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acq:amazon [2019/09/06 15:47] tlittleacq: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. However, there is workaround to get MARC downloads so you can populate your purchase orders for Amazon purchases.+Amazon does not offer EDI ordering or MARC downloads. You have couple of options for working with Amazon orders.
  
-<note tip>If you are purchasing items from Amazon that are not to be cataloged, please see **[[acq:purchaseorders_howto#question_answer|here]]**.</note>+<note tip>If you are purchasing items from Amazon that are not to be cataloged, please see **[[acq:questionanswer|here]]**.</note>
  
-===== 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: **[[acq:amazon#invoices_only|Invoices Only]]**. 
 + 
 +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: **[[acq:amazon#po_with_brief_records|PO with Brief Records]]**. 
 + 
 +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: **[[acq:amazon#po_with_full_marc_records|PO with Full MARC Records]]**. 
 + 
 +---- 
 + 
 +===== Invoices Only ===== 
 + 
 +---- 
 + 
 +===== PO with Brief Records ===== 
 +1. Go to **Acquisitions->Create Purchase Order**. 
 + 
 +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. 
 +{{:acq:pasted:20211028-100802.png?direct}} 
 + 
 +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. 
 + 
 +{{:acq:pasted:20211028-100958.png?direct}} 
 + 
 +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>Title is always required, but Author is not. I would recommend it for something like a book/audiobook, but if you're entering DVDs then it's not necessary.</note> 
 + 
 +<note important>If your normal receiving method is to scan in the item's ISBN/UPC in the legacy Search, you **do** need to enter a value in the ISBN or UPC fields.</note> 
 + 
 +Once you've entered that information, hit **Save Record** and your purchase order will reload. 
 + 
 +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". __These are both okay in this workflow.__ This is only highlighted here so that you don't feel you need to fix those things. 
 + 
 +{{:acq:pasted:20211028-101344.png?direct}} 
 + 
 +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. 
 + 
 +<note>This step should be the same as working with a normal purchase order. So however you would normally add branch and fund information is fine.</note> 
 + 
 +9. Once all line items have prices, quantities, branch and fund information, you're ready to activate the order. 
 + 
 +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's website. 
 + 
 +<note>Remember that you will not have any acq copies on this purchase order.</note> 
 + 
 +==== 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:invoiceshowto#create_an_invoice_with_only_some_lineitems_on_a_po|Create invoice with items on a PO]]**. 
 + 
 +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're billing you. 
 + 
 +If there are any fees, like shipping or tax, you can **[[acq:invoiceshowto#add_a_direct_charge|create direct charges]]** on your invoice to account for those. 
 + 
 + 
 +---- 
 + 
 +===== 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://marcedit.reeset.net/downloads|here]]**.   * You will need a program called MarcEdit, which can be downloaded from **[[https://marcedit.reeset.net/downloads|here]]**.
   * You will need Excel on your computer.   * You will need Excel on your computer.
-  * **<fc #6495ed>(Optional)</fc>** You will need to download the PINES-created MARCEdit template from here. If you do not download the template, you will need to define the MARC fields and subfields yourself.+  * **<color #6495ed>(Optional)</color>** You will need to download the PINES-created MARCEdit template from here. If you do not download the template, you will need to define the MARC fields and subfields yourself.
  
-===== Downloading Data =====+==== Downloading Data ====
 Amazon offers an option to download your order history via Order History Reports. You can access this area **[[https://www.amazon.com/gp/b2b/reports|here]]**. Amazon offers an option to download your order history via Order History Reports. You can access this area **[[https://www.amazon.com/gp/b2b/reports|here]]**.
  
-<note important>You can only download your order data <fc #ff0000>**AFTER**</fc> you've completed your order. The best workflow would be to create your Amazon cart, order, and then proceed with the steps below.</note>+<note important>You can only download your order data <color #ff0000>**AFTER**</color> you've completed your order. The best workflow would be to create your Amazon cart, order, and then proceed with the steps below.</note>
  
 Your search should be set to search for Items, with Start Date and End Date both as today's date. Name the report something explanatory (like 9.5.2019-Adult) and then click **Request Report.** This will download a CSV file with your order date. Your search should be set to search for Items, with Start Date and End Date both as today's date. Name the report something explanatory (like 9.5.2019-Adult) and then click **Request Report.** This will download a CSV file with your order date.
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 {{:acq:pasted:20190905-101255.png?direct&600}} {{:acq:pasted:20190905-101255.png?direct&600}}
  
-===== Creating Brief MARCs =====+==== Creating Minimal MARCs ====
 With this method, you do get very brief MARC records, particularly with DVD purchases since there's not much info to include other than the title. However, if you're just trying to populate your lineitems with price, quantity and title then this is the fastest method to do so. With this method, you do get very brief MARC records, particularly with DVD purchases since there's not much info to include other than the title. However, if you're just trying to populate your lineitems with price, quantity and title then this is the fastest method to do so.
  
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 {{url>https://drive.google.com/file/d/1CoRtc0BmSI-lT1nRndXmsXaMBvx84TEm/preview}} {{url>https://drive.google.com/file/d/1CoRtc0BmSI-lT1nRndXmsXaMBvx84TEm/preview}}
  
-===== Creating Fuller MARCs =====+==== Creating Fuller MARCs ====
  
  
acq/amazon.1567784857.txt.gz · Last modified: 2019/09/06 15:47 by tlittle