Suppliers are business entities that supply resources to your library.


Prior to creating an order for the supplier, check the supplier's details and address and library's address are recorded.


Library Details


Go to: Settings > Library Contacts > Street address


Ensure Library Staff Inbox email address and Street Address details are entered and saved.


Add A New Supplier


Go to: Acquisitions > Suppliers

  1. - to add a new supplier.
  2. Supplier details - complete as required:

    1. Supplier Name - will appear on an emailed order.

    2. Supplier Email - will be used to email orders.

    3. Supplier Phone

    4. Supplier Fax

    5. Supplier Code - any special regulatory code, e.g., a registered business number, that should be printed on the order.

    6. Contact Name

    7. Contact Email

    8. Contact Phone

    9. Terms - Discount %. Note: For reference only and is not applied to orders.

    10. Terms - Discount Period. Note: For reference only and is not applied to orders.

    11. Terms - Payment Period. Note: For reference only and is not applied to orders.

    12. Enable when you ready to activate this supplier:
      1. - supplier cannot be selected for a new order.
      2. - supplier can be selected for a new order.
    13. .

  3. Supplier Address. If you choose to record Display Name then all mandatory fields must be recorded:

    1. Display Name - mandatory

    2. Address Line 1 - mandatory

    3. Address Line 2

    4. City - mandatory

    5. State - mandatory

    6. Country - mandatory

    7. Post/Zip Code - mandatory
      Note: For reference only and is not applied to orders.

  4. Return Address. If you choose to record Display Name then all mandatory fields must be recorded:

    1. Display Name - mandatory

    2. Address Line 1 - mandatory

    3. Address Line 2

    4. City - mandatory

    5. State - mandatory

    6. Country - mandatory

    7. Post/Zip Code - mandatory
      Note: For reference only and is not applied to orders.


Note: Enter the supplier email address into the Supplier template in Communication if orders are to be emailed via Acquisitions.


Note: This will auto email orders to Supplier if the order is Placed; the email may be added to Contacts email instead if the Supplier is not to be emailed.

Note: Optionally enter phone numbers and other pertinent information


Note:  Supplier address must be added to allow Orders to be placed via Acquisitions. Supplier email must be added if you wish the order to be emailed to the Supplier automatically when Placed.


Edit A Supplier


Go to: Acquisitions > Suppliers

  1. Locate supplier to edit.
  2. - edit details as required - see image below.
  3. Enable when you ready to activate this supplier:
    1. - supplier cannot be selected for a new order.
    2. - supplier can be selected for a new order.
  4. .


Merge Suppliers

  1. - choose source Supplier to merge from.
  2. - choose target Supplier to merge into.
  3. .
    Note: Supplier merges are irreversible.


Delete A Supplier

  1. - click to delete unwanted Supplier. Note: A supplier can only be deleted if no items have been purchased from them.