Ordering

• Click 'New order'
• You can add a new order from a book you already have in your catalog, a suggestion from a patron or an empty form.
  • TIP: For instructions on ordering from a suggestion see 'Managing Suggestions' in this manual
• To order from an existing record, search for the record in your system
• To order a new book, click 'From a new (empty) record'
• Fill in the fields for your order.
  • TIP: After entering a quantity and vendor price, the other fields will be calculated automatically.
  • Actual Cost will be used to subtract from your budgets (whereas the other fees will be used when calculating replacement costs)
• After clicking 'Save' you will be brought to an order summary
• If you are done adding to that order, click the 'Close this basket' link
  • TIP: This is not necessary, you will still be able to mark items received without closing a basket.  Closing a basket is good practice for keeping track of late orders which is discussed in this manual.

Receiving OrdersAfter your orders have been entered into the system and sent off to the vendors, you will need to mark them received. TIP: To receive serials see the 'Receiving Serials' part of this manual.

• To receive an order click 'Receive Shipment'
• Enter the invoice number is 'Vendor invoice' and the shipment date in 'Shipment date'
• Click 'Save'
• You'll need to choose which items arrived in this shipment
• Either search by title or ISBN or click 'Receive order' next to the item you'd like to mark as received
• Be sure to update the 'Quantity received' as well as any other information you need for your records
  • TIP: To add another received item, click the '+' (plus) icon at the bottom left.  If you add too many click the '-' (minus) to the right of the '+' (plus)
• Click 'Save'
• You will now see the received items in the summary of 'Items in this shipment'
• When you've added all of the items to your shipment you can browse away from the page.
  • To make edits to your shipment return to Acquisitions and search for the vendor in question.
    • Click the 'Receive Parcel' button
    • Your previous orders will be searchable and editable from here