Setting up retail requests

This article outlines how to enable retail requests for your institution so that individual users can request the purchase of specific titles.

This article is for LIBRARIANS, or ADMINISTRATORS who also have the FINANCE role. 💳

When you enable retail requests, your users will be able to request that specific ebooks in the Engage store are purchased for them by your institution. 

Not only does this give you the power to monitor purchases, but, since students and teachers are allowed to hand-pick ebooks, you can also ensure that your school’s budget is spent wisely, on titles that users really need.

👧 A book purchased via a retail request will belong to the student who made the purchase request, and will be assigned automatically to that student’s account. Only that student will have access to the book.

Once a user requests a book, an email will be sent to users with the finance role to approve or deny the request. If approved, the cost will be deducted from the institution’s available credit.

📚 This article relates to enabling purchase requests for books from the Snapplify Engage store. You can also purchase ebooks for your institution’s digital library. Only users with the Finance role are able to approve purchases.

To allow users to request retail titles from the Engage store:

  1. Navigate to Settings in Engage
  2. Scroll down to ‘Retail Request’.
  3. Select ‘True’.
  4. Click ‘Save’.

📗💳 If your retail request setting is set to 'True', but you haven't yet loaded your account balance, students will still be able to make requests for ebooks they would like your institution to purchase for them by clicking on the ‘Request book’ button under the book that they want. You won’t be able to approve any of these requests until you’ve added credit. 

📚✅ Learn how to manage your retail requests through Engage.

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