Difference between revisions of "Stallion Settings"
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=== Contract Terms === | === 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 | + | 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 check-box must be checked if active. |
| − | + | This page allows you to create a contract which will later be filled using Stallion and Mare details. 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 by using the toolbar at the top of the editor | |
| − | To the left of the text editor, you will see the Merge fields. These fields allow dynamic entry of information from the system. | + | === Merge Fields === |
| + | To the left of the text editor, you will see the Merge fields. | ||
| + | These fields allow dynamic entry of information from the system. | ||
| + | To use them simply click with in the editor where you need the dynamic field to go e.g. adding the Stallion name. | ||
| + | After this simply click the 'Stallion Name' merge field to the left of the edit screen. After doing this you will see "[Stallion Name]" appear on the contract. | ||
| + | This is a special group of text which will be replaced by the real Stallion name when contacts are printed later on from the Contracts window. | ||
There are 13 Merge fields. These remain the same and unlike say Status or Type Settings, these cannot be added to, deleted or changed. | There are 13 Merge fields. These remain the same and unlike say Status or Type Settings, these cannot be added to, deleted or changed. | ||
Revision as of 08:40, 17 June 2015
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 check-box must be checked if active.
This page allows you to create a contract which will later be filled using Stallion and Mare details. 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 by using the toolbar at the top of the editor
Merge Fields
To the left of the text editor, you will see the Merge fields. These fields allow dynamic entry of information from the system. To use them simply click with in the editor where you need the dynamic field to go e.g. adding the Stallion name. After this simply click the 'Stallion Name' merge field to the left of the edit screen. After doing this you will see "[Stallion Name]" appear on the contract. This is a special group of text which will be replaced by the real Stallion name when contacts are printed later on from the Contracts window.
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.
