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1.6 KiB
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17 lines
No EOL
1.6 KiB
Text
[% INCLUDE 'help-top.inc' %]
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<h1>Acquisitions Help</h1>
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<h2>What is Acquisitions?</h2>
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<p>The Koha Acquisitions module provides a way where the library can record orders placed with vendors and manage purchase budgets.</p>
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<p>You do not need to use Acquisitions to add items to your catalog. If you do not want to track orders and budget expenditure, then use the <strong>"Add MARC" </strong>feature in <strong>Cataloging </strong>to add new bibliographic and item records.</p>
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<h2>How to place an order?</h2>
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<p>To place an order, the first step is to locate your Vendor (supplier). If no Vendor exists, you will need to create one. Once you have a Vendor you can place an order.</p><h2>What needs to be setup to use Acquisitions?</h2>
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<p>To make the most of acquisitions the following needs to be setup under <strong>System Administration</strong></p>
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<ul>
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<li><strong>Budgets and Funds</strong> - "Funds" are used to group "Budgets". For example a Fund may be called "General Stack", and will have a "Budget" which records the amount availalbe to spend during the period of the budget. A budget must have a start and end date.</li>
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<li><strong>Exchange Rates (optional)- </strong>If making purchases in overseas currency, the exchange rate will need to be set realtive to your local currency. Remember that your local currency should be set to 1.00<br/><strong>NOTE: Exchanges Rates need to be updated manually.</strong></li>
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<li><strong>Vendor(s) - </strong>These are the entities where items are purchased, or donated from. Orders are placed with Vendors.</li>
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</ul>[% INCLUDE 'help-bottom.inc' %] |