Orders

The Orders app allows you to create and manage purchase orders.

1 Key terms
2 Creating an order - One-time orders
3 Creating an order - Ongoing orders
4 Permissions

Key terms

Acquisition units. The Five Colleges use Acquisitions Units in the form of 2 letter codes (AC, HC, MH, SC, UM) that will allow staff to create and edit orders and perform other acquisitions-related functions for their home libraries. (View access will be available for records in the other Acquisitions Units. ) Acquisition Units are assigned in the Settings app. See Settings > Acquisition units for more information.
Order. The PO includes essential information such as the vendor, the library’s billing and shipping information and the nature of the order (one-time or ongoing.) A purchase order (PO) includes a list of one or more titles or packages (physical or electronic) being ordered by the library from a vendor.
Order line. A purchase order line (POL) contains one of the titles or packages being ordered by the library. Order lines make up an order. Orders can contain multiple order lines. At least initially, most PO will have one POL.

Creating an order - One-time orders

One-time order - Physical item
- Use for print books, dvds, and any other physical item.
One-time order - Electronic item
- Use for ebooks, one-time purchases of electronic backfiles

Creating an order - Ongoing orders

In FOLIO, ongoing orders include: subscriptions, standing orders, serials, continuations.

Permissions

FOLIO community documentation for Orders includes the permissions required to interact with the app, and that determine what you can or cannot do within the app.

You can assign permissions to users in the Users app. If none of these permissions are assigned to a user, then they will be unable to see the Orders app or any related information.

See the FOLIO community documentation here.