Before any orders can be places you must first enter at least one vendor.
To add a vendor click the 'New Vendor' button on the Acquisitions page
The vendor add form is broken into three pieces
The first section is for basic information about the Vendor
Of these fields, only the Vendor name is required, the rest of the information should be added to help with generating claim letters and invoices
The second section is for information regarding your contact at the Vendor's office
None of these fields are required, they should only be entered if you want to keep track of your contact's information within Koha
The final section is for billing information
To be able to order from a vendor you must make them 'Active'
For List Prices and Invoice Prices choose the currency
Currencies are assigned in the Currencies & Exchange Rates admin area
If the vendor offers a consistent blank discount, enter that in the 'Discount' field
You can enter item specific discounts when placing an order
GST rate is for any tax the vendor may charge
Notes are for internal use
To view a vendor's information page you must search for the vendor from the Acquisitions home page. Your search can be for any part of the Vendor's name:
From the results, click on the name of the vendor you want to view or edit
To make changes to the vendor, simply click the 'Edit' button.
You can define contracts (with a start and end date) and attach it to a vendor. This is used so that at the end of the year you can see how much you spent on a specific contract with a vendor. In some places, contracts are set up with a minimum and maximum yearly amount.
At the top of a vendor search results page with only result or at the top of a vendor information page you will see a 'New Contract' button.
The contract form will ask for some very basic information about the contract
Important
You will not be able to enter a contract retrospectively, the end date must not be before today's date.
Once the contract is saved it will appear below the vendor information.
It will also be an option when creating a basket
