This wizard allows you to create a general order for library materials, supplies, and gift items. A basic order is a complete order by itself. It is complete as soon as the ordered material has been received, paid for, and loaded. There are three types of basic orders: gift, approval, and firm. 

Add Basic Order Wizard Properties

To access this wizard’s properties, right-click on the wizard.

Add Basic Order Behavior Tab

For information about SmartPort wizard’s property settings, please see the SmartPort Settings technote. 

*Remember, changes made to the properties of SmartPort helper in the current wizard will be applied to other wizards that use this helper, such as the Add Dated Order and Add Recurring Order wizards. However, these changes will not affect property settings of the SmartPort wizard in the Cataloging module.  

Configuring the Add Temporary Title helper in the Add Basic Order wizard

Click the Add Temporary Title button to set the properties for this helper. Remember, changes made to the properties of this helper in the current wizard will be applied to other wizards that use this helper, such as the Add Dated Order and Add Recurring Order wizards

Add Temporary Title helper Behavior Tab

Add Temporary Title helper Defaults Tab

Add Basic Order Defaults Tab

Add Basic Order Helpers Tab

Using the Add Basic Order Wizard

When you first open the wizard, you will see an Item Search Window.

Item Search Window

For information about importing and overlaying records using SmartPort, see Cataloging

If you are ordering something that is not in the catalog, such as supplies, you can select “Skip Item Lookup”. Selecting this will take you straight to the “Enter Order Information” window.

Add Temporary Title Helper Window

The defaults for this window are based upon the settings in this helper’s properties. For example, I selected “Auto-generate temporary XX call numbers”, “Add item when adding a new call number”, and “Auto-generate item ID when adding item”. Also, I selected “DEWEY” for the default class scheme.

SmartPort Helper Capture Window

Example Order

For my order, I am going to create an order for the print version of Gone with the Wind by Margaret Mitchell, which is already in the database.

Item Search Window

To view a record in the list, select the record, and then click “Detailed Display”.

Select the correct title record and then click “Order This Title”. The one that I am ordering is the 75^th anniversary edition, which is selected in the screen shot above.

After clicking “Order This Title”, the “Enter Order Information” window appears.

Enter Orderline Information Window

Segments Tab

After clicking “Add Orderline”, you will see the screen below.

After entering all orderlines for the order, you can either select “Save Your Changes” if the order is not ready (you want to add order lines in the future), or select “Finish” to complete the order. If you select “Finish”, the window below appears. Select “Save and Add Another Order” or “Save and Close” to complete the order.