[% INCLUDE 'help-top.inc' %]

Placing an Order

Once your basket is created you are presented with several options for adding items to the order.

  • To order from a record that can't be found anywhere else, choose the 'From a new (empty) record.'
  • 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.
  • The final option for ordering is to order from a staged record (learn more about staging records).
  • Once you have entered the info about the item, you need to enter the Accounting information.

    Once an item is added to the basket you will be presented with a basket summary. From here, you can edit or remove the items that you have added.

    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.

    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.

    Important: A basket with at least one item marked as 'uncertain price' will not be able to be closed

    Clicking the 'Uncertain Prices' button will call up a list of items with uncertain prices to quick editing.

    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 vender.

    Printing Baskets

    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.

    Your completed order will be listed on the Basket Grouping page for printing or further modification.

    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.

    See the full documentation for Ordering in the manual (online).

    [% INCLUDE 'help-bottom.inc' %]