Difference between revisions of "Koha-Library-Management-System/C2/Place-order-for-a-book/English-timed"

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|-
 
|-
 
|00:06
 
|00:06
−
| In this tutorial we will learn to-  Place an order for a '''Book'''
+
| In this tutorial, we will learn to-  place an order for a '''Book''',
  
 
|-
 
|-
 
|00:11
 
|00:11
−
| Close a '''Basket (Order)'''
+
| close a '''Basket (Order)''',
  
 
|-
 
|-
 
|00:13
 
|00:13
−
| And Receive a '''shipment'''
+
| and receive a '''shipment'''.
  
 
|-
 
|-
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|To record this tutorial, I am using
 
|To record this tutorial, I am using
  
−
'''Ubuntu Linux OS 16.04'''
+
'''Ubuntu Linux OS 16.04''' and
  
−
And  '''Koha version 16.05'''
+
'''Koha version 16.05'''
  
 
|-
 
|-
 
|00:30
 
|00:30
−
|To follow this''' tutorial,''' learners should have knowledge of '''Library Science.'''
+
|To follow this tutorial, learners should have knowledge of Library Science.
  
 
|-
 
|-
 
|00:36
 
|00:36
−
|To practice this tutorial,  You should have '''Koha''' installed on your system.
+
|To practice this tutorial,  you should have '''Koha''' installed on your system.
  
 
|-
 
|-
 
|00:42
 
|00:42
−
| And You should also have '''Admin '''access in''' Koha.'''
+
| And, you should also have '''Admin '''access in''' Koha.'''
  
 
|-
 
|-
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|-
 
|-
 
|01:00
 
|01:00
−
|First of all we will start by enabling''' ‘receiving an order’. '''
+
|First of all, we will start by enabling''' ‘receiving an order’. '''
  
 
|-
 
|-
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|-
 
|-
 
|01:23
 
|01:23
−
|Under the section '''Preference,''' for '''AcqCreateItem, '''from the drop down change''' 'placing an order' '''to''' ‘receiving an order’'''
+
|Under the section '''Preference,''' for '''AcqCreateItem, '''from the drop- down change''' 'placing an order' '''to''' ‘receiving an order’'''.
  
 
|-
 
|-
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|-
 
|-
 
|02:02
 
|02:02
−
|Under the section '''Company details''' go to  '''Name.'''
+
|Under the section '''Company details''', go to  '''Name'''
  
 
|-
 
|-
 
|02:08
 
|02:08
−
|And in the field type '''Powai Book Agency.'''
+
|and in the field, type: '''Powai Book Agency.'''
  
 
|-
 
|-
 
|02:13
 
|02:13
−
|Please Note: We can add multiple vendors, likewise.
+
|Please Note: we can add multiple vendors, likewise.
  
 
|-
 
|-
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|-
 
|-
 
| 02:28
 
| 02:28
−
| Remember to check the checkboxes for-  Primary acquisitions contact
+
| Remember to check the check-boxes for-  '''Primary acquisitions contact'''
  
 
|-
 
|-
 
|02:34
 
|02:34
−
| Primary serials contact
+
| '''Primary serials contact'''
  
 
|-
 
|-
 
|02:37
 
|02:37
−
| Contact about late orders and
+
| '''Contact about late orders''' and
  
 
|-
 
|-
 
|02:41
 
|02:41
−
| Contact about late issues
+
| '''Contact about late issues'''.
  
 
|-
 
|-
 
| 02:44
 
| 02:44
−
| Clicking these checkboxes will be useful to- send email notifications related to these options to the vendor.
+
| Clicking these check-boxes will be useful to send email notifications, related to these options, to the vendor.
  
 
|-
 
|-
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|-
 
|-
 
|02:59
 
|02:59
−
| Under the section '''Ordering information'''.
+
| Under the section '''Ordering information''',
  
−
For '''List Prices are, Koha''' by-default selects '''RUPEE'''  
+
for '''List Prices are''', Koha by-default, selects '''RUPEE'''.
  
 
|-
 
|-
 
|03:09
 
|03:09
−
| And similarly for '''Invoice prices are, Koha''' by-default selects '''RUPEE'''  
+
| And, similarly for '''Invoice prices are,''' Koha by-default, selects '''RUPEE'''.
  
 
|-
 
|-
 
| 03:17
 
| 03:17
−
| For '''Tax number registered: '''select''' Yes'''
+
| For '''Tax number registered:, '''select''' Yes'''.
  
 
|-
 
|-
 
|03:23
 
|03:23
−
|For''' List prices:''' select''' Include tax'''
+
|For''' List prices:,''' select''' Include tax'''.
  
 
|-
 
|-
 
|03:28
 
|03:28
−
|For''' Invoice prices: '''select '''Include tax'''
+
|For''' Invoice prices:, '''select '''Include tax'''.
  
 
|-
 
|-
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|-
 
|-
 
| 04:09
 
| 04:09
−
| On the new page- '''Add a basket to Powai Book Agency''', fill in the details for '''Basket name: '''
+
| On the new page- '''Add a basket to Powai Book Agency''', fill in the details for '''Basket name:. '''
  
 
|-
 
|-
 
|04:19
 
|04:19
−
|I will add '''IITB/ST/Books/2017-10'''
+
|I will add '''IITB/ST/Books/2017-10'''.
  
 
|-
 
|-
 
| 04:29
 
| 04:29
−
| Some details will be filled in by default by '''Koha.'''
+
| Some details will be filled in by default, by '''Koha.'''
  
 
|-
 
|-
 
| 04:34
 
| 04:34
−
| For any change in the default details of - '''Billing place''',  '''Delivery place''', and '''Vendor'''
+
| For any change in the default details of '''Billing place''',  '''Delivery place''' and '''Vendor''',
−
 
+
 
select the required option from the drop-down.
 
select the required option from the drop-down.
  
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|-
 
|-
 
|04:51
 
|04:51
−
| As''' Internal note '''I will type ‘'''For Biology Section.'''
+
| As''' Internal note, '''I will type '''For Biology Section.'''
  
 
|-
 
|-
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|-
 
|-
 
| 05:04
 
| 05:04
−
| Depending upon the requirement, click on '''Orders are standing: '''I will leave the check-box blank.
+
| Depending upon the requirement, click on '''Orders are standing:. '''I will leave the check-box blank.
  
 
|-
 
|-
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|-
 
|-
 
| 05:20
 
| 05:20
−
| On the new page that opens, click on the tab '''plus Add to basket'''
+
| On the new page that opens, click on the tab '''plus Add to basket'''.
  
 
|-
 
|-
 
| 05:28
 
| 05:28
−
| A dialog box ‘'''Add order to basket’''' opens up.
+
| A dialog- box ‘'''Add order to basket’''' opens up.
  
 
|-
 
|-
 
| 05:33
 
| 05:33
−
| Now select a book to be ordered from the following options.
+
| Now, select a book to be ordered from the following options.
  
 
|-
 
|-
 
| 05:38
 
| 05:38
−
| I will click on '''From a new (empty) record'''
+
| I will click on '''From a new (empty) record'''.
  
 
|-
 
|-
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|-
 
|-
 
| 06:04
 
| 06:04
−
| For '''Fund Koha '''by-default selects '''Books Fund'''
+
| For '''Fund,''' Koha by-default, selects '''Books Fund'''.
  
 
|-
 
|-
 
| 06:09
 
| 06:09
−
| Here remember, if multiple funds are available, then we can select as per the requirement.
+
| Here remember, if multiple funds are available then we can select as per the requirement.
  
 
|-
 
|-
 
|06:16
 
|06:16
−
| Next, fill in the details for '''Currency'''
+
| Next, fill in the details for '''Currency'''.
  
 
|-
 
|-
 
| 06:20
 
| 06:20
−
| Here, '''Koha '''by-default has selected '''RUPEE'''  
+
| Here, '''Koha '''by-default, has selected '''RUPEE'''.
  
 
|-
 
|-
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|-
 
|-
 
| 06:30
 
| 06:30
−
| Enter '''Vendor price '''as''' 1000'''
+
| Enter '''Vendor price '''as''' 1000'''.
  
 
|-
 
|-
 
| 06:34
 
| 06:34
−
| Next is, '''Uncertain price:'''  
+
| Next is '''Uncertain price:'''.
  
 
|-
 
|-
 
| 06:37
 
| 06:37
−
| Select this checkbox if you are uncertain about the price.
+
| Select this check-box if you are uncertain about the price.
  
 
I will leave it blank.
 
I will leave it blank.
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|-
 
|-
 
|06:44
 
|06:44
−
| Next is '''Tax rate'''  
+
| Next is '''Tax rate'''.
  
−
'''Koha '''by-default selects '''Tax rate '''as''' 0%'''
+
'''Koha '''by-default, selects '''Tax rate '''as''' 0%'''.
  
 
|-
 
|-
 
| 06:53
 
| 06:53
−
| I will select '''Discount '''as''' 20%'''
+
| I will select '''Discount '''as''' 20%'''.
  
 
|-
 
|-
 
| 06:58
 
| 06:58
−
| Note that '''Koha''' will auto-calculate the-'''Replacement cost '''as 1000
+
| Note that '''Koha''' will auto-calculate the-'''Replacement cost '''as 1000,
  
 
|-
 
|-
 
| 07:04
 
| 07:04
−
| '''Budgeted cost '''as 800
+
| '''Budgeted cost '''as 800,
  
 
|-
 
|-
 
| 07:07
 
| 07:07
−
| '''Total '''as 4000 and '''Actual cost '''as 0.00
+
| '''Total '''as 4000 and '''Actual cost '''as 0.00.
  
 
|-
 
|-
 
| 07:15
 
| 07:15
−
| Also note that, '''Replacement cost '''and '''Actual cost '''are editable.
+
| Also note that '''Replacement cost '''and '''Actual cost '''are editable.
  
 
|-
 
|-
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|-
 
|-
 
| 07:35
 
| 07:35
−
| A new page with a dialog box appears.
+
| A new page with a dialog- box appears.
  
 
|-
 
|-
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|-
 
|-
 
| 07:52
 
| 07:52
−
| A page opens with the '''Basket '''details - '''Basket IITB/ST/Books/2017-10 (2) for Powai Book Agency'''
+
| A page opens with the '''Basket '''details - '''Basket IITB/ST/Books/2017-10 (2) for Powai Book Agency'''.
  
 
|-
 
|-
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|-
 
|-
 
| 08:25
 
| 08:25
−
| A dialog box opens- '''Are you sure you want to close Basket IITB/ST/Books/2017-10?'''
+
| A dialog- box opens- '''Are you sure you want to close Basket IITB/ST/Books/2017-10?'''
  
 
|-
 
|-
 
| 08:39
 
| 08:39
−
| Click on the button '''Yes'''
+
| Click on the button '''Yes'''.
  
 
|-
 
|-
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|-
 
|-
 
|09:11
 
|09:11
−
| Under the section '''Receive a new shipment, '''fill in the''' Vendor invoice '''as '''IITB/ST/Books/2017-10 '''
+
| Under the section '''Receive a new shipment, '''fill in the''' Vendor invoice '''as '''IITB/ST/Books/2017-10 '''.
  
 
|-
 
|-
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|-
 
|-
 
| 09:43
 
| 09:43
−
| Another page- '''Receipt summary for ''Powai Book Agency opens up.
+
| Another page- '''Receipt summary for Powai Book Agency''' opens up.
  
 
|-
 
|-
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|-
 
|-
 
| 09:54
 
| 09:54
−
| Another page opens with the heading '''Invoice: IITB/ST/Books/2017-10'''
+
| Another page opens with the heading '''Invoice: IITB/ST/Books/2017-10'''.
  
 
|-
 
|-
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|-
 
|-
 
| 10:09
 
| 10:09
−
| And I will select''' Billing Date '''as '''05/23/2018'''
+
| And I will select''' Billing Date '''as '''05/23/2018'''.
  
 
|-
 
|-
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|-
 
|-
 
| 10:36
 
| 10:36
−
| Now you will be able to see- '''Receipt summary for ''Powai Book Agency''  
+
| Now you will be able to see- '''Receipt summary for ''Powai Book Agency''.
  
 
|-
 
|-
 
| 10:42
 
| 10:42
−
| You may now '''log out''' from''' Koha'''
+
| You may now '''log out''' from''' Koha'''.
  
 
|-
 
|-
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|-
 
|-
 
| 11:01
 
| 11:01
−
| Let us summarise.
+
| Let us summarize.
  
 
|-
 
|-
 
| 11:03
 
| 11:03
−
| In this tutorial, we learnt to:  Place an order for a '''Book'''
+
| In this tutorial, we learnt to:  place an order for a '''Book''',
  
 
|-
 
|-
 
| 11:09
 
| 11:09
−
|  Close a '''Basket (Order) '''and  Receive a '''shipment'''
+
|  close a '''Basket (Order) '''and  receive a '''shipment'''.
  
 
|-
 
|-
 
| 11:15
 
| 11:15
−
| '''For Assignment-''' Prepare a '''Budget''' for''' ‘Books’'''
+
| '''For Assignment-''' prepare a '''Budget''' for''' ‘Books’'''.
  
 
|-
 
|-
 
| 11:21
 
| 11:21
−
|  Under this, create '''Funds''' as''' ‘Civil Engineering’'''
+
|  Under this, create '''Funds''' as''' ‘Civil Engineering’'''.
  
 
|-
 
|-
 
| 11:26
 
| 11:26
−
|  Order a book through an existing vendor '''‘Powai Book Agency’'''
+
|  Order a book through an existing vendor '''‘Powai Book Agency’'''.
  
 
|-
 
|-
Line 505: Line 504:
 
|-
 
|-
 
| 11:51
 
| 11:51
−
| '''Spoken Tutorial project''' is funded by '''NMEICT, MHRD, Government of India.'''
+
| '''Spoken Tutorial project''' is funded by '''NMEICT, MHRD''', Government of India.
  
 
More information on this mission is available at this link.
 
More information on this mission is available at this link.
Line 511: Line 510:
 
|-
 
|-
 
| 12:02
 
| 12:02
−
| This is Bella Tony from IIT Bombay signing off.
+
| This is Bella Tony from '''IIT Bombay''', signing off.
  
 
Thank you for joining.
 
Thank you for joining.
  
 
|}
 
|}

Revision as of 23:21, 15 October 2018

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 opens 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

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