How to Add a New Vendor  

This document explains how to add a vendor. 

Before any orders can be placed you must first enter at least one vendor.

To add a vendor click the 'New Vendor' button on the Acquisitions page

The vendor add form is broken into three pieces

• The first section is for basic information about the Vendor

• Of these fields, only the Vendor name is required, the rest of the information should

 be added to help with generating claim letters and invoices

• The second section is for information regarding your contact at the Vendor's office

• You can enter several contacts if you have different contacts for different functions.

• It is important to enter valid email addresses if you want to email orders or claims.

• None of the contact fields other than email address are required, they should only

 be entered if you want to keep track of your contact's information within Koha.

• The final section is for billing information

• To be able to order from a vendor you must make them 'Active'

• For List Prices and Invoice Prices choose the currency

• Currencies are assigned in the Currencies & Exchange Rates admin area

• If your library is charged tax mark your Tax Number as registered

• Note if you list prices and/or invoice prices include tax

• If the vendor offers a consistent blank discount, enter that in the 'Discount' field

• You can enter item specific discounts when placing an order

• Enter your tax rate if your library is charged taxes on orders

• 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 late orders report.

• Notes are for internal use