Pick a Supplier

Q: What information is on this screen?

A: This screen shows all suppliers matching the search term you put in at the Pick a Supplier box.

For each supplier, a summary of Shopping Baskets (orders) are shown. From here you can:

  • Add a new order for a supplier
  • Receive items from an order
  • Modify a supplier's details
  • View details of orders which have been completed (closed)
  • Modify existing baskets/orders
  • Add a new supplier

Q: What is the difference between Add and Modify?

A: If you want to add a new order to a new basket for a particular supplier then you click the “Add” button. If you simply want to add another item to an existing basket then click “Modify”. The Modify link will take you to a list of all the items in that basket. You are then able to edit or delete any of the orders prior to being received. If you click “Close” the basket will be closed off. WARNING: This is not the same as Receiving an item.

Q: What does it mean to Receive an order?

A: This is the first step in the Receive process. By clicking the “Receive” button you are conveying to the system that an item ordered in this basket has arrived in the library. This will take you to the second step in the Receive process - to a Receive Order page with these boxes:

  • Supplier Invoice Number
  • GST
  • Freight
  • Number of items

If you have an Invoice Number you are taken to the Receipt Summary page and if the item is not matched to this invoice number you can search by Title or ISBN to locate the order. (This is Step 2 of the Receive process).

Q: What if I don't have an Invoice Number?

A: If you do not have an Invoice Number simply click “Save” and the system will take you to a list of all the orders in that basket. From here you can click the link on the Title and follow the steps to Receive the item. Once the Receive Order form has been filled out the item will no longer appear in the basket.

Q: Can I add to a Basket that is Closed?

A: No, once a basket is closed it cannot be added to or modified. It can only be viewed. All Closed baskets that are more than 6 months old will not be displayed on this screen.

 
en/documentation/order.pl.txt · Last modified: 2006/07/30 21:21 by amanda_katipo.co.nz
 
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