4. Placing Orders

To place an order you must first search for the vendor or bookseller you want to send the order to.

4.1. Create a basket

To create a basket you have several options from the vendor search results page:

From here you can choose to create a new basket by clicking 'New basket' under 'Manage orders' or by clicking 'Add basket'

When adding a basket you want to give it a name that will help you identify it later. The notes fields are optional and can contain any type of information. When finished, click 'Save'

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

  • If you are ordering another copy of an existing item, you can simply search for the record in your system

    • From the results, simply click 'Order' to be brought to the order form

      • All of the details associated with the item will already be listed under 'Catalog details'

  • 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

    • From the results, click 'Order' next to the item you want to order and you will be presented with the order form

      • From this form you can make changes to the Catalog Details if necessary

  • To order from a record that can't be found anywhere else, choose the 'From a new (empty) record'

    • You will be presented with an empty form to fill in all of the necessary details about the item you are ordering

  • If you want to search other libraries for an item to purchase you can use the 'From an external source' option which will allow you to order from a MARC record found via a Z39.50 search

    • From the results click the Order link next to the item you want to purchase

    • In the order form that pops up you will not be able to edit the catalog details

  • The final option for ordering is to order from a staged record (learn more about staging records)

    • From the list of files you are presented with, choose the 'Add orders' link

      • From the list of records, click 'Add order' next to the item you want to add to your order

        • From the order form you will not be able to edit the catalog details.

Once an item is added to the basket you will be presented with a basket summary

From here you can edit the items you have added or remove them. Once you're sure your basket is complete you can click 'Close this basket' button

4.2. Create a basket group

A basket group is simply a group of baskets. In some libraries, you have several staff members that create baskets, and, at the end of a period of time, someone then groups them together to send to the vendor in bulk. That said, it is possible to have one basket in a basket group if that's the workflow used in your library.

4.3. Printing baskets