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Ship In

See how to create and send a ship in report

  1. Select sales.
    Sales

  2. Select all sales.
    Screenshot 2024-06-25 at 5.33.23 pm


  3. Select a sale.
    Screenshot 2024-06-25 at 5.40.09 pm


  4. Select sale reports.
    PORTAL - SALE REPORTS


  5. Select ship in.
    Screenshot 2024-06-25 at 5.41.05 pm


  6. You can change the email subject, email body, reply to email, edit signature and add attachments or leave as default.
    Screenshot 2024-06-25 at 5.43.39 pm


  7. Scroll down to the send reports section and select managers, owners or location. You can select all or select individuals 
    Screenshot 2024-06-25 at 4.48.03 pm


  8. To change the email subject and body copy tick the edit message box.
    Screenshot 2024-06-25 at 5.47.51 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 to the top and select preview to view the full report.
    Screenshot 2024-06-25 at 5.50.39 pm

  12. Select send reports when ready to send.
    Screenshot 2024-06-25 at 5.52.36 pm