FrontAccounting/C2/Purchases-in-FA/English
Title of the Script : Purchases in FrontAccounting
Author: Sheetal Prabhu
Keywords: Suppliers, Purchase Order Entry, Goods Receivable Note, Suppliers invoice
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Slide Number 1
Title Slide |
Hello everyone,
Welcome to this tutorial on Purchases in FrontAccounting |
Slide Number 2
Learning Objectives
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In this tutorial, we will learn to,
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Slide Number 3
System Requirements
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To record this tutorial, I am using
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Slide Number 4
Pre -requisites
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To practise this tutorial you should have knowledge of
If not, for relevant FrontAccounting tutorials, please visit our website. |
Narration | Let us understand the meaning of Purchase. |
Slide Number 5
What is Purchase?
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Purchase refers to
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Open Frontaccounting interface. | Let us start by opening the Frontaccounting interface. |
Point and click on the Purchases tab | Click on the Purchases tab. |
Point to the page and various panels. | We can see various panels here. |
Highlight with a red colour box
Transactions panel. Point to the options under Transactions panel. |
The Transactions panel is used for making transactions related to Purchases.
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Highlight with a red colour box Inquiries and Reports Panel.
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Inquiries and Reports panel is used for making reports and inquiries of the transactions which we make.
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Highlight with a red colour box Maintenance panel. | Maintenance panel is used to set the purchase details.
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Narration | Let us see the procedure for Purchases in Frontaccounting. |
Slide Number 6
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The steps to be followed for a Purchase Entry are:
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Narration | But first let us understand the meaning of Supplier. |
Slide Number 7
Who is Supplier?
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Supplier is a person or business that supplies goods or services. |
Slide Number 8
Need to set Suppliers ?
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We need to set the Suppliers -
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Return back to the Frontaccounting interface. | Switch back to the Frontaccounting interface. |
Click on the Suppliers tab. | Click on the Suppliers option. |
Highlight with red box
in the corresponding field. |
Here, we are prompted to fill in all the necessary information pertaining to the Supplier.
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Pause the tutorial,
Resume the tutorial |
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Highlight with the red box | I have filled the required details here.
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Click>> Add New Suppliers Details >>
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Scroll down.
To save these changes, click on Add New Supplier Details button.
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Narration
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We need to apply these changes for the new Purchase Order Entry.
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Point to the message bar
Supplier has been updated |
The success message shows that we have updated the customer. |
Click to the Back option | <<PAUSE>>
Scroll down.
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Click on the Purchases tab. | Let us make a Purchase Order Entry.
It is used to register all Purchase Orders in the system. |
Narration | To do so, click on the Purchase Order Entry option. |
Point >> Supplier textbox>>
Narration |
We can see the details with the Supplier name and other related information.
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Highlight the option of Supplier’s reference with red box.
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It is mandatory to give Supplier’s reference.
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Click >> Item Description dropdown menu>>
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In the Item Description dropdown menu, select Item as Cement.
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Narration | I will make use of the same Item Cement for Purchase Order Entry also. |
Click>> Quantity field >> 150 | In the Quantity field, I will type 150 as the quantity. |
Point to >>Required Delivery Date>> | By default the Required Delivery Date will always be the next date after the Order Date.
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Click>>Price before Tax>> 1500 | Now, here in the Price before Tax field, I will type the Price as 1500. |
Click>> Add item button>> | To save the entry, click on the Add Item button. |
Point >> Sub-Total and Amount Total Balance >> | 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). |
Click on the Place Order button
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Click on the Place Order button to save these changes.
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Highlight the options with the red box >>
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Also, we can see the following options. |
Narration | Now, we need to receive the items for the Purchase Order. |
Click on the Received Items on this Purchase Order option. | Click on the option Received Items on this Purchase Order.
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Click on the Process Received Items button. | Click on the Process Receive Items button. |
Point to the message
Purchase Order Delivery has been processed. |
The pop-up message tells that the Purchase Order Items has been processed. |
Highlight the options with the red box-
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Below that, we can see some more options. |
Narration | After this, we need to receive a Purchase invoice. |
Click on the Entry purchase invoice for this receival | So, click on the Entry purchase invoice for this receival.
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Point to the Amount field besides Quick Entry
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Click on the Amount field besides Quick Entry.
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Click on the Go button
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Click on the Go button.
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Click on the Enter Invoice button. | Click on the Enter Invoice button. |
Point to the message
You must enter a supplier’s invoice reference. |
We can see an error message appears saying:
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Point to the Supplier’s Ref. field.
Type the Supplier’s reference F001. |
We need to enter the Supplier’s Reference.
I will type as F001. |
Click on the Enter Invoice button.
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Click on the Enter Invoice button.
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Highlight the options with the red box-
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Below that, we can see some more options |
Narration | Next, we need to pay the Supplier for the invoice being made. |
Click Entry supplier payment for this invoice. | Click on the Entry supplier payment for this invoice. |
Point to Supplier Payment Entry.
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We can see the Supplier Invoice details.
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Narration | Also, there has to be some Bank Balance to pay the Supplier. |
Point to the Bank Amount Balance.
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So, in the Bank Amount field, I will type the balance as 1000. |
Click on the Enter Payment button. | Click on the Enter Payment button. |
Point to the message
“Payment has been successfully entered.” |
The confirmation message shows that we have successfully made the Payment. |
Highlight the options with the red box-
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Also, we can see some more options. |
Narration | Let us summarize. |
Slide Number 10
In this tutorial, we have learnt to create,
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In this tutorial, we have learnt to,
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Slide Number 11
Assignment
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As an Assignment
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Slide Number 12
Acknowledgement
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Acknowledgement
This video summarizes the Spoken Tutorial project.
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Slide Number 13
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We conduct workshops using Spoken Tutorials and give Certificates.
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Slide Number 14 | The Spoken Tutorial Project is funded by NMEICT, MHRD Government of India.
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