58 lines
No EOL
2.9 KiB
Cheetah
58 lines
No EOL
2.9 KiB
Cheetah
<!-- TMPL_INCLUDE NAME="help-top.inc" -->
|
|
|
|
<h1>Ordering</h1>
|
|
<ul>
|
|
<li>Click 'New order'</li>
|
|
<li>You can add a new order from a book you already have in your catalog, a suggestion from a patron or an empty form.
|
|
<ul>
|
|
<li>
|
|
<span style="background-color: #ffe599">
|
|
TIP: For instructions on ordering from a suggestion see 'Managing Suggestions' in this manual</span></li>
|
|
</ul></li>
|
|
<li>To order from an existing record, search for the record in your system</li>
|
|
<li>To order a new book, click 'From a new (empty) record'</li>
|
|
<li>Fill in the fields for your order.
|
|
<ul>
|
|
<li>
|
|
<span style="background-color: #ffe599">
|
|
TIP: After entering a quantity and vendor price, the other fields will be calculated automatically.</span></li>
|
|
<li>
|
|
Actual Cost will be used to subtract from your budgets (whereas the other fees will be used when calculating replacement costs)</li>
|
|
</ul></li>
|
|
<li>After clicking 'Save' you will be brought to an order summary</li>
|
|
<li>If you are done adding to that order, click the 'Close this basket' link
|
|
<ul>
|
|
<li>
|
|
<span style="background-color: #ffe599">
|
|
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.</span></li>
|
|
</ul></li>
|
|
</ul>
|
|
<p>
|
|
<font size="4" id="bfed"><strong>Receiving Orders</strong></font>After your orders have been entered into the system and sent off to the vendors, you will need to mark them received.
|
|
<span style="background-color: #ffe599">
|
|
TIP: To receive serials see the 'Receiving Serials' part of this manual.</span></p>
|
|
<ul>
|
|
<li>To receive an order click 'Receive Shipment'</li>
|
|
<li>Enter the invoice number is 'Vendor invoice' and the shipment date in 'Shipment date'</li>
|
|
<li>Click 'Save'</li>
|
|
<li>You'll need to choose which items arrived in this shipment</li>
|
|
<li>Either search by title or ISBN or click 'Receive order' next to the item you'd like to mark as received</li>
|
|
<li>Be sure to update the 'Quantity received' as well as any other information you need for your records
|
|
<ul>
|
|
<li>
|
|
<span style="background-color: #ffe599">
|
|
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)</span></li>
|
|
</ul></li>
|
|
<li>Click 'Save'</li>
|
|
<li>You will now see the received items in the summary of 'Items in this shipment'</li>
|
|
<li>When you've added all of the items to your shipment you can browse away from the page.
|
|
<ul>
|
|
<li>To make edits to your shipment return to Acquisitions and search for the vendor in question.
|
|
<ul>
|
|
<li>Click the 'Receive Parcel' button</li>
|
|
<li>Your previous orders will be searchable and editable from here</li>
|
|
</ul></li>
|
|
</ul></li>
|
|
</ul>
|
|
|
|
<!-- TMPL_INCLUDE NAME="help-bottom.inc" --> |