51 lines
No EOL
1.7 KiB
Text
51 lines
No EOL
1.7 KiB
Text
[% INCLUDE 'help-top.inc' %]
|
|
|
|
<h1>Vendors</h1>
|
|
|
|
<p>Before any orders can be places you must first enter at least one vendor.</p>
|
|
|
|
<h2>Add a Vendor</h2>
|
|
|
|
<p>To add a vendor click the 'New Vendor' button on the Acquisitions page.</p>
|
|
|
|
<p>The vendor add form is broken into three pieces.</p>
|
|
|
|
<ul>
|
|
<li>The first section is for basic information about the Vendor
|
|
<ul>
|
|
<li>Of these fields, only the Vendor name is required, the rest of the information should be added to help with generating claim letters and invoices</li>
|
|
</ul>
|
|
</li>
|
|
<li>The second section is for information regarding your contact at the Vendor's office
|
|
<ul>
|
|
<li>None of these fields are required, they should only be entered if you want to keep track of your contact's information within Koha</li>
|
|
</ul>
|
|
</li>
|
|
<li>The final section is for billing information
|
|
<ul>
|
|
<li>To be able to order from a vendor you must make them 'Active'</li>
|
|
<li>For List Prices and Invoice Prices choose the currency
|
|
<ul>
|
|
<li>Currencies are assigned in the Currencies & Exchange Rates admin area</li>
|
|
</ul>
|
|
</li>
|
|
<li>If the vendor offers a consistent blank discount, enter that in the 'Discount' field
|
|
<ul>
|
|
<li>You can enter item specific discounts when placing an order</li>
|
|
</ul>
|
|
</li>
|
|
<li>GST rate is for any tax the vendor may charge</li>
|
|
<li>Notes are for internal use</li>
|
|
</ul>
|
|
</li>
|
|
</ul>
|
|
|
|
<h2>View/Edit a Vendor</h2>
|
|
|
|
<p>To view a vendor's information page you must search for the vendor from the Acquisitions home page. Your search can be for any part of the Vendor's name.</p>
|
|
|
|
<p>From the results, click on the name of the vendor you want to view or edit.</p>
|
|
|
|
<p>To make changes to the vendor, simply click the 'Edit' button.</p>
|
|
|
|
[% INCLUDE 'help-bottom.inc' %] |