About Selection Lists

Selection lists allow you to refine an order before you convert it to a purchase order. Think of it like a shopping cart. You add a bunch of things to your cart, then go back and review your selections. Selection lists are temporary and can be deleted at any time, as can the line items listed on them as long as the selection list has not been converted into a purchase order.

Some facts about selection lists:

  • Selection lists allow you to review materials you are considering ordering.
  • Multiple individuals can contribute to a single selection list.
  • Selection lists can have meaningful names to allow you to track lists of materials more easily.
  • Selection lists can be merged, cloned, or deleted when no longer needed.
  • Selection lists always reflect the current state of the line item.
  • The line items on a single selection list do not necessarily match the line items on a single purchase order. One or more items can be split off from a selection list to create separate purchase orders. Therefore, a selection list can contain line items belonging to more than one purchase order.
  • Bibs and items can not be loaded into the catalog from a selection list.
  • A selection list is owned by the login that created it.
  • Selection lists do not display in the catalog.