Once your booklists are ready for your school to begin your review process, within the Booklist tab, they will be displayed under the ‘Booklist (In Progress)’ section:

The Approval Date for when the Booklists need to be placed into School Approved by your school can be seen for their specific forecast window can also be seen through this screen, under the column ‘Approve By’:

If a school is yet to open the booklist for editing, the status will appear as ‘Open to School’.

The Booklist Owner can then share the booklists with other members of staff to add them as Booklist Reviewers:

Once Booklist Owners and Reviewers check out the booklist for editing, the status will change to ‘School Reviewing’ automatically.

When a booklist is selected, you will be able to see the progress at the top of the booklist.

Parent Purchase Progress View:

School Purchase Progress View:

During this window is the time to edit, update, review and approve all your subjects on your booklists.

The key items we ask you to review and update are:

Once everything has been added to the booklists, all the subjects are approved by the Booklist Owner and Reviewers, and no unanswered flags from the Box of Books team are left, the Booklist Owner changes the status in the top-right hand corner of the booklist into School Approved:

From this point on, your school can no longer edit the booklist. If any changes are required after this point in time, please contact us through our email [email protected] or through our chatbot in the left-hand corner of the Box of Books portal:

The School Approved status indicates to the Box of Books team that your school is ready for our Quality Assurance process to begin. Our team will complete this process as quickly as possible to move forward to the next stage.

This is how the workflow will appear via the Box of Books portal for your school:

Parent Purchase Workflow View:

School Purchase Workflow View:

During the Quality Assurance process our team checks the following:

If we have a question during this process, our team will reach out to the Booklist Owner to retrieve this information.

If anything is forgotten during the Quality Assurance process, our team will happily update this on the booklist for your school or we can prepare a separate quote if necessary. If this is the case, please contact us through our email [email protected] or through our chatbot in the left-hand corner of the Box of Books portal:

Once all Quality Assurance checks are completed by the Box of Books team, we will change the status into Complete (for Parent Purchase Booklists).

Our team will then reach out to the Booklist Owner asking to complete their final checks of the booklists.

When our team sends this information through to your school’s Booklist Owner, after reviewing the booklists once more, if they are happy to move forward in the process, we ask that they change the status of each booklist to 'Set to Live' at their earliest convenience via the Booklist tab in their Box of Books portal. This will push the booklists LIVE to our BoB Shop for parent purchasing.

When selecting the booklist, you also have the option to download a PDF copy to share your school’s booklist with your parents where required which schools are welcome to edit if anything is required:

We also send through a template and flyer for parental communication about how to order on the Box of Books shop. Your school is free to use and/or edit these to suit your school’s needs.

If the Booklist Owner notices anything that requires changing or updating, our team can complete this on your school’s behalf. If this is the case, please contact us through our email [email protected] or through our chatbot in the left-hand corner of the Box of Books portal:

Once all Quality Assurance checks are completed by the Box of Books team, we will change the status into Pricing Proposal (for School Purchase Booklists).

Our team will then reach out to the Booklist Owner asking to complete their final checks of the booklists and send copies of your school’s Pricing Proposals to review. We also ask for specific delivery information to be replied to us if your order includes physical texts, such as:

When our team sends this information through to your school’s Booklist Owner, after reviewing the booklists once more, if they are happy to move forward in the process, we ask that they change the status of each booklist to ‘Approve' at their earliest convenience via the Booklist tab in their Box of Books portal. This will push the booklists into APPROVE for our digital implementation team to begin the licence creation process:

If your school requires a Purchase Order for invoicing, a pop-up window will appear asking your school to enter the PO number. Please enter this number and click ‘Approve’:

If your school requires a Purchase Order for invoicing and this pop-up window does not appear, please contact us through our email [email protected] or through our chatbot in the left-hand corner of the Box of Books portal and we can update this for your school:

You can also forward through your PO number, and we can enter this number for you when raising for invoicing with our finance department.

If your school does not require a PO to move forward with the invoicing process, please reach out to us as depicted above.

If the Booklist Owner notices anything that requires changing or updating, our team can complete this on your school’s behalf by reaching out to us as depicted above.

From this point, your school’s booklists will be Live on our Box of Books shop for your parents to purchase.

Your booklists can now be found under the ‘Booklists (Approved)’ section in the Box of Books portal (directly underneath the ‘Booklist (In Progress)’ section):

Once your booklists are approved, our Dynamic Teacher Licences feature will begin allocating licences to your staff members. Most digital licences booklisted are complimentary for teachers and are allocated automatically.

You can access the Box of Books shop by heading to our website: https://shop.boxofbooks.io/passwordless/signin

If you have any parents or students with enquiries about the booklists, how to order, provisioning to publisher websites, payment methods or general questions, our team can be contacted by the following methods:

From this point, your school’s booklists will be approved.

Your booklists can now be found under the ‘Booklists (Approved)’ section in the Box of Books portal (directly underneath the ‘Booklist (In Progress)’ section):

Once your booklists are approved, our Dynamic Teacher Licences feature will begin allocating licences to your staff members. Most digital licences booklisted are complimentary for teachers and are allocated automatically.

Our logistics team will organise the shipment of your physical items.

Our digital implementation team will begin to create your school’s licences. They will reach out to you in regards to your specific cohort information to allocate your students digital titles before the start of the term.

If you have any parents or students with enquiries about student’s digital titles, provisioning to publisher websites, or general questions, our team can be contacted by the following methods:

Booklist Owners and Booklist Reviewers can access the booklists by first logging into your Box of Books school portal using your school email address and password. Navigate to ‘Booklists’ from the left-hand menu:

From this view you can select any draft booklists from the Booklists (In Progress) section by selecting which booklist to open:

Check out our other articles on how to edit the booklists below:

To be able to access the booklists, your Booklist Owner needs to add you as a Booklist Reviewer. Booklist Owners can share the booklist with other staff members by selecting the booklist they would like to share, clicking on the 'Share' button, and selecting the 'Copy Link' button:

From here, Booklist Owners can send this link to any staff member they wish to access the booklists.

Once this is completed, please log out of your Box of Books account and log back in for these changes to take place.

Only the Booklist Owners have the ability to change the status of a booklist to School Approved, Live (for Parent Purchase Booklists) or Approved (for School Purchase Booklists).

To change the status anyone of these statuses, they must first select the booklist they wish to change the status of via the Booklisting tab, displayed under the ‘Booklist (In Progress)’ section:

Once everything has been reviewed, Booklist Owners can select the 'Change Status' button on the top right-hand side of the screen to change a status:

Check out our other articles on what permissions you have when editing a booklist through the articles below:

If the booklist will not let you change the status to mark it as School Approved, it may be for the following reasons:

The Approval Date for when the Booklists need to be placed into School Approved by your school can be seen for their specific forecast window can be seen via the Booklist tab, under the ‘Booklist (In Progress)’ section. This date will appear in the column ‘Approve By’:

Our key dates for all booklist approvals for 2026/2027 are listed below:

In order to not slow down our Quality Assurance process, once the booklists are marked as School Approved, your school can no longer edit the booklists. We ask that before marking your booklists as School Approved, Booklist Owners and Booklist Reviewers carefully review the booklists before submitting them to our Quality Assurance checks.

However, if there are any changes that are required, our Box of Books team can still update this or prepare a separate pricing proposal (if required).

If this is the case, please contact us through our email [email protected] or through our chatbot in the left-hand corner of the Box of Books portal:

Our finance department has contacted your school's accounts team to ask if a PO Number is required for an invoice to be sent to your school. If your school has a pop-up window that appears like the image below, it is more than likely your school does require a PO to move the booklist into Approved:

However, if you have contacted your school's accounts team and they have stated they do not require a PO for this particular booklist or that your school does not require POs for their invoicing process, please contact us through our email [email protected] or through our chatbot in the left-hand corner of the Box of Books portal:

In short, yes, however, this is very dependent on the situation, timing and consequences. When this occurs the Box of Books team will need to hide the booklist from the shop until this issue is resolved.

If the booklist status has recently updated to Live, and parental communications have either not been sent or very recently sent, we can update this. We ask that you contact us as soon as possible to discuss what needs to be added, next steps in the process and if the product is available to be added/altered, by reaching out to through our email [email protected] or through our chatbot in the left-hand corner of the Box of Books portal:

If the booklist has been Live on the BoB shop for sometime with parents already beginning the purchasing process, we have two options:

Our team is happy to assist with whichever option fits your school, parents and students best in this matter.

Please reach out through our email above or the chatbot as pictured above to discuss this as soon as possible.

In short, not likely, as this is entirely based if the booklist is yet to be raised for invoicing. However we are able to still accomodate your school in receiving your additional item/s and/or crediting your school (as long as the items are not 'firm sale' items).

If your booklist is yet to be raised for invoicing, please reach out to us as soon as possible through our email [email protected] or through our chatbot in the left-hand corner of the Box of Books portal:

If your booklist has been raised for invoicing, we can provide a separate pricing proposal for the items your school requires to get your items sent or allocated as soon as possible. Your school can also fill out a credits form if there are any items that are no longer required from your booklist, and our finance department will get back to you within 5 business days with any additional information (e.g. returning texts).

Please make sure to contact us as soon as possible through our email or chatbot as provided above.