FTP Orders
1. Under FUNCTION, ACQUISITIONS select Print/Send Orders. This module often takes a while to load, if you are unable to click anything else in Sierra, the module is still loading.
NOTE: If you are performing this action after being in the Selection List, a pop up will appear when you change modules. Click OK and proceed.
2. From the drop-down menu in the upper, center of the page, select “__ purchase orders to FTP”
a. NOTE: The number in the blank should reflect the items that you queued from the Selection List. Check for other items that might appear on the list.
3. Click the “Limit by Vendors” button and choose a vendor to start with.
NOTE: Each YBP vendor code must be sent separately, one code at a time.
a. Select all the items that you wish to order and click the “Ftp” button.
i. Select “Ftp selected” and click “Ftp” button
4. From the Host menu, select the vendor whose orders you are processing, and click Connect.
a. Log in with the appropriate user name and password. (This information can typically be found in the Vendor record.)
NOTE: For Midwest and Proquest (Coutts), "Secure" must be checked before connecting.
5. The next steps may vary depending on the vendor whose orders you are processing:
For Coutts (Proquest), Midwest, and YBP:
From the list on the right side, double-click “drop-off”
If you are truly in the drop-off folder, you will see this above the right-hand box.
6. Select the file that you are sending from the left-hand box and click the “Put” button in the center.
a. Your file should now appear on the right side in the drop-off folder.
7. Disconnect and close the FTP window.
8. Sierra will prompt you to delete the completed orders; do so ONLY if everything transferred properly.
9. Proceed from Step 3 with the next vendor until all orders have been FTP'd.