acq:amazon
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acq:amazon [2019/09/06 15:47] – tlittle | acq:amazon [2024/03/01 15:35] (current) – tlittle | ||
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====== Amazon Ordering ====== | ====== Amazon Ordering ====== | ||
- | Amazon does not offer EDI ordering or MARC downloads. | + | Amazon does not offer EDI ordering or MARC downloads. |
- | <note tip>If you are purchasing items from Amazon that are not to be cataloged, please see **[[acq:purchaseorders_howto# | + | <note tip>If you are purchasing items from Amazon that are not to be cataloged, please see **[[acq:questionanswer|here]]**.</ |
- | ===== Requirements | + | ===== Ordering Options |
+ | |||
+ | 1. **Create no purchase order at all. You would create your cart on Amazon and order it. Then when the items arrive, create invoices for each charge.** | ||
+ | |||
+ | __Considerations: | ||
+ | * You will not have your funds encumbered if you go this route. Your funds will not be debited until you create, save and close your invoices. | ||
+ | * You will not have acq copies in the catalog. Copies will need to be created manually whenever they arrive. | ||
+ | * You will not have line items to mark received. So there will be a hole in your receiving history, since Amazon orders will not be included. | ||
+ | |||
+ | To do this workflow, follow these instructions: | ||
+ | |||
+ | 2. **Create a purchase order, add brief line items, activate PO, and order cart on Amazon.** | ||
+ | |||
+ | __Considerations: | ||
+ | * You will have line items that you can mark received when they come in. | ||
+ | * Your funds will be encumbered at the time of ordering, so your fund balances will more accurately represent your available balances. | ||
+ | * You will not have acq copies in the catalog. Copies will need to be created manually when they arrive. | ||
+ | |||
+ | To do this workflow, follow these instructions: | ||
+ | |||
+ | 3. **Use MARCEdit and Excel to manually create MARC records that can be uploaded through Load MARC Order Records.** | ||
+ | |||
+ | __Considerations: | ||
+ | * You will have line items that you can mark received when they come in. | ||
+ | * Your funds will be encumbered at the time of ordering, so your fund balances will more accurately represent your available balances. | ||
+ | * You will have acq copies in the catalog, as normal. | ||
+ | * The process is difficult, time consuming, and not fully tested. Proceed at your own discretion. | ||
+ | |||
+ | To do this workflow, follow these instructions: | ||
+ | |||
+ | ---- | ||
+ | |||
+ | ===== Invoices Only ===== | ||
+ | |||
+ | ---- | ||
+ | |||
+ | ===== PO with Brief Records ===== | ||
+ | 1. Go to **Acquisitions-> | ||
+ | |||
+ | 2. You'll get a pop-up box to set some information. Make sure to set your **Ordering Agency** and **Provider**. You can set the name of your PO here, if you'd like, but it's not required. | ||
+ | {{: | ||
+ | |||
+ | Once done with that, hit Save. This will open up your purchase order. | ||
+ | |||
+ | 3. From the Actions menu, select **Add Brief Record.** This will open a new pop-up with some information to fill out. | ||
+ | |||
+ | {{: | ||
+ | |||
+ | The only two fields you need to fill out in this form are **Title** (required) and **Author**. __Do not fill in Estimated Price yet.__ | ||
+ | |||
+ | < | ||
+ | |||
+ | <note important> | ||
+ | |||
+ | Once you've entered that information, | ||
+ | |||
+ | 4. You can now see that you have a bare-bones sort of line item available. You'll notice that you're missing an ISBN and it says "link to catalog" | ||
+ | |||
+ | {{: | ||
+ | |||
+ | 5. Add your discount price to your line item. | ||
+ | |||
+ | 6. The line item is automatically created with 1 copy. If you need to adjust the quantity, you can click **Copies (1)** and add more copies. You can also add branch and fund information for this title at this time if you would like. | ||
+ | |||
+ | 7. If you need to add more titles to the purchase order, repeat the steps of going to the Actions menu and choosing **Brief Record.** Repeat until all titles that you're ordering have been added to the purchase order and have prices. | ||
+ | |||
+ | 8. Once you've added all titles, make sure that all copies have branch and fund information. If you didn't already add it through the **Copies** link, you can also use the batch updater if all information is the same for your line items. | ||
+ | |||
+ | < | ||
+ | |||
+ | 9. Once all line items have prices, quantities, branch and fund information, | ||
+ | |||
+ | At the top of the purchase order, choose **Activate Without Loading Items.** | ||
+ | |||
+ | 10. Your purchase order will reload, and you'll see that it's now on-order. Your funds are now encumbered. You can now submit the cart on Amazon' | ||
+ | |||
+ | < | ||
+ | |||
+ | ==== When your items arrive ==== | ||
+ | When your items arrive, you will mark them received using your normal receiving method. | ||
+ | ==== When your items are invoiced ==== | ||
+ | When you receive the invoice from Amazon and your items are received, you will need to create the invoice. The easiest way to do this would be to follow the instructions here: **[[acq: | ||
+ | |||
+ | Especially with Amazon, make sure that the price on the invoice is correct. Amazon often changes the price between the time that you order it and when they bill you; it's often off by a couple of cents. Make sure that your invoice reflects what they' | ||
+ | |||
+ | If there are any fees, like shipping or tax, you can **[[acq: | ||
+ | |||
+ | |||
+ | ---- | ||
+ | |||
+ | ===== PO with full MARC records ===== | ||
+ | |||
+ | |||
+ | However, there is a workaround to get MARC downloads so you can populate your purchase orders for Amazon purchases. | ||
+ | |||
+ | |||
+ | ==== Requirements | ||
* You will need a program called MarcEdit, which can be downloaded from **[[https:// | * You will need a program called MarcEdit, which can be downloaded from **[[https:// | ||
* You will need Excel on your computer. | * You will need Excel on your computer. | ||
- | * **<fc # | + | * **<color # |
- | ===== Downloading Data ===== | + | ==== Downloading Data ==== |
Amazon offers an option to download your order history via Order History Reports. You can access this area **[[https:// | Amazon offers an option to download your order history via Order History Reports. You can access this area **[[https:// | ||
- | <note important> | + | <note important> |
Your search should be set to search for Items, with Start Date and End Date both as today' | Your search should be set to search for Items, with Start Date and End Date both as today' | ||
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{{: | {{: | ||
- | ===== Creating | + | ==== Creating |
With this method, you do get very brief MARC records, particularly with DVD purchases since there' | With this method, you do get very brief MARC records, particularly with DVD purchases since there' | ||
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{{url> | {{url> | ||
- | ===== Creating Fuller MARCs ===== | + | ==== Creating Fuller MARCs ==== |
acq/amazon.1567784857.txt.gz · Last modified: 2019/09/06 15:47 by tlittle