Sales schedules
See how to access and send sales schedules
- Select sales.
- Select all sales.
- Select a sale.
- Select the reporting tab.
- Select sale reports.
- Select sale schedule.
- 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.
- You can upload attachments from your computer which will be sent out with the report.
- Scroll down to the send reports section and select all managers or each individual owner you wish to send the report to.
- Select horse list to view individual owners horse lists.
- Select edit message to edit the subject and body text of each email.
- You can preview the report and report pdf for owners and managers
- You can also preview the reports as one report by scrolling to the top and selecting preview.
- To send the reports select send reports.