Baker & Taylor Title Source 3 Reference Guide

Transcription

1 Lg int Title Surce 3: T access Title Surce 3: Enter yur lgin and passwrd String Lgin and Passwrd On Internet Explrer. Frm the menu bar, chse Tls and then Internet Optins. Click n the Cntent Tab. Under AutCmplete, click Settings. Click the User names and passwrds n frms bx. The next time user lgs in t Title Surce, Internet Explrer will prmpt the user t save the lgin and passwrd. Click yes. On Firefx Frm the menu bar, chse Tls and then Optins. Click n the Security Icn. Under Passwrds Header, click n the Remember Passwrds fr Sites Bx. Preferences: Users may want t persnalize their viewing preferences. Yu can cme back at any time and change these settings. General Preferences: This preferences page allws yu t custmize yur timeut perid (change t 120- Nte: 120 is the max fr basic and 240 fr silver), number f search queries saved in search histry and yur landing page. Click Submit System Preferences: This shws yu the level f access yu have within TS3. These preferences cannt be edited. Search Preferences: These preferences allw yu t custmize yur search criteria fr a given prduct type. Yu can custmize the number f search fields yu utilize and the type f criteria yu use. Click Submit Display Preferences: This page allws yu t custmize hw yur search results are displayed. Yu can custmize yur view f search results t be brief view (Single Line) r Extended View (Multi Line). Custmize yur Result Srt default, and the number f search results displayed. Fr slwer internet access, limit the number f search results displayed. Key The Demand Descending setting is strngly recmmended if yu frequently search by Title Keywrds. Click Submit Cart Preferences: This functin allws yu t custmize yur Carts. Yu can custmize hw titles in yur cart are srted. Here yu can see yur discunt plan assciated with a cart and the accunt number. Default Duplicate allws yu t select what prfile yu wuld like t use fr a duplicate check against all carts r just sme carts. Please nte yur Title Surce 3 Administratr will set up yur duplicate check prfiles. Click Submit Once yu ve altered all f yur preferences, lg ut f Title Surce and lg back in. This will save yur settings. Creating Carts: Click n Carts header n the tlbar. Yu will see what carts yu have created. There are several ways t create a cart, utilizing quick cart setup r full setup. Quick cart set up allws yu t name a cart and affiliate that cart with a specific accunt. Full cart setup allws yu t assign discunts, P.O. numbers, and cntributin and requisitin dates, and statuses. If yu create a cart using Quick Cart setup, yu can always return t this cart and apply the cart details that are established in Full Setup. T Create a Quick Cart: (Easiest Methd) On the Left hand side f the screen, yu will see the Cart Manager. The Cart manager allws fr a quick setup f New Carts r full setup. Use the frm in the cart manager fr a quick setup f a New Cart, r click Create New Cart - Full Setup.

2 Enter a cart name and select the apprpriate accunt. If yu wuld like t rder Entertainment Prduct, please make sure yu select yur Entertainment accunt frm the list. (Bks and Entertainment can nt be cmbined n the same cart; Spken Wrd is a bk prduct). If yu have multiple accunts listed and yu d like t use yur secndary warehuse, click n the acct drp dwn and select the apprpriate warehuse. Click create cart. Yur cart will nw be added t yur cart listing and will be in the Build Status. T Create a New Cart with Full Setup: Frm the Cart manager, click the link Create New Cart-Full Setup. This will bring yu t the view/edit screen f yur cart. Here yu can name yur cart, assign a discunt, P.O. number, and set cntributin and requisitin dates. Carts can als be created t be private carts (Only viewed by yu) r shared carts (Viewed by all users-nly available with Silver/Gld Subscriptins). A cart must be created befre yu can add any items. * T switch carts click the drp dwn bx and select private carts find yur cart and click n it. Easiest/Quickest Search Methd: Click in the upper right hand crner f the screen (white bx belw the wrds retail editin it currently has the wrds ISBN, UPC, keywrd). Hlding the ALT Key and hitting the letter S will take yu t this bx as well (unless yu have a MAC). Here yu can enter keywrds t the title, authr, publisher, descriptin (in any cmbinatin) r simply enter an isbn number Hit Enter If the keywrds yu enter net 1 result, the qty and add clumn will appear under the title in the rdering Inf sectin. Simply enter the qty and click Add Repeat the abve steps t add mre titles. If the keywrds yu enter net mre than 1 result, the qty and add clumn appear n the right side f the screen. Enter qty and click Add Checking discunt price and availability: In the brief view, put yur muse n the plus sign t see daily inventry. In the extended view, the availability is already displayed - Clicking Real Time will update the inventry. Yu can als d stck checks n an entire cart. See belw under Cart Stck Check ptin. The discunt clumn is ppulated in the brief view and als shws in the extended view. When clicking real time and the 35% ntatin: The system just assumes yu will be placing an rder f less than 10 units s please disregard this. Cart Stck Check Optin: Create a cart Add Titles/qtys If yu have ISBN S, I wuld suggest using the Batch Entry Feature fr ease (available t all subscribers) Silver subscribers can use the Batch Imprt Feature Submit the rder using the p# STKST (must be in all caps) Once the cart status changes t Cnfirmed, click n the cart t view the cnfirmatin. If yu are ready t send the live rder: Cpy the stck check cart, Rename it and submit the rder as nrmal. *** It s Imprtant that yu delete the stck check cart nce cmplete s yu can re-use the PO# *** Ordering: If yu are in a cart, yu will find the ORDER Buttn abve the list f titles (right side f the screen). Click This Anther Bx will pp up. The p# is a required field. If yu dn t have a p# simply enter the date. Example

3 Special Instructins Field - Please keep in mind that if yu include any Special Instructins, it will result in the rder ging int a temprary hld status and will prevent a title by title cnfirmatin frm being received. Once yu have selected t Order the cart, yu will receive the fllwing message, cart has been sent fr rdering, click k. Yur cart will g frm Build Status t Transmitted status. Apprximately 1 t 2 minutes after yur rder is placed the status will change t cnfirmed.. View the cnfirmed cart by clicking n the cart name. Yu will see the status f each item (Backrdered, Cancelled r Cnfirmed) If yu are nt in a cart, Click n the Carts Tab. Select the cart yu wuld like t rder Frm the cart functin (lcated t the left f cart name) pull dwn menu, select the Order Functin Anther Bx will pp up. The p# field is a required field. If yu dn t have a p# simply enter the date. Example Special Instructins Field - Please keep in mind that if yu include any Special Instructins, it will result in the rder ging int a temprary hld status and will prevent a title by title cnfirmatin frm being received. Once yu have selected t Order the cart, yu will receive the fllwing message, cart has been sent fr rdering, click k. Yur cart will g frm Build Status t Transmitted status. Apprximately 1 t 2 minutes after yur rder is placed it will be in cnfirmed status. View the cnfirmed cart by clicking n the cart name. Yu will see the status f each item (Backrdered, Cancelled r Cnfirmed) Click n the Custmer Service Header. This will direct yu t the Online Custmer Supprt webpage. Frm here yu can view and print invices, recent rders, and statements. Detailed Search Click the Search Tab. Yu can see that the preferences yu set have created default search criteria that will appear each time yu lg n t Title Surce. Yu can always change the scrll menu ptins fr an individual search (fr example, if yu wanted t search within a bk s table f cntents r wanted t search fr a DVD). Click inside the bx belw and enter a particular search criterin (fr example, type a name in the bx belw Authr Keywrds). T find titles n a particular subject area, chse All Subjects; use this search fr the srt f categries ne wuld find in a bkstre, like Mystery, Histry, and Religin etc. T find titles n a general tpic rather than a genre, use All Fields. (Tpics like dinsaur, Nascar, Using the Filters T refine the search further, use the filters that appear belw the search fields. Click n search with filters bx. Click n the bx t the left f the filter yu want t use. Click n the dwn arrw n the right f the filter yu want t use t pen the filter menu. Select the specific infrmatin yu want t filter by clicking n the bxes in the windw. 20 EXAMPLE SEARCHES 1. T find the Large Print versin f Grisham s Inncent Man. Select Vlume/Editin frm the scrll dwn menu and enter large print in the bx belw it. Select the Title Keywrds scrll dwn menu and enter the title in the bx belw it. 2. T find Upcming Mass Market versins f Nra Rberts nvels. Select the Merchandise Categry scrll dwn menu and enter Mass Market int the bx belw it. Select the Authr Last Name, First Name scrll dwn menu and enter Rberts, Nra int the bx belw it. In the scrll dwn menu abve the search results (abve ISBN clumn) select Date Descending (if nt already srted this way). 3. T find Ppular Petry Anthlgies cntaining The Lve Sng f J. Alfred Prufrck, fr Next Day Delivery. Select the Table f Cntents scrll dwn menu and enter Lve Sng f J. Alfred Prufrck in the bx belw it. Click n the B & T Bks Stck Status bx.

4 Select East. In the scrll dwn menu abve the search results (abve ISBN clumn) select Ppularity Descending (if nt already srted this way). 4. T find a list f Dinsaur bks fr a seven year ld child. Enter dinsaur* in all field. The asterisk is a wild card which will enable Title Surce t lk up bth dinsaur and dinsaurs. Select the Audience filter, pen the windw with the arrw, and select tw t three age levels crrespnding t a seven year ld reader. 5. T find Gardner s (UK) titles in stck at Baker & Taylr service centers: Select the Publisher/Supplier Distributr scrll dwn menu and enter Gardner s int the bx belw it. Click n the B & T Bks Stck Status bx. 6. T find a Hardcver Italian Ckbk with a Mussels Recipe. Select All Subjects scrll dwn menu and enter Italian Cking int the bx belw it. Select Table f Cntents scrll dwn menu and enter Mussels int the bx belw it. Click n the Physical Frmat Filter. Open up the windw and select hardcver. 7. T find a Mystery set in Ireland. Select All Subjects scrll dwn menu and enter Mystery int the bx belw it. Select the Anntatin scrll dwn menu and enter Ireland int the bx belw it. Click Search 8. T find the mst ppular Juvenile Fictin titles in Spanish frm the past six mnths. Click n the Language Bx. Select Spanish. Click n the Bk Classificatin filter. Select Juvenile Fictin. Click n the Publicatin Date filter. Open up the windw and chse a date range. 9. T find In Print r NYP Hallween titles. Select All Fields scrll dwn menu and enter the keywrds: Hlidays Hallween Click n the Pub Status Exclude filter, pen up the windw and click n any criteria yu want t exclude frm the search, such as Permanently Out f Stck. 10. T find upcming titles by Candlewick Press with Print Runs ver 25,000. Select Publisher/Supplier Imprint scrll dwn menu and enter Candlewick int the bx belw it. Click n the Publisher Initial Print Run filter and enter 25,000 in greater than r equal t.

5 11. T find In Stck Budget Hardcvers. Select the Merchandise Categry scrll dwn menu and enter Budget in the bx belw it. Click n the Physical Frmat Filter. Open up the windw and select hardcver. Click n the B & T Bks Stck Status bx. 12. T find In Stck Bard Bks under $4.00. Click n the Physical Frmat Filter. Open up the windw and select Bard Bks. Click n the List Price filter. Open up the windw and select enter $4.00 in the Less Than r Equal t. Click n the B & T Bks Stck Status bx. 13. T find Graphic Nvels in ht demand. Select the Merchandise Categry scrll dwn menu and enter Graphic Nvels in the bx belw it. Click n the B & T Bks Demand filter and pen the windw. Select East and Midwest, and chse Last 30 days greater than 100 (This means that the database will display titles that mre than 100 custmers have rdered ver the past 30 days). 14. T find Calendars by Pmegranate. Select the Merchandise Categry scrll dwn menu and enter Calendar in the bx belw it. Select Publisher/Supplier Imprint scrll dwn menu and enter Pmegranate int the bx belw it. 15. T find ppular Children s DVD s. In the tp scrll dwn menu, change Bks r All Prduct Types t Vide. Select the All Fields scrll dwn menu and enter Children s in the bx belw it. Select On Hand > T find inexpensive classical music. In the tp scrll dwn menu, change Bks r All Prduct Types t Music. Select the All Fields scrll dwn menu and enter Classical in the bx belw it. Prduct Supprt Phne: press 3 electser@baker-taylr.cm