Workflow: Invoice Only
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Workflow: Invoice Only

Selecting Your Items
Placing Your Order
Creating Invoices
Cataloguing Your Items

Note

This workflow should be used by libraries that want to track money spent on items not ordered via Evergreen.

Selecting Your Items

  1. Not completed in Sitka’s Evergreen

Placing Your Order

  1. Not completed in Sitka’s Evergreen

Creating Invoices

  1. Click Acquisitions → Create Invoice

  2. Add Charges for Direct Purchases

    1. Click Add Charge to add lines for Direct Purchase charges.

  3. Add Charges

    1. Click Add Charge to add lines for invoice charges such as shipping fee, processing fees or taxes.
    2. Refer to Chapter 27, Invoice Item Types for details.

  4. Close the Invoice

    1. Click Close
    2. Refer to the section called “Close an Invoice” for details.
  5. Information is forwarded to finance department/bookkeeper.

Cataloguing Your Items

  1. Add bibliographic records to the catalogue for your items.

    1. Refer to Adding Individual Records

  2. Add holdings to the bibliographic records.

    1. Refer to Adding Holdings

  3. Process items.

    1. As per your libraries processing specifications.

  4. Check in items.

    1. Items are now ready to circulate.

Note

Cataloguing is only required if you want to add the items to the catalogue.

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