Want Lists

Want lists are a list of titles you would like to source from wholesalers for a term. Since you don’t know how many, if any, of a title they can provide, you don’t want to commit them to a purchase order yet.

For a title to qualify for a Want List it must be adopted on a course request for the term(s) selected, the order decision for the title and term must be in a Worked status, and the Open to Buy must be greater than zero. Note: The order equation and settings on your term will affect the open to buy quantity. See Work Order Decisions

As quantities are confirmed by the wholesaler, you will add those to purchase order(s) and can then regenerate the want list to send to another wholesaler or to the same wholesaler at a later date.

Create a Want List

Select + Add, from Want Lists screen.
Enter Name and Description.
Select Terms.
Select Suppliers.
Select Generate Want List.
Review list, make revisions as needed.
Select Save.

Field	Definition	Field	Definition

Field	Definition	Field	Definition
Name*	What you want to call the want list, most commonly incorporating a reference to the term.	Cascade	Not currently used
Description	If you want to further describe the want list	Terms	Select the term or terms whose books you want on the want list.
Create Date	Date want list created.	Suppliers	Select the supplier or suppliers you will be sending the want list to. When multiple suppliers are selected, you will see a list when you Export PDF. Select the supplier you want to appear on that PDF.
Last Generated Date	The most recent date the list was generated.	Generate Want List	Select to generate or regenerate want list. Note for regenerating: Once you start adding confirmed quantities to POs, the open to buy quantity, and thus the want list quantity, will only change once the PO status is changed from Proposed to Open. Be sure to change the status on the applicable POs before regenerating the want list.

Want List Detail

Review want list to verify titles are what you expect to see.
If titles are not what you expect, check the status and open to buy quantities in Order Decisions. Also, review the selected term’s settings if open to buy is not as expected.
Edit want list Quantity and Comment, if desired.
To remove items from the want list, select checkbox to the left of the title(s) and select Delete button. Alternatively use the trash can icon on the right of the line item.
Select + Add Products to add additional titles.
1. Titles must adopted on a Course Request for the term(s) selected, the order decision for the title and term must be Worked status, and the Open to Buy must be greater than zero.

Want List Buttons

Field	Definition

Field

Definition

+ Add Product

Manually add product(s) to the want list. Titles must adopted on a course request for the term(s) selected, the order decision for the title and term must be Worked status, and the Open to Buy must be greater than zero. Generally, you would only add titles manually if you made manual changes to the list that was last generated and don’t want those overwritten by regenerating.

Export PDF

Export want list to PDF copy. See sample below. If you have multiple suppliers attached to the want list, select the one for this PDF.

Purchase Orders

Select to create PO based on current want list titles and quantities. The used SKU for each book will be added to the PO. Note: You will need to edit the PO quantities to match what the supplier is actually sending you. Remove any books you won’t be getting.

A message with the PO number will display once the PO is created.

The Purchase Order button will then display the number of POs created from the want list.

PO will create in a Proposed Status and indicate it was created from the want list. Note: If you have multiple suppliers attached to the want list, the PO created will automatically be assigned to the first supplier in the list. If this PO is for one of the other suppliers, simply change it on the PO. After you have finished editing the purchase order, change its status to Open.

+ Add Product screen

PDF Document

First Published 04/09/2021

Edited 06/22/2023