by Kelly McElligott on Mar 15, 2020
The following checklist will walk you through steps to test Acquisitions in your new Koha system, each step includes a link to the most recent Koha manual and a tutorial video if one exists.
Purchase Suggestions:
Approve a purchase suggestion. (Learn more|Tutorial Video)
Reject a purchase suggestion. (Learn more)
Edit a purchase suggestion and update the bibliographic information. (Learn more|Tutorial Video)
Vendors:
Add a new vendor. (Learn more|Tutorial Video)
Create a new basket for your vendor. (Learn more|Tutorial Video)
Creating Budgets & Funds:
Create a new budget. (Learn more|Tutorial Video)
Create a new fund. (Learn more|Tutorial Video)
Ordering:
Creating Items when Ordering (Blog Post)
Order another copy of a book you already have in your collection. (Learn more|Tutorial Video)
Order from a new blank record. (Learn more)
Order from an external target. (Learn more|Tutorial Video)
Order from a staged file. (Learn more|Blog Post)
Order from an approved purchase suggestion. (Learn more|Tutorial Video)
EDIFACT:
EDI Workflow (Learn more|Tutorial Video)
Viewing EDI Statuses (Learn more|Tutorial Video)
Closing and Receiving:
Close your basket. (Learn more|Tutorial Video)
Receive some items. (Learn more|Tutorial Video)
Add adjustments to an invoice (Learn more|Tutorial Video)
Attach a file to an invoice (Learn more|Tutorial Video)
Close an invoice (Learn More)
Searching in Acquisitions:
Perform several advanced order searches. (Learn more)
Standing Orders:
Create a Standing Order. (Blog Post)
Serials:
Order from a subscription (if you're using Serials). (Learn more)
System Preferences in Acquisitions:
Customizing your Acquisitions Process
Acquisitions Systems Preferences for Receiving
More Resources
Adding the Ability to Configure Catalog Details in Acquisition
Closing out your Budget in Koha Acquisitions
Automatically Generate Item Information for Order Files
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