Adding a line item – Follett VERSION 6.00 User Manual

Page 374

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04/04

374

Cataloging

Adding a line item

Clicking Add or Edit in the Line Items box on the Edit Order dialog lets you add

or edit individual line items for your order on the Add or Edit Line Item dialog:

1. Enter title information for a new title. Or, if the title is in your database, click

Find title, enter a search term and click Find. The fields under Title Details

are then filled in with information taken from your MARC record. This way

you can easily reorder a title previously cataloged.

2. Select a Funding Source. If the source is not on the list, you can add it by

clicking New from the Select Funding Source dialog.

3. The Status defaults to Pending, but you can change it to Complete or

Canceled. You can cancel a line item only if the Received box displays a zero.

4. Enter the amounts for Quantity, Unit Cost, and Received (once issued).
5. Use the Notes tab to enter additional details pertaining to a line item that are

to be printed on the order form, or that you want to save. Remember, internal

notes do not appear on the printed order.

New amount totals appear once you have clicked Save.

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