1. Click Administration → Acquisitions Administration → Providers
2. Click New Provider.
3. Enter the provider name.

4. Create a unique code for the provider.

   1. This code is used throughout the acquisitions module to identify the provider.
   2. We recommend that libraries add their library short code ex. ULS_MPL

5. Choose an owner from the drop down menu.

   1. The owner indicates the organizational unit(s) whose staff can use this provider.
6. Choose a currency from the drop down menu.

7. Check the check box adjacent to Active to activate the provider.

   1. Unchecking this box deactivates the provider. A provider must be active in order for purchase orders to be made from that provider.

8. Enter the default number of copies for the provider.

   1. When line items are added to purchase orders for this provider the default number of copies will be automatically created.

9. Select a default Claim policy from the drop down menu.

   1. The default claim policy associated with each provider is automatically assigned to line items and copies purchased from the provider.
   2. Choose the policy that best describes the policy you use with the provider. The default policy does not need to cover all possible situations as it is possible to override with a different policy at the time of the claim.
   3. This field may be left blank if no default policy should be applied to the provider.
10. Do NOT select an EDI default from the drop down menu. Leave this field blank. EDI defaults must be created after the provider and then linked. Refer to the section called “Create an EDI Account” for details.
11. E-mail field, enter the provider’s e-mail address.
12. Fax Phone field, enter the provider’s fax number.
13. If your provider enters holding data in MARC records, enter 970 into the Holdings Tag field.
14. In the Phone field, enter the provider’s phone number.
15. If prepayment is required to purchase from this provider, check the box adjacent to Prepayment Required.
16. In the SAN field, enter the seven digit Standard Address Number for your provider.
17. This field is required is EDI will be used with the provider.
18. In the URL field, enter the web address for the provider’s website.
19. After you save the provider profile, the screen reloads so that you can save additional information about the provider. You can also access this Provider Details screen by clicking the hyperlinked name of the provider on the Providers screen. The tabs on the Provider Details screen allow you to add a provider address, provider contacts, attribute definitions, and holdings subfields. You can also view invoices associated with the provider on the Provider Details screen.

Add an Additional Address

1. Open the provider you would like to add an address to.
2. Click New Provider Address. A pop-up will appear.
3. Enter a name for the address in the Address Type field.

4. Fill in the address details. Required fields are:

   1. Street 1
   2. City
   3. State
   4. Country
   5. Post Code
   6. Check the box adjacent to Is Valid?
5. Click Save.

Add a Contact

1. Open the provider you would like to add a contact to.
2. Click the Provider Contact tab.
3. Click New Contact. A pop-up will appear.
4. Enter the name of the contact, the contact’s role, email, and phone number in the respective fields.
5. Click Save.

Add an Address to a Contact

1. Addresses can be attached to specific contacts.
2. Open the Provider Contact tab.
3. Click New Contact Address further down the page. A pop-up will appear.
4. In the Type field, enter the type of address for your contact.
5. From the Contact drop down menu select the ID number of your contact.

6. Fill in the address details. Required fields are:

   1. Street 1
   2. City
   3. State
   4. Country
   5. Post Code
   6. Check the box adjacent to Is Valid?
7. Click Save.