--- title: "Creating a new Order from Acquisitions" canonical: "https://support.soutron.net/space/HG/3277960/Creating%20a%20new%20Order%20from%20Acquisitions" format: markdown --- This page describes the process of creating a new order from scratch in the Acquisitions module, and then [adding line entries](https://soutron.atlassian.net/wiki/spaces/HG/pages/3276905) as required. You will need to complete the following steps: - [Start a new order](#CreatinganewOrderfromAcquisitions-Start) - [Step 1: select a Supplier](#CreatinganewOrderfromAcquisitions-Supplier) - [Step 2: define currency, discounts and standing orders](#CreatinganewOrderfromAcquisitions-Step2) - [Save the order](#CreatinganewOrderfromAcquisitions-Save) - [Step 3: create the order lines](#CreatinganewOrderfromAcquisitions-Step3) - [Placing and confirming the order](#CreatinganewOrderfromAcquisitions-Place) --- **To create a new order, select** **Modules > Acquisitions > Orders**. This takes you to the [Order Management screen](https://soutron.atlassian.net/wiki/spaces/HG/pages/3279449), where a list of all orders from the current year is displayed: ![image]() ## > Macro (anchor) Starting a new Order To start a new order, click on the **Create New Order** button. The following screen is displayed (only the top half of the screen is shown): ![image]()    [Back to the top](#Description) ---   Follow the steps through as described below.  ## > Macro (anchor) Step 1: Supplier Selection ![image](media://f7ba5448-b955-4cd1-9a31-11b0a6116221)   > ℹ️ You can select from existing suppliers or create a new supplier record on the fly.   This step asks you the following: | **Question** | **Description** | | --- | --- | | **Select / change the supplier** | Click on the drop-down list to select from the list of existing suppliers.
Alternatively, click on the **Create new supplier**> Macro (inline-external-image)  button to [create a new supplier record](https://soutron.atlassian.net/wiki/spaces/HG/pages/3278851). | | **Supplier order reference:** | The supplier may give you a reference number for this order, which you will need to fill in [later](https://soutron.atlassian.net/wiki/spaces/HG/pages/3277910).
> ⚠️ Note that entries in this field must be unique. | | **Internal reference number:** | For your internal reference number for this order if you have one: this will need to be filled in [later](https://soutron.atlassian.net/wiki/spaces/HG/pages/3277910). |   [Back to the top](#Description) --- > Macro (excerpt) > > ## > Macro (anchor) > > Step 2: Currency, Discounts and Standing Orders > >   > > ![image](media://57bcb4a5-1113-45b8-ba6a-cf56b52e4fbd) > >   > > This step asks you the following: > > | **Question** | **Description** | **Default** | > | --- | --- | --- | > | **Select the ordering office** | Click on the drop-down list to select an office other than the one shown. | The logged-in user's office | > | **Select / change the currency:** | The supplier's default currency is displayed | Default for the selected supplier | > | **Are there any discounts for this order?** | If you have pre-defined [discounts](https://soutron.atlassian.net/wiki/spaces/HG/pages/3278869) for this supplier, select **Yes** if a discount is to be applied - some additional questions will appear:
- **Order Discount** - select the appropriate one from the drop-down list. > - **Discount Value** - this gets filled in automatically if you have selected a pre-defined discount. Alternatively, enter a value for the discount.
Otherwise, change the selection to **No**.
> ℹ️ Note that you can also apply discounts to individual [order lines](https://soutron.atlassian.net/wiki/spaces/HG/pages/3277464/Step+3+Payments+and+Costs#Step3PaymentsandCosts-Discounts).
As no line entries have been created at this point, it is possible that some of the discount criteria may not have been met if it is based on the value of the order, in which case you will see the following message:
![image]()
Just click **Yes** to continue. | Yes | > | Enter the date payment is expected to be made: | The expected payment date is shown, based on the supplier's payment terms: click on the drop-down calendar if you need to change it. | 28 working days from today | > | **Is this a Standing Order?** | Select **Yes** if this is a Standing Order - some additional questions will appear:
- **Standing Order period** - select the period (frequency) for the standing order. The choices are: Monthly, Bimonthly, Quarterly, Biannually, Annually, Biennially > - **Standing Order place date** - the date that the standing order was placed on, by picking from the drop-down calendar.
Otherwise, leave the selection as **No**.
> ℹ️ Note that there is no workflow associated with this setting. | No | > | > Macro (anchor) > > **Select the default barcode method:** | This relates to barcoding of the items when they are received, and applies to all copies in all order lines.
> ℹ️ Note that you are able to change this setting for individual [copies](https://soutron.atlassian.net/wiki/spaces/HG/pages/3279389/Order+Line+Entry+Copies+and+Distribution#OrderLineEntryCopiesandDistribution-Barcoding)[ or for individual ](https://soutron.atlassian.net/wiki/spaces/HG/pages/3277938)[order lines](https://soutron.atlassian.net/wiki/spaces/HG/pages/3277482)
Select one of the following three options:
- **Auto** (default) - this assigns a barcode to each received copy or journal issue automatically, as long as you have defined a barcode in [Barcode Templates Maintenance](https://soutron.atlassian.net/wiki/spaces/HG/pages/3278679) > - **Manual** - allows you to manually enter a barcode when the copies or journal issues are received > - **None** - select this option if barcodes are not to be assigned to individual journal issues or copies. Note that if you select this option, you will not be able to loan the issues or copies to users. | Automatic | > >   > > --- > > ## > Macro (anchor) > > Saving the order > > When you have finished filling in the order details, you have the following options: > > | | | > | --- | --- | > | Close the order | Click the **Close Order** button. If you have not already saved the order, you are asked to confirm that you want to close it.
You are then taken to the Order Management screen. | > | Save the order | Click the **Save Order** button. You have to save the order before you can create any [order lines](http://confluence.soutron.net/Creating_a_new_Order_Line_Entry.html). | > | Return to the [Order Management screen](https://soutron.atlassian.net/wiki/spaces/HG/pages/3279449). | Click the **Order Management** button
> ❌ **Warning**! This option does not ask you to confirm that you have saved your order first. | > >   > > [Back to the top](http://documentation.soutron.net/display/HG/Creating+a+new+Order+from+Acquisitions#Description) ## > Macro (anchor) Step 3: Creating order line entries The next step is to create Order Line entries for each item that you want to order. ![image]() Click on the **Create new order line** ![image]()  button to open the [Order Line Entry](https://soutron.atlassian.net/wiki/spaces/HG/pages/3276905) screen. ## > Macro (anchor) Step 4: Cost Summary The cost summary for the order changes as you enter information into the steps above. ![image]() [Back to the top](http://documentation.soutron.net/display/HG/Creating+a+new+Order+from+Acquisitions#Description) > Macro (excerpt-include)