<p>Once your basket is created you are presented with several options for adding items to the order.</p>
<ul>
- <li>If you are ordering another copy of an existing item, you can simply search for the record in your system
+ <li>If you are ordering another copy of an existing item, you can simply search for the record in your system.
<ul>
- <li>From the results, simply click 'Order' to be brought to the order form
+ <li>From the results, simply click 'Order' to be brought to the order form.
<ul>
- <li>All of the details associated with the item will already be listed under 'Catalog details'</li>
+ <li>All of the details associated with the item will already be listed under 'Catalog details.'</li>
</ul>
</li>
</ul>
</li>
- <li>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
+ <li>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.</li>
+ <li>From the results, click 'Order' next to the item you want to order and you will be presented with the order form including a link to the suggestion
<ul>
- <li>
-<ul>
- <li>From this form you can make changes to the Catalog Details if necessary</li>
-</ul>
-</li>
+ <li>From this form you can make changes to the Catalog Details if necessary.</li>
+ <li>When the item appears in your basket it will include a link to the suggestion.</li>
</ul>
</li>
- <li>To order from a record that can't be found anywhere else, choose the 'From a new (empty) record'
+ <li>To order from a record that can't be found anywhere else, choose the 'From a new (empty) record.'
<ul>
- <li>You will be presented with an empty form to fill in all of the necessary details about the item you are ordering</li>
+ <li>You will be presented with an empty form to fill in all of the necessary details about the item you are ordering.</li>
</ul>
</li>
- <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
+ <li>If you want to search other libraries for an item to purchase, you can use the 'From an external source' option that will allow you to order from a MARC record found via a Z39.50 search.
<ul>
- <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>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.
<ul>
- <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 order another copy on the existing bib record, create a new bib record, or cancel your order of this item.</li>
</ul>
</li>
- <li>In the order form that pops up you will not be able to edit the catalog details</li>
+ <li>In the order form that pops up, you will not be able to edit the catalog details.</li>
</ul>
</li>
- <li>The final option for ordering is to order from a staged record (learn more about staging records)
-<ul>
- <li>From the list of files you are presented with, choose the 'Add orders' link
-<ul>
- <li>From the list of records, click 'Add order' next to the item you want to add to your order
+ <li>The next option for ordering is to order from a staged record.
<ul>
- <li>From the order form you will not be able to edit the catalog details.</li>
-</ul>
-</li>
+ <li>From the list of files you are presented with, choose the 'Add orders' link to add the records in the staged file to your order.</li>
+ <li>Next to each title is a checkbox, check the items you would like to order, or choose 'Check all' at the top. Depending on your settings in the MarcFieldsToOrder preference Koha will populate the next screen with with the relevant Quantity, Price, Fund, Statistic 1, and Statistic 2 found within the staged file.</li>
+ <li>In the 'Item Information' tab you can enter information that will be added to every ordered item such as item type, collection code and not for loan status.</li>
+ <li>If no information is imported from the MARC record regarding fund information the 'Default accounting details' tab can be used to apply values related to the accounting.</li>
</ul>
</li>
+ <li>The final option for ordering is to order from a list of titles with the highest hold ratios
+<ul>
+ <li>This option will take you to the Holds Ratio report where you can find items with a high hold ratio and order additional copies. Next to each title will be a link with the number of items to order, click that and it will add the item to your basket.</li>
</ul>
</li>
</ul>
-<p>Once you have entered the info about the item you need to enter the Accounting information.</p>
+<p>After bringing in the bib information (for all import methods except for the staged file), if your AcqCreateItem system preference is set to add an item when ordering you will enter the item info next. You need to fill out at least one item record and then click the 'Add' button at the bottom left of the item form.</p>
+
+<p>After clicking add the item will appear above the form and then you can enter your next item the same way (if ordering more than one item).</p>
+
+<p>Once you have entered the info about the item, you need to enter the Accounting information.</p>
<ul>
- <li>Quantity is populated by the number of items you've added to the order above</li>
- <li>The list of funds is populated by the funds you have assigned in the Acquisitions Administration area.</li>
- <li>The vendor price will be used to calculate the rest of the amount fields below</li>
- <li>If the price is uncertain, check the uncertain price box.
+ <li>Quantity is populated by the number of items you've added to the order above.</li>
+ <li>The list of funds is populated by the funds you have assigned in the Acquisitions Administration area.</li>
+ <li>The currency pull down will have the currencies you set up in the Acquisitions Administration area.</li>
+ <li>The vendor price is the price before any taxes or discounts are applied.</li>
+ <li>If the price is uncertain, check the uncertain price box.
<ul>
- <li>A basket with at least one uncertain price can't be closed</li>
+ <li>A basket with at least one uncertain price can't be closed.</li>
</ul>
</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 are charged sales tax, choose that from the gstrate field</li>
+ <li>Enter the percentage discount you're receiving on this order, once you enter this, hit tab and Koha will populate the rest of the cost fields below.</li>
+ <li>If you added Planning Values when creating the Fund, those values will appear in the two Planning Value fields.</li>
</ul>
<p>Once an item is added to the basket you will be presented with a basket summary.</p>
-<p>From here you can edit or remove the items you have added.</p>
+<p>If you would like to see more details you can check the 'Show all details' checkbox.</p>
-<p>Also on the summary page you have the option to edit the information you entered about the basket by clicking the 'Edit basket header information' button, deleting the basket altogether by clicking the 'Delete this basket' button, or exporting your basket as a CSV file by clicking the 'Export this basket as CSV' button.</p>
+<p>From here, you can edit or remove the items that you have added.</p>
-<p>Once you're sure your basket is complete you can click 'Close this basket' button to indicate that this basket is complete and has been sent to the vendor.</p>
+<ul>
+ <li>Choosing to 'Delete the order' will delete the order line but leave the record in the catalog.</li>
+ <li>Choosing to 'Delete order and catalog record' removes both the order line and the record in the catalog.
+<ul>
+ <li>The catalog record cannot always be deleted. You might see notes explaining why.</li>
+</ul>
+</li>
+</ul>
-<p style="color: #ff0000">Important: A basket with at least one items marked as 'uncertain price' will not be able to be closed</p>
+<p>On the summary page, you also have the option to edit the information that you entered about the basket by clicking the 'Edit basket header information' button, to delete the basket altogether by clicking the 'Delete this basket' button, or to export your basket as a CSV file by clicking the 'Export this basket as CSV' button.</p>
-<p>Clicking the 'Uncertain Prices' button will up a list of items with uncertain prices to quick editing.</p>
+<p>Once you're sure your basket is complete, you can click 'Close this basket' button to indicate that this basket is complete and has been sent to the vendor.</p>
-<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>
+<p style="color: #ff0000">Important: A basket with at least one item marked as 'uncertain price' will not be able to be closed</p>
-<h2>Printing Baskets</h2>
+<p>Clicking the 'Uncertain Prices' button will call up a list of items with uncertain prices to quick editing.</p>
-<p>When you are finished adding items to your basket you want to click 'Close this Basket'</p>
+<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 with uncertain prices for that vendor.</p>
+
+<h2>Printing Baskets</h2>
-<p>You will be asked if you want to create a purchase order at this time.</p>
+<p>When you are finished adding items to your basket, click 'Close this Basket.' You will be asked if you want to create a purchase order at this time.</p>
-<p>Your completed order will be listed on the Basket Grouping page for the printing or further modification.</p>
+<p>Your completed order will be listed on the Basket Grouping page for printing or further modification.</p>
-<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>
+<p>Clicking 'Print' below your order will generate a PDF for printing, which will have all of your library information followed by the items in your order.</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/[% helpVersion %]/en/placingacqorder.html#createacqbasket">manual</a> (online).</strong></p>
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projects / koha_fer / blobdiff