Review the items in your basket, add and remove items, enter instructions that apply to the items and add order information.

1. Click on the Retrievals button. The Retrieval Order Basket Items screen opens. The items in your basket are listed, grouped by customer.
2. Review the items in the basket:

a.Add and remove items as necessary: 

• To add items to the order, click Add More Records. You are taken back to the Search Results screen where you can add additional items to the basket.
• To remove an item from the basket, click the Remove button to the right of the item.
• To remove all items from the basket, click the Empty Basket button.

b.Enter billing information and instructions. The billing fields that you will need to complete vary based on your company's records management hierarchy and service levels:

• If applicable, select the Invoice to Division and/or Invoice to Departmentthat will incur the cost of this order.
• Instructions associated with the billing division or billing department default from SafeKeeperPLUS. You are able to enter instructions that apply to each specific item on this order.
• If this customer requires purchase orders, enter the purchase order number to which this order will be applied. Use the purchase order lookup to find a list of active purchase orders. Refer to Using Purchase Orders for additional information.
• If this customer uses purchase order numbers to apply external charges, enter the applicable code. Use the Apply to All button to enter the same purchase order number on each item on the customer's order.

   c.For each item, select the retrieval method that will be used to deliver the item from storage. The service option settings in your user profile determine which retrieval methods are available to you. If you will be using the same retrieval for multiple items in your basket, set a default retrieval method.

d.If necessary, change the user requesting the item.

e. Review and edit unlisted file requests.

3. After you have reviewed the items in the basket, deselect any items that need further review before entering retrieval details. To deselect items:

4. Click Next>to move to the Retrieval Details step in the Retrieval Order wizard. Refer to Retrieval Order Wizard Step 2: Retrieval Order Details.