Ordering from Purchase Suggestions

Release 20.11 provided new features for processing Purchase Suggestions.

This FAQ looks at ordering from Purchase Suggestions.

If you are unfamiliar with the ordering process, please refer to the separate FAQ for Placing an Order.

If you allow patrons to make purchase suggestions, then you can place orders from those suggestions.  Suggestions must be accepted before you can order them.  When you come to place your order, click on Add to Basket and select ‘From a suggestion’.

All the accepted suggestions will be displayed, note that there are several display and search options. 

The Suggestions Search at the top of the window allows you to search by Title, Author and/or Publisher.  All accepted suggestions are listed but you can switch to ‘Show only mine’.  

Then you can search for text in any of the columns displayed in the list and finally click the button to the right of each suggestion listed, to Order.

The New Order details will be displayed, verify they are correct, click Add item to create the item and complete the Accounting details, then Save.

Complete the order, close it and wait for the items to be delivered.

You must close the basket to be able to receive items when they arrive. Only items in closed baskets will show as ready to receive.

Orders can be received from the vendor information page.

If you are unfamiliar with the invoicing process, please refer to the separate FAQ for Receiving an Order.

When you take the option to Receive shipment, enter the invoice details and you will be presented with the list of pending orders from this vendor.

If you look at the details displayed under Summary you will notice that orders which were created from a suggestion, display details after ‘Suggested by’ .  Follow the link to display full details.

Click on the Edit button if you want to change the details in Reason. 

The suggestion 'reason' field is often used to communicate additional information about a suggestion between the patron making the suggestion and the staff member acting upon it.

You can now update the field upon receipt of the item and thus update the patron regarding the current state of the new material.

Update the Reason and Save.