, go to the top right corner.


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)
  3. Receive a shipment
Slide

For Assignment-

Prepare a Budget as- ‘Books’

  1. Under this, create Funds as ‘Civil Engineering’
  2. Order a book through existing vendor ‘Powai Book Agency’


For Assignment-


Prepare a Budget for ‘Books’

  1. Under this, create Funds as ‘Civil Engineering’
  2. Order a book through an existing vendor ‘Powai Book Agency’


Slide:

About Spoken Tutorial project* Watch the video available at http://spoken-tutorial.org/What_is_a_Spoken_Tutorial

  • It summarises the Spoken Tutorial project.
  • If you do not have good bandwidth, you can download and watch it.
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

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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