This article will tell you how to review all retail requests in Engage so that you can approve or deny them.
This article is for LIBRARIANS or ADMINISTRATORS who also have the FINANCE role. 💳
📚 This article relates to approving the purchase of books from the Snapplify Engage store. Only users with the Finance role are able to approve purchases.
📚 If you approve a retail request this book will be added to the account of the user who made the request. The book will not be made available as part of your institution’s digital library. You can also approve library requests to purchase ebooks for your institution’s digital library.
When a user requests a retail title, you will receive an email notification, and from here, you will be able to review and approve each request. To make the process even easier for you, we’ve also grouped all requests together in Engage, so that you can review all of them at once.
Once a title is approved, the cost will be deducted from your institution’s available credit.
📗💳 If you haven't yet loaded your account balance, users will still be able to make requests for ebooks they would like your institution to purchase for them but you won’t be able to approve any of these requests until you’ve added credit.
To review all new retail requests:
- Log in to Engage and click ‘Finance’ at the top of the page.
- From the ‘Requests’ page, you can review and manage all title requests.
Under the 'New' tab, you will see any new requests. Both retail requests and library requests will appear here; each title will appear with a green tag saying ‘retail’ or ‘library’ so you can distinguish between these two types of requests.
- To approve or deny a request, simply select the title and click the 'Approve' or 'Deny' button at the top of your screen.
- Once a title is ‘Approved’, the user who made the request will be able to read it in their Snapplify Reader.
Need help? Use the live chat in the bottom right corner of your screen or email us at email@example.com.