Koha-Library-Management-System/C2/Place-order-for-a-book/English
Visual Cue | Narration |
Slide 1
Title |
Welcome to the Spoken Tutorial on How to place an order for a book. |
Slide 2
Learning Objectives
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In this tutorial we will learn to-
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Slide 3
System requirement |
To record this tutorial, I am using
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Slide Number 4
Pre-requisite |
To follow this tutorial, learners should have knowledge of Library Science. |
Slide 4b
Pre-requisites
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To practice this tutorial,
If not, please refer to the Koha Spoken Tutorial series on this website. |
Log into Koha as Superlibrarian Bella and her password | To begin, let’s login to Koha as Superlibrarian Bella. |
On Home >> go to Acquisitions >> click on +New vendor | On the Koha Home page, go to Acquisitions and click on +New vendor. |
New page >> add Vendor (Company) details as Powai Book Agency
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On the new page that opens-
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Pause and show the filled in Contact details | Fill in the details like Contact details.
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Ordering information
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Under the section Ordering information.
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For Tax number registered: select Yes
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For Tax number registered: select Yes
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Leave Tax rate
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I will leave Tax rate as it is.
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Click on Save | After filling in all the details click on Save at the bottom of the page. |
A new page opens up. | A new page opens up. |
Click on +New basket | Now, adjacent to the name of the vendor, click on +New basket. |
Cursor on Add a basket to Powai Book Agency
Fill in the details like- Basket name: IITB/ST/Books/2017-10 |
On the new page- Add a basket to Powai Book Agency, fill in the details for Basket name:
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Cursor on
Delivery place Vendor |
Some details will be filled in by default by Koha-
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Click on the Vendor drop down | Note that: If in case there is a need to change the vendor, then use the Vendor drop-down menu. |
Cursor on drop down. | For any change in the default details of -
select the required option from the drop-down. |
Cursor on Internal note and/or Vendor note | Add Internal note and/or Vendor note if any. |
Type Internal note >> For Biology Section | As Internal note I will type ‘For Biology Section. |
Type Vendor note >> To be delivered on 22 May 2017 | For Vendor note, I will type ‘To be delivered on 22 May 2017’. |
Cursor on Orders are standing: >> lLeave the check-box as blank. | Depending upon the requirement, click on Orders are standing: I will leave the check-box blank. |
Click on Save | After filling in all the details, click on Save at the bottom of the page. |
Click on the Tab +Add to basket | On the new page that opens, click on the tab +Add to basket |
Cursor on dialog box
Show Cursor on * From an existing record
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A dialog box ‘Add order to basket’ opens up.
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Click on From a new (empty) record | I will click on From a new (empty) record |
Cursor on ‘New order’ | Another page with the heading ‘New order’ opens. |
Cursor on Title:
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Enter the Title of the book which has to be ordered
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In the section Accounting details | Next comes Accounting details. |
For Quantity enter 5
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For Quantity, enter 5.
Here remember, if multiple funds are available, then we can select as per the requirement. |
Currency- RUPEE
Vendor price- 1000 |
Next, fill in the details for Currency
Enter Vendor price as- 1000 |
Cursor on Uncertain price: | Next is, Uncertain price: select this checkbox if you are uncertain about the price.
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Select Tax rate >> 0.00% | Select Tax rate from the drop-down menu.
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Select Discount 20% | I will select Discount as 20% |
Cursor on Replacement cost, Budgeted cost, Total, Actual cost 0.00 | Then I will keep Replacement cost, Budgeted cost, Total, and Actual cost 0.00 |
Cursor on Internal note and Vendor note | Type the Internal note and Vendor note if any.
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Click on Save | And then click on Save at the bottom of the page. |
Cursor on Basket IITB/ST/Books/2017-10 (13) for Powai Book Agency
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A page opens with the Basket details -
Basket IITB/ST/Books/2017-10 (13) for Powai Book Agency |
Cursor on
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It also shows various tabs like:
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Only narration | We will now learn how to close a basket. |
Click on the tab Close this basket
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For this do the following.
It means the Order is final and can be sent to the respective vendor. |
Cursor on dialog box-- Are you sure you want to close basket IITB/Books/2017-10?? | A dialog box opens- Are you sure you want to close Basket IITB/Books/2017-10? |
Click on Yes, close (Y) | Click on the button Yes, close (Y). |
Cursor on Powai Book Agency
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A new page with the name of the vendor (Powai Book Agency) appears.
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Only narration | Moving ahead, we will learn how to Receive shipment. |
Click on the tab Receive Shipment | On the same page, click on the tab Receive Shipment |
Cursor on Receive shipment from vendor Powai Book Agency
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A new page opens-
Receive shipment from vendor Powai Book Agency |
Receive a new shipment-
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Under the section Receive a new shipment, fill in the Vendor invoice as IITB/ST/Books/2017-10
Note that: date of receipt is the Shipment Date |
Cursor on Shipment Cost
Cursor on Shipment Fund |
I will skip Shipping Cost and Shipping Fund. |
Click on the Next button | Click on the Next button located at the bottom of the page. |
Cursor on Receipt summary for Powai Book Agency [ IITB/ST/Books/2017-10] on 08/05/2017
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Another page-
Receipt summary for Powai Book Agency [ IITB/ST/Books/2017-10] on 08/05/2017, opens up |
Scroll down and click Finish receiving | Scroll down and click Finish receiving at the bottom of the page. |
Cursor on Invoice: IITB/ST/Books/2017-10
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Another page opens with the heading Invoice: IITB/ST/Books/2017-10
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And Billing Date as 23/05/2017 | And I will select Billing Date as 23/05/2017 |
Click on Close >> click on Save | Click on Close and then on Save at the bottom of the page. |
Cursor on Invoice has been modified opens | A new page- Invoice has been modified opens. |
Click on Go to receipt page | Click on Go to receipt page. |
Cursor on Receipt summary for Powai Book Agency [ IITB/ST/Books/2017-10] on 08/05/2017 | Now you will be able to see-
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Log out from Koha
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You may now log out from Koha
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This brings us to the end of this tutorial. | |
Slide
Summary |
Let us summarise. |
Slide
In this tutorial we learnt to:
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In this tutorial, we learnt to:
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Slide
For Assignment- Prepare a Budget as- ‘Books’
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For Assignment-
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Slide:
About Spoken Tutorial project* Watch the video available at http://spoken-tutorial.org/What_is_a_Spoken_Tutorial
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The video at the following link summarizes the Spoken Tutorial project.
Please download and watch it. |
Slide:
Spoken Tutorial workshops The Spoken Tutorial Project Team
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The Spoken Tutorial Project Team:
For more details, please write to us. |
Slide:
Forum for specific questions |
Please post your timed queries in this forum. |
Slide:
Acknowledgement
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Spoken Tutorial project is funded by NMEICT, MHRD, Government of India.
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This is Bella Tony from IIT Bombay signing off.
Thank you for joining.
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