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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.
  2. Click Orders.
  3. Click New Order at top of page.
  4. On the Add New Order window, fill in the fields:
Field Description
Comments Add any notes about the order. Follow local practice.
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.
  1. 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.