Follett VERSION 6.00, User Manual

Page: 374 / 730

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.