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

From Script | Spoken-Tutorial
Jump to: navigation, search
Line 1: Line 1:
{| border=1  
+
{| border=1
| <center>'''Time'''</center>  
+
| <center>'''Time'''</center>
| <center>'''Narration'''</center>  
+
| <center>'''Narration'''</center>
  
|-  
+
|-
|00:01  
+
|00:01
|Welcome to the '''Spoken Tutorial '''on '''How to place an order for a book.'''  
+
|Welcome to the '''Spoken Tutorial '''on '''How to place an order for a book.'''
  
|-  
+
|-
|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)''',
  
|-  
+
|-
|00:14
+
|00:13
| and receive '''shipment'''.  
+
| and receive a '''shipment'''.
  
|-  
+
|-
|00:17  
+
|00:17
|To record this tutorial, I am using:  
+
|To record this tutorial, I am using:
  
'''Ubuntu Linux OS 16.04''' and  
+
'''Ubuntu Linux OS 16.04''' 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.'''
  
|-  
+
|-
|00:47  
+
|00:47
|If not, please refer to the '''Koha Spoken Tutorial''' series on this website.  
+
|If not, please refer to the '''Koha Spoken Tutorial''' series on this website.
  
|-  
+
|-
|00:53  
+
|00:53
|To begin, let’s login to '''Koha '''as '''Superlibrarian Bella.'''  
+
|To begin, let’s login to '''Koha '''as '''Superlibrarian Bella.'''
  
|-  
+
|-
|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’. '''
  
|-  
+
|-
|01:06  
+
|01:06
|We will be using this information later in this tutorial.  
+
|We will be using this information later in this tutorial.
  
|-  
+
|-
|01:11  
+
|01:11
|Go to '''Koha Administration.'''  
+
|Go to '''Koha Administration.'''
  
|-  
+
|-
|01:15  
+
|01:15
|Click on '''Global System Preferences'''.  
+
|Click on '''Global System Preferences'''.
  
|-  
+
|-
|01:19  
+
|01:19
|'''Acquisitions preferences''' page opens.  
+
|'''Acquisitions preferences''' page opens.
  
|-  
+
|-
|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’'''.
  
|-  
+
|-
|01:37  
+
|01:37
|Next click on '''Save all Acquisitions preferences '''at the top of the page.  
+
|Next click on '''Save all Acquisitions preferences '''at the top of the page.
  
|-  
+
|-
|01:45  
+
|01:45
|Let’s move ahead.  
+
|Let’s move ahead.
  
|-  
+
|-
| 01:47  
+
| 01:47
| Go to the''' Koha Homepage, ''' go to '''Acquisitions''' and click on '''plus New vendor.'''  
+
| Go to the''' Koha Homepage, ''' go to '''Acquisitions''' and click on '''plus New vendor.'''
  
|-  
+
|-
| 01:58  
+
| 01:58
| A new page '''Add vendor''' opens.  
+
| A new page '''Add vendor''' opens.
  
|-  
+
|-
|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.
  
|-  
+
|-
|02:20
+
|02:18
|Fill in the details like '''Contact details.'''  
+
|Fill in the details like '''Contact details.'''
+
I have filled out a few details here. You may do so likewise.
+
  
|-
+
I have filled out a few details here.
| 02:30
+
| Remember to check the check-boxes for-  '''Primary acquisitions contact'''
+
  
|-  
+
|-
|02:36
+
|02:25
| '''Primary serials contact'''
+
|You may do so likewise.
  
|-  
+
|-
|02:39
+
| 02:28
| '''Contact about late orders''' and
+
| Remember to check the check-boxes for-  '''Primary acquisitions contact'''
  
|-  
+
|-
|02:43
+
|02:34
| '''Contact about late issues'''.
+
| '''Primary serials contact'''
  
|-  
+
|-
| 02:46
+
|02:37
| Clicking these check-boxes will be useful to send email notifications, related to these options, to the vendor.
+
| '''Contact about late orders''' and
  
|-  
+
|-
| 02:55
+
|02:41
| If you do not have an information for a particular field, then leave it blank.  
+
| '''Contact about late issues'''.
  
|-  
+
|-
|03:01
+
| 02:44
| Under the section '''Ordering information''', for '''List Prices are''', Koha by-default, selects '''RUPEE'''.  
+
| Clicking these check-boxes will be useful to send email notifications, related to these options, to the vendor.
  
|-  
+
|-
|03:11
+
| 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'''.  
 
| And, similarly for '''Invoice prices are,''' Koha by-default, selects '''RUPEE'''.  
  
|-  
+
|-
| 03:19
+
| 03:17
| For '''Tax number registered:, '''select''' Yes'''.  
+
| For '''Tax number registered:, '''select''' Yes'''.
  
|-  
+
|-
|03:25
+
|03:23
|For''' List prices:,''' select''' Include tax'''.  
+
|For''' List prices:,''' select''' Include tax'''.
  
|-  
+
|-
|03:30
+
|03:28
|For''' Invoice prices:, '''select '''Include tax'''.  
+
|For''' Invoice prices:, '''select '''Include tax'''.
  
|-  
+
|-
| 03:35
+
| 03:33
| I will leave '''Tax rate '''as it is.  
+
| I will leave '''Tax rate '''as it is.
+
|-
+
|03:39
+
|Then I will enter''' Discount '''as '''10% '''and''' Delivery time''' as''' 14 days.'''
+
  
|-  
+
|-
| 03:50
+
|03:37
| I will leave the '''Notes''' field blank.  
+
|Then I will enter''' Discount '''as '''10% '''and''' Delivery time''' as''' 14 days.'''
  
|-  
+
|-
| 03:54
+
| 03:48
| After filling in all the details, click on '''Save''' at the bottom of the page.  
+
| I will leave the '''Notes''' field blank.
  
|-  
+
|-
| 04:01
+
| 03:52
| A new page opens up.  
+
| After filling in all the details, click on '''Save''' at the bottom of the page.
  
|-  
+
|-
| 04:04
+
| 03:59
| Now, adjacent to the name of the vendor, click on''' plus New basket.'''
+
| A new page opens up.
  
|-  
+
|-
| 04:11
+
| 04:02
| On the new page- '''Add a basket to Powai Book Agency''', fill in the details for '''Basket name:. '''  
+
| Now, adjacent to the name of the vendor, click on''' plus New basket.'''
  
|-  
+
|-
|04:20
+
| 04:09
|I will add '''IITB/ST/Books/2017-10'''.  
+
| On the new page- '''Add a basket to Powai Book Agency''', fill in the details for '''Basket name:. '''
  
|-  
+
|-
| 04:30
+
|04:19
| Some details will be filled in by default, by '''Koha.'''  
+
|I will add '''IITB/ST/Books/2017-10'''.
  
|-  
+
|-
| 04:35
+
| 04:29
| For any change in the default details of  '''Billing place''', '''Delivery place''' and '''Vendor''',
+
| Some details will be filled in by default, by '''Koha.'''
select the required option from the drop-down.
+
  
|-  
+
|-
| 04:46
+
| 04:34
| Add '''Internal note''' and/or the '''Vendor note''' if any.  
+
| For any change in the default details of  '''Billing place''',  '''Delivery place''' and '''Vendor''',
 +
select the required option from the drop-down.
  
|-  
+
|-
|04:52
+
| 04:45
| As''' Internal note, '''I will type '''For Biology Section.'''  
+
| Add '''Internal note''' and/or the '''Vendor note''' if any.
  
|-  
+
|-
| 04:57
+
|04:51
| For '''Vendor note,''' I will type '''‘To be delivered on 22 May 2017’.'''  
+
| As''' Internal note, '''I will type '''For Biology Section.'''
  
|-  
+
|-
| 05:05
+
| 04:56
| Depending upon the requirement, click on '''Orders are standing:. '''I will leave the check-box blank.  
+
| For '''Vendor note,''' I will type '''‘To be delivered on 22 May 2017’.'''
  
|-  
+
|-
| 05:14
+
| 05:04
| After filling in all the details, click on '''Save '''at the bottom of the page.  
+
| Depending upon the requirement, click on '''Orders are standing:. '''I will leave the check-box blank.
  
|-  
+
|-
| 05:21
+
| 05:13
| On the new page that opens, click on the tab '''plus Add to basket'''.  
+
| After filling in all the details, click on '''Save '''at the bottom of the page.
  
|-  
+
|-
| 05:29
+
| 05:20
| A dialog- box ‘'''Add order to basket’''' opens up.  
+
| On the new page that opens, click on the tab '''plus Add to basket'''.
  
|-  
+
|-
| 05:34
+
| 05:28
| Now, select a book to be ordered from the following options.  
+
| A dialog- box ‘'''Add order to basket’''' opens up.
  
|-  
+
|-
| 05:39
+
| 05:33
| I will click on '''From a new (empty) record'''.  
+
| Now, select a book to be ordered from the following options.
  
|-  
+
|-
| 05:44
+
| 05:38
| Another page with the heading ''''New order' '''opens.  
+
| I will click on '''From a new (empty) record'''.
  
|-  
+
|-
| 05:49
+
| 05:43
| Enter the title of the book which has to be ordered.  
+
| Another page with the heading ''''New order' '''opens.
  
|-  
+
|-
| 05:53
+
| 05:48
| I will type '''Industrial Microbiology.'''
+
| Enter the title of the book which has to be ordered.
  
|-  
+
|-
| 05:57
+
| 05:52
| Next comes '''Accounting details'''.
+
| I will type '''Industrial Microbiology.'''
  
|-  
+
|-
| 06:01
+
| 05:56
| For '''Quantity, '''enter '''5.'''
+
| Next comes '''Accounting details'''.
  
|-  
+
|-
| 06:05
+
| 06:00
| For '''Fund,''' Koha by-default, selects '''Books Fund'''.
+
| For '''Quantity, '''enter '''5.'''
  
|-  
+
|-
| 06:10
+
| 06:04
| Here remember, if multiple funds are available then we can select as per the requirement.  
+
| For '''Fund,''' Koha by-default, selects '''Books Fund'''.
  
|-  
+
|-
|06:17
+
| 06:09
| Next, fill in the details for '''Currency'''.  
+
| Here remember, if multiple funds are available then we can select as per the requirement.
  
|-  
+
|-
| 06:21
+
|06:16
 +
| Next, fill in the details for '''Currency'''.
 +
 
 +
|-
 +
| 06:20
 
| Here, '''Koha '''by-default, has selected '''RUPEE'''.  
 
| Here, '''Koha '''by-default, has selected '''RUPEE'''.  
  
|-  
+
|-
| 06:26
+
| 06:25
| You may choose as per your requirement from the drop-down.  
+
| You may choose as per your requirement from the drop-down.
  
|-  
+
|-
| 06:31
+
| 06:30
| Enter '''Vendor price '''as''' 1000'''.  
+
| Enter '''Vendor price '''as''' 1000'''.
  
|-  
+
|-
| 06:35
+
| 06:34
 
| Next is '''Uncertain price:'''.  
 
| Next is '''Uncertain price:'''.  
  
|-  
+
|-
| 06:38
+
| 06:37
| Select this check-box 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.
  
|-  
+
|-
|06:46
+
|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%'''.
  
|-  
+
|-
| 06:55
+
| 06:53
| I will select '''Discount '''as''' 20%'''.  
+
| I will select '''Discount '''as''' 20%'''.
  
|-  
+
|-
| 07:00
+
| 06:58
| Note that '''Koha''' will auto-calculate the-'''Replacement cost '''as 1000,  
+
| Note that '''Koha''' will auto-calculate the-'''Replacement cost '''as 1000,
  
|-  
+
|-
| 07:06
+
| 07:04
| '''Budgeted cost '''as 800,  
+
| '''Budgeted cost '''as 800,
  
|-  
+
|-
| 07:09
+
| 07:07
| '''Total '''as 4000 and '''Actual cost '''as 0.00.  
+
| '''Total '''as 4000 and '''Actual cost '''as 0.00.
  
|-  
+
|-
| 07:17
+
| 07:15
| Also note that '''Replacement cost '''and '''Actual cost '''are editable.  
+
| Also note that '''Replacement cost '''and '''Actual cost '''are editable.
  
|-  
+
|-
| 07:23
+
| 07:21
| Type the '''Internal note''' and '''Vendor note''' if any.  
+
| Type the '''Internal note''' and '''Vendor note''' if any.
  
|-  
+
|-
| 07:27
+
| 07:25
| I will keep '''Statistic 1''' and '''Statistic 2 '''as blank.  
+
| I will keep '''Statistic 1''' and '''Statistic 2 '''as blank.
  
|-  
+
|-
| 07:32
+
| 07:30
| And then click on '''Save''' at the bottom of the page.  
+
| And then click on '''Save''' at the bottom of the page.
  
|-  
+
|-
| 07:37
+
| 07:35
| A new page with a dialog- box appears.  
+
| A new page with a dialog- box appears.
  
|-  
+
|-
| 07:41
+
| 07:39
| '''Warning! You will exceed 10.00% of your fund.'''  
+
| '''Warning! You will exceed 10.00% of your fund.'''
  
|-  
+
|-
| 07:47
+
| 07:45
| '''Do you want to confirm this order?'''  
+
| '''Do you want to confirm this order?'''
  
Click on '''Yes, I confirm'''.  
+
Click on '''Yes, I confirm'''.
  
|-  
+
|-
| 07:54
+
| 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'''.
  
|-  
+
|-
| 08:07
+
| 08:05
| It also shows various tabs.  
+
| It also shows various tabs.
  
|-  
+
|-
| 08:10
+
| 08:08
| We will now learn how to close a '''basket.'''  
+
| We will now learn how to close a '''basket.'''
  
|-  
+
|-
| 08:14
+
| 08:12
| On the same '''Basket details''' page, click on the tab '''Close this basket.'''  
+
| On the same '''Basket details''' page, click on the tab '''Close this basket.'''
  
|-  
+
|-
| 08:21
+
| 08:19
| It means the '''Order '''is final and can be sent to the respective vendor.  
+
| It means the '''Order '''is final and can be sent to the respective vendor.
  
|-  
+
|-
| 08:27
+
| 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?'''
  
|-  
+
|-
| 08:41
+
| 08:39
| Click on the button '''Yes'''.  
+
| Click on the button '''Yes'''.
  
|-  
+
|-
| 08:44
+
| 08:42
| A new page with the name of the vendor '''Powai Book Agency''' appears.  
+
| A new page with the name of the vendor '''Powai Book Agency''' appears.
  
|-  
+
|-
| 08:50
+
| 08:48
| Do not to close this page yet, as we have to learn few a more things here.  
+
| Do not to close this page yet, as we have to learn few a more things here.
  
|-  
+
|-
| 08:56
+
| 08:54
| Moving ahead, we will learn how to '''Receive shipment.'''  
+
| Moving ahead, we will learn how to '''Receive shipment.'''
  
|-  
+
|-
| 09:01
+
| 08:59
| On the same page, click on the tab '''Receive Shipment.'''  
+
| On the same page, click on the tab '''Receive Shipment.'''
  
|-  
+
|-
| 09:06
+
| 09:04
| A new page opens - '''Receive shipment from vendor Powai Book Agency.'''  
+
| A new page opens - '''Receive shipment from vendor Powai Book Agency.'''
  
|-  
+
|-
|09:13
+
|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 '''.
  
|-  
+
|-
| 09:28
+
| 09:25
| '''Koha''' will auto-select '''Shipment date '''.  
+
| '''Koha''' will auto-select '''Shipment date '''.
  
|-  
+
|-
| 09:32
+
| 09:29
| Note that date of receipt is the '''Shipment Date.'''  
+
| Note that date of receipt is the '''Shipment Date.'''
  
|-  
+
|-
| 09:37
+
| 09:34
| I will skip '''Shipment Cost '''and '''Shipment Fund.'''  
+
| I will skip '''Shipment Cost '''and '''Shipment Fund.'''
  
|-  
+
|-
| 09:41
+
| 09:38
| Click on the '''Next''' button located at the bottom of the page.  
+
| Click on the '''Next''' button located at the bottom of the page.
  
|-  
+
|-
| 09:46
+
| 09:43
| Another page- '''Receipt summary for Powai Book Agency''' opens up.  
+
| Another page- '''Receipt summary for Powai Book Agency''' opens up.
  
|-  
+
|-
| 09:52
+
| 09:49
| Scroll down and click '''Finish receiving '''at the bottom of the page.  
+
| Scroll down and click '''Finish receiving '''at the bottom of the page.
  
|-  
+
|-
| 09:57
+
| 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'''.
  
|-  
+
|-
| 10:07
+
| 10:04
| The '''Shipment Date '''is filled by '''Koha''' as per the details entered earlier.  
+
| The '''Shipment Date '''is filled by '''Koha''' as per the details entered earlier.
  
|-  
+
|-
| 10:13
+
| 10:09
| And I will select''' Billing Date '''as '''05/23/2018'''.  
+
| And I will select''' Billing Date '''as '''05/23/2018'''.
  
|-  
+
|-
 +
| 10:17
 +
| I will keep''' Shipping cost '''as blank.
 +
 
 +
|-
 
| 10:21
 
| 10:21
| I will keep''' Shipping cost '''as blank.  
+
| Click on '''Close '''and then on '''Save '''at the bottom of the page.
  
|-  
+
|-
| 10:25
+
| 10:27
| Click on '''Close '''and then on '''Save '''at the bottom of the page.  
+
| A new page, '''Invoice has been modified''' opens.
  
|-  
+
|-
| 10:31
+
| 10:32
| A new page, '''Invoice has been modified''' opens.
+
| Click on '''Go to receipt page.'''
  
|-  
+
|-
| 10:36  
+
| 10:36
| Click on '''Go to receipt page.'''
+
 
+
|-
+
| 10:40
+
 
| 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''.  
  
|-  
+
|-
| 10:46
+
| 10:42
| You may now '''log out''' from''' Koha'''.  
+
| You may now '''log out''' from''' Koha'''.
 +
 
 +
|-
 +
| 10:45
 +
| Go to the top right corner of the '''Koha '''interface.
  
|-  
+
|-
| 10:49
+
| 10:50
| Go to the top right corner of the '''Koha '''interface.  
+
| Click on''' Spoken Tutorial Library '''and select '''Logout''' from the drop-down.
  
|-  
+
|-
| 10:54
+
| 10:57
| Click on''' Spoken Tutorial Library '''and select '''Logout''' from the drop-down.  
+
| This brings us to the end of this tutorial.
  
|-  
+
|-
 
| 11:01
 
| 11:01
| This brings us to the end of this tutorial.  
+
| Let us summarize.
  
Let us summarize.
+
|-
 +
| 11:03
 +
| In this tutorial, we learnt to:  place an order for a '''Book''',
  
|-  
+
|-
| 11:07
+
| 11:09
| In this tutorial, we learnt to:  place an order for a '''Book''',
+
|  close a '''Basket (Order) '''and  receive a '''shipment'''.
+
|-
+
| 11:13
+
|  close a '''Basket (Order) '''and  receive a '''shipment'''.  
+
  
|-  
+
|-
| 11:19
+
| 11:15
| '''For Assignment-''' prepare a '''Budget''' for''' ‘Books’'''.  
+
| '''For Assignment-''' prepare a '''Budget''' for''' ‘Books’'''.
  
|-  
+
|-
| 11:25
+
| 11:21
|  Under this, create '''Funds''' as''' ‘Civil Engineering’'''.  
+
|  Under this, create '''Funds''' as''' ‘Civil Engineering’'''.
  
|-  
+
|-
| 11:30
+
| 11:26
|  Order a book through an existing vendor '''‘Powai Book Agency’'''.  
+
|  Order a book through an existing vendor '''‘Powai Book Agency’'''.
  
|-  
+
|-
| 11:36
+
| 11:32
| The video at the following link summarizes the '''Spoken Tutorial project.'''  
+
| The video at the following link summarizes the '''Spoken Tutorial project.'''
  
Please download and watch it.  
+
Please download and watch it.
  
|-  
+
|-
| 11:45
+
| 11:39
|The''' Spoken Tutorial Project''' Team conducts workshops and gives certificates.  
+
|The''' Spoken Tutorial Project''' Team conducts workshops and gives certificates.
  
For more details, please write to us.  
+
For more details, please write to us.
  
|-  
+
|-
| 11:52
+
| 11:47
| Please post your timed queries in this forum.  
+
| Please post your timed queries in this forum.
  
|-  
+
|-
| 11:56
+
| 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.
  
|-  
+
|-
| 12:07
+
| 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 18:11, 11 February 2019

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