Placing an Order Help

What is a Basket and Order?

A Basket is used to group a set of order lines. An order is placed for an individual item.

An Order can have multiple copies/units placed against it.  A Basket can have multiple Orders.

How do I add Items to an Order?

  1. From an existing record - Use the search to locate the bibliographic recrod of the item that you wish to order more copies of.
  2. From A Suggestion - view suggestions placed by Patrons and add to the item to the basket.
  3. From a new (empty) record - If you know that the item is not in the library already, then create a new record from scratch.

TIP: Always check your Catalogue first

It is highly advisable that you get in the habit of checking the catalogue first before placing an order for a new item. This saves unnecessary duplicate Bibliographic records in your database and any need to merge/deduplicate records.

Do I have to "Close" a Basket?

No. A basket is simply a way that a set of orders can be grouped together. You may chose to "Close A Basket" when the Order for all the items in the basket has been placed with the Vendor. A basket does not need to be closed to receive the items that have been ordered within that basket.

Where do I enter a purchase order number?

Purchase order numbers are entered against orders, not baskets. See Add To Order