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OCLC Wise Support EN

Institution ordering

Learn how to use Institution ordering to order items for any location within your system.

Introduction

The Institution order screen can be opened within the Options menu in the Order request screen, or by right-clicking within the catalog search results.  In this window, you can order items for any location in your system.

institution_ordering.jpg

Order for your institution

  1. On the title details screen for the title you want to order, right-click and select Institution ordering. If multiple order numbers exist, an order ID screen appears.
  2. Select the order number and click OK. An Order screen appears.
  3. Provide order information:
    • Initials: enter your initials
    • Vendor: select a vendor from the drop-down list
    • Link comment: enter a comment about the order
    • Budget: select the budget from which to purchase the items from the drop-down list
    • Reference: leave blank
    • Binding: if applicable, select a binding method from the drop-down list
    • Order template: if applicable, select an order template from the drop-down list. If a link comment was populated prior to selecting a template, the link comment will be applied to each line
  4. Enter the quantity of items to order per branch in the Quantity field.
  5. Click Save. The order is updated.

 

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