A prescribed list is a collection of educational titles identified by your institution for learners based on the curriculum level they are, this type of purchasing is known as school led textbook purchasing. These prescribed lists are linked to groups and the school will typically add the learners or educators to their relevant groups to make purchases on for them.

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.


Before You Start Ensure:

You have the correct user permissions to manage prescribed lists.




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, select the 'New' button
    Toolbar with five action buttons labeled: New, Archive (highlighted in red), Assign Owner, Quote, and Publish.
  3. On the next page select 'Yes' from the drop-down for Hardcopy Only
    Dropdown menu labeled "Hard Copy Only" with options "No" and "Yes"; "Yes" is currently selected.
  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 select 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
    Product listing for "Platinum Afrikaans Huistaal Graad 4 Leerderboek ePDF (perpetual licence)" by Maskew Miller Learning. Includes book cover thumbnail, CAPS, Grade 4, Afrikaans Home Language, and Afrikaans tags. Also shows a hard copy option with ISBN 9780636119734 priced at R95.00.
  8. Once all your titles are added, navigate back to the prescribed list by selecting the name highlighted in blue
    Navigation menu with tabs for Home, Library, Textbooks (highlighted), and Finance. Below, breadcrumb navigation shows "Grade 11 English / Title Search" with "Grade 11 English" highlighted. The page heading reads "Grade 11 English."
  9. Update your quantities for each line item.
    A textbook order list showing three titles with their details: title, ISBN, publisher, language, and publication date. Each row includes a thumbnail image, a quantity input field (values: 2, 0, and 4), and pricing for hard copy editions (R300.00, R95.00, and R149.99).
  10. You can now select 'Publish'. For more info on publishing your list see Publishing your prescribed list
    Heading "Grade 11 English" with four action buttons below labeled: Edit, Archive (highlighted in red), Publish, and Duplicate.
  11. Your list is ready, you can draw a quote or finalise your order


Troubleshooting Section:

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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