Link with order files
Learn how to link items that were purchased with order files to the Wise staff client.
This linking workflow is recommended for EDI Orders and orders created in Wise via Order and Invoice items simultaneously. An invoice must be attached to the order, which can be done by importing an EDI invoice from a vendor or manually in Wise by utilizing the New Invoice option to create link copies during the Order and Invoice items simultaneously process.
Link with order files
The Link with order files function is used to link items purchased via an order file to your catalog.
To link an item using order files:
- Go to Items > Link with order files. The Link with order files window opens.
- Select a Vendor from the drop-down list.
Note: In order to work properly, the vendor must be selected before scanning or entering the ISBN or Order number.
- Scan or enter the ISBN or search the catalog for the Title record.
- Provide available information in the link screen fields on the Link screen.
- The linking method used is dependent upon your selected Linking Process.
- This can be viewed or changed by selecting Linking Process in the top-right of the Link with order file screen.
- If your selected linking process is configured to print a spine label directly, a print window opens.
- Select a print option from the list and click Print. If you do not wish to print, click Close.
- The item is linked to the title and the process is complete.
Watch a video
Link Item Records with Order File
Run time: 4:03
This video will show how to link items with an Order File in the Wise Staff Client.