How do I add a Location to a Fulfillment Unit?

Answer

Fulfillment Units can be used to group Locations with like circulation policies so those policies can all be configured at once. To add a Location to a Fulfillment Unit, you will need either the Fulfillment Administrator or General Administrator role. 

Note: Fulfillment Units should be configured at the Institution level, not the Library level. 

 

1. Navigate to Configuration | Fulfillment | Physical Fulfillment | Fulfillment. 

go to fulfillment

 

2. Click the ellipsis next to the Fulfillment Unit you wish to add a Location to and then click the Edit link.

edit unit

 

3. Click the Fulfillment Unit Locations tab.

locations tab

 

4. Click the Attach Existing Location link.

attach existing location

 

5. Check the box(es) next to the Location(s) you wish to add to the Fulfillment Unit and then click the Select Button.  If you're adding a Location that is already part of a different Fulfillment Unit, you'll then see a Confirmation Message window appear.  Click the Confirm button to move the Location to the new Fulfillment Unit.

choose locations

confirm choice

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  • Last Updated Aug 03, 2023
  • Views 187
  • Answered By Timothy Jackson

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