Insignia Library system

Ordering a New Item

If you are ordering a new item, follow these steps:

1. 
   Click on the “New” button.
   
2. 
   Fill in the information for the item you wish to order.
   
3. 
   Enter the quantity ordered, and the price.
   
4. 
   Click on “Save”.
   
5. 
   Select the tax rate and shipping cost. 6. Add any comments for the vendor
   

7. 
   Click on “Save”.
   
8. 
   Click on “Preview” to see and then print the purchase request.
   
9. 
   If vendor is EDI compliant then you can click on “Send” to electronically send that information out.
   

Receiving an Order

When a shipment arrives, only a few mouse clicks are required to catalog the items. Budget and cataloging are automatically updated behind the screen. To receive a shipment, follow these steps:

1. 
   Click on “Acquisitions” on the Navigator Toolbar.
   
2. 
   Click on the icon “Find/Add Order”.
   
3. 
   Find the purchase order for which you have received the shipment, select it, and click “Detail”.
   
4. 
   Click on “Receive”.
   
5. 
   Double click on the line item that you have received.
   
6. 
   In the “Qnty Being Add” box, enter the number of copies that you have received.
   
7. 
   Click on “Save”.
   
8. 
   Repeat step 4-7 for each item received.
   
9. 
   Click on “Save” to update.
   
10. 
    Making a Payment
    

Once you have received the shipment and you want to make the payment, follow these steps.

1. 
   Click on “Acquisitions” on the Navigator Toolbar.
   
2. 
   Click on “Find/Add Order”, and find the order you would like to pay.
   
3. 
   Click on “Pay Bill”.
   
4. 
   Enter the check number.
   
5. 
   Select the orders for which you like to make the payment.
   
6. 
   Click on “Save”.
   
7. 
   Enter the amount being paid.
   
8. 
   Click “OK”.