Setting Up Supplier Records

Supplier records store information about each supplier’s account with your library. Your library can add, change, and delete supplier records as needed. If your library is part of a consortium using the same Polaris installation, and multiple libraries contract with the same supplier, each library creates a supplier record with a separate account number for the same supplier.

A supplier record contains the supplier name, alternate name, contact person, account information, Standard Address Number (SAN), telephone numbers, mailing addresses, instructions, electronic access information, currency (either base or foreign), and notes. Any Polaris record that specifies a supplier, such as a purchase order, uses information from the supplier record.

Your library can analyze the performance of suppliers and see the amounts encumbered and expended by supplier using standard Polaris Acquisitions reports, available under Utilities > Reports > Acquisitions. See Acquisitions Reports.

Note: Supplier records can be accessed from Serials or Acquisitions on the Polaris Shortcut Bar. In Polaris Administration, permissions for supplier records are under Serials.

See also:

Creating, Copying, and Deleting Supplier Records