koha-tmpl/intranet-tmpl/prog/en/modules/help/acqui/supplier.tmpl

   1 <!-- TMPL_INCLUDE NAME="help-top.inc" -->
   2
   3 <h1>Creating a vendor</h1>
   4
   5         <ul>
   6                 <li>Search for the vendor you want by using the 'Vendor Search' at the top.</li>
   7                 <li>If 'no results found', click on 'New Vendor'.</li>
   8                 <li>Enter the contact information for your vendor
   9                 <ul>
  10                         <li>
  11                     <span style="background-color: #ffff99">
  12 TIP: Only the 'Company Name' is required but the more contact information you provide, the easier it will be to contact vendors when necessary</span></li>
  13                 </ul></li>
  14                 <li>Enter additional infomration for your vendor
  15                 <ul>
  16                         <li>Active/Inactive<br/>
  17                         <ul>
  18                                 <li>Orders can only be placed against Active vendors.</li>
  19                                 <li>
  20                             <span style="background-color: #ffe599">
  21 TIP: Mark vendors inactive if you no longer order from them or if they merged with another vendor, but you want to keep the data of your orders with them</span></li>
  22                         </ul></li>
  23                         <li>Preferred publishers<br/>
  24                         <ul>
  25                                 <li>This is for information only and is a space where you can record what the vendor sells</li>
  26                         </ul></li>
  27                         <li>List Prices/Invoice Prices<br/>
  28                         <ul>
  29                                 <li>If using multiple currencies you will need to pick which currency the totals are in when listed by the vendor and on the invoice.</li>
  30                                 <li>
  31                             <span style="background-color: #ffe599">
  32 TIP: Some vendors will list the prices in their own currency, but bill in your currency</span></li>
  33                         </ul></li>
  34                         <li>Discount<br/>
  35                         <ul>
  36                                 <li>Some vendors will offer a blanket discount to all orders placed with them, this will be calculated from their list price.</li>
  37                         </ul></li>
  38                         <li>Notes
  39                         <ul>
  40                                 <li>Include any notes that you may want to record for internal purposes.</li>
  41                         </ul></li>
  42                 </ul></li>
  43         </ul><!-- TMPL_INCLUDE NAME="help-bottom.inc" -->