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Tip of the week: Animal Procurement: How to Copy a Commercial Vendor Animal Order

  • 1.  Tip of the week: Animal Procurement: How to Copy a Commercial Vendor Animal Order

    TEAM CAYUSE
    Posted 08-24-2021 10:00
    Edited by John Farley 08-24-2021 10:01

    Hi everyone,

    My name is John Farley and I'm a Professional Services Consultant here at Cayuse. This week's tip is how to copy a commercial vendor animal order in Animal Procurement! Here's how to do it:

    Log into your Cayuse environment and proceed to the Animal Procurement Application.

    Select the action menu for Animal Procurement … to bring up available actions.


    Select Order Search and then choose the best filtering option to capture the order you would like to copy.

    Select the order you would like to copy. Once highlighted click the Copy Order button. Only commercial orders can be copied. Standing Orders, Imports, and Wildlife orders do not have this feature.

    The order will be copied and placed in draft status. Delivery date must be edited, but all other information will be carried over from previous order. If housing or purchase accounts have expired, they will also need to be updated.

    Once delivery date and any other applicable changes are saved. The order can be submitted to the animal buyer to be processed.

    The order will can be found in the New Orders Alert once submitted.
    Note: Screenshots are taken from Cayuse Demo site. Sites vary based on configurations at setup. If copy order is not present, please contact customer support to see if it can be added to your site.


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    John Farley
    Professional Services Consultant
    Cayuse
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  • 2.  RE: Tip of the week: Animal Procurement: How to Copy a Commercial Vendor Animal Order

    TEAM CAYUSE
    Posted 08-24-2021 10:04
    Edited by Simon Helton 08-25-2021 09:01

    Thank you, John! 

    If I can give a tip on the tips, a few folks have mentioned the screenshots are a bit too small. If you visit the Cayuse community website, they'll pop up in a larger size that's easier on the eyes. This works in some email clients, too, but unfortunately not all of them support this functionality.



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    Simon Helton
    He/him
    Community Manager
    Cayuse
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  • 3.  RE: Tip of the week: Animal Procurement: How to Copy a Commercial Vendor Animal Order

    TEAM CAYUSE
    Posted 08-24-2021 10:08
    Tagging some folks who might be interested in this: @Brooke Rogerson-Beede, @Nicola Eaton, @Gregory Lawson, @Louise Griffin, @Timothy Wilson, @Stacy LeBlanc, @Evins Wardlaw, @Marshall Reed, @Holly Turner, @Jonathan Selby, @Lorraine Bell, @Megan Lambert, @Carolyn Russell, @Joanne Drew, @Dustin Kentala​​​​​​​​​​​​​​​​

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    Simon Helton
    He/him
    Community Manager
    Cayuse
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