Add Book - Adopt Book from Buyer's Guide
Note: After creation, you are able to see Last Sold date on book details records.
Select + Add from the Product Maintenance screen, then select Add Book.
The following popup will display:
Select Adopt from Buyer’s Guide.
Scan/Search by Author, Title, ISBN, Book Key, Edition, Imprint or Copyright.
Select Adopt on the desired title.
Create new or new and used? dialog box will appear.Select Supplier.
Select New or New and Used as desired.
Once selected, you will receive confirmation message that it has been created and be taken to the Edit Book screen.
Verify all information in Edit Book screen and select Save.
Note: Book Details are not the New and Used records, scroll down to verify the information on those.
Digital
To check for a Digital version, scroll to the top of the page, under Digital select Check For Update
If no digital is available, popup will display.
If digital is available, popup will display.
If available, Digital field will update and new Digital tab will appear.
Use the Check for Update button as needed to update digital record. Last Refresh date will update.
To see transactions, select, Show Transactions.
Search for transactions and to see more information, copy the transaction number and search in Transaction Search. Alternatively, go to the customer account and search the transaction in the Customer transactions tab.
Select Save.
Trade Book
Select +Add Trade to create a Trade version of the title.
Use Undo button to remove if desired before save.
Trade version will be added to the bottom of the book details.
Add Cost and Selling Price.
Select Save.
Inventory
Receiving on purchase orders or conducting a physical inventory are the best ways to get SOH set on products but sometimes you need to make a manual adjustment.
Manage Stock On Hand by selecting Adjust SOH. It will open a window to adjust SOH.
Enter in QTY adjustment, (to subtract put - in front of the amount)
Select Reason from drop down
Enter Comment for adjustment, if desired.
Select OK to save.
Stock will adjust and be tracked on the stock adjustment report.
First Published 05/18/2021
Edited 07/11/2023
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