Difference between revisions of "FrontAccounting/C2/Sales-in-FA/English"
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'''Pre -requisites''' | '''Pre -requisites''' | ||
− | | style="border:1pt solid #000000;padding:0.097cm;"| To practise this tutorial you should have | + | | style="border:1pt solid #000000;padding:0.097cm;"| To practise this tutorial, you should have |
* Knowledge of Higher Secondary Commerce or | * Knowledge of Higher Secondary Commerce or |
Revision as of 11:56, 14 July 2016
Title of the Script : Sales in FrontAccounting Author: Sheetal Prabhu Keywords: Sales, Sales Types, Sales Persons, Sales Areas, Customers, Sales Quotation Entry
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Slide Number 1
Title Slide |
Hello everyone,
Welcome to this tutorial on Sales in FrontAccounting. |
Slide Number 2a | In this tutorial, we will learn to set up:
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Slide Number 2b | We will also learn to make:
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Slide Number 3
System Requirements |
To record this tutorial, I am using
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Slide Number 4
Pre -requisites |
To practise this tutorial, you should have
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Narration | Before we start let us understand What is Sales? |
Slide Number 5 (a) | Sales
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Slide Number 5 (b) | Let us see the need for Sales in books of accounts.
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Narration | Now, let us open the Frontaccounting interface. |
Click on browser >>localhost/account >> Press Enter | Click on the browser, type localhost/account
and press Enter. |
Enter Username and Password >>
Click>>Login button>> |
The login page appears.
Here, type the username as admin and the password. Click on the Login button. |
Narration
Point and click on the >> Sales Tab>> |
Frontaccounting window opens.
Click on the Sales tab. |
Randomly point to the various panels | There are various panels here. |
Highlight with a red colour box Transactions panel.
Point to the options under Transaction panel. |
The Transactions panel is used for making transactions related to Sales.
To make a transaction we have to use the options:
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Highlight with a red colour box Inquiries and Reports
Point to the options under Inquiries and Reports. |
Inquiries and Reports panel is used for making reports and inquiries of the transactions.
For this, we have to use the following options:
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Highlight with a red colour box Maintenance Panel.
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Maintenance panel is used for setup of Sales and Customer details.
To do the setup, we have to use the following options:
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Slide Number 6
Flowchart for Entry in Sales |
Let us now see the flow for a Sales Entry.
This comprises of 3 steps.
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Narration
Setup-Sales-Part I Narration |
In Setup Sales, we need to set the following options under the Maintenance panel:
So, let us learn how to do so.. |
Return back to the Frontaccounting interface. | Switch back to the Frontaccounting interface. |
Point >> Sales Types option | The Sales Types option allows us to define the pricing level for the specific customers.
Let us go to this option. |
Point to the details to fill
Narration |
Here we need to fill in the details, as prompted.
Let’s begin. |
Type a new Sales Type name field, as Wholesale>> | We need to add a Sales Type first.
So, I will type “wholesale” as the name for the new Sales Type. |
Click >> Calculation factor>>
Narration |
In the Calculation factor field, type the Calculation factor to adjust base pricing of our choice.
I will keep it, as it is. |
Point to Tax included | Next, if tax has to be added, we can check the box named Tax included. |
Uncheck Tax included | I will keep the box unchecked, as I don’t wish to include the tax for the Sales Type. |
Click >> Add new button | Then click on the Add new button. |
Point to the message>>New Sales type has been added>> | We can see the confirmation message, which indicates that the details have been saved. |
Click to the Back option | <<PAUSE>>
Click on the Back option to return back to the Frontaccounting interface. |
Narration
Click >> Sales Persons |
Now, let us learn how to add a new Sales Person.
Go to the Sales Persons option. |
Fill the details for:
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Here, we are prompted to fill in all the necessary information pertaining to the Sales Persons. |
Pause the tutorial,
fill in all the details in the corresponding field. Resume the tutorial |
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Narration | I have filled these details here for-
Pls fill the details likewise. |
Point to the Provision field
Narration |
The Provision field is used by a Sales Person who gets a commission or provision on what they sell. |
Type>> 5 % | So, I will type 5% as the commission in the Provision field. |
Narration | Next is Break point.
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In the Break Pt. type 5000
Narration |
So, in the Break point field, I will type 5000.00.
This means,
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Point to Provision 2 field
Narration |
Provision 2 field is used if the Sales Person sells below the break point.
I will type 3. which means if the Sales Person sells below 5000, he will get a commision of 3%. |
Click>> Add new button>>
Point to the New Sales person data have been added bar |
Save these changes, click on Add new button.
We can see the confirmation message, for the saved entry at the top. |
Click to the Back option | <<PAUSE>>
Scroll down and click on the Back option, to return back to the Frontaccounting interface. |
Narration | Now, we will learn how to create a new Sales Area. |
Point to the Sales Area option
Click on the Sales Areas |
Based on the Sales Area, we will be able to create Sales Orders and make Dispatches.
Click on the Sales Areas option. |
Show>> Area Name>> | Type the new Area Name which we want to create.
I will type Retailer. |
Click >>Add new button>>
Point to a message as New Sales area has been added>> |
Now, save these changes by clicking Add new button.
The confirmation message shows that we have successfully saved this information. |
Show the bar showing the entries in the table. | We can also see the table with the updated entry. |
Click to the Back option | <<PAUSE>>
Click on the Back option, to return back to the Frontaccounting interface. |
Show the flowchart Step-II
Add and Manage Customers |
Before we quote a Sales Order, we have to set-up each of the following:
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Narration | So, let us now learn how to create a new Customer. |
Return back to the Frontaccounting interface. | Switch back to the Frontaccounting interface. |
Click the options available under Maintenance bar. | At the left bottom of the Maintenance panel, click on Add and Manage Customers. |
Click>> Dropdown box>>
Point the drop down box options Show the default options in the dropdown box |
Click on the dropdown box.
The listed option may vary depending on the Frontaccounting version.
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Narration | In my list, there are customers-Abhi -Rs, Balaji and Hari.
I have created these customers before recording this tutorial. |
Narration | Since a Company has to deal with many Customers, let us add a New Customer. |
Highlight with a red box
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Fill in all the necessary details of the Customer. |
Pause the tutorial
Fill the following-
Resume again after filling |
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Show the information which are filled.
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I have filled these details here for my customer, as you can see. |
Pls fill the details likewise. | |
Click>> Customer’s Currency>> dropdown box. | In the Customer’s Currency drop down box, I will select Rupee. |
Click>> Sales Type/Price List field>>
Narration |
In the Sales Type/Price List dropdown box, I will select the option wholesale.
Recall that we have created this Sales Type earlier. |
Highlight with a red box
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Scroll down.
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Pause the tutorial
Fill the following details:
Resume again after filling |
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Highlight with a red box
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I have filled these contact details for my customer.
Make sure that you give the correct Email-Id here when you fill out these details. |
Point to Sales bar on the right side>>
Narration |
Scroll up.
We can see the Sales column on the right hand side. Fill out the Discount, Credit, and other conditions applicable for that Customer. |
Point>> details which are already filled>> | I will keep the default settings, as it is. |
Click>> Add New Customer >> | Scroll down.
Then click on the Add New Customer button to save these changes. |
Highlight with a red box
“A new Customer has been added.” |
The confirmation message shows we have saved the details for our new Customer. |
Highlight with a red box
A default Branch has been automatically created, please check default Branch values by using link below. |
We can also see another message which shows that the default Branch is also added. |
Narration
Click>> Update Customer >> |
First, we need to apply these changes for the new Sales Entry.
Scroll down and click on the Update Customer button. |
Point to the message bar
Customer has been updated. |
The success message indicates that we have updated the customer. |
Click >> Back option>> | Again, scroll down to click on the Back option, to return back to the Frontaccounting interface. |
Narration | Now, let us see whether the default Branch is added or not. |
Point to Customer Branches | Click on the Customer Branches option. |
Point to the table showing new Customer Branch | We can see that a default Branch has been added to the Customer. |
Click on the Edit icon
Click>> Update button>> |
By clicking on the Edit icon, we can make changes in the given entry.
Scroll down, click on the Update button to save this change. |
Point to the message
Selected customer branch has been updated. |
The Branch gets updated and the success message appears at the top. |
Click>> Back option>> | Scroll down to click on the Back option, to return back to the FrontAccounting interface. |
Show the Flowchart Step-III
Narration |
Now, all the required setup has been done.
And we are ready to make a Sales Quotation Entry. |
Return back to the Frontaccounting interface. | Switch back to the Frontaccounting interface. |
Click>> Sales Quotation Entry option>> | Click on the Sales Quotation Entry. |
Point >> Customer text box>>
Narration |
You 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. |
Narration | So, let us make a Sales Quotation Entry |
Click >> Item Description dropdown menu>>
Point to the Item Code 45 |
In the Item Description dropdown menu, select Item as Cement.
Recall, that we have created the Item code as 45 for Cement in an earlier tutorial. |
Click>> Quantity field>> 150 | In the Quantity field, I will type 150 as the quantity. |
Highlight Price before tax | It is possible that you have a slightly different text here
instead of Price before tax. |
Highlight with red box | Depending on the variation in the Frontaccounting version, you may see some difference in the calculation also. |
Click>>Price before Tax>> 1500 | So, here in the Price before Tax field, I will type the Price as 1500. |
Click>> Discount field>> 0.10% | If you want to give discount to the customer, type the percentage in the Discount field.
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Click>> Add item button>> | Now, to save the entry, click on Add Item button. |
Point to the Tax 5%field>> | Here you can see the Amount Total against the Sales Order is included with the tax of 5%. |
Point to Shipping Charge | Note here that -
Shipping Charge field is to add charges against shipment to the customer. |
Click on the >> Shipping Charge field>> 10000 | So, in the Shipping Charge field, I will type Rs. 10000. |
Click on the Update button. | Click on Update button. |
Point >> Sub-Total and Amount Total Balance >> | We can see the Sub-total and the Amount Total.
The balance has been increased by Rs 10,000 and the total amount now is 2,46,013.75 (Two Lakhs Forty Six Thousand Thirteen point seventy five) |
Click Place Order button
Point to the message bar “Order# 1 has been entered.” |
Scroll down.
Save these changes.
The success message shows that the quotation has been placed. |
Narration
Point to the Sales Order Entry. |
Now, we need to place an order against this quotation.
So, the next step is to make a Sales Order Entry. |
Narration | Switch back to the Frontaccounting interface. |
Click on the option Make a Sales Order Against This Quotation. | Click on the option 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.
The confirmation message says that we have successfully saved this information. |
Highlight the options with red box >>
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We can also see the various options. |
Narration
Point to the Make Delivery option |
The next step is to Make a delivery. |
Narration | Again, switch back to the Frontaccounting interface. |
Click on Make Delivery Against This Order | So, click on the option 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>> |
Scroll down, click on the Process Dispatch button.
The confirmation message shows that we have successfully made the entry for the delivery. |
Highlight the options with red box >>
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We can now see the options: |
Narration | This is the step-by-step procedure to make a Sales Entry. |
Narration | Now, let us check the status of the Sales Entry which is made. |
Click on the >>Sales Tab>> | Click on the Sales Tab. |
Click on Sales Order Inquiry panel under the Inquiries and Reports option.
Narration |
Under Inquiries and Reports panel, we see Sales Order Inquiry option.
This option is to make an inquiry against the Sales Order entry being made. Click on it. |
Point to the table of the Sales order Entry | We can see the details of this entry in the table given here. |
Narration | Let us summarize. |
Slide Number 2a
Learning Objectives |
In this tutorial, we have learnt to set-up:
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Slide Number 2b
Learning Objectives |
We have also learnt to make:
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Slide 6
Assignment |
As an Assignment
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Slide Number 7
Acknowledgement |
Acknowledgement
This video summarizes the Spoken Tutorial project. Please download and watch it. |
Slide Number 8 | We conduct workshops using Spoken Tutorials and give Certificates.
For more information, please contact us. |
Slide Number 9 | The Spoken Tutorial Project is funded by NMEICT, MHRD Government of India.
This tutorial has been contributed by Sheetal Prabhu from IIT Bombay. Thank you for joining. |