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ils:operations:ils_operations_manual [2017/11/09 08:30]
nlpwikimaster [Adding and Searching the Budget Unit] 		ils:operations:ils_operations_manual [2018/03/20 03:38] (current)
nlpwikimaster [Deleting Check-out Items]
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 Figure 142. Adding the Budget Unit Figure 142. Adding the Budget Unit
 +
 +* To search a budget unit, type keywords on the search bar then click the search icon to complete action. See Figure 145 below.
  
 {{:ils:operations:fig.145_searching_budget_unit.png|}} {{:ils:operations:fig.145_searching_budget_unit.png|}}
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-====Editing the Budget Unit====+====Editing and Deleting the Budget Unit====
  
 You can edit the budget unit details, by clicking the **Quick Edit** button on the right side column of the table of unit entries. Fill up the needed information then click ** Update** to complete action. Click the **Close** button to exit in the dialog box. See Figure 143 below. You can edit the budget unit details, by clicking the **Quick Edit** button on the right side column of the table of unit entries. Fill up the needed information then click ** Update** to complete action. Click the **Close** button to exit in the dialog box. See Figure 143 below.
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-====Deleting a Budget Unit====+  * To delete a budget unit, click on the red Delete button on the right side column of the table of unit entries. Click Yes to complete action. See Figure 144 below.  
 + 
 +{{:ils:operations:fig.144_deleting_the_budget_unit.png|}}
  
-To delete a budget unit, click on the red Delete button on the right side column of the table of unit entries. Click Yes to complete action. See Figure 144 below.+Figure 144. Deleting the Budget Unit
  
  
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 =====Viewing the Expenses===== =====Viewing the Expenses=====
  
-  * To view the expenses, click the Expenses sub-module, then you will see the list of expenses.+  * To view the expenses, click the **Expenses** sub-module, then you will see the list of expenses. see Figure 146 below.
  
 +{{:ils:operations:fig.146_viewing_the_expenses.png|}}
 +
 +Figure 146. Viewing the Expenses
  
  
 ====Adding and Searching the Expenses==== ====Adding and Searching the Expenses====
  
-  * To add an expense, click on the Create Expense. Then fill out the basic information needed.Click Create to complete action.+  * To add an expense, click on the Create Expense. Then fill out the basic information needed.Click Create to complete action. See Figure 147 below.
  
-  * To search an expense, type keywords on the search bar then click the Search Icon beside the search bar.+{{:ils:operations:fig.147_adding_the_expenses.png|}} 
 + 
 +Figure 147. Adding the Expense 
 + 
 +  * To search an expense, type keywords on the search bar then click the Search Icon beside the search bar. See Figure 148 below. 
 + 
 + 
 +{{:ils:operations:fig.148_searching_the_expense.png|}} 
 + 
 +Figure 148. Searching the Expense
  
 ====Editing and Deleting an Expense==== ====Editing and Deleting an Expense====
  
-  * To edit an expense, click the blue Edit button on the last column of the table list of expenses. +  * To edit an expense, click the blue Edit button on the last column of the table list of expenses. See Figure 149 and 150  below. 
-  * To delete an expense , click the red Delete button on the last column of the table list of expenses.+ 
 +{{:ils:operations:fig.149_editing_the_expenses.png|}} 
 + 
 +Figure 149. Editing the Expense 
 + 
 + 
 +{{:ils:operations:fig.150_editing_details_of_the_expense.png|}} 
 + 
 +Figure 150. Editing Details of the Expense 
 + 
 + 
 + 
 + 
 + 
 + 
 + 
 + 
 + 
 +  * To delete an expense , click the red Delete button on the last column of the table list of expenses. See Figure 151 below. 
 + 
 +{{:ils:operations:fig.151_deleting_the_expense.png|}} 
 + 
 +Figure 151. Deleting an Expense
  
  
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 ====Editing and Deleting an Order==== ====Editing and Deleting an Order====
 +
   * To edit an order, click on the Edit button on the last column of the table then you can start editing the basic information of an order. You can choose where Billing and Delivery Location you prefer. The number of total items and bibliographic record will also appear in this page. Click Update to complete action. See Figure 133 and 134 below.   * To edit an order, click on the Edit button on the last column of the table then you can start editing the basic information of an order. You can choose where Billing and Delivery Location you prefer. The number of total items and bibliographic record will also appear in this page. Click Update to complete action. See Figure 133 and 134 below.
  
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-Note: You can also close or re-open an order,juct click on the button Close the Order or Reopen this Order to complete action.+Note: You can also close or re-open an order, just click on the button Close the Order or Reopen this Order to complete action. See Figure 152 below. 
  
  
  
  
-  *  To delete an order, click on the red Delete button located in the last column of the table.  +  *  To delete an order, click on the red Delete button located in the last column of the table. See Figure 153 below. 
-Note: You can only delete an order if your order is still open.+ 
 +{{:ils:operations:fig.153_deleting_an_order.png|}} 
 + 
 +Figure 153. Deleting an Order
  
  
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 =====Viewing Invoice===== =====Viewing Invoice=====
  
-  * To view the order's invoice, click on the button Invoice, then you will see list and details of the invoices. See Figure below.  +  * To view the order's invoice, click on the button Invoice, then you will see list and details of the invoices. See Figure below 154 below. 
-? =====Adding and Searching Invoice===== + 
-  * To add an invoice, click on the New Invoice button then fill up the basic information needed. Click Create to complete action. + 
-  * To search an invoice, type keywords on the search bar, then click the Search Icon to complete action.+{{:ils:operations:fig.154_viewing_invoice.png|}} 
 + 
 +Figure 154. Viewing Invoice 
 + 
 + =====Adding and Searching Invoice===== 
 +  * To add an invoice, click on the New Invoice button then fill up the basic information needed. Click Create to complete action. See Figure 157 and 158 below. 
 + 
 +{{:ils:operations:fig.157_adding_invoice.png|}} 
 +Figure 157. Adding an Invoice 
 + 
 +{{:ils:operations:fig.158_creating_invoice.png|}} 
 +Figure 158. Creating an Invoice 
 + 
 + 
 + 
 +  * To search an invoice, type keywords on the Search bar then click the Search Icon to complete action. See Figure 159 below. 
 + 
 + 
 +{{:ils:operations:fig.159_searching_invoice.png|}} 
 +Figure 159. Searching an Invoice
  
-(edit? delete?) 
  
  
  =====Viewing the Suppliers=====  =====Viewing the Suppliers=====
  
-  * To view the list of suppliers, click on the Suppliers sub module, then you will see the list of the suppliers.+  * To view the list of suppliers, click on the Suppliers sub module, then you will see the list of the suppliers. See figure 160 below. 
 + 
 +{{:ils:operations:fig.160_viewing_suppliers.png|}} 
 + 
 +Figure 160. Viewing the Suppliers
  
 =====Adding and Searching the Supplier===== =====Adding and Searching the Supplier=====
-  * To add a supplier, click on the New Supplier button on the upper right side of the page. Fill up the needed information about the supplier. Click Create to complete action. +  * To add a supplier, click on the New Supplier button on the upper right side of the page. Fill up the needed information about the supplier. Click Create to complete action. See Figure 161 and 162 below. 
-  * To search a supplier, type keywords on the search bar then click the Search Icon to complete action.+ 
 +{{:ils:operations:fig.161_adding_supplier.png|}} 
 +Figure 161. Adding the Supplier 
 + 
 + 
 + 
 +{{:ils:operations:fig.162_creating_supplier.png|}} 
 +Figure 162. Creating the Supplier 
 + 
 +  * To search a supplier, type keywords on the search bar then click the Search Icon to complete action. See Figure 163 below. 
 + 
 +{{:ils:operations:fig.163_searching_supplier.png|}} 
 + 
 +Figure 163. Searching the Supplier 
  
 =====Editing and Deleting a Supplier===== =====Editing and Deleting a Supplier=====
-  * To edit a supplier's information, click on the blue Edit button at the last column of the list of suppliers table. You can start editing the supplier's basic information. Click Update to complete action. + 
-  * To delete a supplier, click on the red Delete button located at the last column of the supplier's table. Click Yes to complete action.+  * To edit a supplier's information, click on the blue Edit button at the last column of the list of suppliers table. You can start editing the supplier's basic information. Click Update to complete action. See 164 and 165 below. 
 + 
 +{{:ils:operations:fig.164_editing_supplier.png|}} 
 + 
 +Figure 164. Editing the Supplier 
 + 
 +{{:ils:operations:fig.165_editing_details_of_supplier.png|}} 
 + 
 +Figure 165. Updating Details of the Supplier 
 + 
 + 
 +  * To delete a supplier, click on the red Delete button located at the last column of the supplier's table. Click Yes to complete action. See Figure 166 below. 
 + 
 + 
 + 
 +Figure 166. Deleting the Supplier 
 + 
  
  
 ====== Viewing the Circulation Module ====== ====== Viewing the Circulation Module ======
  
-  * To view the Circulation Module. Click on the Circulation menu item on the sidebar of the page. See Figure below.+  * To view the Circulation Module. Click on the Circulation menu item on the sidebar of the page. See Figure 167 below.
  
 +{{:ils:operations:fig._167._viewing_the_circulation.png|}}
 +
 +Figure 167. Viewing the Circulation Module
 ====Viewing Check- Out Transactions==== ====Viewing Check- Out Transactions====
  
-  * To view check-out transactions click on the Check-out sub module. You will see the list of the transactions with the patron or user.+  * To view check-out transactions click on the Check-out sub module. You will see the list of the transactions with the patron or user. See Figure 168 below.  
 + 
 +{{:ils:operations:fig.168_viewing_check-out_items.png|}} 
 +Figure 168. Viewing Check- Out Tansactions
  
 ====Searching Patrons/ User Transactions==== ====Searching Patrons/ User Transactions====
  
-  * To search patrons/ user, type keywords on the search bar on the right side of the page. Click the Search icon to complete action.+  * To search patrons/ user, type keywords on the search bar on the right side of the page. Click the Search icon to complete action. See Figure 169 below.  
 + 
 + 
 +{{:ils:operations:fig.169_searching_patron_users.png|}} 
 + 
 +Figure 169. Searching User Transactions
  
 ====Viewing Patron/ User Transactions==== ====Viewing Patron/ User Transactions====
  
-  * To view the patrons/ users information click the blue View button on the last column of the table.+  * To view the patrons/ users information click the blue View button on the last column of the table. See Figure 170 and 171 below. 
 +  * You can view check- Out and Hold Items. 
 + 
 +{{:ils:operations:fig.170_viewing_patron_users.png|}} 
 +Figure 170. Viewing User Transactions 
 + 
 +{{:ils:operations:fig.171_patron_user_information.png|}} 
 +Figure 171. Viewing User Profile 
 + 
   * Check Out items can be viewed in the check out basket by searching the barcode. Type the barcode of the item then you can see the details and the status and the action that has been made in the item.   * Check Out items can be viewed in the check out basket by searching the barcode. Type the barcode of the item then you can see the details and the status and the action that has been made in the item.
  
  
 ====Deleting Check-out Items==== ====Deleting Check-out Items====
-  * To delete check out items, click the red Clear Check-out button, then click Yes to complete action. +  * To delete check out items, click the red Clear Check-out button, then click Yes to complete action. See Figure 172 below. 
 + 
 +Figure 172. Deleting Check-Out Items