Difference between revisions of "FrontAccounting/C2/Sales-in-FA/English-timed"
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'''Sales Areas''' | '''Sales Areas''' | ||
'''Add and manage Customers''' and '''Branches''' | '''Add and manage Customers''' and '''Branches''' | ||
Revision as of 13:00, 5 June 2018
| Time | Narration |
| 00:01 | Hello everyone, Welcome to this tutorial on Sales in FrontAccounting. |
| 00:07 | In this tutorial, we will learn to set up: |
| 00:10 | Sales Types,
Sales Persons, Sales Areas Add and manage Customers and Branches |
| 00:18 | We will also learn to make: |
| 00:20 | Sales Quotation Entry |
| 00:22 | Sales Order Entry |
| 00:24 | Make Delivery and |
| 00:26 | Sales Order Inquiry |
| 00:29 | To record this tutorial, I am using |
| 00:32 | Ubuntu Linux OS version 14.04 |
| 00:36 | FrontAccounting version 2.3.25 |
| 00:41 | To practise this tutorial, you should have: |
| 00:44 | Knowledge of Higher Secondary Commerce or |
| 00:47 | Knowledge of Accounting |
| 00:49 | Before we start let us understand What is Sales? |
| 00:53 | Sales is an activity related to selling |
| 00:57 | or the amount of goods or services sold in a given time period. |
| 01:02 | Let us see the need for Sales in books of accounts. |
| 01:06 | Every business sells products or services; |
| 01:10 | so it has to record them in their book of accounts. |
| 01:14 | Selling an item, does not always happen when cash is received. |
| 01:19 | Payment is received in the future for a sale made on an account. |
| 01:24 | Now, let us open the Frontaccounting interface. |
| 01:29 | Click on the browser, type localhost/account and press Enter. |
| 01:37 | The login page appears. |
| 01:39 | Here, type the username as admin and the password. |
| 01:45 | Click on the Login button. |
| 01:48 | Frontaccounting window opens. |
| 01:51 | Click on the Sales tab. |
| 01:53 | There are various panels here. |
| 01:56 | The Transactions panel is used for making transactions related to Sales. |
| 02:02 | To make a transaction we have to use the options: |
| 02:05 | Sales Quotation Entry and |
| 02:08 | Sales Order Entry. |
| 02:10 | Inquiries and Reports panel is used for making reports and inquiries of the transactions. |
| 02:17 | For this, we have to use the following options: |
| 02:20 | Sales Quotation Inquiry and |
| 02:23 | Sales Order Inquiry |
| 02:25 | Maintenance panel is used for setup of Sales and Customer details. |
| 02:30 | To do the setup, we have to use the following options: |
| 02:34 | Sales Types
Sales Persons Sales Areas Add and Manage Customers and Customer Branches |
| 02:44 | Let us now see the flow for a Sales Entry. |
| 02:48 | This comprises of 3 steps.
Setup Sales Setup Customers Sales Entry |
| 02:56 | In Setup Sales, we need to set the following options under the Maintenance panel: |
| 03:02 | Sales Types
Sales Persons Sales Areas |
| 03:08 | So, let us learn how to do so.. |
| 03:11 | Switch back to the Frontaccounting interface. |
| 03:15 | The Sales Types option allows us to define the pricing level for the specific customers. |
| 03:21 | Let us go to this option. |
| 03:23 | Here we need to fill in the details, as prompted. |
| 03:26 | Let’s begin. |
| 03:28 | We need to add a Sales Type first. |
| 03:31 | So, I will type “wholesale” as the name for the new Sales Type. |
| 03:36 | In the Calculation factor field, type the Calculation factor to adjust base pricing of our choice. |
| 03:44 | I will keep it, as it is. |
| 03:47 | Next, if tax has to be added, we can check the box named Tax included. |
| 03:54 | I will keep the box unchecked, as I don’t wish to include the tax for the Sales Type. |
| 04:00 | Then click on the Add new button. |
| 04:03 | We can see the confirmation message, which indicates that the details have been saved. |
| 04:09 | Click on the Back option to return back to the Frontaccounting interface. |
| 04:14 | Now, let us learn how to add a new Sales Person. |
| 04:18 | Go to the Sales Persons option. |
| 04:21 | Here, we are prompted to fill in all the necessary information pertaining to the Sales Persons. |
| 04:29 | I have filled these details here for- |
| 04:31 | Salesperson name
Telephone number Fax numberand E-mail Id |
| 04:37 | Pls fill the details likewise. |
| 04:41 | The Provision field is used by a Sales Person who gets a commission or provision on what they sell. |
| 04:48 | So, I will type 5% as the commission in the Provision field. |
| 04:53 | Next is Break point. |
| 04:56 | It is used for a Sales Person who gets the provision only if the amount exceeds the break point. |
| 05:03 | So, in the Break point field, I will type 5000.00. |
| 05:08 | This means, |
| 05:09 | whenever the Sales Person sells above the break point, which is 5000, he will get a commision of 5%. |
| 05:18 | Provision 2 field is used if the Sales Person sells below the break point. |
| 05:23 | I will type 3. |
| 05:26 | which means if the Sales Person sells below 5000, he will get a commision of 3%. |
| 05:34 | Save these changes, click on Add new button. |
| 05:38 | We can see the confirmation message, for the saved entry at the top. |
| 05:44 | Scroll down, click on the Back option, to return back to the Frontaccounting interface. |
| 05:51 | Now, we will learn how to create a new Sales Area. |
| 05:56 | Based on the Sales Area, we will be able to create Sales Orders and make Dispatches. |
| 06:03 | Click on the Sales Areas option. |
| 06:06 | Type the new Area Name which we want to create. |
| 06:09 | I will type Retailer. |
| 06:12 | Now, save these changes by clicking Add new button. |
| 06:17 | The confirmation message shows that we have successfully saved this information. |
| 06:23 | We can also see the table with the updated entry. |
| 06:27 | Click on the Back option, to return back to the Frontaccounting interface. |
| 06:33 | Before we quote a Sales Order, we have to set-up each of the following: |
| 06:38 | Add and Manage Customers and Customer Branches |
| 06:43 | Customer is an individual or business that purchases goods and services produced by a business. |
| 06:50 | We need to add customers to sell our products. |
| 06:54 | So, let us now learn how to create a new Customer. |
| 06:57 | Switch back to the Frontaccounting interface. |
| 07:01 | At the left bottom of the Maintenance panel, click on Add and Manage Customers. |
| 07:08 | Click on the dropdown box. |
| 07:10 | The listed option may vary depending on the Frontaccounting version. |
| 07:15 | You may see the default customers of the company in your list. |
| 07:20 | In my list, there are customers -Abhi , Balaji and Hari. |
| 07:27 | I have created these customers before recording this tutorial. |
| 07:32 | Since a Company has to deal with many Customers, let us add a New Customer. |
| 07:38 | Fill in all the necessary details of the Customer. |
| 07:42 | I have filled these details here for my customer, as you can see. |
| 07:47 | Pls fill the details likewise. |
| 07:50 | In the Customer’s Currency drop down box, I will select Rupee. |
| 07:56 | In the Sales Type/Price List dropdown box, I will select the option wholesale. |
| 08:03 | Recall that we have created this Sales Type earlier. |
| 08:07 | Scroll down, |
| 08:09 | Again we are prompted to fill in the following details of the customer. |
| 08:14 | I have filled these contact details for my customer. |
| 08:18 | Make sure that you give the correct Email-Id here when you fill out these details. |
| 08:24 | Scroll up. |
| 08:26 | We can see the Sales column on the right hand side. |
| 08:30 | Fill out the Discount, Credit, and other conditions applicable for that Customer. |
| 08:36 | I will keep the default settings, as it is. |
| 08:40 | Scroll down, |
| 08:42 | Then click on Add New Customer button to save these changes. |
| 08:48 | The confirmation message shows we have saved the details for our new Customer. |
| 08:54 | We can also see another message which shows that the default Branch is also added. |
| 09:00 | First, we need to apply these changes for the new Sales Entry. |
| 09:05 | Scroll down and click on the Update Customer button. |
| 09:10 | The success message indicates that we have updated the customer. |
| 09:15 | Again, scroll down to click on the Back option, to return back to the Frontaccounting interface. |
| 09:22 | Now, let us see whether the default Branch is added or not. |
| 09:27 | Click on the Customer Branches option. |
| 09:30 | We can see that a default Branch has been added to the Customer. |
| 09:35 | By clicking on the Edit icon, we can make changes in the given entry. |
| 09:41 | Scroll down, |
| 09:43 | click on the Update button to save this change. |
| 09:47 | The Branch gets updated and the success message appears at the top. |
| 09:52 | Scroll down to click on the Back option, to return back to the FrontAccounting interface. |
| 09:59 | Now, all the required setup has been done. |
| 10:02 | And we are ready to make a Sales Quotation Entry. |
| 10:06 | Switch back to the Frontaccounting interface. |
| 10:09 | Click on the Sales Quotation Entry. |
| 10:12 | You can see the drop down box with the Customer name and other related information. |
| 10:19 | This is because we had already updated the details in Add and Manage Customers. |
| 10:25 | So, let us make a Sales Quotation Entry |
| 10:29 | In the Item Description dropdown menu, select Item as Cement. |
| 10:35 | Recall, that we have created the Item code as 45 for Cement in an earlier tutorial. |
| 10:42 | In the Quantity field, I will type 150 as the quantity. |
| 10:47 | It is possible that you have a slightly different text here instead of Price before tax. |
| 10:53 | Depending on the variation in the Frontaccounting version, you may see some difference in the calculation also. |
| 11:01 | So, here in the Price before Tax field, I will type the Price as 1500. |
| 11:08 | If you want to give discount to the customer, type the percentage in the Discount field. |
| 11:14 | I will give discount of 0.10 % to my customer. |
| 11:19 | Now, to save the entry, click on Add Item button. |
| 11:24 | Here you can see the Amount Total against the Sales Order is included with the tax of 5%. |
| 11:32 | Note here that -
Shipping Charge field is to add charges against shipment to the customer. |
| 11:38 | So, in the Shipping Charge field, I will type Rs. 10000. |
| 11:43 | Click on Update button. |
| 11:45 | We can see the Sub-total and the Amount Total. |
| 11:49 | The balance has been increased by Rs 10,000 and the total amount is now 2,46,013.75
(Two Lakhs Forty Six Thousand Thirteen point seventy five) |
| 11:59 | Scroll down, |
| 12:01 | Save these changes. |
| 12:03 | Click on the Place Quotation button. |
| 12:06 | The success message shows that the quotation has been placed. |
| 12:11 | Now, we need to place an order against this quotation. |
| 12:15 | So, the next step is to make a Sales Order Entry. |
| 12:19 | Switch back to the Frontaccounting interface. |
| 12:22 | Click on the option Make Sales Order Against This Quotation. |
| 12:27 | A window opens for Sales Order Entry. |
| 12:31 | The item description details can be seen here. |
| 12:35 | Scroll down, |
| 12:37 | click on the Place Order button. |
| 12:40 | The confirmation message says that we have successfully saved this information. |
| 12:46 | We can also see the various options. |
| 12:49 | The next step is to Make a delivery. |
| 12:52 | Again, switch back to the Frontaccounting interface. |
| 12:56 | So, click on the option Make Delivery Against This Order. |
| 13:00 | A window named Deliver Items for a Sales Order opens. |
| 13:04 | It shows us the details of the items to be delivered. |
| 13:08 | Scroll down, |
| 13:10 | click on the Process Dispatch button. |
| 13:13 | The confirmation message shows that we have successfully made the entry for the delivery. |
| 13:19 | We can now see the options: |
| 13:22 | This is the step-by-step procedure to make a Sales Entry. |
| 13:27 | Now, let us check the status of the Sales Entry which is made. |
| 13:32 | Click on the Sales Tab. |
| 13:35 | Under Inquiries and Reports panel, we see Sales Order Inquiry option. |
| 13:41 | This option is to make an inquiry against the Sales Order entry being made. Click on it. |
| 13:48 | We can see the details of this entry in the table given here. |
| 13:53 | Let us summarize. |
| 13:55 | In this tutorial, we have learnt to set-up: |
| 13:58 | Sales Types
Sales Persons Sales Areas Add and manage Customers and Branches |
| 14:05 | We have also learnt to make: |
| 14:07 | Sales Quotation Entry
Sales Order Entry Make Delivery and Sales Order Inquiry |
| 14:14 | As an Assignment |
| 14:16 | Add a new Customer for Sales, using Add and Manage Customer option. |
| 14:21 | Create a new Sales Quotation Entry. |
| 14:24 | This video summarizes the Spoken Tutorial project. Please download and watch it. |
| 14:30 | We conduct workshops using Spoken Tutorials and give Certificates. |
| 14:34 | For more information, please contact us. |
| 14:38 | The Spoken Tutorial Project is funded by NMEICT, MHRD Government of India. |
| 14:45 | This tutorial has been contributed by Sheetal Prabhu from IIT Bombay.
Thank you for joining. |
