FrontAccounting-2.4.7/C2/Setup-for-Sales-in-FrontAccounting/English-timed

Time	Narration
00:01	Welcome to the spoken tutorial on Setup for Sales in FrontAccounting.
00:07	In this tutorial, we will learn to setup: Sales Types
00:12	Sales Persons
00:14	Sales Areas
00:16	Add and Manage Customers and Customer Branches
00:22	To record this tutorial, I am using Ubuntu Linux OS version 16.04
00:30	FrontAccounting version 2.4.7
00:35	To practise this tutorial you must have knowledge of Higher secondary commerce and accounting and Principles of Bookkeeping
00:45	And you should have already set up an Organisation or Company in FrontAccounting.
00:52	If not, for relevant FrontAccounting tutorials please visit this website.
00:58	Start the XAMPP services before you begin working on FrontAccounting interface.
01:04	Sales is an activity related to selling
01:08	It is the amount of goods or services sold in a given time period.
01:14	Now, let us open the FrontAccounting interface.
01:19	Open the browser. Type localhost/account and press Enter.
01:27	The login page appears.
01:30	Type the username as admin and the password. Then click on the Login button.
01:38	FrontAccounting interface opens. Click on the Sales tab.
01:44	Maintenance panel is used for setup of Sales and Customer details.
01:50	Let us now see the steps for setup in Sales.
01:56	Step 1 - Setup Sales
01:59	Step2 - Setup Customers
02:03	In Setup Sales, we need to set the following options.
02:08	Sales Types
02:10	Sales Persons and Sales Areas So, let us learn how to do so.
02:18	Switch back to the FrontAccounting interface.
02:22	In the Maintenance panel, click on Sales Types link.
02:27	This allows us to define the pricing level for the specific customers.
02:33	We can see Retail and Wholesale as Sales Types.
02:39	For example, let’s consider that the majority of our business is Retail.
02:45	So, we can keep the retail pricing as Base price list.
02:51	By default, Tax included field is set to Yes.
02:56	This means tax will always be included in sales.
03:01	Locate Wholesale and click on the Edit icon.
03:06	Go to the Calculation Factor field.
03:09	Type in the Calculation factor to adjust the base pricing if you wish to.
03:15	We will keep it the same.
03:18	Next is Tax included field.
03:22	Check this box if taxes should be a factor while making the calculation.
03:28	I’ll check the Tax included check-box.
03:32	Then click on the Update button at the bottom of the window.
03:37	We can see a message, which indicates that the details have been updated.
03:43	Click on the Back link to return back to the FrontAccounting interface.
03:48	Now, let us learn how to add a new Sales Person.
03:53	In the Maintenance panel, click on Sales Persons link.
03:58	Here, we need to fill in the necessary information, related to the Sales Person.
04:05	Fill the details as shown here.
04:09	The Provision field is used by a Sales Person.
04:13	He gets a commission or provision on what they sell.
04:18	So, I will type 5% as commission in the Provision field.
04:25	Next is Turnover Break Point Level.
04:29	This is used for a Sales Person.
04:32	He gets the provision only if the amount exceeds the break point.
04:37	So, in the Break point field, I will type one lakh.
04:42	If the Sales Person sells above the break point, he will get a commission of 5%.
04:50	In our case, it is one lakh rupees.
04:54	Provision 2 field is used if the Sales Person sells below the break point.
05:01	I will type 3 here. That means, if the Sales Person sells below 1 lakh, he will get a commission of 3%.
05:12	Click on Add new button at the bottom of the window.
05:17	Then click on the Back link, to return back to the FrontAccounting interface.
05:23	Now, we will learn how to create a new Sales Area.
05:28	In the Maintenance panel, click on the Sales Areas link.
05:33	Based on the Sales Area, we can create sales orders and make dispatches.
05:40	Type the new Area Name which we want to create. I will type South Mumbai.
05:47	Save these changes by clicking the Add new button at the bottom of the window.
05:53	We can also see the table with the updated entry.
05:58	Click on the Back link, to return back to the FrontAccounting interface.
06:03	Before we quote a Sales Order, we have to set up:
06:08	Add and Manage Customers and Customer Branches
06:14	Customer is an individual or business that purchases goods or services
06:21	We need to add customers to sell our products.
06:25	Switch back to the FrontAccounting interface.
06:29	At the bottom left of the Maintenance panel, click on Add and Manage Customers.
06:36	Fill in all the necessary details of the Customer as shown.
06:42	In the Customer’s Currency drop-down box, select Indian Rupees.
06:47	In the Sales Type or Price List dropdown box, select Retail.
06:53	Fill the contact details of the customer as shown.
06:58	I have selected the Sales Person name as Rahul which I had created earlier.
07:05	We can see the Sales column on the right hand side.
07:09	Fill out the Discount, Credit and other conditions applicable for that customer.
07:16	I will keep the default settings, as they are.
07:20	Scroll down. Click on Add New Customer button at the bottom of the window.
07:28	We can a message that the default branch is added.
07:33	A customer must have one customer branch to issue sales or delivery orders.
07:40	First, we need to apply these changes for the new Sales Entry. Scroll down.
07:49	Click on the Update Customer button at the bottom of the window.
07:54	The success message indicates that we have updated the customer details.
08:00	Click on the Back link, to return back to the FrontAccounting interface.
08:05	Now, let us see whether the default branch is added or not.
08:11	In the Maintenance panel, click on the Customer Branches link.
08:16	We can see that a default branch Global has been added to the customer.
08:22	Click on the Edit icon at the right, to make changes in the given entry.
08:28	In the Sales panel, click on Sales Area drop-down box and select South Mumbai.
08:36	Keep the other field entries as they are.
08:40	Mailing address and the Billing address will be the same as customer address.
08:46	If you have a different address, you can change it here.
08:50	Then click on the Update button at the bottom of the window to save this change.
08:56	The branch gets updated and the success message appears at the top.
09:01	This brings us to the end of this tutorial. Let us summarize.
09:07	In this tutorial, we have learnt to setup: Sales Types
09:13	Sales Persons
09:15	Sales Areas
09:17	Add and manage Customers and Customer Branches
09:23	As an assignment, Add another customer
09:28	Refer to the Assignment link of this tutorial for the new customer details.
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10:02	The script and video has been contributed by Spoken Tutorial team. This is Arvind pillai signing off. Thanks for joining.

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