Create a District Vendor Order

Audience:

Labels:

None assigned

Quick Nav: District View > Inventory > Orders > District Vendor Orders > Create Vendor Order

"Vendor Orders" allows the district to increase inventory counts for existing ISBNs by creating vendor orders. Vendor sources are also documented in a vendor order and could include a depository, a local vendor, a publishing company, or your state’s education agency. Once the items are received and in stock at the district level, they can be distributed to campuses.

  1. Click on inventory.png Inventory, located in the Navigation Bar.
  2. Under the Orders subcategory, click on District Vendor Orders. This opens the “Vendor Orders” page.
  3. Click on plus.png Add. This opens the "Create Vendor Orders” page.
  4. Enter a name for the order in the Vendor Order Name field (It must be unique).
  5. Select a Funding Source from the Funding Source's drop-down menu.
  6. Select a Vendor from the Vendor drop-down menu.
  7. Enter into the PO Number/Reference field any funding reference information relevant to the vendor order.
  8. Enter into the Special Instructions for this Order field any notes relevant to the vendor order.
  9. Select the Anticipated Arrival Date by clicking on calendar.png (calendar tool).
  10. Click on nextpage.jpeg Next Page. This opens the next "Create Vendor Orders” page containing the ISBN grid.
  11. Search for the desired ISBN.
  12. Click on the title of the item. The row highlights orange.
  13. Referencing the Copies Needed field, enter a quantity into the Copies to Order field.
  14. Click on plus.png Add. This adds to the lower half of the page the selected ISBN and the copies to order.
  15. Add multiple titles by repeating steps 11 through 14.
  16. Click on floppy.png Save. This returns you to the "Vendor Orders” page.
Note: The Billing Information and the Shipping Information displayed on “Create Vendor Orders” page is entered by the district on the Instructional Materials Management Settings page. Any changes to these fields are handled in that area of Instructional Materials Management.