Alma Vendors

Log into Alma and go to Acquisitions > Acquisition Infrastructure > Vendors.

Click on Add Vendor at the top right corner of the window.

Under Vendor General Details:

• Type in the Vendor's Name.

• Add a one-word or acronym vendor Code that will be easy to remember (e.g., "IVP" for InterVarsity Press).

• Click Material Supplier/Subscription Agent for print titles (including serials) or Access Provider for electronic titles. The "Accounts" field will appear.

• Keep Trinity International University in the Libraries field, and leave all the other fields blank.

Under Accounts, click Add and enter the following information:

• In Account General Details:

  • Name the account in Account description and provide a one-word/acronym Account Code.

    • Note: These will usually be the same as the vendor name & code. However, some vendors carry multiple accounts -- in this case, add and name/code each account separately under the same vendor record.

  • Make sure the Status is Active.

  • Choose Trinity International University in the Libraries field.

  • Leave the other information blank.

• Choose the appropriate Payment Methods for this account.

  • Note: Leave Accounting Department checked; if you plan on paying via credit card, choose Credit Card as well.

• Leave the Delivery and Claim Information blank.

• Click Save.

When the vendor and account information have been added, click Save.

To deactivate vendors in Alma:

• Go to Acquisitions > Acquisition Infrastructure > Vendors.

• Click the toggle beside the vendor's name until it turns gray.

  • Note: Click the toggle again to reactivate the vendor. If the vendor's name disappears from the list after deactivation, select All in the Vendor Status dropdown menu to see the full list.

To delete vendors from Alma:

• Go to Acquisitions > Acquisition Infrastructure > Vendors.

• Click on the Action Menu next to the vendor's name in the list and click Delete, then click Confirm in the confirmation popup. 

  • Note: You cannot delete vendors who have open orders in Alma. Do not delete vendors without express direction from your supervisor.