4e271637cd
This patch adds the missing order from subscription help and updates basket help. To test: * Visit a basket, review the help * Click order from a subscrption, review the help Signed-off-by: Mark Tompsett <mtompset@hotmail.com> Signed-off-by: Jonathan Druart <jonathan.druart@koha-community.org> Signed-off-by: Tomas Cohen Arazi <tomascohen@unc.edu.ar>
124 lines
8.1 KiB
Text
124 lines
8.1 KiB
Text
[% INCLUDE 'help-top.inc' %]
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<h2>Placing an Order</h2>
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<p>Once your basket is created you are presented with several options for adding items to the order.</p>
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<ul>
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<li>If you are ordering another copy of an existing item, you can simply search for the record in your system.
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<ul>
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<li>From the results, simply click 'Order' to be brought to the order form.
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<ul>
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<li>All of the details associated with the item will already be listed under 'Catalog details.'</li>
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</ul>
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</li>
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</ul>
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</li>
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<li>If you allow patrons to make purchase suggestions (learn more in the Managing Suggestions section of this manual), then you can place orders from those suggestions.</li>
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<li>From the results, click 'Order' next to the item you want to order and you will be presented with the order form including a link to the suggestion
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<ul>
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<li>From this form you can make changes to the Catalog Details if necessary.</li>
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<li>When the item appears in your basket it will include a link to the suggestion.</li>
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</ul>
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</li>
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<li>If you're using the Serials module you can link your subscription order information to acquisitions by choosing to order 'From a susbscription'
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<ul>
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<li>After clicking the order link you will be brought to a search page that will help you find your subscription</li>
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<li>Your results will appear to the right of the form and each subscription will have an 'Order' link to the right</li>
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<li>Clicking 'Order' will bring the subscription info in to the order form without an 'Add item' section since you are just ordering a subscription and an item isn't needed</li>
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</ul></li>
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<li>To order from a record that can't be found anywhere else, choose the 'From a new (empty) record.'
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<ul>
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<li>You will be presented with an empty form to fill in all of the necessary details about the item you are ordering.</li>
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</ul>
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</li>
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<li>If you want to search other libraries for an item to purchase, you can use the 'From an external source' option that will allow you to order from a MARC record found via a Z39.50 search.
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<ul>
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<li>From the results, click the Order link next to the item you want to purchase.</li>
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<li>If the item you're ordering from an external source looks like it might be a duplicate, Koha will warn you and give you options on how to proceed.
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<ul>
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<li>From the warning, you can choose to order another copy on the existing bib record, create a new bib record, or cancel your order of this item.</li>
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</ul>
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</li>
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<li>In the order form that pops up, you will not be able to edit the catalog details.</li>
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</ul>
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</li>
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<li>The next option for ordering is to order from a staged record.
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<ul>
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<li>From the list of files you are presented with, choose the 'Add orders' link to add the records in the staged file to your order.</li>
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<li>Next to each title is a checkbox, check the items you would like to order, or choose 'Check all' at the top. Depending on your settings in the MarcFieldsToOrder preference Koha will populate the next screen with with the relevant Quantity, Price, Fund, Statistic 1, and Statistic 2 found within the staged file.</li>
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<li>In the 'Item Information' tab you can enter information that will be added to every ordered item such as item type, collection code and not for loan status.</li>
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<li>If no information is imported from the MARC record regarding fund information the 'Default accounting details' tab can be used to apply values related to the accounting.</li>
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</ul>
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</li>
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<li>The final option for ordering is to order from a list of titles with the highest hold ratios
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<ul>
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<li>This option will take you to the Holds Ratio report where you can find items with a high hold ratio and order additional copies. Next to each title will be a link with the number of items to order, click that and it will add the item to your basket.</li>
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</ul>
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</li>
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</ul>
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<p>With any of the above ordering options you're presented with an option to notify patrons of the new item when it's received. The contents of that notification can be edited in the Notices & Slips tool and will have the code of ACQ_NOTIF_ON_RECEIV. In the 'Patrons' section you will see an option to 'Add user'. Click that button to add patrons who will be notified of the new issue.</p>
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<ul>
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<li>In the window that pops up search for the patrons you'd like to notify and click 'Select'</li>
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<li>Once you're done you can close the window and you'll see the list of patrons under the 'Patrons' section</li>
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</ul>
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<p>After bringing in the bib information (for all import methods except for the staged file), if your AcqCreateItem system preference is set to add an item when ordering you will enter the item info next. You need to fill out at least one item record and then click the 'Add' button at the bottom left of the item form.</p>
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<p>After clicking add the item will appear above the form and then you can enter your next item the same way (if ordering more than one item).</p>
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<p>Once you have entered the info about the item, you need to enter the Accounting information.</p>
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<ul>
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<li>Quantity is populated by the number of items you've added to the order above.</li>
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<li>The list of funds is populated by the funds you have assigned in the Acquisitions Administration area.</li>
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<li>The currency pull down will have the currencies you set up in the Acquisitions Administration area.</li>
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<li>The vendor price is the price before any taxes or discounts are applied.</li>
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<li>If the price is uncertain, check the uncertain price box.
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<ul>
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<li>A basket with at least one uncertain price can't be closed.</li>
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</ul>
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</li>
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<li>If you are charged sales tax, choose that from the gstrate field</li>
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<li>Enter the percentage discount you're receiving on this order, once you enter this, hit tab and Koha will populate the rest of the cost fields below.</li>
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<li>If you added Planning Values when creating the Fund, those values will appear in the two Planning Value fields.</li>
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</ul>
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<p>Once an item is added to the basket you will be presented with a basket summary.</p>
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<p>If you would like to see more details you can check the 'Show all details' checkbox.</p>
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<p>From here, you can edit or remove the items that you have added.</p>
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<ul>
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<li>Choosing to 'Delete the order' will delete the order line but leave the record in the catalog.</li>
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<li>Choosing to 'Delete order and catalog record' removes both the order line and the record in the catalog.
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<ul>
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<li>The catalog record cannot always be deleted. You might see notes explaining why.</li>
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</ul>
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</li>
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</ul>
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<p>On the summary page, you also have the option to edit the information that you entered about the basket by clicking the 'Edit basket header information' button, to delete the basket altogether by clicking the 'Delete this basket' button, or to export your basket as a CSV file by clicking the 'Export this basket as CSV' button.</p>
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<p>Once you're sure your basket is complete, you can click 'Close this basket' button to indicate that this basket is complete and has been sent to the vendor.</p>
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<p style="color: #ff0000">Important: A basket with at least one item marked as 'uncertain price' will not be able to be closed</p>
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<p>Clicking the 'Uncertain Prices' button will call up a list of items with uncertain prices to quick editing.</p>
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<p style="color: #ff0000">Important: The Uncertain Prices page is independent of the basket. It is linked to the vendor so you will see all items on order with uncertain prices for that vendor.</p>
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<h2>Printing Baskets</h2>
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<p>When you are finished adding items to your basket, click 'Close this Basket.' You will be asked if you want to create a purchase order at this time.</p>
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<p>Your completed order will be listed on the Basket Grouping page for printing or further modification.</p>
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<p>Clicking 'Print' below your order will generate a PDF for printing, which will have all of your library information followed by the items in your order.</p>
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<p><strong>See the full documentation for Ordering in the <a href="http://manual.koha-community.org/[% helpVersion %]/en/placingacqorder.html#createacqbasket">manual</a> (online).</strong></p>
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[% INCLUDE 'help-bottom.inc' %]
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