Category: ShelterOps
Products Overview
The Products module is a core module that integrates with the Transactions and Clients module as well as other optional modules. Product fields include image, description, category, accounting codes, brand, vendor, sku, buying price, selling price, taxable, starting stock, reorder level, manual inventory adjustments, and product location (if your organization has more than one location … Continue Reading
Transactions Overview
The Transactions module is a core module that integrates with the Products and Clients module as well as other optional modules to provide a POS-style interface for financial transactions. Payment Types are configurable and 12 payment types are included by default. Payment Descriptions are used by various optional modules to insert additional payment … Continue Reading
Clients Setup
Client Cities To setup the Clients module, you will first need to create Cities. States are already included with the initial installation of ShelterOps. Click on the Client Cities link on the Clients Setup page and enter all cities that might be associated with Client locations. By default, only users with the “Setup” permission can … Continue Reading
Clients Overview
The Clients module is a core module with which all other modules interact. It maintains contact information for individuals as well as their activity with other modules. The Client record screen displays a list of the transactions and activities associated with the client. The client status bar displays overviews and alerts as well as … Continue Reading
License Setup
The License module is dependent on the Animals module. Create a license category in the Products module (or leave the default setting if you are using the demo data) Create a product in the Products module for each license type you will be issuing. Each license product must have the license category defined. With … Continue Reading
Tags Setup
The Tags module is dependent on the Animals module. Create an ID Tag product in the Products module (or leave the default setting if you are using the demo data) Enable the Tags module in Tags Setup Enter the new Product ID of the ID Tag (or leave the default setting if you are using … Continue Reading
License Overview
The optional License module maintains the issuance of animal licenses. It tracks both owner and animal data. It can be configured to calculate the license fee either by the type of license selected (for example, if multi-year licenses are discounted or have a tiered pricing structure), or if the total fee is determined by the … Continue Reading
Animal Medical Screen
If enabled via the animal setup screen, the animal medical button will appear as an option on the animal options menu and medical tracking will be enabled. The medical screen provides the ability to enter individual medical procedures. These procedures are defined under the animal settings screen via medical settings. Medical procedures can be … Continue Reading
Animal Comments Screen
If enabled via the Animal Setup screen, the Animal Comments button will appear as an option on the Animal options menu. The comments screen displays all comments on a single page that have been entered in the various animal screens for a specific animal. This allows users to quickly review all comments for an animal … Continue Reading