Difference between revisions of "Stallion Settings"

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Revision as of 09:56, 16 June 2015

Stallion Contracts Settings

Stallion Contracts Settings

Settings for the Stallion Contracts (such as Status, Types and Terms) can be changed in the Main Settings section. These options are located under Settings > Contracts.

Contract Terms

In this section, a new term can be added by clicking the ‘Add New’ button. On top of this page, an abbreviation and description must first be entered and a checkbox must be checked if active.

The next section relates to the contract document itself, beginning with the contract title. Once a title has been entered, the contract can now be typed up in the text editor. This text editor has similar functionality to word processors such as Microsoft Word, allowing formatting of text, change of font size, bullet points, numbering etc.

To the left of the text editor, you will see the Merge fields. These fields allow dynamic entry of information from the system. Instead of typing in the stallion name, purchaser name etc, select it from the merge fields on the left. This means that should any items change in the system, they will also be automatically updated here also.

There are 13 Merge fields. These remain the same and unlike say Status or Type Settings, these cannot be added to, deleted or changed.

  • Stallion Name
  • Standing At
  • Vendor
  • Vendor Address
  • Mare Name
  • Purchaser
  • Purchaser Address
  • Fee 1
  • Fee 2
  • Terms
  • Season
  • Return By
  • Contract Sent

Tax Codes Settings

The VAT% amounts which appear in the dropdown in the Fees section of the Contract Details page can be set in Settings -> Billing Lists -> TAX Codes.