.. include:: images.rst
.. _acquisitions-label:
Acquisitions
===============================================================================
Koha's acquisitions module provides a way for the library to record
orders placed with vendors and manage purchase budgets.
*Get there:* More > Acquisitions
.. _setup-acquisitions-label:
Setting up the acquisitions module
-------------------------------------------------------------------------------
Before using the acquisitions module, you need to make sure that you
have completed all of the set up.
First, set your :ref:`acquisitions system preferences <acquisitions-system-preferences-label>`
and :ref:`acquisitions administration <acquisitions-module-label>` to match
your library's workflow. Before setting your
:ref:`EDI accounts<edi-accounts-label>` and :ref:`library EANs<library-eans-label>`,
you will need to have :ref:`entered your vendors <add-a-vendor-label>`.
On the main acquisitions page you will see your library's funds listed.
|acqfunds|
Learn more in the :ref:`Budget/fund tracking<budget-fund-tracking-label>`
section.
.. _vendors-label:
Vendors
-------------------------------------------------------------------------------
Before any orders can be placed you must first enter at least one vendor.
.. _add-a-vendor-label:
Adding a vendor
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
.. Note::
Staff members must have the
:ref:`vendors\_manage permission <permission-vendors-manage-label>` (or the
:ref:`superlibrarian permission <permission-superlibrarian-label>`) in order
to add vendors.
To add a vendor click the 'New vendor' button on the acquisitions module main
page.
|newvendorbutton|
The new vendor form is broken into three sections: company information,
contacts and ordering information.
- Company information: basic information about the vendor
|newvendor1|
- Name (required): this name is the name that will appear everywhere in Koha
when referring to this vendor
- Postal address, physical address, phone, fax, website, account number:
these fields are optional and should be filled to help with generating
claim letters and invoices
- Vendor type: use this field as needed to categorize your vendors (for
example, bookseller, donor, electronic resource provider)
.. Note::
By default, this field is a free text field. If you'd rather have a
drop-down menu, :ref:`add values <add-new-authorized-value-label>` in
the :ref:`VENDOR\_TYPE authorized value category <vendortype-av-category-label>`.
- Aliases: add one or more aliases to a vendor as additional keywords to
search with in the :ref:`vendor search <vendor-search-label>`. For example,
the vendor 'American Library Association' could have the alias 'ALA'.
- Contacts: information regarding your contact(s) at the vendor's office
|newvendor2|
- None of these fields are required, they should only be entered if
you want to keep track of your contact's information within Koha
- Primary acquisitions contact: check this box if this person is your
primary contact regarding acquisitions from this vendor
- Primary serials contact: check this box if this person is your
primary contact regarding serial acquisitions from this vendor
- Contact when ordering? check this box if you want to be able to
send your orders by email directly to this person (see the
:ref:`editing baskets section below<edit-basket-label>`)
- Contact about late orders? check this box if you want to be able to
send your :ref:`acquisitions claims<claims-and-late-orders-label>`
by email directly to this person
- Contact about late issues? check this box if you want to be able to
send your :ref:`serials claims<claim-late-serials-label>` by email
directly to this person
- You can add more than one contact per vendor by clicking on the
'Add another contact' button
- Interfaces: information regarding the vendor's website, software, or portal
that you use to manage orders or gather statistics from this vendor or
organization. Entering an interface is not required, use this section only
to keep track of the information within Koha. To add a vendor interface,
click on 'Add another interface'.
|newvendor-interfaces|
- Fill out the form (all fields are optional):
- Name: enter the name of the interface, this will be visible in Koha.
- Type: choose the interface type.
.. Note::
Values in this drop-down menu are managed in the
:ref:`VENDOR\_INTERFACE\_TYPE authorized value category <vendorinterfacetype-av-category-label>`.
- URI: enter the interface's URL address.
- Login: enter the username for the vendor interface.
- Password: enter the password for the vendor interface.
.. Note::
The password entered here will be encrypted in the database.
It will not be shown by default in the vendor details page, there
will be a 'Show' link in place of the password which can be clicked
to display the password.
.. Danger::
Please note that Koha is not a password manager. While the password
is encrypted and access to it is permission-based, it is still a
security risk to save it here. Using an actual password manager is
recommended. Use this field at your own risk.
- Account email: enter the email used for the account on this interface.
- Notes: enter any notes regarding this interface.
- Click 'Add another interface' if you need to add more than one interface
for this vendor.
- Ordering information: general billing information
|newvendor3|
- To be able to order from a vendor you must make them 'Active'
- Choose the currency for list prices and invoice prices
.. Note::
Currencies are set up in the
:ref:`Currencies and exchange rates <currencies-and-exchange-rates-label>`
administration section
- If your library is charged tax, mark your tax number as registered
- Note if your list prices and invoice prices include tax
- Enter your tax rate if your library is charged taxes on orders
.. Note::
Tax rates are set in the :ref:`TaxRates <TaxRates-label>` system preferences
- If the vendor offers a consistent blank discount, enter that in
the 'Discount' field
.. Note::
You can enter item specific discounts when
:ref:`placing an order<accounting-details-orders-label>`
- If you know 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
:ref:`late orders report<claims-and-late-orders-label>`.
- Notes are for internal use
.. _vendor-search-label:
Searching for vendors
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Search for vendors either from the search bar at the top of the page
|vendorsearchbar|
Or in the 'Manage orders' box on the main acquisitions page.
|manageorders|
You can search for any part of the vendor's name, or their aliases.
|vendorsearch|
.. Note::
An empty search will return all vendors.
If you have a lot of vendors, you can use the dropdown menu to jump directly
to a result.
By default, all vendors appear in the results, with inactive vendors in gray
font and an '(inactive)' note next to their name. You can click on 'Show active
vendors only' to hide inactive vendors.
In the results, you can see all the currently open baskets. You can click on
'Show all baskets' to show closed baskets as well.
There are action buttons under each vendor:
- 'New' can be used to :ref:`create a new basket<create-a-basket-label>`, or
:ref:`add a new contract<add-a-contract-label>` to that vendor.
- 'Edit vendor' is used to :ref:`edit the vendor information<edit-vendor-label>`.
- 'Receive shipments' will appear when a vendor has baskets with orders.
- 'Delete vendor' will appear when a vendor has no baskets.
.. _view-vendor-label:
Viewing a vendor
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
To view a vendor's information page,
:ref:`search for the vendor<vendor-search-label>` from the acquisitions home
page.
|vendorsearch|
From the results, click on the name of the vendor you want to view.
|vendorpage|
.. _edit-vendor-label:
Editing vendor information
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
.. Note::
Staff members must have the
:ref:`vendors\_manage permission <permission-vendors-manage-label>` (or the
:ref:`superlibrarian permission <permission-superlibrarian-label>`) in order
to edit existing vendors.
To make changes to a vendor :ref:`search for the vendor<vendor-search-label>`
from the acquisitions home page.
Click the 'Edit vendor' button on the results page
|vendorsearch|
or on the vendor information page.
|vendorpage|
.. _vendor-contracts-label:
Vendor contracts
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
You can define contracts (with a start and end date) and attach them 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.
.. _add-a-contract-label:
Adding a contract
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
.. Note::
Staff members must have the
:ref:`contracts\_manage permission <permission-contracts-manage-label>` (or
the :ref:`superlibrarian permission <permission-superlibrarian-label>`) in
order to add contracts to vendors.
You can add a contract to a vendor by
:ref:`searching for the vendor<vendor-search-label>`, clicking the 'New' button
and choosing the 'Contract' option.
|newcontractfromvendorresults|
Alternatively, you can :ref:`access the vendor page<view-vendor-label>` and
click 'New' and choose 'Contract' from there.
|newcontractfromvendorpage|
The contract form will ask for some very basic information about the
contract
|newcontractform|
.. Warning::
You cannot enter a contract retrospectively. The end date must not
be before today's date.
Once the contract is saved it will appear on the
:ref:`vendor page<view-vendor-label>`.
|vendorpage|
It will also be an option when :ref:`creating a basket<create-a-basket-label>`.
|addbasket|
.. _vendor-issues-label:
Recording issues with vendors
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
.. Admonition:: Version
This feature was introduced in version 23.11 of Koha.
.. Note::
Staff members must have the
:ref:`issue\_manage permission <permission-issue-manage-label>`
(or the :ref:`superlibrarian permission <permission-superlibrarian-label>`)
in order to view and manage vendor issues.
Vendor issues are a way to keep track of problems that might arise with vendors.
This helps when comes the time to renegotiate contracts.
To access vendor issues, go to the vendor's page and click on 'Issues' from the
menu on the left side.
|vendorpage|
This page will show all the issues that have been recorded for this vendor.
|vendorissues|
To record a new issue,
- Click 'New issue'
- Fill out the form with the issue information.
|newvendorissue|
- Type: choose the type of issue.
.. Note::
Values in this drop-down menu are managed in the
:ref:`VENDOR\_ISSUE\_TYPE authorized value category <vendorissuetype-av-category-label>`.
- Started on: choose the date on which the issue started.
- Ended on: choose the date on which the issue ended, if that is the case.
- Notes: enter details about the issue.
- Click 'Submit'.
To edit an existing issue, click the 'Edit' button in the table.
If an issue is no longer relevant, you can delete it by clicking the 'Delete'
button in the table.
.. _managing-purchase-suggestions-label:
Managing purchase suggestions
-------------------------------------------------------------------------------
You can create purchase suggestions via the staff interface either for the
library or :ref:`on the patron's behalf <purchase-suggestions-label>` from
their record. Depending on your settings in the :ref:`suggestion <suggestion-label>` system
preference, patrons may also be able to
:ref:`make purchase suggestions via the OPAC<purchase-suggestions-opac-label>`.
.. Note::
Staff members must have the
:ref:`suggestions\_manage permission <permission-suggestions-manage-label>`
(or the :ref:`superlibrarian permission <permission-superlibrarian-label>`)
in order to view and manage purchase suggestions.
If staff members have the
:ref:`suggestions\_manage permission <permission-suggestions-manage-label>`
but not any of the
:ref:`acquisitions permissions <permission-acquisition-label>`, they can
access the suggestion management tool from 'Suggestions' under the 'More'
menu in the header bar.
.. Tip::
Changes to purchase suggestions can be logged: set the :ref:`SuggestionsLog system preference <suggestionslog-label>`
to 'Log' for any subsequent updates to be recorded in the action\_logs table.
When a suggestion is waiting for library review, it will
appear on the Acquisitions home page next to the vendor search. The suggestions
for the branch where you are logged in will be separated from the rest of
the suggestions. Clicking the library name will take you to the suggestion
management tool.
|suggestionspendingacqhome|
It will also appear on the main staff dashboard under the module labels.
|pendingrequests|
If there are no pending suggestions you can access the suggestion
management tool by going to the 'More' menu and choosing 'Suggestions' or by
clicking the 'Manage suggestions' link on the menu on the left of the
Acquisitions module home page.
|suggestionmanagement|
.. Note::
You can customize the columns of this table in the
:ref:`'Table settings'<column-settings-label>` section of the
Administration module (table id: suggestions).
Your suggestions will be sorted into several tabs: Pending, Accepted, Checked,
Ordered and Rejected.
- Pending: A 'Pending' suggestion is one that is awaiting action from the
library.
- Accepted: An 'Accepted' suggestion is one that you have marked as 'Accepted'
using the form below the suggestions.
- Checked: A 'Checked' suggestion is one that has been marked as 'Checked'
using the form below the suggestions.
- Ordered: An 'Ordered' suggestion is one that has been ordered using the
:ref:`From a purchase suggestion <order-from-purchase-suggestion-label>` link
in an order basket.
- Rejected: A 'Rejected' suggestion is one that you have marked as 'Rejected'
using the form below the list of suggestions.
.. Note::
If your workflow requires more statuses for suggestion management, you can
add more using the
:ref:`SUGGEST\_STATUS authorized values category <suggeststatus-av-category-label>`.
Each suggestion will show the name of the staff member who managed the
suggestion as well as the date when it was managed.
Accepted and rejected suggestions will show the reason for accepting or
rejecting it under 'Status'.
For libraries with a lot of suggestions, there are filters on the left
hand side of the Manage Suggestions page to assist in limiting the
number of titles displayed on the screen.
|suggestionsfilters|
Clicking on the blue headings will expand the filtering options and
clicking '[clear]' will clear all filters and show all suggestions.
.. Note::
The suggestions page will automatically be limited to suggestions
for your library. To see information for all (or any other)
libraries change the library in the 'Viewing suggestions for library'
dropdown menu.
|suggestbranchfilter|
.. _approve-reject-suggestions-label:
Approving or rejecting purchase suggestions
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
When changing the status of a purchase suggestion (pending, accepted, rejected,
checked, or ordered), the suggestion will be moved to the matching tab. The
status will also be updated on the
:ref:`patron's account in the OPAC<your-purchase-suggestions-label>` and an
:ref:`email notice <notices-and-slips-label>` will be sent to the patron
using the template that matches the status you have chosen.
When reviewing 'Pending' suggestions check the boxes next to the purchase
suggestions you want to approve or reject and then choose the status and reason
for your selection in the 'Change selected suggestions' section below.
|suggestionschangestatus|
.. Note::
If your workflow requires more statuses for suggestion management, you can
add more using the
:ref:`SUGGEST\_STATUS authorized values category <suggeststatus-av-category-label>`.
Reasons for accepting and rejecting suggestions are defined by the
:ref:`SUGGEST authorized value category <suggest-av-category-label>`.
|suggestionsreasons|
If you choose 'Others...' as your reason, you will be prompted to enter
your reason in a text box. Clicking 'Cancel' to the right of the box
will bring back the pull down menu with authorized reasons.
|suggestionsreasonsother|
It is also possible to approve or reject suggestions one by one by clicking on
the title of the suggestion to open a summary of the suggestion.
|suggestiondetails|
Click 'edit' at the top of the suggestion detail page to open the suggestion
editing page.
|suggestiondetailsedit|
From there, change the status in the 'Suggestion management' section and click
'Save'.
A suggestion's status change will trigger a notice to be sent to the patron who
made the suggestion. The notices can be edited in the
:ref:`Notices and slips tool <notices-and-slips-label>`.
- The 'Accepted' status will trigger the ACCEPTED notice
- The 'Rejected' status will trigger the REJECTED notice
- The 'Ordered' status will trigger the ORDERED notice
.. Note::
The 'Ordered' status will automatically be set when
:ref:`ordering from a suggestion<order-from-purchase-suggestion-label>`
and the corresponding notice will also be sent at that time.
Change to this status manually only if you don't use the acquisitions
module to enter your orders.
.. Note::
If you add custom statuses in the
:ref:`SUGGEST\_STATUS authorized values <suggeststatus-av-category-label>`,
you can :ref:`add corresponding notices <adding-notices-and-slips-label>`
with the same names, taking care to choose the 'Suggestions' module when
creating the new notices.
.. _editing-suggestions-label:
Editing purchase suggestions
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Other than changing the status to accept or reject the purchase suggestions,
you can also change various attributes while managing the suggestions.
Edits can be done in a batch by selecting the suggestions and choosing the
new values in the 'Change selected suggestions' section at the bottom of the
page.
You can change the item type of the suggestions by selecting them
and choosing the new item type in the 'Update item types with' drop down menu.
|suggestionschangeitype|
.. Note::
The item types in this list are populated by the
:ref:`SUGGEST\_FORMAT authorized value category <suggestformat-av-category-label>`.
You can also change the manager of the selected suggestions by clicking the
'Select manager' link and searching your user database. The new manager will
receive the :ref:`NOTIFY\_MANAGER notice <existing-notices-and-slips-label>`.
.. Note::
Only users who have the
:ref:`suggestions\_manage permission <permission-suggestions-manage-label>`
(or the :ref:`superlibrarian permission <permission-superlibrarian-label>`)
will show in the results.
It is also possible to edit suggestions one by one by clicking on the 'Edit'
button to the right of the suggestion or by clicking on the title of the
suggestion.
|suggestiondetails|
Clicking 'edit' at the top of the suggestion detail page will open a suggestion
editing page.
|suggestiondetailsedit|
From this form you can make edits to the suggestion (adding more details
or updating incorrect information provided by the patron). You can also
choose to accept or reject the suggestion on an individual basis.
- In the 'Bibliographic information' section, you can add missing information,
such as the ISBN, publisher, etc. or correct wrong information provided by
the patron.
- This information will be used to create a bibliographic record should you
:ref:`order this title from the suggestion<order-from-purchase-suggestion-label>`.
- In the 'Suggestion management' section, you can edit the status, add a
reason for accepting or rejecting the suggestion, or adjust the dates if
needed.
- Choosing to mark a suggestion as 'Pending' will move it back to
the 'Pending' tab.
- The 'Notify manager' checkbox can be used to send a notice to the staff
member who previously managed the suggestion to inform them the suggestion
was modified. The notice sent is
:ref:`NOTIFY\_MANAGER notice<existing-notices-and-slips-label>`.
- In the 'Acquisitions information' section, you can edit the fund, price,
currency, etc.
- Assigning the suggestion to a fund will trigger a notice to be sent to
the fund owner to inform them that there is a suggestion ready for them
to manage.
- The :ref:`notice\_unprocessed\_suggestions.pl cronjob<cron-email-suggestions-to-process-label>`
is necessary to generate these notices.
- The notice used is :ref:`TO\_PROCESS<existing-notices-and-slips-label>`,
it can be edited in the :ref:`Notices & slips tool<notices-and-slips-label>`.
.. _archiving-suggestions-label:
Archiving purchase suggestions
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Once the suggestion has completed the acquisitions process, it is possible to
archive them. If you have a lot of suggestions, and the page takes a long time
to load, archiving old suggestions will improve the performance.
Select the suggestions you want to archive and click the 'Archive' button in
the 'Archive selected' box.
|suggestionsarchiveselected|
You can also archive the purchase suggestion by clicking the small arrow next
to the 'Edit' button and choosing 'Archive'.
|suggestionsarchive|
Archived suggestions will disappear from the list, but they can be viewed by
checking the 'Include archived' checkbox in the filters.
|suggestionsfilters|
Archived suggestions will have a the mention 'Archived' under the title
information when they are viewed.
|suggestionsarchived|
.. Note::
Archived suggestions will disappear from the
:ref:`'Your purchase suggestions' section of the patron's file on the OPAC<your-purchase-suggestions-label>`.
.. _deleting-suggestions-label:
Deleting purchase suggestions
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Once you no longer need the purchase suggestions, you can completely delete
them from the system.
To delete purchase suggestions in batch, select the suggestions you want to
delete completely and click the 'Delete' button in the the 'Delete selected' box.
|suggestionsdeleteselected|
You can also delete a purchase suggestion by clicking the small arrow next
to the 'Edit' button and choosing 'Delete'.
|suggestionsdelete|
It is also possible to delete purchase suggestions by clicking on the title of
the suggestion to access the suggestion detail page and clicking the 'Delete'
button from there.
|suggestiondetails|
Old purchase suggestions can be automatically deleted using the
:ref:`purge\_suggestions.pl cronjob<cron-clean-up-old-suggestions-label>`.
.. _placing-orders-label:
Placing orders
-------------------------------------------------------------------------------
To place an order you must first
:ref:`search for the vendor or bookseller <vendor-search-label>` and
:ref:`create a basket<create-a-basket-label>`.
.. Warning::
If you are planning on using EDIFACT to submit your order you will
need to first set up your library's :ref:`EDI accounts<edi-accounts-label>`
and :ref:`EANs <library-eans-label>`.
.. _create-a-basket-label:
Creating a basket
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
.. Note::
Staff members must have the
:ref:`order\_manage permission <permission-order-manage-label>` (or
the :ref:`superlibrarian permission <permission-superlibrarian-label>`) in
order to create baskets and add orders.
.. Note::
If you're using EDI for ordering you will want to download your
order record from your vendor before starting the process in Koha.
To create a basket you must first
:ref:`search for the vendor<vendor-search-label>` you're ordering from. From
the vendor search results, click the 'New' button and choose 'Basket'.
|newbasketfromvendorresults|
Alternatively, you can click on the vendor's name to access the vendor page and
click 'New' and choose 'Basket' from there.
|newbasketfromvendorpage|
After clicking 'New' and 'Basket' you will be asked to enter some information
about the order basket:
|addbasket|
- Give the basket a name that will help you identify it later
- Enter in the billing place and delivery place (this will default the
library you're logged in at)
- If you would like to change the vendor you're ordering from you can
use the Vendor pull down menu
- The notes fields are optional and can contain any type of information
- If you have :ref:`added contracts <add-a-contract-label>` to the vendor
you're ordering from, you will have an option to choose which contract
you're ordering these items under.
- If you're ordering standing items (items which arrive regularly), check the
'Orders are standing' box for this basket.
- Note that one basket cannot contain both firm and standing orders.
- You can choose to create items either upon placing the order, upon
receiving the order, or upon cataloging the item. If you choose an
option other than the default, it will apply only to this basket.
The default is set by the :ref:`AcqCreateItem <acqcreateitem-label>`
system preference.
- If you have :ref:`additional fields for order baskets <additional-fields-label>`,
they will appear here.
|addfieldsorderbasket|
When finished, click 'Save'.
|basketempty|
.. _add-to-basket-label:
Adding materials to the basket
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
.. Note::
Staff members must have the
:ref:`order\_manage permission <permission-order-manage-label>` (or
the :ref:`superlibrarian permission <permission-superlibrarian-label>`) in
order to add orders to baskets.
Once your basket is created, click on 'Add to basket' from the basket page.
|basketempty|
To add to an existing basket click 'Add to basket' to the right of an existing
basket.
|showactivebaskets|
Several options for adding items to the order will be presented.
|addtobasketoptions|
.. _order-from-existing-record-label:
Order from an existing record
*******************************************************************************
If you are ordering another copy of an existing item, you can simply search
for the record in your system.
- From the results, you can click 'Add order' to be brought to the order
form.
|orderfromexistingresults|
- From the record's detailed view, you can click on the 'Add order' button.
|orderfromexistingrecord|
- You will be brought to the order form
|existingitemorder|
- All of the details associated with the item will already be
listed under 'Catalog details.'
- Fill out the rest of the order form, including
:ref:`patron notifications<order-patron-notifications-label>`,
:ref:`items <add-item-orders-label>`, and
:ref:`accounting details <accounting-details-orders-label>`.
.. _order-from-purchase-suggestion-label:
Order from a purchase suggestion
*******************************************************************************
If you allow patrons to make purchase suggestions (learn more in the
:ref:`managing purchase suggestions <managing-purchase-suggestions-label>`
section of this manual), you can place orders from those suggestions. In order
to keep track of suggestions that have been ordered and received you must place
the order using this link.
.. Warning::
Suggestions must be accepted before you can order them.
|orderfromsuggest|
- 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
|orderfromsuggestform|
- From this form you can make changes to the catalog details if necessary.
- When the item appears in your basket it will include a link to the
suggestion.
|ordersuggestlink|
- Orders added to the basket in this way will notify the patron via email that
their suggestion has been ordered (with the 'ORDERED' notice in Tools >
:ref:`Notices and slips <existing-notices-and-slips-label>`) and will update
the patron's
':ref:`your purchase suggestions <your-purchase-suggestions-label>`' page in
the OPAC.
.. _order-from-a-serial-subscription-label:
Order from a serial subscription
*******************************************************************************
If you are using the :ref:`Serials module <serials-label>` you can link your
subscription order information to acquisitions by choosing to order
'From a subscription'.
- After clicking the order link you will be brought to a search page that will
help you find your subscription
|subordersearch|
- Your results will appear to the right of the form and each subscription will
have an 'Order' link to the right
|suborderresults|
- Clicking 'Order' will bring the subscription info in to the order form
without an 'Add item' section since you are just ordering a subscription and
an item is not needed
|suborder|
.. _order-from-a-new-empty-record-label:
Order from a new (empty) record
*******************************************************************************
To order from a record that can't be found anywhere else, choose the 'From a
new (empty) record' option.
|orderfromnewemptyrecord|
- You will be presented with an empty form to fill in all of the necessary
details about the item you are ordering.
.. Note::
If the default form does not have the necessary bibliographic fields to
place an order, enable the :ref:`UseACQFrameworkForBiblioRecords <UseACQFrameworkForBiblioRecords-label>` preference
which will allow the ACQ :ref:`MARC framework <marc-bibliographic-frameworks-label>`
to customize the display of fields when ordering.
.. _duplicate-orders-label:
Duplicate orders (order from existing orders)
*******************************************************************************
You can duplicate an existing order line by choosing the 'From existing orders
(copy)' option.
- You will be presented with a search form to search your existing orders.
|duplicateorder|
- Check the boxes next to the order(s) you want to duplicate.
|duplicateorder2|
- Click 'Next'
- Check the boxes next to the values to copy from the original order or
choose new values.
|duplicateorder3|
- Click 'Duplicate orders'
|duplicateorder4|
- Click 'Return to the basket'
.. _order-from-an-external-source-label:
Order from an external source
*******************************************************************************
You can search other library catalogs for the record of an item to purchase
using the 'From an external source' option. This will allow you to order from
a MARC record found via a Z39.50 search.
|orderfromz3950|
- From the results, click anywhere in the row of the title you want to add to
your basket and choose the 'Order' option.
|orderfromz3950results|
- 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.
|duplicatewarning|
- Use existing record: order another copy on the existing bibliographic
record
- Cancel and return to order: cancel the order
- Create new record: create a new bibliographic record, while keeping the
existing one also
.. _order-from-a-new-file-label:
Order from a new file
*******************************************************************************
If your vendor sent you a record file (a .mrc file for example), you can add
orders using the records in that file. Choose the 'From a new file' option.
.. Note::
Staff members must have the
:ref:`stage\_marc\_import permission <permission-stage-marc-import-label>`
(or the :ref:`superlibrarian permission <permission-superlibrarian-label>`)
in addition to the
:ref:`order\_manage permission <permission-order-manage-label>` in order to
be able order from a new file.
- You will be taken to the
:ref:`Stage MARC records for import <stage-marc-records-for-import-label>`
tool. Stage your file as described in that section.
- Once the files are staged, you can click on the 'Add staged files to basket'
button.
|stagedfilestobasket|
- Next to each title is a checkbox, check the items you would like to order,
or choose 'Select all' at the top. Depending on your settings in the
:ref:`MarcFieldsToOrder <MarcFieldsToOrder-label>` system preference, Koha will populate the next
screen with with the relevant quantity, price, fund, statistic 1, and
statistic 2 found within the staged file.
|selecttoimport|
- 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.
|itemfromstaged|
- If no information is imported in the fund information from the MARC with the
:ref:`MarcFieldsToOrder <MarcFieldsToOrder-label>` system preference, the 'Default accounting details'
tab can be used to apply values related to the accounting.
|stagedaccounting|
- Click 'Save' to add to the basket
.. _order-from-a-staged-file-label:
Order from a staged file
*******************************************************************************
This option is the same as the previous one, but in this case, your file has
already been :ref:`staged <stage-marc-records-for-import-label>`. Whether you
choose to 'order from a new file' or 'order from a staged file' will depend on
your acquisitions workflow or your :ref:`permissions <patron-permissions-label>`.
- Once you click on 'From a staged file', you will get a list of all the
staged files in your system.
|stagedfiles|
- From the list of files you are presented with, click on the 'Add orders'
button to add the records in the staged file to your order.
- Next to each title is a checkbox, check the items you would like to order,
or choose 'Select all' at the top. Depending on your settings in the
:ref:`MarcFieldsToOrder <MarcFieldsToOrder-label>` system preference, Koha will populate the next
screen with with the relevant quantity, price, fund, statistic 1, and
statistic 2 found within the staged file.
|selecttoimport|
- 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.
|itemfromstaged|
- If no information is imported in the fund information from the MARC with the
:ref:`MarcFieldsToOrder <MarcFieldsToOrder-label>` system preference, the 'Default accounting details'
tab can be used to apply values related to the accounting.
|stagedaccounting|
- Click 'Save' to add to the basket
.. _order-from-titles-with-highest-holds-ratio-label:
Order from titles with highest hold ratios
*******************************************************************************
The final option for ordering is to order from a list of titles with the
highest hold ratios.
.. Note::
Staff members must have the
:ref:`circulate\_remaining\_permissions permission <permission-circulate-remaining-permissions-label>`
(or the :ref:`superlibrarian permission <permission-superlibrarian-label>`)
in addition to the
:ref:`order\_manage permission <permission-order-manage-label>` in order to
be able order from titles with high hold ratios.
- 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 button with the number of items to order, click that and it will add
the item to your basket.
|highestholdratio|
.. _order-patron-notifications-label:
Setting up patron notifications
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
With any of the above ordering options you're presented with an option
to notify patrons of the new item when it's received. The contents of
that notification can be edited in the :ref:`Notices and slips <notices-and-slips-label>`
tool and will have the code of ACQ\_NOTIF\_ON\_RECEIV. In the 'Patrons'
section you will see an option to 'Add user'. Click that button to add
patrons who will be notified of the new issue.
Patron notification search
- In the window that pops up search for the patrons you'd like to
notify and click 'Add'
|patronsearchpopup-adduser|
- Once you're done you can close the window and you'll see the list of
patrons under the 'Patrons' section
|patronstonotify|
.. _add-item-orders-label:
Adding items to orders
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
After bringing in the record information (for all order methods except for
the staged files), if your :ref:`AcqCreateItem <AcqCreateItem-label>` system
preference is set to add an item when ordering you will enter the item
information next. You need to fill out at least one item record and then click
the 'Add item' button at the bottom left of the item form.
|itemonorder|
After clicking the 'Add item' button below the item record the item will
appear above the form and then you can enter your next item the same way
(if ordering more than one item).
|itemonorderadded|
If you are ordering several items, you can click on the 'Add multiple items'
instead of adding them one by one. This will ask you how many items you want to add.
Simply enter that number in the box and click on 'Add'.
|addmultipleitems|
.. _accounting-details-orders-label:
Adding accounting details to orders
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
Once you have entered the info about the item, you need to enter the
Accounting information.
|accounting|
- Quantity: enter the quantity of copies you want to order.
.. Warning::
If the item is created upon ordering, you will not be able to edit the
quantity manually, you must
:ref:`add items to the order<add-item-orders-label>` by clicking 'Add
item' below the item form to add as many items as you're ordering.
- Fund: choose the fund that will be used to buy this title.
- The list of funds is populated by the :ref:`funds <funds-label>` you have
created in the :ref:`Acquisitions administration <acquisitions-module-label>`
area.
- If you have a lot of funds, you can start to type the fund name in the
field and the list will be filtered for you.
- By default, only funds for active budgets will be available in the
drop-down menu. If you need to also see your inactive funds, check the
'Show inactive' box.
- Currency: choose the currency of the price.
- The currency pull down will have the
:ref:`currencies <currencies-and-exchange-rates-label>` you set
up in the :ref:`Acquisitions administration <acquisitions-module-label>` area.
- Vendor price: enter the price before any taxes or discounts are applied.
- Uncertain price: if the price is uncertain, check the uncertain price box.
You will be able to go back later to enter the right price.
.. Note::
A basket with at least one uncertain price cannot be closed.
See the section :ref:`Dealing with uncertain prices <uncertain-prices-label>`
below to learn how to manage uncertain prices.
- Tax rate: if you are charged sales tax, choose the rate.
- This field is populated by the :ref:`TaxRates <TaxRates-label>` system preference.
- Discount: 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.
- Retail price: enter the recommended retail price (RRP), the price set
by the publisher or the manufacturer as a recommendation to booksellers.
- Replacement cost: enter the cost to replace the item. This is the
price charged to the user when an item is declared lost (if the
:ref:`WhenLostChargeReplacementFee <WhenLostChargeReplacementFee-label>` system preference is set to 'Charge').
- Budgeted cost is the amount that will be removed from the 'spent' budget.
Whether this number includes or excludes taxes will depend on the 'List price'
setting for your :ref:`vendor <vendors-label>`.
- Total is the budgeted cost multiplied by the quantity of items ordered.
- Actual cost: this field is usually left empty until receiving, when you can
confirm the actual cost against the vendor's packing slip or invoice.
- Internal note: this will only appear in the acquisitions module
and in the staff interface catalog, under the 'Acquisitions details' tab
in the detailed record.
- Vendor note: this will appear in the acquisitions module
as well as on the order when exported as CSV.
- Estimated delivery date: you can specify an estimated delivery date for this
specific order. If no date is entered here, the estimated delivery date will
be calculated according to the 'Delivery time' in the
:ref:`vendor information <vendors-label>`. This date is used when managing
:ref:`late orders <claims-and-late-orders-label>`
- If you added statistical categories when :ref:`creating the
fund <add-a-fund-label>`, those values will appear in the two
statistics fields.
- If you have :ref:`additional fields for order lines <additional-fields-label>`,
they will appear here.
Once you have filled in all of the fields click 'Save' to add the item
to your basket. If your price goes over the amount available in the fund
you will be presented with a confirmation.
|fundconfirmation|
The confirmation warning will allow you order past your fund amount if
you so choose.
Once your order is entered you can search for it through acquisitions or
view the information on the bibliographic record detail page in the staff
interface, if the :ref:`AcquisitionDetails <AcquisitionDetails-label>` system preference is set to
'Display', or view the information on the bibliographic record detail page in
the OPAC, if the :ref:`OPACAcquisitionDetails <OPACAcquisitionDetails-label>` system preference is set to
'Display'.
|AcquisitionDetails|
.. Note::
You can customize the columns of this table in the
:ref:`'Table settings'<column-settings-label>` section of the
Administration module (table id: acquisitiondetails-table).
.. _edit-basket-label:
Editing the basket
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
.. Note::
Staff members must have the
:ref:`order\_manage permission <permission-order-manage-label>` (or
the :ref:`superlibrarian permission <permission-superlibrarian-label>`) in
order to edit existing baskets.
After an item is added to the basket you will be presented with a basket
summary.
|finalbasket|
.. Note::
You can customize the columns of this table in the
:ref:`'Table settings'<column-settings-label>` section of the
Administration module (table id: orders).
From the basket, you can edit or remove the items that you have added.
- Choosing to 'Modify' the order will take you back into the order form in case
you need to modify the accounting details or the items.
- Choosing to 'Transfer' the order will allow you to move this order from this
vendor's basket into a different vendor's basket.
.. Note::
The new vendor must have at least one open basket for you to be able to transfer the order.
- Choosing to 'Place Hold' will allow you to place a hold for a patron on this order.
- Choosing to 'Cancel the order' will delete the order line but leave
the record in the catalog.
- Choosing to 'Cancel order and delete catalog record' removes both the order
line and the record in the catalog.
- The catalog record cannot always be deleted. You might see notes
explaining why.
|cantdeleteorderline|
.. Note::
If the order was created from a suggestion, the status of the suggestion
will be reset from 'Ordered' back to 'Accepted' if the order is canceled.
On the summary page, you also have the several option through the buttons
at the top of the basket header.
|basketbuttons|
- Add to basket: :ref:`add orders to the basket<add-to-basket-label>`
- Edit basket: edit the basket information, such as the name or the billing
place.
- Delete basket: if the basket is empty, you will get a simple confirmation
message before deleting the basket. If the basket contains orders, you
will get a confirmation message with several options.
|deletebasketconfirmation|
- Delete basket and orders: this will delete the basket, cancel the orders,
refund the used funds, and delete the items (ordered or received).
- Delete basket, orders, and records: this will delete all of the above
plus the bibliographic records associated with the orders (except the
ones which can't be deleted because they have remaining items, orders
or subscriptions attached).
- Close basket: :ref:`closing the basket<ordering-closing-basket-label>` will
enable you to :ref:`add it to a basket group<create-a-basket-group-label>`
(this is optional) and :ref:`receive its items<receiving-orders-label>`.
- Export as CSV: this will create a CSV file with all your orders from this
basket. You can add several CSV profiles options by going to the
:ref:`CSV profiles tool <csv-profiles-label>`.
- Create EDIFACT order: if you're using EDI for your order you can click
the 'Create EDIFACT order' button when you're done to send the file to the
vendor and close the basket.
- E-mail order: this will send the order information to your contact for this
vendor. Make sure your contact has a email address in the
:ref:`vendor profile <vendors-label>`.
.. Note::
The email sent is based on the ACQORDER notice template. It can be
customized in the :ref:`Notices and slips tool <notices-and-slips-label>`.
.. _ordering-closing-basket-label:
Ordering (closing the basket)
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
.. Note::
Staff members must have the
:ref:`order\_manage permission <permission-order-manage-label>` (or
the :ref:`superlibrarian permission <permission-superlibrarian-label>`) in
order to close existing baskets.
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.
|basketbuttons|
.. Warning::
You must close the basket to be able to
:ref:`receive items <receiving-orders-label>` when they arrive. Only items
in closed baskets will show as ready to receive.
If you have your :ref:`BasketConfirmations <BasketConfirmations-label>` system preference set to show a
confirmation, you will be asked if you are sure about closing the basket.
|closebasket|
When closing the basket you can choose to add the basket to a group for
easy printing and retrieval. If you check the box to 'Attach this basket to a
new basket group with the same name' you will be brought to the group list
where you can export a PDF of the order.
|basketgroup|
.. Warning::
A basket with at least one item marked as 'uncertain price' will not
be allowed to be closed.
See the section :ref:`Dealing with uncertain prices <uncertain-prices-label>`
below to learn how to manage uncertain prices.
.. _uncertain-prices-label:
Dealing with uncertain prices
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
.. Warning::
A basket with at least one item marked as 'uncertain price' will not
be allowed to be closed.
|basketuncertain|
Clicking the 'Uncertain prices' button will call up a list of items with
uncertain prices to quick editing. From that list, you can quickly edit
the items by entering new prices and quantities.
|uncertainprices|
.. Note::
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.
.. _create-a-basket-group-label:
Creating a basket group
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
A basket group is simply a group of baskets. In some libraries, several staff
members create baskets, and, at the end of a period of time, someone groups
them together to send to the vendor in bulk. Note that it is possible to have
one basket in a basket group, or no basket groups at all if that's the workflow
used in your library.
.. Note::
Staff members must have the
:ref:`group\_manage permission <permission-group-manage-label>` (or
the :ref:`superlibrarian permission <permission-superlibrarian-label>`) in
order to create, edit, close, and delete basket groups.
.. Note::
You cannot re-open a basket that is attached to a basket group. The
re-open basket button will be grayed out.
To create a basket group, go to the vendor detail page and click on the
'Basket groups' tab on the left side.
|vendorpage|
|basketgroupopen|
Click on the 'New basket group' button.
|newbasketgroup|
- Basket group name: this is the name the basket group will go by in Koha
- Billing place: this is the billing address that will appear on the
basket group order
- Delivery place: pick a library where these orders should be sent, this
will appear on the basket group order under delivery address
You can also enter a different address
- Delivery comment: this comment will appear on the basket group order
- Close basket group: if you know that once you're done with this basket
group, you will not be modifying it anymore, you can check this box and
the group will be closed upon saving
Add baskets to the group by clicking the 'Add to group' button on the right.
Click on 'Save' to finish creating your basket.
From there, you can export your order as a PDF file to send to your vendor.
.. Note::
The content of the PDF file is not editable, but it is possible to change its
language and formatting with the :ref:`OrderPdfFormat <OrderPdfFormat-label>`
system preference.
If using the 'English 1-Page' option, it is possible to
customize the text written above the order table with the
:ref:`1PageOrderPDFText <1pageorderpdftext-label>` system preference.
.. _searching-orders-label:
Searching for orders
-------------------------------------------------------------------------------
At the top of the various Acquisition pages there is a quick search box
where you can perform either a :ref:`Vendor search <vendor-search-label>` or an
Order search.
|vendorsearchbar|
Using the Orders search you can search for items that have been ordered
with the title or the vendor.
|ordersearchbar|
You can enter info in one or both fields and you can enter any part of
the title or vendor name.
|ordersearchresults|
.. Note::
You can customize the columns of this table in the
:ref:`'Table settings'<column-settings-label>` section of the
Administration module (table id: histsearcht).
Clicking the plus sign to the right of the vendor search box will expand
the search and allow you to search for additional fields. In the basket search,
you can enter any part of the basket name or its number. In the invoice number
search, you can enter a part of the invoice number.
|ordersearchbarexpanded|
Clicking Advanced search to the right of the search button will give you
all of the order search options available.
|ordersearchadvanced|
.. _receiving-orders-label:
Receiving orders
-------------------------------------------------------------------------------
.. Warning::
You must :ref:`close the basket<ordering-closing-basket-label>` to be able
to receive items when they arrive. Only items in closed baskets will show
as ready to receive.
.. Note::
Staff members must have the
:ref:`order\_receive permission <permission-order-receive-label>` (or
the :ref:`superlibrarian permission <permission-superlibrarian-label>`) in
order to receive orders.
Orders can be received from the vendor information page
|vendorpage|
or the vendor search results page
|vendorsearch|
After clicking 'Receive shipments' you will be asked to enter a vendor
invoice number, a shipment received date, a shipping cost and a fund
to subtract that shipping amount from.
|receive|
The receive page will list all items still on order with the vendor
regardless of the basket the item is from.
|receivependingorders|
.. Warning::
Only items from closed baskets will appear in the pending orders list.
.. Note::
If you have a lot of orders, you can filter the orders using the 'Search'
box just above the table, or the filter boxes at the top of each table
column.
|filterorders|
You could, for example, scan the ISBN of the book you are receiving in the
filter box and the table will only show the corresponding orders.
Just make sure to clear the filter boxes when you're done, otherwise,
the other items won't appear.
To receive a specific item, click the 'Receive' link to the right of the
item.
|receiveitem|
Depending on when you chose to create the item (either in the
:ref:`AcqCreateItem <acqcreateitem-label>` system preference, or upon
:ref:`creating your basket <create-a-basket-label>`), the form will look
slightly different.
If you chose to create your item when placing the order, you will have your
item information on the left side and financial information on the right side.
|receiveitem1|
You can check the box next to the item to receive it, or fill out the
'Quantity received' field on the left side.
.. Note::
You can choose to mark only part of the order as received if the vendor
did not send your entire order by checking only the boxes next to the
items on the left that you want to receive or by entering the right
amount in the 'Quantity received' field.
You can edit the item if needed by clicking on the 'Edit' link. This will
allow you to enter in accurate call numbers and barcodes if you'd like to
do that at the point of receipt.
You can also alter the cost information (replacement cost, actual cost, and
currency of the actual cost). The values you enter there will automatically
populate the :ref:`'Cost, replacement price' subfield <952v-replacement-cost-label>`
and the :ref:`'Cost, normal purchase price' subfield <952g-purchase-price-label>`
in the item record after saving.
If you chose to create your item when receiving the order, you will see
the item creation form on the left side and the financial information on
the right side.
|receiveitem2|
.. Warning::
You must fill out the item form and click on 'Add item' or 'Add multiple items'
in order to receive the order. You will not be able to simply change the
'Quantity received' amount.
You can alter the cost information (replacement cost, actual cost, and
currency of the actual cost). The values you enter there will automatically
populate the :ref:`'Cost, replacement price' subfield <952v-replacement-cost-label>`
and the :ref:`'Cost, normal purchase price' subfield <952g-purchase-price-label>`
in the item record after saving.
Finally, if you chose to create your item when cataloging the record, you
will only see the financial information on the right.
|receiveitem|
You can alter the cost information (replacement cost, actual cost, and
currency of the actual cost).
.. Note::
The financial information will not be transferred to the item if the
item is created when cataloging.
Once you have made any changes necessary (to the order and/or items, click
'Save' to mark the item(s) as received.
|receiveditems|
.. Note::
If you have your :ref:`AcqItemSetSubfieldsWhenReceived <AcqItemSetSubfieldsWhenReceived-label>` system
preference set to add or change values on received items those
changes will take place after you hit 'Save'.
When you're finished receiving items you can navigate away from this
page or click the 'Finish receiving' button at the bottom of the screen.
Received orders will have '(received)' before the title in the basket view.
|basketwithreceived|
.. Note::
When all the orders in a basket have been received, the basket will be removed
from the list of baskets for that vendor. You can click 'Show all baskets'
to view the inactive baskets.
|showactivebaskets|
|showallbaskets|
.. Note::
If a patron was marked as
:ref:`needing to be notified when the order is received <order-patron-notifications-label>`,
they will receive the ACQ\_NOTIF\_ON\_RECEIV notice.
If a patron :ref:`suggested the purchase <purchase-suggestions-opac-label>`,
they will receive the AVAILABLE notice.
Both of these notices can be
customized in the :ref:`Notices and slips tool <notices-and-slips-label>`.
.. _transferring-orders-label:
Transferring orders
-------------------------------------------------------------------------------
.. Note::
Staff members must have the
:ref:`order\_manage permission <permission-order-manage-label>` (or
the :ref:`superlibrarian permission <permission-superlibrarian-label>`) in
order to transfer orders.
If the item is no longer available from this vendor you can transfer the
order to another vendor's basket by clicking the 'Transfer' link to the
right of the title on the :ref:`basket page<edit-basket-label>` or the
:ref:`receiving page<receiving-orders-label>`. This will pop up a vendor search
box.
|transfersearch|
From the results you can click 'Choose' to the right of the vendor you
would like to reorder this item from.
|transfervendor|
You will then be presented with the open baskets for that vendor to
choose from. To move the item simply click 'Choose' to the right of the
basket you would like to add the item to.
|transferbasket|
Once you have chosen you will be presented with a confirmation message.
You will see transferred orders with the canceled orders when viewing the
basket.
|cancelledorders|
.. Note::
Whilst it is possible to re-open your basket (unless it is part of a
:ref:`basket group<create-a-basket-group-label>`, in which case the basket
cannot be reopened), transfer one or more orders and re-close the basket,
this is not recommended. This procedure will update the 'basket closed' date,
which in turn will cause your
:ref:`'late order' calculations<claims-and-late-orders-label>` to be
incorrect.
It is preferable to transfer an order from the
:ref:`receiving page<receiving-orders-label>`.
.. _cancelling-an-order-label:
Canceling orders
-------------------------------------------------------------------------------
.. Note::
Staff members must have the
:ref:`order\_manage permission <permission-order-manage-label>` (or
the :ref:`superlibrarian permission <permission-superlibrarian-label>`) in
order to cancel orders.
If the item cannot be found anywhere you can cancel the order by clicking
'Cancel order' or 'Cancel order and delete catalog record' to the far right on
the :ref:`basket page<edit-basket-label>` or the
:ref:`receiving page<receiving-orders-label>`.
|finalbasket|
This will prompt you to enter your reason and confirm cancellation.
|cancelorder|
.. Note::
The cancellation reasons drop-down menu are populated by the
:ref:`ORDER\_CANCELLATION\_REASON authorized values category <ordercancellationreason-av-category-label>`.
If there aren't any authorized values in that category, it will be a free
text field instead of a drop-down menu.
You will also see that the item is canceled if you view the basket.
|cancelledorders|
.. Admonition:: Version
As of Koha version 23.11, you can cancel orders in closed baskets by enabling
the :ref:`CancelOrdersInClosedBaskets <cancelordersinclosedbaskets-label>`
system preference.
In prior versions, it is not possible to cancel orders when the basket is
closed. Whilst it is possible to re-open your basket (unless it is part of a
:ref:`basket group<create-a-basket-group-label>`, in which case the basket
cannot be reopened), cancel one or more orders and re-close the basket, this
is not recommended. This procedure will update the 'basket closed' date,
which in turn will cause your
:ref:`'late order' calculations<claims-and-late-orders-label>` to be
incorrect. In those cases, it is preferable to cancel an order from the
:ref:`receiving page<receiving-orders-label>`.
.. _invoices-label:
Invoices
-------------------------------------------------------------------------------
.. Note::
Anyone with one of the
:ref:`acquisition permissions <permission-acquisition-label>`
(or the :ref:`superlibrarian permission <permission-superlibrarian-label>`)
will have access to invoices. However, it is necessary to have specific
invoice permissions to execute actions on invoices:
- the :ref:`order\_receive permission <permission-order-receive-label>` to
create invoices,
- the :ref:`edit\_invoices permission <permission-edit-invoices-label>` to
edit invoices,
- the :ref:`merge\_invoices permission <permission-merge-invoices-label>` to
merge invoices,
- the :ref:`reopen\_closed\_invoices permission <permission-reopen-closed-invoices-label>`
to reopen closed invoices, or
- the :ref:`delete\_invoices permission <permission-delete-invoices-label>`
to delete invoices.
When :ref:`orders are received<receiving-orders-label>` invoices are generated.
Invoices can be searched by clicking on 'Invoices' in the left of the
Acquisitions page.
|invoicesearch|
After a search, the results will appear to the right of the search options.
|invoices|
At the bottom of the table, there is a button to
:ref:`merge selected invoices<merging-invoices-label>` and a button to close
selected invoices.
The 'Actions' button on the right allows various actions on a single invoice:
- Details: show the full invoice
- Close: close the invoice to indicate that the invoice is paid for
- Delete: delete the invoice; this option is only available for invoices that
have no items received on them
The detailed invoice page presents all the information about the invoice.
|invoice|
- Invoice number: the invoice number entered upon
:ref:`receiving<receiving-orders-label>` is editable here
- Shipment date: date entered upon :ref:`receiving<receiving-orders-label>` is
editable here
- Billing date: enter the billing date of the invoice
- Shipping cost: the shipping cost entered upon
:ref:`receiving<receiving-orders-label>` is editable here
- Shipping fund: the fund from which to subtract the shipping cost chosen
upon :ref:`receiving<receiving-orders-label>` is editable here
- Status: the status of the invoice, either open or closed; if closed, the
closing date will also appear
- Close: if the invoice is still open, it can be closed by checking this box
- Reopen: if the invoice is closed, it can be reopened by checking this box
- Additional fields: if there are
:ref:`additional fields <additional-fields-label>` for invoices, they will
appear here.
In the Adjustments section, you can add adjustments to your invoices by
clicking 'Add an adjustment'.
These adjustments can be for adjusting the price that is offset by rounding
or adding a credit to the invoice, for example.
|adjustments|
- Amount: enter the amount of the adjustment (can be positive or negative)
- Reason: choose a reason, if needed
.. Note::
The reasons are populated by the ADJ\_REASON
:ref:`authorized values category<authorized-values-label>`.
- Note: enter a note, if needed
- Fund: choose the fund from which the adjustment amount should be taken
- Encumber while invoice open: if this is checked, the amount of the adjustment
will be taken out of the fund immediately. If it is not checked, the amount
will be subtracted only when the invoice is closed.
Click on 'Update adjustments' to save your adjustments.
If you need to change the adjustment afterwards, you can do so in the table
and click on 'Update adjustments'.
|adjustments2|
In the 'Invoice details' section, you will see the details of each received
title in this invoice.
- If needed, you can change the fund used for each title by clicking 'Modify
fund' in the 'Fund' column.
.. _attaching-files-to-invoices-label:
Attaching files to invoices
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
If you're allowing the uploading of acquisitions files with the
:ref:`AcqEnableFiles <AcqEnableFiles-label>` system preference you will see the option
to manage invoice files next to the link to 'Go to receipt
page'
|invoice|
To see or attach new files click the 'Manage invoice files' link
|noinvoicefiles|
From here you can find a file to upload and see the files you have
already attached.
|invoicefiles|
.. _merging-invoices-label:
Merging invoices
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
.. Note::
Staff members must have the
:ref:`merge\_invoices permission <permission-merge-invoices-label>` (or
the :ref:`superlibrarian permission <permission-superlibrarian-label>`) in
order to merge invoices.
From the invoice search results you can also merge together two invoices or
more, should you need to.
|invoices|
Simply click the checkbox to the left of the invoices you would like to merge
and click the 'Merge selected invoices' button at the bottom of the page.
You will be presented with a form to confirm the merge:
|mergeinvoices|
Click on the row of the invoice number you would like to keep and it
will be highlighted in yellow. Enter any different billing information
in the fields provided and click 'Merge'. The invoices will become
one.
.. _claims-and-late-orders-label:
Claims and late orders
-------------------------------------------------------------------------------
.. Note::
Staff members must have the
:ref:`order\_receive permission <permission-order-receive-label>` (or
the :ref:`superlibrarian permission <permission-superlibrarian-label>`) in
order to manage and claim late orders.
The 'Late orders' link on the acquisitions main page leads to a report where
all orders can be filtered to find the late orders.
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.
|acqclaimfilter|
- Order date: this filter limits the results to orders from baskets closed
more than this number of days ago. This defaults to 0, meaning all orders
from closed baskets are shown in the list.
.. Note::
The order date is the date the
:ref:`basket was closed<ordering-closing-basket-label>`.
- Estimated delivery date from ... to ...: this filter limits the results to
orders estimated to be delivered between two dates. The estimated delivery
date is either the date entered in the 'Estimated delivery date' field in the
:ref:`accounting details section of the order <accounting-details-orders-label>`,
or it is calculated as order date (date the basket was closed) +
delivery time entered when :ref:`creating the vendor<add-a-vendor-label>`.
.. Note::
The estimated delivery date can be edited in the late orders table.
- Vendor: this filter limits the results to orders to a specific vendor.
.. Note::
The vendor drop-down menu only shows vendors with closed baskets.
Once you filter your orders to show you the things you consider to be
late you will be presented with a list of these items.
|lateorders|
.. Note::
You can customize the columns of this table in the
:ref:`'Table settings'<column-settings-label>` section of the
Administration module (table id: late_orders).
There are several options for claiming late orders.
- If you have entered in an email address for a
:ref:`contact at the vendor's<add-a-vendor-label>` in your system you can
send them claim emails when an order is late.
- Choose the notice to be sent in the 'Claim using notice' drop down menu
|claimletter|
.. Note::
The default notice is
:ref:`'Acquisition claim' (code ACQCLAIM)<existing-notices-and-slips-label>`.
It can be modified in the :ref:`Notices & slips tool<notices-and-slips-label>`.
You can :ref:`add different notices<adding-notices-and-slips-label>`.
When creating a new notice, choose 'Claim acquisition'.
- Check the box to the right of the late titles to claim
- Click 'Claim order' at the bottom right of the list.
- If the vendor does not have a contact with an email address, you can
download the list of title to claim as a CSV file
- Check the box to the right of the late titles to claim
- Click 'Export as CSV' at the bottom right of the list
.. Note::
The default CSV profile used is 'Late orders'. You can modify it or
add new ones in the :ref:`CSV profiles tool <csv-profiles-label>`.
If adding a new one, choose profile type: SQL and usage: Export late
orders.
.. _budget-fund-tracking-label:
Budget/fund tracking
--------------------------------------------------------------------------------
On the Acquisitions homepage you will see a table of your
:ref:`active funds <funds-label>` showing a breakdown of what has been ordered
or spent against them.
Whether the amounts include tax or not is controlled by
the :ref:`CalculateFundValuesIncludingTax <calculatefundvaluesincludingtax-label>`
system preference.
|acqfunds|
.. Note::
You can customize the columns of this table in the
:ref:`'Table settings'<column-settings-label>` section of the
Administration module (table id: accounts).
- Use the 'Expand all' link to see all your funds and sub-funds.
- 'Collapse all' will show only first level funds.
- 'Hide inactive budgets' will hide budgets that are not currently active
(such as previous years' budgets).
- 'Show inactive budgets' will show budgets that are not currently active
(such as previous years' budgets).
- 'Filter by library': if you have several libraries in your system and have
funds assigned to different ones, use this dropdown menu to filter the table
to show only the funds for the selected library.
.. Tip::
If the 'Total' line at the bottom of the table is confusing for the funds you
have set up, you can hide it by adding this code to the :ref:`IntranetUserCSS <IntranetUserCSS-label>` preference.
::
#funds_total {display:none;}
To see a history of all orders in a fund, click on the corresponding hyperlinked
amount.
|fundbreakdown|
.. _edi-process-label:
EDI process
-------------------------------------------------------------------------------
Previous sections explain all ordering options, this section pulls out
the parts related to EDI or EDIFACT ordering to help those who are using EDI for some or all of the ordering process.
EDI allows order files to be sent between vendors and Koha. When the files are processed the order information is loaded directly into Koha.
The full workflow is outlined below.
|ediprocess|
.. Note::
Libraries do not have to automate the full process and not all vendors support all functions. For example
a library might use QUOTE and ORDER files but carry out manual invoicing/receipting. Or a library may
create the basket on Koha either manually or from a file of MARC records but send the order back
to the vendor via an ORDER file. Speak to your vendors to establish which functions they support.
.. Warning::
Koha uses the EDIFACT standard (EDItEUR and BiC) not the X12 standard for
electronic ordering.
.. _edi-setup-label:
Setting up EDI in Koha
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
In order to use EDIFACT in Koha, the
:ref:`EDIFACT system preference<edifact-syspref-label>` must be enabled.
Before you begin ordering using EDI you will need to take the following steps:
- Ask your vendor/bookseller/jobber for their
connection information. See :ref:`EDI questions for vendors <edi-questions-for-vendors-label>` below.
- It might also be beneficial to ask for a few sample EDIFACT files
from the vendor
- Share with your vendor/bookseller/jobber your
:ref:`library codes <libraries-label>`,
:ref:`item type codes <item-types-label>`, :ref:`fund codes <funds-label>`,
and any other codes or :ref:`authorized values <authorized-values-label>`
they might need for creating your MARC order records
- Communicate with your support provider or the community about whether
you will need a plugin based on your vendor's answers
- For example ByWater Solutions has published plugins for specific
vendors here:
https://github.com/bywatersolutions/koha-plugin-edifact-enhanced
- :ref:`Create a vendor/bookseller/jobber record <add-a-vendor-label>` in
Acquisitions
- Review your
:ref:`Acquisitions system preferences <acquisitions-system-preferences-label>`
- Fill in the :ref:`MarcFieldsToOrder <MarcFieldsToOrder-label>` system preference with
values for order files (see the
:ref:`MARC order fields<marc-order-fields-edi-label>` section below) if your vendor will be
sending you files of MARC records for you to import manually. If the vendor will be sending
automated EDI QUOTE files the MarcFieldsToOrder system preference does not need to be filled.
- Enter your :ref:`EDI Accounts<edi-accounts-label>`
- Enter your :ref:`Library EANs<library-eans-label>`
- Turn on the :ref:`EDI cron <cron-edi-message-processing-label>` so that EDI files can be processed.
.. _edi-questions-for-vendors-label:
EDI questions for vendors
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
You will need to gather the following information from your vendors
before beginning the set up process in Koha.
.. _edi-accounts-for-vendors-label:
EDI accounts
*******************************************************************************
EDI accounts: This is the basic connection information for your
vendor. It will be used to fill in the :ref:`EDI accounts<edi-accounts-label>`
section.
- Vendor: The name of the vendor
- Description: A short description if additional explanation is
needed (especially if you have multiple accounts for one vendor).
- Transport: Does the vendor transmit EDI files via FTP, SFTP, or
something else that requires special processing?
- Options:
- FTP
- SFTP
- FILE
- Remote host: The URL or IP address of the FTP/SFTP server
- Username: The username for the above server
- Password: The password for the above server
- Download directory: The path on the server that contains files
for Koha to download and process
- Upload directory: The path on the server that Koha will upload
files to for your vendor to process
- Qualifier: Who assigned the SAN below?
- Options:
- EAN International (14)
- US SAN Agency (31B)
- Assigned by supplier (91)
- Assigned by buyer (92)
- SAN: The identifier for the vendor
- Standard: Which standard is used by the vendor, this will change how the
EDI messages are interpreted
- Options:
- BiC
- EDItEUR
- Quotes enabled: (yes or no) Does this vendor support sending and
receiving quotes via EDIFACT and do you want to send and receive
quotes via EDIFACT?
- Orders enabled: (yes or no) Does this vendor support sending and
receiving orders via EDIFACT and do you want to send and receive
orders via EDIFACT?
- Invoices enabled: (yes or no) Does this vendor support sending and
receiving invoices via EDIFACT and do you want to send and receive
invoices via EDIFACT?
- Responses enabled: (yes or no) Does this vendor support sending and
receiving responses via EDIFACT and do you want to send and receive
invoices via EDIFACT?
- Automatic ordering: (yes or no) Check this box if you want quotes to
automatically generate orders.
.. _library-ean-buyer-identifier-label:
EAN
*******************************************************************************
Each library using EDIFACT needs to specify a buyer identifier know as a SAN or
EAN. This will fill in the :ref:`Library EANs <library-eans-label>` setting.
- Library: Choose the library this EAN represents
- Description: Add a description to this EAN, if needed
- EAN: Enter the EAN
- Qualifier: Choose who assigned the EAN above
- Options:
- EAN International (14)
- US SAN Agency (31B)
- Assigned by supplier (91)
- Assigned by buyer (92)
.. _marc-order-fields-edi-label:
MARC order fields or grid ordering
*******************************************************************************
.. Note ::
This is only necessary if your vendor will be sending you files of MARC records for you to import via :ref:`Stage MARC records for import <stage-marc-records-for-import-label>` in the Cataloging module. If your vendor will be sending automated EDI QUOTE files the MarcFieldsToOrder system preference does not need to be filled.
These values will fill in the :ref:`MarcFieldsToOrder <MarcFieldsToOrder-label>` system preference.
- price: MARC21 field that contains the item price
- quantity: MARC21 field that contains the number of items for the given record
- budget\_code: MARC21 field that contains the Koha budget code to be debited
- discount: MARC21 field the contains the discount as a percentage the the
price will be discounted by
- sort1: MARC21 field that will populate custom field sort1
- sort2: MARC21 field that will populate custom field sort2
.. _edi-ordering-label:
Ordering via EDI
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
The first step in ordering using EDI happens on the book vendor's
website. Each seller will use different language, but you will need to
place your order on their site. Some language that you might see included "basket", "order", "cart",
and/or "MARC order". The vendor will then either send you a file of MARC records to import into Koha OR
the vendor will send a QUOTE file if you have this enabled in your :ref:`EDI accounts<edi-accounts-label>` settings.
.. _working-with-a-marc-file-label:
Working with a MARC file
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
Once you have this MARC file downloaded to your
computer you will want to log in to Koha and continue the process there.
In Acquisitions :ref:`create a basket <create-a-basket-label>` for the vendor
you ordered from. Add your file to the basket by :ref:`ordering from a new
file <order-from-a-new-file-label>`.
From the confirmation screen you will see all of the data in the MARC
file related to your order. If you are not seeing fields such as fund
and quantity filled in then be sure to confirm that your
:ref:`MarcFieldsToOrder <MarcFieldsToOrder-label>` preference is set right.
Once you have added all of the items to the basket you can click the
'Create EDIFACT order' button.
.. Note::
The 'Create EDIFACT order' button only displays is you have enabled the :ref:`EDIFACT system preference<edifact-syspref-label>`.
You will be asked if you wish to create the EDI order and close the basket.
.. _sending-the_edifact-order-label:
Sending the EDIFACT order
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
This will generate an ORDER file with the status 'Pending' in the
:ref:`EDIFACT messages <edifact-messages-label>` in Koha.
The pending files will be processed by the
:ref:`EDI cron job <cron-edi-message-processing-label>` and sent to your vendor and the status
in :ref:`EDIFACT messages <edifact-messages-label>` will be updated to 'Sent'.
.. _working-with-a-quote-file-label:
Working with a QUOTE file
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
If you have QUOTE files enabled you can place the order on the bookseller's
website and a QUOTE file will be automatically generated and made available to
be collected and loaded to Koha. You will see the file listed in the
:ref:`EDIFACT messages <edifact-messages-label>` in Koha with a status of
'Received'. The basket will have been created and records and items added to
the basket.
Once you have checked that the basket is correct you can click the
'Create EDIFACT order' button. The process then completes as
for :ref:`Sending the EDIFACT order <sending-the_edifact-order-label>` above.
.. _edi-invoicing-label:
EDI invoicing
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
When the book vendor is done processing your files they can send an
INVOICE file via EDI as well. The :ref:`EDI cron job <cron-edi-message-processing-label>` will grab
invoice file, create an invoice on Koha and mark items found in the invoice as received and update your
funds without any need for manual intervention. As a final check the invoice can be reviewed and closed if all items have
been receipted correctly.
INVOICE files can be viewed in the :ref:`EDIFACT messages <edifact-messages-label>`. Processed files have the status 'Received'.
If you set the :ref:`EdifactInvoiceImport <EdifactInvoiceImport-label>` preference to 'Don't' you can load
invoice files manually.
.. _edifact-messages-label:
EDIFACT messages
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
A log of all messages sent and received via EDIFACT can be found under
EDIFACT messages.
.. Note::
Staff members must have the
:ref:`edi\_manage permission <permission-edi-manage-label>` (or the
:ref:`superlibrarian permission <permission-superlibrarian-label>`) in order
to view sent EDIFACT messages.
|edifactmsg|
.. Note::
Old EDIFACT messages can be deleted with the :ref:`clean up database script <cron-clean-up-database-label>`
using the :code:`--edifact-messages` parameter.