The Orders menu provides the user with options for managing orders within IsoStock. Orders are similar to Requests as they are for recording material before it arrives.
However, the major difference is that once a compound has been placed on an Order, it is assumed that it will arrive on site. It is given a unique reference code and is considered part of the site holding after its expected arrival date and therefore included in relevant reports.
The list provides information on:
| Expected | the date on which the order is expected |
| Order no | the unique order reference number |
| Supplier ref | the reference number provided by the supplier |
| Supplier | the supplier with which the order was placed |
Colour is used to indicate the status of the orders:
| Black | awaiting delivery |
| Green | order has been completely received |
| Blue | part of the order has been received |
| Red | the order is overdue/past it’s expected arrival date |
A drop-down allows the user to select orders displayed:
| For my compounds | all orders containing compounds for the user |
| For my departments compounds | all orders for the departments to which the user has access |
| Made by user | all orders made by the selected user |
| For user | all orders for the selected user |
| For department | all orders for the selected department |
| All | all orders |
| Overdue | all orders that are past their expected delivery date |
| Made in last 2 months | all orders placed within the last 2 months |
There is also a search facility allowing the user to type an Order number, the supplier’s order number, or the Reference number of any compound on an order.
The lower part of the screen displays the details of the highlighted order.
Create a New Order
A blank New Order screen will be displayed, which needs to be completed
| Order number | unique order reference number |
| Suppliers order number | any reference number provided by the supplier (optional) |
| Date/time ordered | when the order was made (will auto-fill with current date/time) |
| Ordered by | who placed the order (will default to current user) |
| Date expected | when the compounds are expected to be delivered |
| Supplier | the supplier of the compounds |
| Address | the address of the supplier (optional) |
| Contact | the contact for the supplier (optional) |
Compounds can then be added to the order by one of two methods.
Add an Authorised Request
A list of all authorised requests is provided, and the user can select the required request. Once selected, the initial details for the order are taken from the request.
The details can be confirmed/adjusted:
| Reference | unique reference for the compound |
| Project | project or study number that the compound is for (free text / optional) |
| Protocol / licence | protocol or licence under which the compound will be used |
| Catalogue code | manufacturers/suppliers catalogue number for the compound |
| Compound | name/details of the compound |
| Radionuclide | radionuclide that the compound contains |
| Deliver to | location to which the compound is to be delivered |
| Cost | cost of the compound (optional) |
| Reference date/time | reference/activity date for the compound (optional) |
| Activity | activity being ordered |
| Quantity | quantity being ordered |
| Concentration | concentration being order |
| Calculate | which of the values is being calculated from the other two |
| Spec act | specific activity being ordered (optional) |
| Notes | any further notes (optional) |
The On Delivery fields will calculate the activity at the time of delivery if the expected date has been entered on the previous screen.
Add Non-Requested Compound
Allows the user to add other compounds not originally requested to the order.
The details that can be entered are:
| Reference | unique reference code of the compound |
| Department | department the compound is for |
| Ordered for | user the compound is for |
| Project | project or study that the compound is for (free text / optional) |
| Protocol/licence | protocol or licence under which the compound will be used |
| Catalogue code | manufacturers/suppliers’ catalogue code of the compound |
| Compound | name/details of the compound |
| Radionuclide | radionuclide that the compound contains |
| Cost | cost of the compound (optional) |
| Deliver to | location to which the compound is to be delivered |
| Reference date/time | reference/activity date of the compound (optional) |
| Activity | activity being ordered |
| Quantity | quantity being ordered |
| Concentration | concentration being ordered |
| Calculate | which of the values is to be calculated from the other two |
| Spec act | specific activity of the compound (optional) |
| Notes | any further notes |
The On Delivery fields will calculate the activity at the time of delivery if the expected date has been entered on the previous screen.
Confirm
Once the order is confirmed a unique order number will be issued (if applicable), and all compounds will also be given unique reference numbers (if applicable).
View/Edit This Order
Allows the user to edit the details of a previously made order.
After highlighting, it is identical in operation to Create a New Order.
Note that you cannot edit details of received compounds.
Copy This Order
Allows the user to create a new order based on the contents of a previous order.
After highlighting, it is identical in operation to Create a New Order.
Delete This Order
Allows the user to delete a previously made order.
Compounds must first be removed from the order before they can be deleted.
You cannot delete an order that contains received compounds.
Copy to Clipboard
Allows the user to copy the contents of an order onto the clipboard in a format defined within Setup.
Print This Order/List
Allows the user to print:
- the list of orders – date ordered, Order no, Supplier detail, Expected date, delivery status
- details about individual orders – Order number, Supplier order ref, Date/time ordered, Ordered by, Date expected, Supplier details, Reference/Department order for, Project, Licence, Compound, Radionuclide, Activity, Quantity, Concentration, Specific activity
Exportable to PDF/Excel/CSV/Clipboard to Excel/Word/email.
Show Edits
If a request has been edited, the option Show Edits will be available. The option details the date/time/user and reason for the edit, together with an audit trail of the changes that were made.