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 Asilomar

  Asilomar classification is a pet evaluation matrix.  If the Asilomar module option is enabled via the Animal Settings screen, an asilomar option is added to the Animal Assessment screen which allows users to select an asilomar classification for an animal. An alert can also be optionally added to the animal status bar if an … Continue Reading

Animals Overview

The optional Animals module is one of the larger modules within ShelterOps, and contains several additional module options (Add-ons). Features Track Intake, Assessment and Disposition data Optional Asilomar, Foster and Medical tracking Optionally assign animals to different organizations (if more than one client location is configured) Status Bar – displays custom flags/alerts from Assessment, Medical, … Continue Reading