Account and Order Management

Loading your Engage account balance
This article is for ADMINISTRATORS, LIBRARIANS, or TEACHERS who also have the FINANCE role.  Before you are able to purchase library books or prescribed...
Wed, 22 May, 2024 at 2:56 PM
Checking and managing your Institution's orders in Engage
This article is for ADMINISTRATORS, LIBRARIANS, or TEACHERS who also have the FINANCE role. The Orders page in Engage enables you to review transactions...
Thu, 31 Aug, 2023 at 12:22 PM
Generating an invoice in Engage
This article is for ADMINISTRATORS, LIBRARIANS, or TEACHERS who also have the FINANCE role. If you've made library purchases, retail purchases, or y...
Tue, 18 Apr, 2023 at 3:42 PM
Generating an invoice for Engage account balance top-ups
This article is for ADMINISTRATORS, LIBRARIANS, or TEACHERS who also have the FINANCE role. If you need an invoice to top up your institution's acco...
Wed, 22 May, 2024 at 2:57 PM
Adding a custom reference to your order in Engage
This article is for ADMINISTRATORS, LIBRARIANS, or TEACHERS who also have the FINANCE role. If you need to, you can easily add a custom reference to yo...
Wed, 22 May, 2024 at 2:57 PM
Blocking books from the Engage retail store
This article is for LIBRARIANS and ADMINISTRATORS. Since Snapplify’s catalogue comprises hundred of thousands of books and serves multiple levels of e...
Wed, 22 May, 2024 at 3:07 PM
Setting up retail purchasing mode to allow retail requests
This article is for LIBRARIANS, or ADMINISTRATORS who also have the FINANCE role.  When you set your retail purchasing mode to retail requests, your use...
Wed, 22 May, 2024 at 3:08 PM
Managing your retail requests
This article is for LIBRARIANS or ADMINISTRATORS who also have the FINANCE role. Once you have set up retail requests, your institution’s admin, teacher...
Wed, 22 May, 2024 at 3:07 PM
Requesting that a book be bought for another user
This article is for ADMINISTRATORS. If your institution has retail requests activated for Admins only, an admin user can request a title for themselve...
Wed, 22 May, 2024 at 3:08 PM
Purchasing a user's outstanding titles using your Engage account balance
This article is for ADMINISTRATORS who also have the FINANCE role. We've made it easy to buy outstanding prescribed titles for specific users usi...
Wed, 22 May, 2024 at 3:04 PM