This article is for TEACHERS and ADMINISTRATORS who also have the FINANCE role


If your Institution is purchasing hardcopy books for learners or educators, you will need to set up bulk purchasing prescribed lists before you can make a bulk purchase of your hardcopy titles.



Steps for setting up hardcopy-only prescribed lists

  1. Once logged into Engage, navigate to prescribed lists by selecting the 'Textbook' tab in Engage
  2. On the prescribed lists page, click the 'New' button
  3. On the next page select 'Yes' from the drop-down for Hardcopy Only
  4. Enter the name of your prescribed list, add the owner (if this should be someone other than yourself), assign a curriculum to your prescribed list (this helps you filter through the catalogue faster), and then click the 'Save' button to save your changes.
  5. On the next page, update the curriculum level. You will be prompted to choose from the levels associated with your chosen curriculum. If no curriculum was set when you created the list, you can add it now.
  6. To assign books to Bulk Purchase prescribed lists, select the 'Add Titles' button. You will only be able to see the hardcopy titles from your catalogue to add to your list. 
  7. Use the Green + button to add titles to your list
  8. Once all your titles are added, navigate back to the prescribed list by selecting the name highlighted in blue
  9. Update your quantities for each line item.
  10. You can now select 'Publish'. For more info on publishing your list see Publishing your prescribed list
  11. Your list is ready, you can draw a quote or finalise your order


You will only have the option for bulk purchase prescribed lists if your institution has enabled hardcopy settings in Engage


Converting a prescribed list to a hardcopy-only prescribed list

If you have a prescribed list, you can convert this into a Bulk purchasing prescribed list by selecting 'edit' and updating the hardcopy-only setting.


Note: if your prescribed list is already published, you will need to unpublish the list first before you can edit.


Updating values on bulk purchasing prescribed lists

You can update the quantities on your bulk purchase list by selecting unpublish and updating each line item. You will need to publish the list again before finalising your order.


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