Category: ShelterOps

Understanding Locations Setup

ShelterOPs has the capability to be setup for one or more physical locations and/or entities.  This may be beneficial if you represent a municipality with more than one precinct and need to track animals within each physical location.  Or you are an animal shelter who also provides contracted ACO services and need to separately track … Continue Reading

Features Overview

ShelterOps is open source software released under the GNL license.  The software is free to use, modify and adapt as needed. You own your data. Core Modules Core modules are enabled by default.Setup Module Theme selection Maintenance mode Restricted hours Change log enteries FTP settings Announcements Client Management Customer Profiles Contact information ID information Integrated … Continue Reading

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