1. Home
  2. Library Admin General
  3. Authority Lists
  4. Adding and Editing Order Categories
  1. Home
  2. Library Admin General
  3. Adding and Editing Order Categories
  1. Home
  2. Acquisitions and Finance
  3. Adding and Editing Order Categories

Adding and Editing Order Categories

Introduction

This help topic explains how to create and edit Order Categories in the system. These allow you to categorise your orders into different types of purchases such as one-off purchases, standing orders and subscriptions.

Accessing the Order Categories screen

  • Log in as a Library Admin user. Note that you will need to have the Finance Admin role, specifically.
  • Click on Library Admin, then Finance.
  • Under Authority Lists, click Order Categories to open the Order Categories authority list screen, as below.
  • Click the up/down arrows icon to the right of a column header to sort by that column.
  • Click the number in the Orders column to view a list of orders that have been allocated the relevant Order Category.
  • Note that there is a search field (“Search within results”) that allows you to easily find specific Order Categories.

Adding / editing Order Categories

  • Click Add New to add an Order Category. This opens the Add New Category window, as below.
    • To edit an existing Order Category, click the edit (pencil) icon at the end of the corresponding row. This opens a window with the same fields.
  • Enter a name for this category in the Category field.
  • Tick Annual? if this category will contain orders with a recurring annual cost.
  • Tick Subscription? if this category will contain ongoing or serial type purchases.
  • Click Save to finish.
Updated on February 8, 2021

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