Baker & Taylor cart instructions

Creating and Transferring Carts in B&T (new procedure as of Spring 07)

Creating a cart

1. Go to the Carts tab.
   
2. Don’t use the Quick Setup. Instead, click the small link that says “Create New Cart – Full Setup.”
   
3. Name your cart. We should have these four carts each month:
   · DT Replacements mm/yy – Fic
   · DT Replacements mm/yy – NF
   · DT Customer Requests mm/yy – Fic
   · DT Customer Requests mm/yy – NF
   
4. Make sure Cart Availability is Open, and Cart Visibility is Private.
   
5. Check the Grid Enable: Yes box.
   
6. Click the Create Cart button.
   

Carts should be transferred at the end of the relevant month, or when the total quantity reaches 25. If you have the mending for the month, please transfer both the replacements and customer request carts at the end of the month.

Transferring a cart

1. Go to the Carts tab.
   
2. Make a note of the total list and discount prices for the cart. Forward this information to Lynne.
   
3. Use the Select Function pull-down menu to choose Transfer.
   
4. Click GINGER MILOSERNY, then click the Add button.
   
5. Uncheck “Keep a copy of my cart.”
   
6. Click the Transfer button.