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.
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.
