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 record 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 Cataloge first

It is highly advisable that you get in the habit of checking the cataloge 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, 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.