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

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|-
 
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| 00:01
 
| 00:01
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| Hello everyone, Welcome to this tutorial on '''Purchases in FrontAccounting'''
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| Hello everyone! Welcome to this tutorial on '''Purchases in FrontAccounting'''.
  
 
|-
 
|-
 
| 00:07
 
| 00:07
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| In this tutorial, we will learn to,
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| In this tutorial, we will learn to:
  
 
|-
 
|-
 
| 00:10
 
| 00:10
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| Add '''Suppliers'''  
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| add '''Suppliers''',
−
Make a '''Purchase Order Entry''',  
+
make a '''Purchase Order Entry''',  
 
'''Goods Receivable Note''' and
 
'''Goods Receivable Note''' and
−
To create '''Suppliers invoice'''
+
to create '''Suppliers invoice'''.
  
 
|-
 
|-
 
| 00:21
 
| 00:21
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|  To record this tutorial, I am using
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|  To record this tutorial, I am using:
  
 
|-
 
|-
 
| 00:24
 
| 00:24
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| '''Ubuntu Linux''' OS version 14.04
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| '''Ubuntu Linux OS''' version 14.04,
  
 
|-
 
|-
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|-
 
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| 00:34
 
| 00:34
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| To practise this tutorial you should have knowledge of Accounting and '''Frontaccounting '''interface.
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| To practice this tutorial, you should have knowledge of accounting and '''Frontaccounting '''interface.
  
 
|-
 
|-
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| 00:52
 
| 00:52
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| '''Purchase''' refers to
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| '''Purchase''' refers to:
  
 
|-
 
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| 00:54
 
| 00:54
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| A product or service that has been bought by an individual or business.
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| a product or service that has been bought by an individual or business,
  
 
|-
 
|-
 
| 00:59
 
| 00:59
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| An activity of acquiring goods or services to accomplish the goals of an organisation.
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| an activity of acquiring goods or services to accomplish the goals of an organisation.
  
 
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| 01:15
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| We can see various panels here.
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| We can see various '''panel'''s here.
  
 
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|-
 
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|  01:25
 
|  01:25
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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:
  
 
|-
 
|-
 
| 01:29
 
| 01:29
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| '''Purchase Order Entry'''
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| '''Purchase Order Entry''',
  
 
|-
 
|-
 
| 01:31
 
| 01:31
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| '''Direct GRN'''
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| '''Direct GRN''',
  
 
|-
 
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| 01:34
 
| 01:34
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| '''Supplier Invoices'''
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| '''Supplier Invoices'''.
  
 
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| 01:44
 
| 01:44
 
| For this, we have to use the following options:
 
| For this, we have to use the following options:
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'''Purchase Orders Inquiry'''
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'''Purchase Orders Inquiry'''.
  
 
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| 01:54
 
| 01:54
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| To add the '''Supplier’s''' details we need to use the option, '''Suppliers.'''
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| To add the '''Supplier'''’s details we need to use the option '''Suppliers.'''
  
 
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| 02:08
 
| 02:08
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| '''Add Suppliers'''
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| '''Add Suppliers''',
  
 
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| 02:10
 
| 02:10
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| '''Make Purchase Order Entry'''
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| '''Make Purchase Order Entry''',
  
 
|-
 
|-
 
| 02:13
 
| 02:13
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| '''Receivable note from a Supplier'''
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| '''Receivable note from a Supplier''',
  
 
|-
 
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| 02:16
 
| 02:16
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| '''Suppliers invoice'''
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| '''Suppliers invoice'''.
  
 
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|-
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| 02:30
 
| 02:30
 
| We need to set the '''Suppliers -'''
 
| We need to set the '''Suppliers -'''
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To make a '''Purchase Order Entry''' and
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to make a '''Purchase Order Entry''' and
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To manage '''Suppliers''' data  
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to manage '''Suppliers''' data.
  
 
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| Pls fill the details likewise.
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| Please fill the details likewise.
  
 
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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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| Recall, that we have created the '''Item code''' as 45 for '''Cement''' in the '''Items and Inventory''' tutorial.
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| Recall that we have created the '''Item code''' as 45 for '''Cement''' in the '''Items and Inventory''' tutorial.
  
 
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| In the '''Quantity''' field, I will type 150 as the quantity.
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| In the '''Quantity''' field, I will type '''150''' as the quantity.
  
 
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| 04:37
 
| 04:37
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| By default the '''Required Delivery Date ''' will always be the next date after the '''Order Date.'''
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| By default, the '''Required Delivery Date ''' will always be the next date after the '''Order Date.'''
  
 
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| 04:51
 
| 04:51
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| Now, here in the '''Price before Tax''' field, I will type the '''Price ''' as 1500.
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| Now, here in the '''Price before Tax''' field, I will type the '''Price ''' as '''1500'''.
  
 
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| Click on the '''Place Order''' button to save these changes.
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| Click on the '''Place Order''' button to '''save''' these changes.
  
 
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| 06:18  
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| I will type 500 here.
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| I will type '''500''' here.
  
 
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| 06:32  
 
| 06:32  
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| We can see an error message appears saying:
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| We can see an error message appears saying '''"You must enter a supplier’s invoice reference".'''
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'''You must enter a supplier’s invoice reference.'''
+
  
 
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| Below that, we can see some more options
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| Below that, we can see some more options.
  
 
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| 07:19
 
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| So, in the '''Bank Amount''' field, I will type the balance as 1000.  
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| So, in the '''Bank Amount''' field, I will type the balance as '''1000'''.  
  
 
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| 07:40
 
| 07:40
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|  In this tutorial, we have learnt to,
+
|  In this tutorial, we have learnt to:
−
'''Add Suppliers'''  
+
add '''Suppliers''',
−
'''Purchase Order Entry'''
+
'''Purchase Order Entry''',
−
'''Goods Receivable Note'''
+
'''Goods Receivable Note''',
−
'''Supplier's Invoice'''
+
'''Supplier's Invoice'''.
  
 
|-
 
|-
 
| 07:51
 
| 07:51
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| As an '''Assignment'''
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| As an assignment:
  
 
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| 08:01
 
| 08:01
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| This video summarizes the Spoken Tutorial project. Please download and watch it.
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| This video summarizes the '''Spoken Tutorial''' project. Please download and watch it.
  
 
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| 08:16
 
| 08:16
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| The Spoken Tutorial Project is funded by NMEICT, MHRD Government of India.
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| The Spoken Tutorial Project is funded by '''NMEICT, MHRD''' Government of India.
  
 
|-
 
|-

Latest revision as of 10:49, 19 June 2018

Time Narration
00:01 Hello everyone! Welcome to this tutorial on Purchases in FrontAccounting.
00:07 In this tutorial, we will learn to:
00:10 add Suppliers,

make a Purchase Order Entry, Goods Receivable Note and to create Suppliers invoice.

00:21 To record this tutorial, I am using:
00:24 Ubuntu Linux OS version 14.04,
00:29 FrontAccounting version 2.3.25
00:34 To practice this tutorial, you should have knowledge of accounting and Frontaccounting interface.
00:42 If not, for relevant FrontAccounting tutorials, please visit our website.
00:48 Let us understand the meaning of Purchase.
00:52 Purchase refers to:
00:54 a product or service that has been bought by an individual or business,
00:59 an activity of acquiring goods or services to accomplish the goals of an organisation.
01:07 Let us start by opening the Frontaccounting interface.
01:12 Click on the Purchases tab.
01:15 We can see various panels here.
01:19 The Transactions panel is used for making transactions related to Purchases.
01:25 To make a transaction, we have to use the options:
01:29 Purchase Order Entry,
01:31 Direct GRN,
01:34 Supplier Invoices.
01:36 Inquiries and Reports panel is used for making reports and inquiries of the transactions which we make.
01:44 For this, we have to use the following options:

Purchase Orders Inquiry.

01:50 Maintenance panel is used to set the purchase details.
01:54 To add the Supplier’s details we need to use the option Suppliers.
02:00 Let us see the procedure for Purchases in Frontaccounting.
02:04 The steps to be followed for a Purchase Entry are:
02:08 Add Suppliers,
02:10 Make Purchase Order Entry,
02:13 Receivable note from a Supplier,
02:16 Suppliers invoice.
02:19 But first let us understand the meaning of Supplier.
02:23 Supplier is a person or business that supplies goods or services.
02:30 We need to set the Suppliers -

to make a Purchase Order Entry and to manage Suppliers data.

02:38 Switch back to the Frontaccounting interface.
02:42 Click on the Suppliers option.
02:45 Here, we are prompted to fill in all the necessary information pertaining to the Supplier.
02:52 I have filled the required details here.
02:55 Please fill the details likewise.
02:58 Scroll down.
03:00 To save these changes, click on Add New Supplier Details button.
03:06 We can see the confirmation message for the saved entry at the top.
03:12 We need to apply these changes for the new Purchase Order Entry.
03:17 Scroll down and click on the Update Supplier button.
03:22 The success message shows that we have updated the customer.
03:27 Scroll down and click on the Back option to return back to the Frontaccounting interface.
03:34 Let us make a Purchase Order Entry.
03:37 It is used to register all Purchase Orders in the system.
03:42 To do so, click on the Purchase Order Entry option.
03:47 We can see the details with the Supplier name and other related information.
03:53 This is because we had already updated the details in Suppliers earlier.
03:59 It is mandatory to give Supplier’s reference.
04:03 So, I will type the Supplier’s reference as F001.
04:09 In the Item Description dropdown box, select Item as Cement.
04:16 Recall that we have created the Item code as 45 for Cement in the Items and Inventory tutorial.
04:25 I will make use of the same Item Cement for Purchase Order Entry also.
04:31 In the Quantity field, I will type 150 as the quantity.
04:37 By default, the Required Delivery Date will always be the next date after the Order Date.
04:44 In my case, it is August 5th of 2016.
04:51 Now, here in the Price before Tax field, I will type the Price as 1500.
04:59 To save the entry, click on the Add Item button.
05:04 We can see the Amount Total is inclusive of the tax - which comes to 2,36,250.

(Two Lakhs Thirty Six Thousand two Hundred and fifty).

05:15 Click on the Place Order button to save these changes.
05:20 The success message shows that the Purchase Order has been placed.
05:25 Also, we can see the following options.
05:30 Now, we need to receive the items for the Purchase Order.
05:35 Click on the option Received Items on this Purchase Order.
05:40 We can see the details of the received items for our Purchase Order.
05:45 Click on the Process Receive Items button.
05:49 The pop-up message tells that the Purchase Order Items has been processed.
05:55 Below that, we can see some more options.
05:59 After this, we need to receive a Purchase invoice.
06:03 So, click on the Entry purchase invoice for this receival.
06:09 Here, we can see the details to enter Supplier invoice.
06:14 Click on the Amount field besides Quick Entry.
06:18 I will type 500 here.
06:21 Click on the Go button.
06:24 We can see the details for the invoice with the expenses.
06:29 Click on the Enter Invoice button.
06:32 We can see an error message appears saying "You must enter a supplier’s invoice reference".
06:39 We need to enter the Supplier’s Reference.
06:42 I will type as F001.
06:46 Click on the Enter Invoice button.
06:49 The message above indicates that we have successfully processed the Supplier invoice.
06:55 Below that, we can see some more options.
06:59 Next, we need to pay the Supplier for the invoice being made.
07:04 Click on the Entry supplier payment for this invoice.
07:08 We can see the Supplier Invoice details.
07:12 We need to pay the Supplier.
07:14 Also, there has to be some Bank Balance to pay the Supplier.
07:19 So, in the Bank Amount field, I will type the balance as 1000.
07:25 Click on the Enter Payment button.
07:29 The confirmation message shows that we have successfully made the Payment.
07:34 Also, we can see some more options.
07:38 Let us summarize.
07:40 In this tutorial, we have learnt to:

add Suppliers, Purchase Order Entry, Goods Receivable Note, Supplier's Invoice.

07:51 As an assignment:
07:52 Add a new Supplier for Purchases, using suppliers option.
07:58 Make a new Purchase Order Entry.
08:01 This video summarizes the Spoken Tutorial project. Please download and watch it.
08:07 We conduct workshops using Spoken Tutorials and give Certificates.
08:12 For more information, please contact us.
08:16 The Spoken Tutorial Project is funded by NMEICT, MHRD Government of India.
08:24 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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