Settings Locations

Using the Locations Settings screen you can enter the various locations you require within the system for the horses via the tree-view on the left side.

File:Owner search. Click to zoom;

Use the expand (+) or collapse (-) icons at the root of each location node to navigate the record tree-view for Locations.

Locations can be entered at three levels:

To enter a new Farm, enter the Farm Name and Location type as these are mandatory.

If you want to charge for keep/board/training fees automatically you will need an internal location and an external location. We define an external location as a 3rd party farm or location (e.g. Gone Home/to Sales etc.) Farm

To enter a new Farm, click the 'New Farm' button.

Name: (required) Name of the Location

Type: (required) Indication of the type of Location, e.g. Stud, Training Yard, General (Equine Hospital, etc.)

Manager/Trainer Name: Name of the Stud Manager or Trainer for the Location

Country: Designated country of the Location

Office No.: Office phone number for the Location

Mobile No.: Mobile phone number for the Location/Manager/Trainer

Fax No.: Fax number for the Location

Email: Email address for the Location/Manager/Trainer

External Location: If you want to charge Keep/Boarding or Training Fees automatically at least one Farm location should be selected as an external location.

Billable locations are usually locations internal to the Company. We define an external location as a 3rd party farm or location (e.g. Home, Sales, etc.)

Active: Indicates if the Location is actively used within the system

Note: Notes relevant to the Location, i.e. directions Yard

Once a Farm has been saved, you can create a Yard/Paddock. To enter a new Yard/Paddock, click the 'New Yard/Paddock' button once the desired Farm has been selected.

Click to view Yard/Paddock details...

Name: (required) Name of the Yard/Paddock

Farm: Main Location within which the Yard/Paddock is located

Active: Indicates if the Yard/Paddock is actively used within the system

Note: Notes relevant to the Yard/Paddock, i.e. location on farm Box

Once a Yard/Paddock has been created you can create a Box record. To enter a new Box, click the 'New Box' button once the desired Yard/Paddock has been selected.

Click to view Box details...

Name: (required) Name of the Box

Yard/Paddock: Yard/Paddock within which the Box is located

Active: Indicates if the Box is actively used within the system

Note: Notes relevant to the Box, i.e. reserved for Mares, etc.

Locations can be saved and deleted using the Save and Delete icons in the top right of the screen. All associated lower level locations must be deleted before the system will allow you to delete a higher level location. For example, a Yard/Paddock cannot be deleted if there is still a Box associated with it.

See Reports module (Horse Reports) for details on “Horse List by Location” report where the 3 level location values are used and shown.