Create a new order

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To create a new order:

From the Module Menu select Acquisitions.
Select New and then Order, or press the F6 function key.
Select the order type.
Type an Order ID or click Generate for a system-assigned one. The Order type, Quantity and Order total are all set automatically.
Fill in as much detail as required.
Click Save & Close to go back to the Order List.

By default, the type for the initial new order in any session is "Purchase". Spydus uses the type from the previous order for the next new one in the current session. For example, if you create an order with the type "Subscription" then the type for the next new order will default to "Subscription" too.

There are some special order types (such as Blanket orders or Standing orders) that have slightly different order processes. Follow the links to view the relevant workflows for those order types.

You can click a group heading, e.g. "Bibliographic Details" or "Order Details" to close or expand the group.

You can also create a new order by copying an existing one in the Order List. See Working with the Order List for details.

You can also create a new order by adding a new one to a PO. See Add new/existing orders to a PO for details.