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

From Script | Spoken-Tutorial
Jump to: navigation, search
m (Protected "Koha-Library-Management-System/C2/Place-order-for-a-book/English-timed" ([Edit=Allow only administrators] (indefinite) [Move=Allow only administrators] (indefinite)))
 
(4 intermediate revisions by one other user not shown)
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
 
|02:20
−
|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.
+
  
−
|-  
+
|-
 +
| 02:24
 +
| I have filled out a few details here.You may do so likewise.
 +
 
 +
|-
 
| 02:30
 
| 02:30
−
| Remember to check the check-boxes for-  '''Primary acquisitions contact'''  
+
| Remember to check the check-boxes for-  '''Primary acquisitions contact'''
  
−
|-  
+
|-
 
|02:36
 
|02:36
−
| '''Primary serials contact'''  
+
| '''Primary serials contact'''
  
−
|-  
+
|-
 
|02:39
 
|02:39
−
| '''Contact about late orders''' and  
+
| '''Contact about late orders''' and '''Contact about late issues'''.
  
−
|-
+
|-
−
|02:43
+
−
| '''Contact about late issues'''.
+
−
 
+
−
|-  
+
 
| 02:46
 
| 02:46
−
| Clicking these check-boxes 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.
  
−
|-  
+
|-
 
| 02:55
 
| 02:55
−
| If you do not have an information for a particular field, then leave it blank.  
+
| If you do not have an information for a particular field, then leave it blank.
  
−
|-  
+
|-
 
|03:01
 
|03:01
−
| Under the section '''Ordering information''', for '''List Prices are''', Koha by-default, selects '''RUPEE'''.  
+
| Under the section '''Ordering information''',
 +
 
 +
for '''List Prices are''', Koha by-default, selects '''RUPEE'''.  
  
−
|-  
+
|-
 
|03:11
 
|03:11
 
| And, similarly for '''Invoice prices are,''' Koha by-default, selects '''RUPEE'''.  
 
| And, similarly for '''Invoice prices are,''' Koha by-default, selects '''RUPEE'''.  
  
−
|-  
+
|-
 
| 03:19
 
| 03:19
−
| For '''Tax number registered:, '''select''' Yes'''.  
+
| For '''Tax number registered:, '''select''' Yes'''.
  
−
|-  
+
|-
−
|03:25  
+
|03:25
−
|For''' List prices:,''' select''' Include tax'''.  
+
|For''' List prices:,''' select''' Include tax'''.
  
−
|-  
+
|-
 
|03:30
 
|03:30
−
|For''' Invoice prices:, '''select '''Include tax'''.  
+
|For''' Invoice prices:, '''select '''Include tax'''.
  
−
|-  
+
|-
 
| 03:35
 
| 03:35
−
| I will leave '''Tax rate '''as it is.  
+
| I will leave '''Tax rate '''as it is.
−
+
 
−
|-  
+
|-
 
|03:39
 
|03:39
−
|Then I will enter''' Discount '''as '''10% '''and''' Delivery time''' as''' 14 days.'''  
+
|Then I will enter''' Discount '''as '''10% '''and''' Delivery time''' as''' 14 days.'''
  
−
|-  
+
|-
 
| 03:50
 
| 03:50
−
| I will leave the '''Notes''' field blank.  
+
| I will leave the '''Notes''' field blank.
  
−
|-  
+
|-
 
| 03:54
 
| 03:54
−
| After filling in all the details, click on '''Save''' at the bottom of the page.  
+
| After filling in all the details, click on '''Save''' at the bottom of the page.
  
−
|-  
+
|-
 
| 04:01
 
| 04:01
−
| A new page opens up.  
+
| A new page opens up.
  
−
|-  
+
|-
 
| 04:04
 
| 04:04
−
| Now, adjacent to the name of the vendor, click on''' plus New basket.'''  
+
| Now, adjacent to the name of the vendor, click on''' plus New basket.'''
  
−
|-  
+
|-
−
| 04:11  
+
| 04:11
−
| 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:. '''
  
−
|-  
+
|-
 
|04:20
 
|04:20
−
|I will add '''IITB/ST/Books/2017-10'''.  
+
|I will add '''IITB/ST/Books/2017-10'''.
  
−
|-  
+
|-
 
| 04:30
 
| 04:30
−
| Some details will be filled in by default, by '''Koha.'''  
+
| Some details will be filled in by default, by '''Koha.'''
  
−
|-  
+
|-
−
| 04:35  
+
| 04:35
−
| 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.
  
−
|-  
+
|-
 
| 04:46
 
| 04:46
−
| Add '''Internal note''' and/or the '''Vendor note''' if any.  
+
| Add '''Internal note''' and/or the '''Vendor note''' if any.
  
−
|-  
+
|-
 
|04:52
 
|04:52
−
| As''' Internal note, '''I will type '''For Biology Section.'''  
+
| As''' Internal note, '''I will type '''For Biology Section.'''
  
−
|-  
+
|-
 
| 04:57
 
| 04:57
−
| For '''Vendor note,''' I will type '''‘To be delivered on 22 May 2017’.'''  
+
| For '''Vendor note,''' I will type '''‘To be delivered on 22 May 2017’.'''
  
−
|-  
+
|-
 
| 05:05
 
| 05:05
−
| 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.
  
−
|-  
+
|-
 
| 05:14
 
| 05:14
−
| After filling in all the details, click on '''Save '''at the bottom of the page.  
+
| After filling in all the details, click on '''Save '''at the bottom of the page.
  
−
|-  
+
|-
−
| 05:21  
+
| 05:21
−
| 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'''.
  
−
|-  
+
|-
 
| 05:29
 
| 05:29
−
| A dialog- box ‘'''Add order to basket’''' opens up.  
+
| A dialog- box ‘'''Add order to basket’''' opens up.
  
−
|-  
+
|-
−
| 05:34  
+
| 05:34
−
| Now, select a book to be ordered from the following options.  
+
| Now, select a book to be ordered from the following options.
  
−
|-  
+
|-
 
| 05:39
 
| 05:39
−
| I will click on '''From a new (empty) record'''.  
+
| I will click on '''From a new (empty) record'''.
  
−
|-  
+
|-
 
| 05:44
 
| 05:44
−
| Another page with the heading ''''New order' '''opens.  
+
| Another page with the heading ''''New order' '''opens.
  
−
|-  
+
|-
 
| 05:49
 
| 05:49
−
| Enter the title of the book which has to be ordered.  
+
| Enter the title of the book which has to be ordered.
  
−
|-  
+
|-
 
| 05:53
 
| 05:53
−
| I will type '''Industrial Microbiology.'''  
+
| I will type '''Industrial Microbiology.'''
  
−
|-  
+
|-
−
| 05:57  
+
| 05:57
−
| Next comes '''Accounting details'''.  
+
| Next comes '''Accounting details'''.
  
−
|-  
+
|-
 
| 06:01
 
| 06:01
−
| For '''Quantity, '''enter '''5.'''  
+
| For '''Quantity, '''enter '''5.'''
  
−
|-  
+
|-
 
| 06:05
 
| 06:05
−
| For '''Fund,''' Koha by-default, selects '''Books Fund'''.  
+
| For '''Fund,''' Koha by-default, selects '''Books Fund'''.
  
−
|-  
+
|-
 
| 06:10
 
| 06:10
−
| 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.
  
−
|-  
+
|-
−
|06:17  
+
|06:17
−
| Next, fill in the details for '''Currency'''.  
+
| Next, fill in the details for '''Currency'''.
  
−
|-  
+
|-
 
| 06:21
 
| 06:21
 
| Here, '''Koha '''by-default, has selected '''RUPEE'''.  
 
| Here, '''Koha '''by-default, has selected '''RUPEE'''.  
  
−
|-  
+
|-
 
| 06:26
 
| 06:26
−
| You may choose as per your requirement from the drop-down.  
+
| You may choose as per your requirement from the drop-down.
  
−
|-  
+
|-
−
| 06:31  
+
| 06:31
−
| Enter '''Vendor price '''as''' 1000'''.  
+
| Enter '''Vendor price '''as''' 1000'''.
  
−
|-  
+
|-
 
| 06:35
 
| 06:35
 
| Next is '''Uncertain price:'''.  
 
| Next is '''Uncertain price:'''.  
  
−
|-  
+
|-
 
| 06:38
 
| 06:38
−
| 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
 
|06:46
 
| 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  
+
| 06:55
−
| I will select '''Discount '''as''' 20%'''.  
+
| I will select '''Discount '''as''' 20%'''.
  
−
|-  
+
|-
 
| 07:00
 
| 07:00
−
| Note that '''Koha''' will auto-calculate the-'''Replacement cost '''as 1000,  
+
| Note that '''Koha''' will auto-calculate the-'''Replacement cost '''as 1000,
  
−
|-  
+
|-
−
| 07:06  
+
| 07:06
−
| '''Budgeted cost '''as 800,  
+
| '''Budgeted cost '''as 800,
  
−
|-  
+
|-
 
| 07:09
 
| 07:09
−
| '''Total '''as 4000 and '''Actual cost '''as 0.00.  
+
| '''Total '''as 4000 and '''Actual cost '''as 0.00.
  
−
|-  
+
|-
 
| 07:17
 
| 07:17
−
| Also note that '''Replacement cost '''and '''Actual cost '''are editable.  
+
| Also note that '''Replacement cost '''and '''Actual cost '''are editable.
  
−
|-  
+
|-
 
| 07:23
 
| 07:23
−
| Type the '''Internal note''' and '''Vendor note''' if any.  
+
| Type the '''Internal note''' and '''Vendor note''' if any.
  
−
|-  
+
|-
 
| 07:27
 
| 07:27
−
| I will keep '''Statistic 1''' and '''Statistic 2 '''as blank.  
+
| I will keep '''Statistic 1''' and '''Statistic 2 '''as blank.
  
−
|-  
+
|-
 
| 07:32
 
| 07:32
−
| And then click on '''Save''' at the bottom of the page.  
+
| And then click on '''Save''' at the bottom of the page.
  
−
|-  
+
|-
 
| 07:37
 
| 07:37
−
| A new page with a dialog- box appears.  
+
| A new page with a dialog- box appears.
  
−
|-  
+
|-
 
| 07:41
 
| 07:41
−
| '''Warning! You will exceed 10.00% of your fund.'''  
+
| '''Warning! You will exceed 10.00% of your fund.'''
  
−
|-  
+
|-
 
| 07:47
 
| 07:47
−
| '''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
 
| 07:54
−
| 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
 
| 08:07
−
| It also shows various tabs.  
+
| It also shows various tabs.
  
−
|-  
+
|-
 
| 08:10
 
| 08:10
−
| We will now learn how to close a '''basket.'''  
+
| We will now learn how to close a '''basket.'''
  
−
|-  
+
|-
 
| 08:14
 
| 08:14
−
| 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
 
| 08:21
−
| 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
 
| 08:27
−
| 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
 
| 08:41
−
| Click on the button '''Yes'''.  
+
| Click on the button '''Yes'''.
  
−
|-  
+
|-
 
| 08:44
 
| 08:44
−
| 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
 
| 08:50
−
| 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
 
| 08:56
−
| Moving ahead, we will learn how to '''Receive shipment.'''  
+
| Moving ahead, we will learn how to '''Receive shipment.'''
  
−
|-  
+
|-
 
| 09:01
 
| 09:01
−
| On the same page, click on the tab '''Receive Shipment.'''  
+
| On the same page, click on the tab '''Receive Shipment.'''
  
−
|-  
+
|-
 
| 09:06
 
| 09:06
−
| A new page opens - '''Receive shipment from vendor Powai Book Agency.'''  
+
| A new page opens - '''Receive shipment from vendor Powai Book Agency.'''
  
−
|-  
+
|-
−
|09:13  
+
|09:13
−
| 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
 
| 09:28
−
| '''Koha''' will auto-select '''Shipment date '''.  
+
| '''Koha''' will auto-select '''Shipment date '''.
  
−
|-  
+
|-
 
| 09:32
 
| 09:32
−
| Note that date of receipt is the '''Shipment Date.'''  
+
| Note that date of receipt is the '''Shipment Date.'''
  
−
|-  
+
|-
 
| 09:37
 
| 09:37
−
| I will skip '''Shipment Cost '''and '''Shipment Fund.'''  
+
| I will skip '''Shipment Cost '''and '''Shipment Fund.'''
  
−
|-  
+
|-
 
| 09:41
 
| 09:41
−
| 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
 
| 09:46
−
| Another page- '''Receipt summary for Powai Book Agency''' opens up.  
+
| Another page- '''Receipt summary for Powai Book Agency''' opens up.
  
−
|-  
+
|-
 
| 09:52
 
| 09:52
−
| 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  
+
| 09:57
−
| 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  
+
| 10:07
−
| 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
 
| 10:13
−
| And I will select''' Billing Date '''as '''05/23/2018'''.  
+
| And I will select''' Billing Date '''as '''05/23/2018'''.
  
−
|-  
+
|-
 
| 10:21
 
| 10:21
−
| I will keep''' Shipping cost '''as blank.  
+
| I will keep''' Shipping cost '''as blank.
  
−
|-  
+
|-
 
| 10:25
 
| 10:25
−
| Click on '''Close '''and then on '''Save '''at the bottom of the page.  
+
| Click on '''Close '''and then on '''Save '''at the bottom of the page.
  
−
|-  
+
|-
 
| 10:31
 
| 10:31
−
| A new page, '''Invoice has been modified''' opens.  
+
| A new page, '''Invoice has been modified''' opens.
  
−
|-  
+
|-
−
| 10:36  
+
| 10:36
−
| Click on '''Go to receipt page.'''  
+
| Click on '''Go to receipt page.'''
  
−
|-  
+
|-
 
| 10:40
 
| 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  
+
| 10:46
−
| You may now '''log out''' from''' Koha'''.  
+
| You may now '''log out''' from''' Koha'''.
  
−
|-  
+
|-
−
| 10:49  
+
| 10:49
−
| Go to the top right corner of the '''Koha '''interface.  
+
| Go to the top right corner of the '''Koha '''interface.
  
−
|-  
+
|-
−
| 10:54  
+
| 10:54
−
| Click on''' Spoken Tutorial Library '''and select '''Logout''' from the drop-down.  
+
| Click on''' Spoken Tutorial Library '''and select '''Logout''' from the drop-down.
  
−
|-  
+
|-
 
| 11:01
 
| 11:01
−
| This brings us to the end of this tutorial.  
+
| This brings us to the end of this tutorial.
  
−
Let us summarize.  
+
|-
 +
| 11:04
 +
| Let us summarize.
  
−
|-  
+
|-
 
| 11:07
 
| 11:07
−
| In this tutorial, we learnt to:  place an order for a '''Book''',  
+
| In this tutorial, we learnt to:  place an order for a '''Book''',
−
+
 
−
|-  
+
|-
 
| 11:13
 
| 11:13
−
|  close a '''Basket (Order) '''and  receive a '''shipment'''.  
+
|  close a '''Basket (Order) '''and  receive a '''shipment'''.
  
−
|-  
+
|-
 
| 11:19
 
| 11:19
−
| '''For Assignment-''' prepare a '''Budget''' for''' ‘Books’'''.  
+
| '''For Assignment-''' prepare a '''Budget''' for''' ‘Books’'''.
  
−
|-  
+
|-
 
| 11:25
 
| 11:25
−
|  Under this, create '''Funds''' as''' ‘Civil Engineering’'''.  
+
|  Under this, create '''Funds''' as''' ‘Civil Engineering’'''.
  
−
|-  
+
|-
 
| 11:30
 
| 11:30
−
|  Order a book through an existing vendor '''‘Powai Book Agency’'''.  
+
|  Order a book through an existing vendor '''‘Powai Book Agency’'''.
  
−
|-  
+
|-
 
| 11:36
 
| 11:36
−
| 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
+
| 11:44
−
|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
 
| 11:52
−
| Please post your timed queries in this forum.  
+
| Please post your timed queries in this forum.
  
−
|-  
+
|-
 
| 11:56
 
| 11:56
−
| '''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
 
| 12:07
−
| 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.
  
 
|}
 
|}

Latest revision as of 16:39, 21 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.
02:20 Fill in the details like Contact details.
02:24 I have filled out a few details here.You may do so likewise.
02:30 Remember to check the check-boxes for- Primary acquisitions contact
02:36 Primary serials contact
02:39 Contact about late orders and Contact about late issues.
02:46 Clicking these check-boxes will be useful to send email notifications, related to these options, to the vendor.
02:55 If you do not have an information for a particular field, then leave it blank.
03:01 Under the section Ordering information,

for List Prices are, Koha by-default, selects RUPEE.

03:11 And, similarly for Invoice prices are, Koha by-default, selects RUPEE.
03:19 For Tax number registered:, select Yes.
03:25 For List prices:, select Include tax.
03:30 For Invoice prices:, select Include tax.
03:35 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 I will leave the Notes field blank.
03:54 After filling in all the details, click on Save at the bottom of the page.
04:01 A new page opens up.
04:04 Now, adjacent to the name of the vendor, click on plus New basket.
04:11 On the new page- Add a basket to Powai Book Agency, fill in the details for Basket name:.
04:20 I will add IITB/ST/Books/2017-10.
04:30 Some details will be filled in by default, by Koha.
04:35 For any change in the default details of Billing place, Delivery place and Vendor,

select the required option from the drop-down.

04:46 Add Internal note and/or the Vendor note if any.
04:52 As Internal note, I will type For Biology Section.
04:57 For Vendor note, I will type ‘To be delivered on 22 May 2017’.
05:05 Depending upon the requirement, click on Orders are standing:. I will leave the check-box blank.
05:14 After filling in all the details, click on Save at the bottom of the page.
05:21 On the new page that opens, click on the tab plus Add to basket.
05:29 A dialog- box ‘Add order to basket’ opens up.
05:34 Now, select a book to be ordered from the following options.
05:39 I will click on From a new (empty) record.
05:44 Another page with the heading 'New order' opens.
05:49 Enter the title of the book which has to be ordered.
05:53 I will type Industrial Microbiology.
05:57 Next comes Accounting details.
06:01 For Quantity, enter 5.
06:05 For Fund, Koha by-default, selects Books Fund.
06:10 Here remember, if multiple funds are available then we can select as per the requirement.
06:17 Next, fill in the details for Currency.
06:21 Here, Koha by-default, has selected RUPEE.
06:26 You may choose as per your requirement from the drop-down.
06:31 Enter Vendor price as 1000.
06:35 Next is Uncertain price:.
06:38 Select this check-box if you are uncertain about the price.

I will leave it blank.

06:46 Next is Tax rate.

Koha by-default, selects Tax rate as 0%.

06:55 I will select Discount as 20%.
07:00 Note that Koha will auto-calculate the-Replacement cost as 1000,
07:06 Budgeted cost as 800,
07:09 Total as 4000 and Actual cost as 0.00.
07:17 Also note that Replacement cost and Actual cost are editable.
07:23 Type the Internal note and Vendor note if any.
07:27 I will keep Statistic 1 and Statistic 2 as blank.
07:32 And then click on Save at the bottom of the page.
07:37 A new page with a dialog- box appears.
07:41 Warning! You will exceed 10.00% of your fund.
07:47 Do you want to confirm this order?

Click on Yes, I confirm.

07:54 A page opens with the Basket details - Basket IITB/ST/Books/2017-10 (2) for Powai Book Agency.
08:07 It also shows various tabs.
08:10 We will now learn how to close a basket.
08:14 On the same Basket details page, click on the tab Close this basket.
08:21 It means the Order is final and can be sent to the respective vendor.
08:27 A dialog- box opens- Are you sure you want to close Basket IITB/ST/Books/2017-10?
08:41 Click on the button Yes.
08:44 A new page with the name of the vendor Powai Book Agency appears.
08:50 Do not to close this page yet, as we have to learn few a more things here.
08:56 Moving ahead, we will learn how to Receive shipment.
09:01 On the same page, click on the tab Receive Shipment.
09:06 A new page opens - Receive shipment from vendor Powai Book Agency.
09:13 Under the section Receive a new shipment, fill in the Vendor invoice as IITB/ST/Books/2017-10 .
09:28 Koha will auto-select Shipment date .
09:32 Note that date of receipt is the Shipment Date.
09:37 I will skip Shipment Cost and Shipment Fund.
09:41 Click on the Next button located at the bottom of the page.
09:46 Another page- Receipt summary for Powai Book Agency opens up.
09:52 Scroll down and click Finish receiving at the bottom of the page.
09:57 Another page opens with the heading Invoice: IITB/ST/Books/2017-10.
10:07 The Shipment Date is filled by Koha as per the details entered earlier.
10:13 And I will select Billing Date as 05/23/2018.
10:21 I will keep Shipping cost as blank.
10:25 Click on Close and then on Save at the bottom of the page.
10:31 A new page, Invoice has been modified opens.
10:36 Click on Go to receipt page.
10:40 Now you will be able to see- Receipt summary for Powai Book Agency.
10:46 You may now log out from Koha.
10:49 Go to the top right corner of the Koha interface.
10:54 Click on Spoken Tutorial Library and select Logout from the drop-down.
11:01 This brings us to the end of this tutorial.
11:04 Let us summarize.
11:07 In this tutorial, we learnt to: place an order for a Book,
11:13 close a Basket (Order) and receive a shipment.
11:19 For Assignment- prepare a Budget for ‘Books’.
11:25 Under this, create Funds as ‘Civil Engineering’.
11:30 Order a book through an existing vendor ‘Powai Book Agency’.
11:36 The video at the following link summarizes the Spoken Tutorial project.

Please download and watch it.

11:44 The Spoken Tutorial Project Team conducts workshops and gives certificates.

For more details, please write to us.

11:52 Please post your timed queries in this forum.
11:56 Spoken Tutorial project is funded by NMEICT, MHRD, Government of India.

More information on this mission is available at this link.

12:07 This is Bella Tony from IIT Bombay, signing off.

Thank you for joining.

Contributors and Content Editors

Nancyvarkey, PoojaMoolya, Pratik kamble, Sandhya.np14

Retrieved from "https://script.spoken-tutorial.org/index.php?title=Koha-Library-Management-System/C2/Place-order-for-a-book/English-timed&oldid=46039"