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Electronic Want Electronic Want Listing Listing How to take the work out How to take the work out of ordering from Textbook of ordering from Textbook Wholesalers Wholesalers While getting MORE books While getting MORE books
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Electronic Want Listing How to take the work out of ordering from Textbook Wholesalers While getting MORE books.

Dec 16, 2015

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Clay Kimberly
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Page 1: Electronic Want Listing How to take the work out of ordering from Textbook Wholesalers While getting MORE books.

Electronic Want ListingElectronic Want Listing

How to take the work out of ordering How to take the work out of ordering from Textbook Wholesalers from Textbook Wholesalers

While getting MORE booksWhile getting MORE books

Page 2: Electronic Want Listing How to take the work out of ordering from Textbook Wholesalers While getting MORE books.

Advantages to ElectronicAdvantages to ElectronicWant ListingWant Listing

Fast turnaround from sending lists to Fast turnaround from sending lists to receiving acknowledgmentsreceiving acknowledgments

Work Wholesalers during off hoursWork Wholesalers during off hours Accuracy, no more hand data entry Accuracy, no more hand data entry Send 2 or 3 Want Lists per day per Send 2 or 3 Want Lists per day per

WholesalerWholesaler

Page 3: Electronic Want Listing How to take the work out of ordering from Textbook Wholesalers While getting MORE books.

Work FlowWork Flow

Class Adoptions

Create Want-list

Edit Want List

TransmitWant List

ISBNSubstitutions

ReceiveConfirmation

Page 4: Electronic Want Listing How to take the work out of ordering from Textbook Wholesalers While getting MORE books.

All Want Listing Options are in All Want Listing Options are in OrderingOrdering

Page 5: Electronic Want Listing How to take the work out of ordering from Textbook Wholesalers While getting MORE books.

OR

Create Want Lists From Adoptions or Manually

Page 6: Electronic Want Listing How to take the work out of ordering from Textbook Wholesalers While getting MORE books.

Create From AdoptionsCreate From Adoptions

• Choose a Bin and hold date for each Wholesaler when you start ordering for a term

•Edit Bin and hold dates via Order Processing menu option 9. Modify Vendor Bin & Hold

Page 7: Electronic Want Listing How to take the work out of ordering from Textbook Wholesalers While getting MORE books.

Edit Want List

Page 8: Electronic Want Listing How to take the work out of ordering from Textbook Wholesalers While getting MORE books.

Select By Want List Select By Want List

Page 9: Electronic Want Listing How to take the work out of ordering from Textbook Wholesalers While getting MORE books.

Make any changes to Want ListMake any changes to Want List

Page 10: Electronic Want Listing How to take the work out of ordering from Textbook Wholesalers While getting MORE books.

Transmitting the Want ListTransmitting the Want List

Page 11: Electronic Want Listing How to take the work out of ordering from Textbook Wholesalers While getting MORE books.

Transmit the Want ListTransmit the Want List

Page 12: Electronic Want Listing How to take the work out of ordering from Textbook Wholesalers While getting MORE books.

Select Want List to TransmitSelect Want List to Transmit

Note that Sent & Confirmed fields are blank for most recent want list

Page 13: Electronic Want Listing How to take the work out of ordering from Textbook Wholesalers While getting MORE books.

You Can Not Transmit the Same You Can Not Transmit the Same Want List TwiceWant List Twice

Page 14: Electronic Want Listing How to take the work out of ordering from Textbook Wholesalers While getting MORE books.

Successful Transmission of a Successful Transmission of a Want ListWant List

Page 15: Electronic Want Listing How to take the work out of ordering from Textbook Wholesalers While getting MORE books.

Back to Transmit Want List to Back to Transmit Want List to Verify that Transmition was Verify that Transmition was

successfulsuccessful

Page 16: Electronic Want Listing How to take the work out of ordering from Textbook Wholesalers While getting MORE books.

Check for Successful Check for Successful TransmitionTransmition

Note Sent field is now filled in, Confirmed is empty

Page 17: Electronic Want Listing How to take the work out of ordering from Textbook Wholesalers While getting MORE books.

Wholesaler Response TimesWholesaler Response Times

MBS 24 X 7 MBS 24 X 7 10 minutes for Acknowledgment10 minutes for Acknowledgment

NBC Monday – Friday 8 am to 7 pmNBC Monday – Friday 8 am to 7 pm Saturday 8 am to 12 pmSaturday 8 am to 12 pm 30 to 45 minutes for Acknowledgment30 to 45 minutes for Acknowledgment

Follett Monday – Friday 7 am to 6 pmFollett Monday – Friday 7 am to 6 pm 30 to 45 minutes for Acknowledgment30 to 45 minutes for Acknowledgment

** All times are Central Time Zone** All times are Central Time Zone

Page 18: Electronic Want Listing How to take the work out of ordering from Textbook Wholesalers While getting MORE books.

Download AcknowledgementDownload Acknowledgement

Page 19: Electronic Want Listing How to take the work out of ordering from Textbook Wholesalers While getting MORE books.

Choose Wholesaler to DownloadChoose Wholesaler to Download

Page 20: Electronic Want Listing How to take the work out of ordering from Textbook Wholesalers While getting MORE books.

Retrieving MBS Want ListRetrieving MBS Want List

Must wait approximately 5 minutes at this point when retrieving a Want List from MBS for process to complete

Page 21: Electronic Want Listing How to take the work out of ordering from Textbook Wholesalers While getting MORE books.

Successful Want List Retrieval Successful Want List Retrieval from MBSfrom MBS

Page 22: Electronic Want Listing How to take the work out of ordering from Textbook Wholesalers While getting MORE books.

Successful Want List Retrieval Successful Want List Retrieval from Follettfrom Follett

Page 23: Electronic Want Listing How to take the work out of ordering from Textbook Wholesalers While getting MORE books.

Successful Want List Retrieval Successful Want List Retrieval from NBCfrom NBC

Page 24: Electronic Want Listing How to take the work out of ordering from Textbook Wholesalers While getting MORE books.

Back to Transmit Want List to Back to Transmit Want List to Verify that Retrieval was successfulVerify that Retrieval was successful

Page 25: Electronic Want Listing How to take the work out of ordering from Textbook Wholesalers While getting MORE books.

Checking for Successful Checking for Successful Download of AcknowledgementDownload of Acknowledgement

Note Confirmed field is now fill in

Page 26: Electronic Want Listing How to take the work out of ordering from Textbook Wholesalers While getting MORE books.

Viewing an AcknowledgementViewing an Acknowledgement

Page 27: Electronic Want Listing How to take the work out of ordering from Textbook Wholesalers While getting MORE books.

Viewing an AcknowledgementViewing an Acknowledgement

Page 28: Electronic Want Listing How to take the work out of ordering from Textbook Wholesalers While getting MORE books.

The PO’sThe PO’s

The same PO # is used for each Wholesaler The same PO # is used for each Wholesaler per Bin & Hold dateper Bin & Hold date

PO is updated after every successful PO is updated after every successful Acknowledgement downloadAcknowledgement download

You may check each PO via order You may check each PO via order processing menu option 24. Add or Adjust processing menu option 24. Add or Adjust POPO

Page 29: Electronic Want Listing How to take the work out of ordering from Textbook Wholesalers While getting MORE books.

Substitute ISBN’sSubstitute ISBN’s

If the wholesaler sends an ISBN that can If the wholesaler sends an ISBN that can not be matched to one on the want list a not be matched to one on the want list a substitute ISBN file is created and a pop up substitute ISBN file is created and a pop up box will occur during the box will occur during the Acknowledgement download allowing you Acknowledgement download allowing you to print the substitute information.to print the substitute information.

Substitute information is accessible via Substitute information is accessible via menu 24. Substitute ISBN menu optionmenu 24. Substitute ISBN menu option

Page 30: Electronic Want Listing How to take the work out of ordering from Textbook Wholesalers While getting MORE books.

Substitute ISBN’sSubstitute ISBN’s

Page 31: Electronic Want Listing How to take the work out of ordering from Textbook Wholesalers While getting MORE books.

Assigning Substitute ISBN’sAssigning Substitute ISBN’s

If available a title will be displayed for each unmatched ISBN

Enter Adopted ISBN #’s and post to assign ISBN’s

Page 32: Electronic Want Listing How to take the work out of ordering from Textbook Wholesalers While getting MORE books.

Effects of Assigning Adopted Effects of Assigning Adopted ISBN’s to SubstitutesISBN’s to Substitutes

Once you POST the substitute file the Open To Buy (OTB) for the Once you POST the substitute file the Open To Buy (OTB) for the adopted ISBN will be reducedadopted ISBN will be reduced

The substitute ISBN will appear on the POThe substitute ISBN will appear on the PO

If you leave the Adopted ISBN field empty, no adjustment to OTB If you leave the Adopted ISBN field empty, no adjustment to OTB will occurwill occur

The substitute ISBN will appear on the POThe substitute ISBN will appear on the PO

Is this how you handle substitutes, or would you like the Adopted Is this how you handle substitutes, or would you like the Adopted ISBN to appear on the PO instead of the substitute?ISBN to appear on the PO instead of the substitute?

Page 33: Electronic Want Listing How to take the work out of ordering from Textbook Wholesalers While getting MORE books.

Create New Bin & Hold datesCreate New Bin & Hold dates

Page 34: Electronic Want Listing How to take the work out of ordering from Textbook Wholesalers While getting MORE books.

Create New Bin & Hold datesCreate New Bin & Hold dates

•Change you Bin & Hold dates here

•Answer New PO Number with a Y if you want to assign a new PO # to this Bin & Hold date

Page 35: Electronic Want Listing How to take the work out of ordering from Textbook Wholesalers While getting MORE books.

Bin & Hold Cut Off DatesBin & Hold Cut Off Dates

Watch Bin & Hold cut off dates, want lists Watch Bin & Hold cut off dates, want lists sent to Wholesalers after cutoff will not be sent to Wholesalers after cutoff will not be accepted by the Wholesaleraccepted by the Wholesaler

You can still send the Want List but they You can still send the Want List but they will not send an Acknowledgmentwill not send an Acknowledgment