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<p>Before any orders can be places you must first enter at least one vendor.</p> |
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<p>Before any orders can be places you must first enter at least one vendor.</p> |
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<h2>Add a vendor</h2> |
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<h2>Add a Vendor</h2> |
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<p>To add a vendor click the 'New vendor' button on the Acquisitions page.</p> |
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<p>To add a vendor click the 'New Vendor' button on the Acquisitions page</p> |
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<p>The vendor add form is broken into three pieces.</p> |
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<p>The vendor add form is broken into three pieces</p> |
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<ul> |
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<li>The first section is for basic information about the vendor |
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<li>The first section is for basic information about the Vendor |
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<ul> |
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<li>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</li> |
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<li>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</li> |
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</ul> |
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</ul> |
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</li> |
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<li>The second section is for information regarding your contact at the vendor's office |
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<li>The second section is for information regarding your contact at the Vendor's office |
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<ul> |
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<li>None of these fields are required, they should only be entered if you want to keep track of your contact's information within Koha</li> |
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<li>None of these fields are required, they should only be entered if you want to keep track of your contact's information within Koha</li> |
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</ul> |
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</ul> |
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<li>The final section is for billing information |
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<li>The final section is for billing information |
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<ul> |
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<li>To be able to order from a vendor you must make them 'Active'</li> |
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<li>To be able to order from a vendor you must make them 'Active'</li> |
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<li>For list prices and invoice prices choose the currency |
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<li>For List Prices and Invoice Prices choose the currency |
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<ul> |
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<li>Currencies are assigned in the Currencies & Exchange rates admin area</li> |
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<li>Currencies are assigned in the Currencies & Exchange Rates admin area</li> |
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</ul> |
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</ul> |
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</li> |
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<li>If the vendor offers a consistent blank discount, enter that in the 'Discount' field |
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<li>If your library is charged tax mark your Tax Number as registered</li> |
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<li>Note if you list prices and/or invoice prices include tax</li> |
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<li>If the vendor offers a consistent blank discount, enter that in the 'Discount' field |
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<ul> |
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<ul> |
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<li>You can enter item specific discounts when placing an order</li> |
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<li>You can enter item specific discounts when placing an order</li> |
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</ul> |
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</ul> |
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</li> |
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<li>GST rate is for any tax the vendor may charge</li> |
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<li>Enter your tax rate if your library is charged taxes on orders</li> |
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<li>If you know about how long it usually takes orders to arrive from this vendor you can enter a delivery time. This will allow Koha to estimate when orders will arrive at your library on the late orders report.</li> |
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<li>Notes are for internal use</li> |
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<li>Notes are for internal use</li> |
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</ul> |
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</ul> |
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</li> |
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</ul> |
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<h2>View/Edit a vendor</h2> |
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<h2>View/Edit a Vendor</h2> |
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<p>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.</p> |
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<p>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</p> |
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<p>From the results, click on the name of the vendor you want to view or edit.</p> |
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<p>From the results, click on the name of the vendor you want to view or edit</p> |
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<p>To make changes to the vendor, simply click the 'Edit' button.</p> |
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<p>To make changes to the vendor, simply click the 'Edit' button.</p> |
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<p><strong>See the full documentation for managing vendors in the <a href="http://manual.koha-community.org/3.6/en/acqvendors.html">manual</a> (online).</strong></p> |
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<p>If the vendor has no baskets attached to it then a 'Delete' button will also be visible and the vendor can be deleted.</p> |
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<p><strong>See the full documentation for managing Vendors in the <a href="http://manual.koha-community.org/3.8/en/acqvendors.html">manual</a> (online).</strong></p> |
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