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

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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.
09:34 The video at the following link summarises the Spoken Tutorial project.

Please download and watch it

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For more details, please write to us.

09:52 Please post your timed queries in this forum.
09:56 The Spoken Tutorial Project is funded by MHRD Government of India.
10:02 The script and video has been contributed by Spoken Tutorial team.

This is Arvind pillai signing off. Thanks for joining.

Contributors and Content Editors

PoojaMoolya