<h1>Vendor contracts</h1>

<h1>Vendor Contracts</h1>

<h2>Add a contract</h2>

<h2>Add a Contract</h2>

<p>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.</p>

<p>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.</p>

<p><strong>See the full documentation for vendor contracts in the <a href="http://manual.koha-community.org/3.6/en/acqvendors.html#vendorcontracts">manual</a> (online).</strong></p>

<p><strong>See the full documentation for Vendor Contracts in the <a href="http://manual.koha-community.org/3.8/en/acqvendors.html#vendorcontracts">manual</a> (online).</strong></p>

<p>The Koha acquisitions module provides a way where the library can record orders placed with vendors and manage purchase budgets.</p>

<p>The Koha Acquisitions module provides a way where the library can record orders placed with vendors and manage purchase budgets.</p>

<p>You do not need to use acquisitions to add items to your catalog, acquisitions is used only to track vendors and spending against your budgets.</p>

<p>You do not need to use Acquisitions to add items to your catalog, Acquisitions is used only to track vendors and spending against your budgets.</p>

<p>Before using the acquisitions module you will want to make sure that you have completed all of the set up.</p>

<p>Before using the Acquisitions Module you will want to make sure that you have completed all of the set up.</p>

<p>First, set your acquisitions system preferences and acquisitions administration to match your library's workflow.</p>

<p>First, set your Acquisitions System Preferences and Acquisitions Administration to match your library's workflow.</p>

<p><strong>See the full documentation for Acquisitions in the <a href="http://manual.koha-community.org/3.8/en/acqmodule.html">manual</a> (online).</strong></p>

<h2>Placing an order</h2>

<h2>Placing an Order</h2>

    <li>From this form you can make changes to the catalog details if necessary</li>

	<li>From this form you can make changes to the Catalog Details if necessary</li>

    <li>From the results click the 'Order' link next to the item you want to purchase</li>

	<li>From the results click the Order link next to the item you want to purchase</li>

    <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

	<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

    <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>

	<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>

    <li>If you added planning values when creating the fund those values will appear in the two planning value fields</li>

	<li>If you added Planning Values when creating the Fund those values will appear in the two planning value fields</li>

<p>Clicking the 'Uncertain prices' button will up a list of items with uncertain prices to quick editing.</p>

<p>Clicking the 'Uncertain Prices' button will up a list of items with uncertain prices to quick editing.</p>

<h2>Printing baskets</h2>

<h2>Printing Baskets</h2>

<p>When you are finished adding items to your basket you want to click 'Close this basket'</p>

<p>When you are finished adding items to your basket you want to click 'Close this Basket'</p>

<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>

<p><strong>See the full documentation for Ordering in the <a href="http://manual.koha-community.org/3.8/en/placingacqorder.html#createacqbasket">manual</a> (online).</strong></p>

<h1>Basket groups</h1>

<h1>Basket Groups</h1>

<p><strong>See the full documentation for basket groups in the <a href="http://manual.koha-community.org/3.6/en/placingacqorder.html#acqbasketgroup">manual</a> (online).</strong></p>

<p><strong>See the full documentation for Basket Groups in the <a href="http://manual.koha-community.org/3.8/en/placingacqorder.html#acqbasketgroup">manual</a> (online).</strong></p>

<h2>Adding a basket</h2>

<h2>Adding a Basket</h2>

<h2>Editing basket headers</h2>

<h2>Editing Basket Headers</h2>

<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>

<p><strong>See the full documentation for Ordering in the <a href="http://manual.koha-community.org/3.8/en/placingacqorder.html#createacqbasket">manual</a> (online).</strong></p>

<h1>Acquisitions searching</h1>

<h1>Acquisitions Searching</h1>

<p>At the top of the various Acquisition pages there is a quick search box where you can perform either a vendor search or an order search.</p>

<p>At the top of the various Acquisition pages there is a quick search box where you can perform either a Vendor Search or an Order Search.</p>

<p>In the vendor search you can enter any part of the vendor name to get results.</p>

<p>In the Vendor Search you can enter any part of the vendor name to get results.</p>

<p>Using the orders search you can search for items that have been ordered with or without the vendor.</p>

<p>Using the Orders Search you can search for items that have been ordered with or without the vendor.</p>

<p>Clicking the plus sign to the right of the vendor search box will expand the search and allow you to search for additional fields.</p>

<p>Clicking the plus sign to the right of the Vendor search box will expand the search and allow you to search for additional fields.</p>

<p>Clicking "Advanced search" to the right of the search button will give you all of the order search options available.</p>

<p>Clicking Advanced Search to the right of the search button will give you all of the order search options available.</p>

<p><strong>See the full documentation for acquisitions searching in the <a href="http://manual.koha-community.org/3.6/en/acqsearch.html">manual</a> (online).</strong></p>

<p><strong>See the full documentation for Acquisitions Searching in the <a href="http://manual.koha-community.org/3.8/en/acqsearch.html">manual</a> (online).</strong></p>

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<h1>Acquisitions searching</h1>

<h1>Acquisitions Searching</h1>

<p>At the top of the various Acquisition pages there is a quick search box where you can perform either a vendor search or an order search.</p>

<p>At the top of the various Acquisition pages there is a quick search box where you can perform either a Vendor Search or an Order Search.</p>

<p>In the vendor search you can enter any part of the vendor name to get results.</p>

<p>In the Vendor Search you can enter any part of the vendor name to get results.</p>

<p>Using the orders search you can search for items that have been ordered with or without the vendor.</p>

<p>Using the Orders Search you can search for items that have been ordered with or without the vendor.</p>

<p>Clicking the plus sign to the right of the vendor search box will expand the search and allow you to search for additional fields.</p>

<p>Clicking the plus sign to the right of the Vendor search box will expand the search and allow you to search for additional fields.</p>

<p>Clicking "Advanced search" to the right of the search button will give you all of the order search options available.</p>

<p>Clicking Advanced Search to the right of the search button will give you all of the order search options available.</p>

<p><strong>See the full documentation for acquisitions searching in the <a href="http://manual.koha-community.org/3.6/en/acqsearch.html">manual</a> (online).</strong></p>

<p><strong>See the full documentation for Acquisitions Searching in the <a href="http://manual.koha-community.org/3.8/en/acqsearch.html">manual</a> (online).</strong></p>

<h1>Claims &amp; late orders</h1>

<h1>Claims &amp; Late Orders</h1>

<p>Upon clicking on the link to 'Late orders' from the Acquisitions page you will be presented with a series of filter options on the left hand side.</p>

<p>Upon clicking on the link to 'Late Orders' from the Acquisitions page you will be presented with a series of filter options on the left hand side. These filters will be applied only closed baskets.</p>

<p><strong>Note:</strong> The vendor pull down only shows vendors with closed baskets that are late.</p>

<p>To the right of each late title you will be see a checkbox. Check off the ones you want a claim letter sent to and click 'Claim order.' This will automatically send an email to the vendor at the email address you have on file.</p>

<p>To the right of each late title you will be see a checkbox. Check off the ones you want a claim letter sent to and click 'Claim Order' at the bottom right of the list. This will automatically send an email to the vendor at the email address you have on file.</p>

<p><strong>Note:</strong> The Estimated Delivery Date is based on the Delivery time value entered on the vendor record.</p>

<p><strong>See the full documentation for claims and late orders in the <a href="http://manual.koha-community.org/3.6/en/acqclaims.html">manual</a> (online).</strong></p>

<p><strong>See the full documentation for Claims and Late Orders in the <a href="http://manual.koha-community.org/3.8/en/acqclaims.html">manual</a> (online).</strong></p>

<h1>Order from an existing record</h1>

<h1>Order from an Existing Record</h1>

<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>

<p><strong>See the full documentation for Ordering in the <a href="http://manual.koha-community.org/3.8/en/placingacqorder.html#createacqbasket">manual</a> (online).</strong></p>

<h1>Order from a new empty record</h1>

<h1>Order from a New Empty Record</h1>

<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>

<p><strong>See the full documentation for Ordering in the <a href="http://manual.koha-community.org/3.8/en/placingacqorder.html#createacqbasket">manual</a> (online).</strong></p>

<h1>Order from purchase suggestion</h1>

<h1>Order from Purchase Suggestion</h1>

    <li>From this form you can make changes to the catalog details if necessary</li>

	<li>From this form you can make changes to the Catalog Details if necessary</li>

<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>

<p><strong>See the full documentation for Ordering in the <a href="http://manual.koha-community.org/3.8/en/placingacqorder.html#createacqbasket">manual</a> (online).</strong></p>

<h1>Receiving orders</h1>

<h1>Receiving Orders</h1>

<p><strong>See the full documentation for Receiving orders in the <a href="http://manual.koha-community.org/3.6/en/receiveacqorder.html">manual</a> (online).</strong></p>

<p><strong>See the full documentation for Receiving Orders in the <a href="http://manual.koha-community.org/3.8/en/receiveacqorder.html">manual</a> (online).</strong></p>

<h1>Receiving orders</h1>

<h1>Receiving Orders</h1>

<p><strong>See the full documentation for receiving orders in the <a href="http://manual.koha-community.org/3.6/en/receiveacqorder.html">manual</a> (online).</strong></p>

<p><strong>See the full documentation for Receiving Orders in the <a href="http://manual.koha-community.org/3.8/en/receiveacqorder.html">manual</a> (online).</strong></p>

<h1>Receiving orders</h1>

<h1>Receiving Orders</h1>

<p><strong>See the full documentation for receiving orders in the <a href="http://manual.koha-community.org/3.6/en/receiveacqorder.html">manual</a> (online).</strong></p>

<p><strong>See the full documentation for Receiving Orders in the <a href="http://manual.koha-community.org/3.8/en/receiveacqorder.html">manual</a> (online).</strong></p>

<h2>Add a vendor</h2>

<h2>Add a Vendor</h2>

<p>To add a vendor click the 'New vendor' button on the Acquisitions page.</p>

<p>To add a vendor click the 'New Vendor' button on the Acquisitions page</p>

<p>The vendor add form is broken into three pieces.</p>

<p>The vendor add form is broken into three pieces</p>

    <li>The first section is for basic information about the vendor

	<li>The first section is for basic information about the Vendor

    <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>

	<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>

    <li>The second section is for information regarding your contact at the vendor's office

	<li>The second section is for information regarding your contact at the Vendor's office

    <li>For list prices and invoice prices choose the currency

	<li>For List Prices and Invoice Prices choose the currency

    <li>Currencies are assigned in the Currencies &amp; Exchange rates admin area</li>

	<li>Currencies are assigned in the Currencies &amp; Exchange Rates admin area</li>

    <li>If the vendor offers a consistent blank discount, enter that in the 'Discount' field

	<li>If your library is charged tax mark your Tax Number as registered</li>

	<li>Note if you list prices and/or invoice prices include tax</li>

	<li>If the vendor offers a consistent blank discount, enter that in the 'Discount' field

	<li>GST rate is for any tax the vendor may charge</li>

	<li>Enter your tax rate if your library is charged taxes on orders</li>

	<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>

<h2>View/Edit a vendor</h2>

<h2>View/Edit a Vendor</h2>

<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>

<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>

<p>From the results, click on the name of the vendor you want to view or edit.</p>

<p>From the results, click on the name of the vendor you want to view or edit</p>

<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>

<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>

<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>

<h1>Order from an external source</h1>

<h1>Order from an External Source</h1>

<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>

<p><strong>See the full documentation for Ordering in the <a href="http://manual.koha-community.org/3.8/en/placingacqorder.html#createacqbasket">manual</a> (online).</strong></p>