Managing Supplier Records

Supplier records in Polaris contain information about the suppliers from which your library acquires materials. These records are used in both acquisitions and serials processing. In addition, you can add links to supplier databases to the Polaris Shortcut Bar.

Note:
The permissions for working with supplier records are located under the Serials folder in the Administration Explorer, Security view. To access supplier records, you must also have permission to access Serials.

Do the following administration tasks to work with suppliers:

Allow the appropriate staff members to access, create, modify or delete supplier records. See Manage Supplier Records Permissions.
Allow the appropriate staff members to modify the Link to Supplier Databases policy table.
Add suppliers’ Web addresses to the Link to Supplier Database policy table. The Web addresses in the policy table appear in the dialog box when users select Utilities, Acquisitions Processing, Link to supplier databases from the Polaris Shortcut Bar.
If you order materials using electronic data interchange (EDI), specific data needs to be entered in the supplier record.
If you want to use Titles to Go, contact your Polaris Site Manager and your suppliers (except Baker & Taylor, who does not need to be contacted before using Titles to Go).
If you use any foreign suppliers that use a currency other than your country’s base currency, establish the currency in the Currencies table, set your base currency in the System workform, and set an exchange rate in the Update Currency Exchange Rates dialog box.