How to Create a Standing Order

 

There are three types of Orders that can be generated in SoftMouse.NET:

  1. Standing Orders
  2. Regular (One-Time) Orders.
  3. Multi-Orders

Follow these steps to create an order of animals that will arrive on more than one shipment date:

First, navigate to the Order module:

  1. Click the module menu at the top right of the screen
  2. Click the pink Order icon
  3. Click the New Order button

On the New Order Page, enter the Order details:

  1. In the Owner drop-down, select the owner of the order. 
  2. Under the Supplier drop-down, enter the name of the Supplier you are ordering from.
  3. For the Order Request Date, enter the date on which you are requesting the order (e.g. today).
  4. Under the Order Type drop-down, Select 'Standing'
  5. For the '# orders' field, enter the number of order shipments you expect to receive in this order.
  6. In the Animals in the Order drop Down:
    1. If you expect to receive the same order contents with each delivery, select 'Same for all' 
    2. If you expect to receive different order contents with each delivery, select 'Different for each Order'
  7. In the Interval drop-down, select the interval in which you anticipate the deliveries of your order.
  8. Under the Expected Received Date(s), enter the date your facility is expected to receive the deliveries.
  9. Enter the Billing Code 
  10. Fill in any additional information needed

Next, in the Animal Detail window(s), follow these steps:

  1. Under the Species drop-down, select the Species of Animal. --- Click the word Species to enter a new species name as needed
  2. Under the Mouseline drop-down, enter the Mouseline of the Animal
  3. Enter the number of males or females you are ordering --- Only one of these two boxes is required. E.g. you can put a number of males, or a number of females, or both.
  4. Enter the expected age of the animals upon arrival --- The estimated birth date will be calculated from the age of the animals and the Received Date. 
  5. Enter the anticipated weight of the ordered animals if known (eg: 15 lbs)
  6. Select the Protocol the animals will be assigned to
  7. If you will be ordering animals that will be pregnant on arrival, select the Pregnant check-box
  8. Fill in any additional information needed.

If you selected 'Different for each Order' in step 6 of the Order Details, repeat this process for each Animal Detail window. You can then select a user to be assigned to the Order, along with any users that should be notified of the Order’s creation.

When ready, click Submit to complete the Order or click Submit + Edit to complete the Order and move to the Edit Order Page to attach a file or add any additional notes. 

 

If you have any further questions, please contact us with your inquiry.

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