Acquisitions > Review All Vendors Wizard

Review All Vendors Wizard

The Review All Vendors wizard guides you through the process of reviewing the amounts, averages, and quantities information for all vendors within a specific fiscal cycle.

To review vendor amounts, averages, and quantities

In the Vendor Search step, identify the vendors you want to review.

Vendor information for the selected fiscal cycle appears in tables on the following tabs.

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Amounts Tab: Vendors

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Averages Tab

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Quantities Tab

Totals and averages appear in the first row of the respective tables.

The Save Averages Data to a File Helper and Save Amounts and Quantities Data to a File Helper are available for saving performance data from these tabs to files on your workstation, that can later be opened in a spreadsheet application.

If the When Searching Vendors, Go Directly From Vendor Lookup to Review All check box was cleared in Default Properties, individual vendor names will appear with check boxes next to these names. Select the check boxes for the vendors you want to review, and click Review Selected Vendors. The Amounts, Averages, and Quantities tabs will appear for the selected vendors.

If you clear the When Searching Vendors, Go Directly From Vendor Lookup to Review All property, you can select multiple variations of the same vendor name for review, and the wizard will display all totals for the vendor, even though the vendor may have multiple profiles. Often, libraries need to create multiple vendor profiles for the same vendor. For example, EBSCO-REF and EBSCO-SERIAL are for the same vendor, but represent different fund sources.

After reviewing all vendors for this fiscal cycle, you can click one of the following options.

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Review Selected Vendors, if displayed, to select other vendors for review

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Return to Vendor List, if displayed, to return to the list of searched vendors

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New Search to start a new vendor search

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Close to exit the Review All Vendors