FrontAccounting/C2/Sales-in-FA/English-timed

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.

Contributors and Content Editors

Jyotisolanki, Ranjana, Sandhya.np14