Koha-Library-Management-System/C2/Place-order-for-a-book/English-timed

Time	Narration
00:01	Welcome to the Spoken Tutorial on How to place an order for a book.
00:06	In this tutorial, we will learn to- place an order for a Book,
00:11	close a Basket (Order),
00:13	and receive a shipment.
00:17	To record this tutorial, I am using: Ubuntu Linux OS 16.04 and Koha version 16.05
00:30	To follow this tutorial, learners should have knowledge of Library Science.
00:36	To practice this tutorial, you should have Koha installed on your system.
00:42	And, you should also have Admin access in Koha.
00:47	If not, please refer to the Koha Spoken Tutorial series on this website.
00:53	To begin, let’s login to Koha as Superlibrarian Bella.
01:00	First of all, we will start by enabling ‘receiving an order’.
01:06	We will be using this information later in this tutorial.
01:11	Go to Koha Administration.
01:15	Click on Global System Preferences.
01:19	Acquisitions preferences page opens.
01:23	Under the section Preference, for AcqCreateItem, from the drop- down change 'placing an order' to ‘receiving an order’.
01:37	Next click on Save all Acquisitions preferences at the top of the page.
01:45	Let’s move ahead.
01:47	Go to the Koha Homepage, go to Acquisitions and click on plus New vendor.
01:58	A new page Add vendor opens.
02:02	Under the section Company details, go to Name
02:08	and in the field, type: Powai Book Agency.
02:13	Please Note: we can add multiple vendors, likewise.
02:18	Fill in the details like Contact details. I have filled out a few details here.
02:25	You may do so likewise.
02:28	Remember to check the check-boxes for- Primary acquisitions contact
02:34	Primary serials contact
02:37	Contact about late orders and
02:41	Contact about late issues.
02:44	Clicking these check-boxes will be useful to send email notifications, related to these options, to the vendor.
02:53	If you do not have an information for a particular field, then leave it blank.
02:59	Under the section Ordering information, for List Prices are, Koha by-default, selects RUPEE.
03:09	And, similarly for Invoice prices are, Koha by-default, selects RUPEE.
03:17	For Tax number registered:, select Yes.
03:23	For List prices:, select Include tax.
03:28	For Invoice prices:, select Include tax.
03:33	I will leave Tax rate as it is.
03:37	Then I will enter Discount as 10% and Delivery time as 14 days.
03:48	I will leave the Notes field blank.
03:52	After filling in all the details, click on Save at the bottom of the page.
03:59	A new page opens up.
04:02	Now, adjacent to the name of the vendor, click on plus New basket.
04:09	On the new page- Add a basket to Powai Book Agency, fill in the details for Basket name:.
04:19	I will add IITB/ST/Books/2017-10.
04:29	Some details will be filled in by default, by Koha.
04:34	For any change in the default details of Billing place, Delivery place and Vendor, select the required option from the drop-down.
04:45	Add Internal note and/or the Vendor note if any.
04:51	As Internal note, I will type For Biology Section.
04:56	For Vendor note, I will type ‘To be delivered on 22 May 2017’.
05:04	Depending upon the requirement, click on Orders are standing:. I will leave the check-box blank.
05:13	After filling in all the details, click on Save at the bottom of the page.
05:20	On the new page that opens, click on the tab plus Add to basket.
05:28	A dialog- box ‘Add order to basket’ opens up.
05:33	Now, select a book to be ordered from the following options.
05:38	I will click on From a new (empty) record.
05:43	Another page with the heading 'New order' opens.
05:48	Enter the title of the book which has to be ordered.
05:52	I will type Industrial Microbiology.
05:56	Next comes Accounting details.
06:00	For Quantity, enter 5.
06:04	For Fund, Koha by-default, selects Books Fund.
06:09	Here remember, if multiple funds are available then we can select as per the requirement.
06:16	Next, fill in the details for Currency.
06:20	Here, Koha by-default, has selected RUPEE.
06:25	You may choose as per your requirement from the drop-down.
06:30	Enter Vendor price as 1000.
06:34	Next is Uncertain price:.
06:37	Select this check-box if you are uncertain about the price. I will leave it blank.
06:44	Next is Tax rate. Koha by-default, selects Tax rate as 0%.
06:53	I will select Discount as 20%.
06:58	Note that Koha will auto-calculate the-Replacement cost as 1000,
07:04	Budgeted cost as 800,
07:07	Total as 4000 and Actual cost as 0.00.
07:15	Also note that Replacement cost and Actual cost are editable.
07:21	Type the Internal note and Vendor note if any.
07:25	I will keep Statistic 1 and Statistic 2 as blank.
07:30	And then click on Save at the bottom of the page.
07:35	A new page with a dialog- box appears.
07:39	Warning! You will exceed 10.00% of your fund.
07:45	Do you want to confirm this order? Click on Yes, I confirm.
07:52	A page opens with the Basket details - Basket IITB/ST/Books/2017-10 (2) for Powai Book Agency.
08:05	It also shows various tabs.
08:08	We will now learn how to close a basket.
08:12	On the same Basket details page, click on the tab Close this basket.
08:19	It means the Order is final and can be sent to the respective vendor.
08:25	A dialog- box opens- Are you sure you want to close Basket IITB/ST/Books/2017-10?
08:39	Click on the button Yes.
08:42	A new page with the name of the vendor Powai Book Agency appears.
08:48	Do not to close this page yet, as we have to learn few a more things here.
08:54	Moving ahead, we will learn how to Receive shipment.
08:59	On the same page, click on the tab Receive Shipment.
09:04	A new page opens - Receive shipment from vendor Powai Book Agency.
09:11	Under the section Receive a new shipment, fill in the Vendor invoice as IITB/ST/Books/2017-10 .
09:25	Koha will auto-select Shipment date .
09:29	Note that date of receipt is the Shipment Date.
09:34	I will skip Shipment Cost and Shipment Fund.
09:38	Click on the Next button located at the bottom of the page.
09:43	Another page- Receipt summary for Powai Book Agency opens up.
09:49	Scroll down and click Finish receiving at the bottom of the page.
09:54	Another page with the heading Invoice: IITB/ST/Books/2017-10.
10:04	The Shipment Date is filled by Koha as per the details entered earlier.
10:09	And I will select Billing Date as 05/23/2018.
10:17	I will keep Shipping cost as blank.
10:21	Click on Close and then on Save at the bottom of the page.
10:27	A new page, Invoice has been modified opens.
10:32	Click on Go to receipt page.
10:36	Now you will be able to see- Receipt summary for Powai Book Agency.
10:42	You may now log out from Koha.
10:45	Go to the top right corner of the Koha interface.
10:50	Click on Spoken Tutorial Library and select Logout from the drop-down.
10:57	This brings us to the end of this tutorial.
11:01	Let us summarize.
11:03	In this tutorial, we learnt to: place an order for a Book,
11:09	close a Basket (Order) and receive a shipment.
11:15	For Assignment- prepare a Budget for ‘Books’.
11:21	Under this, create Funds as ‘Civil Engineering’.
11:26	Order a book through an existing vendor ‘Powai Book Agency’.
11:32	The video at the following link summarizes the Spoken Tutorial project. Please download and watch it.
11:39	The Spoken Tutorial Project Team conducts workshops and gives certificates. For more details, please write to us.
11:47	Please post your timed queries in this forum.
11:51	Spoken Tutorial project is funded by NMEICT, MHRD, Government of India. More information on this mission is available at this link.
12:02	This is Bella Tony from IIT Bombay, signing off. Thank you for joining.

Contributors and Content Editors

Nancyvarkey, PoojaMoolya, Pratik kamble, Sandhya.np14