Skip to main content
OCLC Support

Create new order

Orders and plans can also be created from Discover Items. See Add item to order.

  1. On the left navigation, click Orders Orders.
  2. On the Orders screen, click New Order.
  3. In the Add New Order dialog, complete the fields - Table
    Field Description
    Order Name (required) Give a meaningful and unique name to avoid confusion with other orders. Follow local practice.
    Order Type (required)
    Vendor (not required for purchase orders) This field automatically suggests vendors from those listed as in use in Vendors.
    Vendor PO # (number) Add the order number from the vendor, if known. Follow local practice.
    Tax Handling

    Select a tax calculation method from the drop-down list.

    tax calculation method description
    Tax item cost Calculates tax amount by multiplying tax percentage by the price
    Tax item, service charge, and shipping cost Calculates tax amount by multiplying tax percentage by the price, service charges, and shipping
    Includes taxes in costs Calculates tax amount by considering it as included in the price, service charges, and shipping
    Comments Add any notes about the order. Follow local practice.
  4. Click Save.

Watch a video

Create a gift/donation list (7:00)

This video shows how to create a gift/donation list in WorldShare® Acquisitions and how to add items to the list and receive them making them available in your collection.

Create a standing order for a book series (10:58)

This video shows how to create a standing order for a book series in WorldShare Acquisitions, and how to receive and invoice titles in the series

Create a standing order for a reference or annual publication (10:02)

This video shows how to create a standing order for a reference or annual publication in WorldShare® Acquisitions.

Receive approval plan items (9:50)

This video shows how to receive Approval Plan items in WorldShare® Management Services Acquisitions

 Learn more in a training course: Managing approval plans.

 Learn more in a training course: Managing standing orders.