Apply an ordering template
Ordering templates can be used to automatically fill one or more fields during the ordering process in the staff client. This can be used to automatically populate the number of items to order, select budgets, apply discounts, etc.
Note: To apply an ordering template to an order, there must be match points between the order and the template. For example, if you were to configure a template with a vendor, a standard material, a placement branch, and a quantity then you will only be able to apply this template when the order matches all of these points.
Ordering templates can be created in the Wise configuration manager at OCLC Wise > Order and link > Order > (BSTMTH) Ordering templates.
Apply an ordering template from the Order screen
Ordering templates can be applied from the Order screen within the Wise client.
Note: If an ordering template is being used to apply a discount, the steps below must be followed in the order listed below.
To apply an ordering template:
- Search for the title that you would like to order, and open the Order screen by clicking the Order this title icon (
). - Select a Vendor from the drop-down menu.
Note: The selected vendor must be the same vendor in the ordering template.
- Select a Placement branch from the drop-down menu.
- Select the appropriate Order template from the drop-down menu. The template is applied to the order. If a discount is configured in the order template, the prices will change to reflect the discount.
Apply an ordering template from the Institution ordering screen
To apply an ordering template from the Institution ordering screen:
- Within the Wise client, navigate to Titles > Order requests. The Order requests screen opens.
- Click the Titles/Order tab.
- Navigate to Options > Institution ordering. The Institution order screen opens.
- Select the appropriate order template from the Order template drop-down menu. The template is applied to the order.