Suppliers are business entities that supply resources to your library.


Prior to creating an order for the supplier, check the supplier's details and address and library's address are recorded.


Library Details


Go to: Settings > Library Contacts > Street address


Ensure Library Staff Inbox email address and Street Address details are entered and saved.


Add A New Supplier


Go to: Acquisitions > Suppliers

  1. - to add a new supplier.
  2. Supplier details - complete as required:

    1. Supplier Name - mandatory

    2. Supplier Email

    3. Supplier Phone

    4. Supplier Fax

    5. Supplier Code - any special regulatory code that should be printed on the order.

    6. Contact Name

    7. Contact Email

    8. Contact Phone

    9. Terms - Discount % Note: Discount is for reference only and is not applied to order values.

    10. Terms - Discount Period

    11. Terms - Payment Period

    12. Enable when you ready to activate this supplier:
      1. - supplier cannot be selected for a new order.
      2. - supplier can be selected for a new order.
    13. .

  3. Supplier Address:

    1. Display Name - mandatory

    2. Address Line 1 - mandatory

    3. Address Line 2

    4. City - mandatory

    5. State - mandatory

    6. Country - mandatory

    7. Post/Zip Code - mandatory

  4. Return Address:

    1. Display Name - mandatory

    2. Address Line 1 - mandatory

    3. Address Line 2

    4. City - mandatory

    5. State - mandatory

    6. Country - mandatory

    7. Post/Zip Code - mandatory


Note: Enter the supplier email address into the Supplier template in Communication if orders are to be emailed via Acquisitions.


Note: This will auto email orders to Supplier if the order is Placed; the email may be added to Contacts email instead if the Supplier is not to be emailed.

Note: Optionally enter phone numbers and other pertinent information


Note:  Supplier address must be added to allow Orders to be placed via Acquisitions. Supplier email must be added if you wish the order to be emailed to the Supplier automatically when Placed.


Edit A Supplier


Go to: Acquisitions > Suppliers

  1. Locate supplier to edit.
  2. - edit details as required - see image below.
  3. Enable when you ready to activate this supplier:
    1. - supplier cannot be selected for a new order.
    2. - supplier can be selected for a new order.
  4. .