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HIP/LOT Allocation Report

See how to send allocation reports



  1. Select sales.
    Sales

  2. Select all sales.
    ALL SALES


  3. Select a sale.
    CLICK IN TO A SALE


  4. Select sale reports.
    PORTAL - SALE REPORTS


  5. Select lot number allocation.
    Screenshot 2024-06-26 at 4.23.00 pm

  6. You can change the email subject, email body, reply to email, edit signature and add attachments or leave as default.
    Screenshot 2024-06-26 at 4.25.26 pm


  7. Check or leave unchecked "include estimated sale time"
    Screenshot 2024-06-26 at 4.28.03 pm


  8. Scroll down to the send reports section and select contacts. You can select all or individuals.
    Screenshot 2024-06-25 at 5.18.10 pm


  9. Select horse list to see all the horses included in the report.
    Screenshot 2024-06-25 at 5.20.11 pm

  10. Select preview to view the report or preview pdf to view it in pdf format.
    Screenshot 2024-06-25 at 5.23.26 pm

  11. Scroll up and select send reports when ready to send.
    Screenshot 2024-06-26 at 4.32.52 pm