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Sales schedules

See how to access and send sales schedules

  1. Select sales.
    Sales

  2. Select all sales.
    ALL SALES

  3. Select a sale.
    CLICK IN TO A SALE

  4. Select the reporting tab.
    Screenshot 2024-06-24 at 2.06.16 pm

  5. Select sale reports.
    PORTAL - SALE REPORTS

  6. Select sale schedule.
    Screenshot 2024-06-24 at 9.28.20 pm

  7. You can change the report name, email body text and also edit your email signature, opening and closing text on the report, and the reply to email.
    Screenshot 2024-06-24 at 9.29.47 pm

  8. You can upload attachments from your computer which will be sent out with the report.
    Screenshot 2024-06-24 at 9.36.38 pm

  9. Scroll down to the send reports section and select all managers or each individual owner you wish to send the report to.
    Screenshot 2024-06-24 at 9.41.48 pm

  10. Select horse list to view individual owners horse lists.
    Screenshot 2024-06-24 at 9.43.32 pm

  11. Select edit message to edit the subject and body text of each email.
    Screenshot 2024-06-24 at 9.46.20 pm

  12. You can preview the report and report pdf for owners and managers 
    Screenshot 2024-06-24 at 9.50.24 pm

  13. You can also preview the reports as one report by scrolling to the top and selecting preview.
    Screenshot 2024-06-24 at 9.52.28 pm

  14. To send the reports select send reports.
    Screenshot 2024-06-24 at 9.54.34 pm