Create a new vendor
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Create a vendor record
Caution: Ideally, another library has already created the vendor record you need. Before creating a vendor record, Search for a vendor to make sure the vendor does not already exist. Only create a new vendor record if the vendor does not already.
To create a new vendor:
- In the left navigation, click Vendors > New Vendor.
- Fill in the relevant fields in the sections that make up the vendor information (General, Links & Logins, Addresses, Contacts, etc.). Follow local practice. Most fields are self explanatory. See Vendor fields for more information.
Note: The vendor will be automatically selected for use.
- When finished, scroll to the upper-right corner of the screen and click Save.
- To share the vendor record with other libraries, click Publish. See Publish a vendor.
Note: A vendor must be saved before it can be published.
Vendor fields
Note:
- Asterisks (*) indicated required fields.
- All vendor fields have a character limit of up to 255 characters.
- Contacts and Acquisitions Settings are the most common settings that need to be configured.
- General
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If you have published a vendor record (shared it with other libraries in your region), any edits to General information affect all libraries using this vendor.
Field Description Vendor name* The name of the vendor. Country The country of the vendor. Roles The role the vendor plays for libraries (e.g. publisher, retailer, etc.). Click Show Options to select a role. Language The language used for communication with the vendor. Relationships Use to indicate relationships between different companies, units within a company, or other corporate relationships (distributor, etc.).
- Links & Logins
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List URLs to vendor services/products, along with User IDs and passwords, if needed.
Some fields need explanation:
Field Description Active (check box) (only editable after saving) Checked: Link is relevant to library and displays on the Active tab
Unchecked: Use to indicate the link is no longer relevant, link moves to the Inactive tab
- Addresses
- Some fields need explanation:
Field Description Active (check box) Checked: Address is current for the vendor and displays on the Active tab
Unchecked: Use to indicate address is no longer relevant, address moves to the Inactive tab
Address role Use to indicate the kind of address (e.g. billing, shipping). Click Show Options to select a role. Default (check box) Select the check box to indicate the default address.
- Contacts
- Some fields need explanation:
Field Description Active (check box) Checked: Contact is relevant to library and displays on the Active tab
Unchecked: Use to indicate contact is no longer relevant, contact moves to the Inactive tab
Contact short name Name preferred by contact. Language The language used by the contact. Notifications will be sent to the contact in the selected language.
Available languages include:
- Arabic
- German
- English
- Spanish
- French
- Italian
- Japanese
- Korean
- Dutch
- Chinese Simplified
- Chinese Traditional
Allocated address An address allocated to a contact.
- Partner Exchange Services (upload files)
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For information on uploading files, see Import.
- Identifiers
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These identifiers are unique to the vendor.
Identifier Description WMS Vendor ID The identifier used in API calls by your library or by library partners. This is generated automatically, and cannot be edited. This field is included as part of the WMS Accounting System Invoice Connector .json file export. URL The Uniform Resource Locator (URL) value(s) for the vendor. Tax Number Tax number(s) for the vendor. Previous Vendor Name Previous name(s) for the vendor. Alternate Vendor Name Alternate name(s) for the vendor. FEIN The Federal Employer Identification Number (also known as Federal Tax Identification Number) is a nine-digit number issued by the Internal Revenue Service to track a business's tax returns. SAN The Standard Address Number (SAN) is a seven-digit numeric identifier used to identify organizations and businesses interacting with the publishing industry (including book and serial manufacturers, libraries, publishers.) OCLC Symbol The three or five-character code assigned by OCLC to identify a member institution. ISBN Prefix The ISBN prefix for the vendor. Additional Identifiers Select an additional identifier from the Type drop-down list and then enter the associated value.
Type Description GLN Global Location Number A number used to uniquely identify a physical, functional, or legal entity. This number is also referred to as the International Location Number (ILN). ILN International Location Number A unique number used to identify a physical, functional, or legal entity. ISIL International Standard Identifier for Libraries A unique identifier assigned to libraries and related organizations, such as archives and museums, by the International Standard Identifier for Libraries and Related Organizations (ISIL), ISO 15511. MARC Marc Organisation Code A short alphabetic code used to represent names of libraries, organizations, and institutions that need to be identified in cataloging and in bibliographic control. See MARC Code List for Organizations for more information. NCES Identifier of National Center for Education Statistics The unique identifier assigned to an LEA or school by the National Center for Education Statistics (NCES). WorldCat knowledge base ID The collection ID assigned to a knowledge base collection.
- Local identifiers
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These identifiers are unique to your library.
Local Identifier Description Vendor Number An ID number assigned by your instance of WMS, in the same way order numbers are assigned. Match Codes Used when a code is needed to identify (match) vendors in other systems. Using the same match code for the same vendor in both WMS and other systems facilitates sharing vendor information between systems.
Accountancy System ID Used to track the identifier used by your parent institution's financial system. OCLC recommends using this field for your enterprise resource planning (ERP) system. This field is included as part of the WMS Accounting System Invoice Connector .json file export. ILS Supplier Number Used to track the identifier used by your previous ILS. GST Registration Number A unique, 15-digit identification number issued to a business registered under the Goods and Services Tax (GST) on the basis of the PAN number of the business. The last digit is a checksum number. This field is included as part of the WMS Accounting System Invoice Connector .json file export. PST Registration Number A unique, 11-character identification number (e.g., PST-1234-5678) issued to a business registered under the Provincial Sales Tax (PST). This field is included as part of the WMS Accounting System Invoice Connector .json file export.
- Bank Account Info
- Some fields need explanation:
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Field Description Payment Recipient The name of the payment recipient for the vendor. Bank Code The numeric code assigned by the central financial institution to all of its licensed member banks or financial institutions. Account Number A unique number of several (often eight or nine) digits used to identify the account at a financial institution. Bank Identifier Code (BIC) / SWIFT codes A unique identification code for both financial and non-financial institutions assigned by the Society for Worldwide Interbank Financial Telecommunication (SWIFT). International Bank Account Number (IBAN) An internationally-established unique number consisting of up to 34 alphanumeric characters comprising: a country code; two check digits; and a number that includes the domestic bank account number, branch identifier, and potential routing information.
- Customer/Account Numbers
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Numbers used to indicate how orders are handled (monograph, serials, rush handling, children's materials, etc.)
- Acquisitions Settings
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Some settings need explanation:
Acquisitions Setting Description Currency The currency the vendor uses. Expected Fulfillment Period For Expected Fulfillment Period, enter the number of days after an item is ordered (for purchase order items) or added to the order (for plan orders) to set for the Expected Fulfillment Date. This can be set for: - One-Time Monographs
- One-Time E-Products
Note: If you leave blank, the expected fulfillment date will not be set by default unless you assign an Expected Fulfillment Period for the vendor on the Administration page.
Default Contact The default contact at the vendor. Default Delivery Method The default delivery method of the vendor. Specific Notification Settings Notification Setting Description Action The action you want to notify the vendor about (Ordering, Cancellation, etc.). Contact The vendor staff person who should receive the notification. Delivery Method The delivery method used to notify the vendor (E-Mail, Print, FTP, etc.). FTP Profile The FTP profile associated with the notification. Edifact Notification Settings See EDIFACT messages for vendors.
- Notes
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Click Add Note to enter a free text note about the vendor.
Run time: 11:02
This video shows how to enable a vendor for transactions, how to edit local fields in a vendor record, and how to add a new vendor in WorldShare Acquisitions.
Publish a vendor
After you create a new vendor record, save the information and publish it to share with other libraries. Publishing a vendor allows other libraries to order from it without having to repeat the work you did to create it.
- When finished creating the vendor, click Publish in the upper-right corner of the screen.
- On the Publish Vendor screen, choose the vendor addresses and contacts you want to publish.
Note: After publishing, you cannot change the vendor name or addresses and contacts you published.
- Click Publish Vendor for Use by All Libraries.
- On the Publish Vendor window, click Publish.