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<h2>Placing an Order</h2> |
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<h2>Placing an order</h2> |
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<p>Once your basket is created you are presented with several options for adding items to the order.</p> |
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<p>Once your basket is created you are presented with several options for adding items to the order.</p> |
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<ul> |
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<li> |
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<ul> |
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<li>From this form you can make changes to the Catalog Details if necessary</li> |
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<li>From this form you can make changes to the catalog details if necessary</li> |
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</ul> |
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</li> |
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</ul> |
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</li> |
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<li>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 |
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<li>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 |
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<ul> |
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<li>From the results click the Order link next to the item you want to purchase</li> |
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<li>From the results click the 'Order' link next to the item you want to purchase</li> |
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<li>If the item you're ordering from an external source looks like it might be a duplicate, Koha will warn you and give you options on how to proceed |
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<li>If the item you're ordering from an external source looks like it might be a duplicate, Koha will warn you and give you options on how to proceed |
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<ul> |
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<li>From the warning you can choose to just order another copy on the existing bib record, create a new bib record, or cancel your order of this item.</li> |
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<li>From the warning you can choose to just order another copy on the existing bib record, create a new bib record, or cancel your order of this item.</li> |
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</ul> |
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</li> |
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<li>In the order form that pops up you will not be able to edit the catalog details</li> |
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<li>In the order form that pops up you will not be able to edit the catalog details</li> |
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<li>A basket with at least one uncertain price can't be closed</li> |
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<li>A basket with at least one uncertain price can't be closed</li> |
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</ul> |
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</li> |
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<li>If you added Planning Values when creating the Fund those values will appear in the two planning value fields</li> |
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<li>If you added planning values when creating the fund those values will appear in the two planning value fields</li> |
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</ul> |
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<p>Once an item is added to the basket you will be presented with a basket summary.</p> |
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<p>Once an item is added to the basket you will be presented with a basket summary.</p> |
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<p style="color: #ff0000">Important: A basket with at least one items marked as 'uncertain price' will not be able to be closed</p> |
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<p style="color: #ff0000">Important: A basket with at least one items marked as 'uncertain price' will not be able to be closed</p> |
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<p>Clicking the 'Uncertain Prices' button will up a list of items with uncertain prices to quick editing.</p> |
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<p>Clicking the 'Uncertain prices' button will up a list of items with uncertain prices to quick editing.</p> |
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<p style="color: #ff0000">Important: The Uncertain Prices page is independent of the basket, it is linked to the vendor, so you will see all items on order for this vendor with uncertain prices.</p> |
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<p style="color: #ff0000">Important: The Uncertain Prices page is independent of the basket, it is linked to the vendor, so you will see all items on order for this vendor with uncertain prices.</p> |
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<h2>Printing Baskets</h2> |
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<h2>Printing baskets</h2> |
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<p>When you are finished adding items to your basket you want to click 'Close this Basket'</p> |
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<p>When you are finished adding items to your basket you want to click 'Close this basket'</p> |
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<p>You will be asked if you want to create a purchase order at this time.</p> |
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<p>You will be asked if you want to create a purchase order at this time.</p> |
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<p>Clicking 'Print' below your order will generate a PDF for printing. The PDF will have all of your library information followed by the items in your order.</p> |
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<p>Clicking 'Print' below your order will generate a PDF for printing. The PDF will have all of your library information followed by the items in your order.</p> |
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<p><strong>See the full documentation for Ordering in the <a href="http://manual.koha-community.org/3.6/en/placingacqorder.html#createacqbasket">manual</a> (online).</strong></p> |
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<p><strong>See the full documentation for ordering in the <a href="http://manual.koha-community.org/3.6/en/placingacqorder.html#createacqbasket">manual</a> (online).</strong></p> |
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