Difference between revisions of "FrontAccounting/C2/Sales-in-FA/English-timed"

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| 00:01
 
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| Hello everyone, Welcome to this tutorial on '''Sales in FrontAccounting.'''
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| Hello everyone!! Welcome to this tutorial on '''Sales in FrontAccounting.'''
  
 
|-
 
|-
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|-
 
|-
 
|  00:10
 
|  00:10
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|'''Sales Types''',
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|'''Sales Types, Sales Persons, Sales Areas, Add and manage Customers''' and '''Branches'''.
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'''Sales Persons''',
+
−
'''Sales Areas'''
+
−
'''Add and manage Customers''' and '''Branches'''
+
  
 
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|-
 
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| 00:20
 
| 00:20
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| '''Sales Quotation Entry'''
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| '''Sales Quotation Entry''',
  
 
|-
 
|-
 
| 00:22
 
| 00:22
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| '''Sales Order Entry'''
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| '''Sales Order Entry''',
  
 
|-
 
|-
 
| 00:24
 
| 00:24
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| '''Make Delivery and'''
+
| '''Make Delivery''' and
  
 
|-
 
|-
 
| 00:26
 
| 00:26
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| '''Sales Order Inquiry'''
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| '''Sales Order Inquiry'''.
  
 
|-
 
|-
 
| 00:29
 
| 00:29
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| To record this tutorial, I am using
+
| To record this tutorial, I am using:
  
 
|-
 
|-
 
| 00:32
 
| 00:32
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| '''Ubuntu Linux''' OS version 14.04
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| '''Ubuntu Linux''' OS version 14.04,
  
 
|-
 
|-
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|-
 
|-
 
| 00:44
 
| 00:44
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| Knowledge of Higher Secondary Commerce or
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| knowledge of Higher Secondary commerce or
  
 
|-
 
|-
 
| 00:47
 
| 00:47
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| Knowledge of Accounting
+
| knowledge of accounting.
  
 
|-
 
|-
 
| 00:49
 
| 00:49
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| Before we start let us understand '''What is Sales?'''
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| Before we start, let us understand '''What is Sales?'''
  
 
|-
 
|-
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|-
 
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| 01:29
 
| 01:29
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| Click on the browser, type '''localhost/account''' and press ''' Enter.'''
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| Click on the browser. Type: '''localhost/account''' and press ''' Enter.'''
  
 
|-
 
|-
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|-
 
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| 01:53
 
| 01:53
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| There are various panels here.
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| There are various '''panel'''s here.
  
 
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|-
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|-
 
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| 02:02
 
| 02:02
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| To make a transaction we have to use the options:
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| To make a transaction, we have to use the options:
  
 
|-
 
|-
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|-
 
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| 02:23
 
| 02:23
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| '''Sales Order Inquiry'''
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| '''Sales Order Inquiry'''.
  
 
|-
 
|-
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|-
 
|-
 
| 02:34
 
| 02:34
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|  '''Sales Types'''
+
|  '''Sales Types, Sales Persons, Sales Areas, Add and Manage Customers''' and
−
'''Sales Persons'''
+
'''Customer Branches'''.
−
'''Sales Areas'''
+
−
'''Add and Manage Customers''' and
+
−
'''Customer Branches'''
+
  
 
|-
 
|-
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| 02:48  
 
| 02:48  
 
| This comprises of 3 steps.
 
| This comprises of 3 steps.
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'''Setup Sales'''
+
'''Setup Sales, Setup Customers, Sales Entry'''.
−
'''Setup Customers'''
+
−
'''Sales Entry'''
+
  
 
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|-
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| 03:02
 
| 03:02
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| '''Sales Types'''
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| '''Sales Types, Sales Persons, Sales Areas'''.
−
'''Sales Persons'''
+
−
'''Sales Areas'''
+
  
 
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|-
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| 03:15
 
| 03:15
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| The '''Sales''' '''Types''' option allows us to define the '''pricing''' level for the specific '''customers'''.
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| The '''Sales Types''' option allows us to define the pricing level for the specific customers.
  
 
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|-
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| 03:28
 
| 03:28
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| We need to add a '''Sales''' '''Type''' first.
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| We need to add a '''Sales Type''' first.
  
 
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|-
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| 03:44
 
| 03:44
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| I will keep it, as it is.
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| I will keep it as it is.
  
 
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| 04:03
 
| 04:03
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| We can see the confirmation message, which indicates that the details have been saved.
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| We can see the confirmation message which indicates that the details have been saved.
  
 
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|-
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|-
 
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| 04:31
 
| 04:31
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| '''Salesperson name'''
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| '''Salesperson name, Telephone number, Fax number''' and '''E-mail Id'''.
−
'''Telephone number '''
+
−
'''Fax number'''and
+
−
'''E-mail Id'''
+
  
 
|-
 
|-
 
| 04:37
 
| 04:37
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| Pls fill the details likewise.
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| Please fill the details likewise.
  
 
|-
 
|-
 
| 04:41
 
| 04:41
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| The '''Provision''' field is used by a '''Sales''' '''Person''' who gets a '''commission ''' or ''' provision''' on what they sell.
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| The '''Provision''' field is used by a sales person who gets a '''commission ''' or ''' provision''' on what they sell.
  
 
|-
 
|-
 
| 04:48  
 
| 04:48  
−
| So, I will type '''5%''' as the '''commission''' in the Provision '''field'''.
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| So, I will type '''5%''' as the '''commission''' in the '''Provision''' field.
  
 
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|  04:56
 
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| It is used for a '''Sales Person''' who gets the '''provision''' only if the amount exceeds the break point.
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| It is used for a sales person who gets the '''provision''' only if the amount exceeds the '''break point'''.
  
 
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| whenever the '''Sales Person''' sells above the '''break point''', which is '''5000''', he will get a '''commision '''of '''5%.'''
+
| whenever the sales person sells above the '''break point''', which is '''5000''', he will get a '''commission '''of '''5%.'''
  
 
|-
 
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| 05:18
 
| 05:18
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| '''Provision 2''' field is used if the '''Sales Person''' sells below the break point.
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| '''Provision 2''' field is used if the sales person sells below the break point.
  
 
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| 05:23
 
| 05:23
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| I will type '''3'''.
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| I will type '''3'''
  
 
|-
 
|-
 
| 05:26
 
| 05:26
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| which means if the '''Sales Person''' sells below '''5000''', he will get a '''commision''' of '''3%.'''
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| which means if the sales person sells below '''5000''', he will get a '''commission''' of '''3%.'''
  
 
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| 05:38
 
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| We can see the confirmation message, for the saved entry at the top.
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| We can see the confirmation message for the saved entry at the top.
  
 
|-
 
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| 05:44
 
| 05:44
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| Scroll down, click on the '''Back''' option, to return back to the '''Frontaccounting''' interface.
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| Scroll down, click on the '''Back''' option to return back to the '''Frontaccounting''' interface.
  
 
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| Type the new '''Area''' '''Name''' which we want to create.
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| Type the new '''Area Name''' which we want to create.
  
 
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| Now, save these changes by clicking '''Add new''' button.
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| Now, '''save''' these changes by clicking '''Add new''' button.
  
 
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| We can also see the table with the updated entry.
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| We can also see the '''table''' with the updated entry.
  
 
|-
 
|-
 
| 06:27  
 
| 06:27  
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| Click on the '''Back''' option, to return back to the '''Frontaccounting''' interface.
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| Click on the '''Back''' option to return back to the '''Frontaccounting''' interface.
  
 
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| '''Add and Manage Customers''' and '''Customer Branches'''
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| '''Add and Manage Customers''' and '''Customer Branches'''.
  
 
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| We need to '''add''' '''customers''' to sell our products.
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| We need to add customers to sell our products.
  
 
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| You may see the default customers of the company in your list.
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| You may see the default customers of the '''company''' in your list.
  
 
|-
 
|-
 
| 07:20
 
| 07:20
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| In my list, there are customers -'''Abhi , Balaji and Hari'''.
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| In my list, there are customers - Abhi , Balaji and Hari.
  
 
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| 07:32  
 
| 07:32  
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| Since a Company has to deal with many Customers, let us add a '''New Customer.'''
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| Since a '''Company''' has to deal with many '''Customer'''s, let us add a '''New Customer.'''
  
 
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| Pls fill the details likewise.
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| Please fill the details likewise.
  
 
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| Scroll down,
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| Scroll down.
  
 
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| Fill out the '''Discount, Credit''', and other conditions applicable for that '''Customer'''.
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| Fill out the '''Discount, Credit''' and other conditions applicable for that '''Customer'''.
  
 
|-
 
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| 08:36
 
| 08:36
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| I will keep the default settings, as it is.
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| I will keep the default settings as it is.
  
 
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| Then click on '''Add''' '''New''' '''Customer''' button to save these changes.
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| Then click on '''Add New Customer''' button to '''save''' these changes.
  
 
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| First, we need to apply these changes for the new '''Sales''' '''Entry'''.
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| First, we need to apply these changes for the new '''Sales''' entry.
  
 
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| click on the '''Update''' button to save this change.  
+
| click on the '''Update''' button to '''save''' this change.  
  
 
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| 09:52
 
| 09:52
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| Scroll down to click on the '''Back''' option, to return back to the '''FrontAccounting ''' interface.  
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| Scroll down to click on the '''Back''' option to return back to the '''FrontAccounting ''' interface.  
  
 
|-
 
|-

Revision as of 17:25, 18 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 number and E-mail Id.
04:37 Please 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 commission 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 commission 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 Please 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.

Contributors and Content Editors

Jyotisolanki, Ranjana, Sandhya.np14

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