Monday Minutes: Receiving Multiple Orders in Acquisitions

by Jessie Zairo on Oct 16, 2023

In this week's Monday Minutes, Kelly and Jessie start the new enhancements coming in 23.05 with receiving multiple order lines in Acquisitions. This enhancement request was first submitted to the community in 2012 with 8179 - Receiving multiple order lines at once. This will allow staff with the permission to receive in Acquisitions the ability to receive multiple orders at the same time!

Acquisitions

Below we have included the new steps for receiving multiple orders in Acquisitions.

• Navigate to Acquisitions, select the vendor for receiving, and click 'Receive shipments'
• Enter the vendor invoice and pertinent information.
• Click Next
• Users will now see a column to the far left of the table with checkboxes. From here users can select multiple titles they are receiving.

• Once the titles have been selected, click the 'Recieve selected' button at the bottom of the table. This will include the number of titles selected in ().
• Users will be presented with a table including the acquisition data for the titles they are receiving.
• Click edit on the far right column for the first title in the list.

• From this screen, staff will select the items they are receiving (for baskets creating items when ordering) or confirm the quantity for baskets where items are created when receiving or cataloging.
  
• At the bottom of the screen, click next order. Repeat the previous step until all orders have been confirmed.
• Once finished, click Save Changes.

• Users will notice the quantity column has been updated. If there are any discrepancies, click edit on the right-hand side.

• Click confirm. The Job Progress status bar will update and then take you to the Pending Orders / Already Received screen.
• Once complete, users can click 'Finish receiving' and complete the acquisitions invoicing process.

Additional Resources

Self Paced Learning in Koha: Acquisitions

Koha Acquisitions Tutorial Videos