Equine Management Program

1. Equine Management Program For an overview of the program’s capabilities, click on the areas that interest you Horse Program Main Menu Horse Details Address Book Livery Charges & Invoices Breeding Exercise, Teaching, Riding School Supplier, Ordering, Receiving, Products & Feeding Activities, Eventing, Show Jumping, Racing Reports Other Forms

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3. Every detail of the horse is allowed for in the program Owner’s details – necessary for invoicing and exercise Age calculated from D.O.B. Height calculated, hands/cms and vice versa Up to 4 Registration Details Return to PowerPoint Menu Exit PowerPoint Show

4. Purchase and sale price Feed regime – up to 6 meals a day and cost calculated Add files and keep records of phone calls Return to PowerPoint Menu Exit PowerPoint Show

5. Add a photograph Preview horse report Past breeding to 2 generations/printing out Return to PowerPoint Menu Exit PowerPoint Show

6. The Address Book holds as many names and addresses as you want Phone, email, fax and visit website straight from this page Envelopes, export names and addresses, produce multiple labels, add a photo Return to PowerPoint Menu Exit PowerPoint Show

7. You can search the address book by name, address and phone number You can add files and keep a record of phone calls Record names and addresses using the ‘Easy Address Input’ function on the main menu Return to PowerPoint Menu Exit PowerPoint Show

8. You can Select Search Address from the Address Book to search by Town, County or Post Code Return to PowerPoint Menu Exit PowerPoint Show

9. Here you can see your search results and use telephone, export and envelope Return to PowerPoint Menu Exit PowerPoint Show

10. You can display horses in the yard, either in horse or owner order Return to PowerPoint Menu Exit PowerPoint Show

11. Enter all livery rates at once and then go on to tick each Post Box to add the charges to that Horse’s invoice. As you click on a horse the details change to show those for that horse Enter other sales via suppliers and tick to add to the invoice Return to PowerPoint Menu Exit PowerPoint Show

12. Invoice items can be added automatically from other pages in the Program, and can also be added or changed here Return to PowerPoint Menu Exit PowerPoint Show

13. VAT is set here and calculated automatically Return to PowerPoint Menu Exit PowerPoint Show

14. Click here to enter details of Shoeing, Wormers, Teeth, etc Return to PowerPoint Menu Exit PowerPoint Show

15. Enter details of Flue Vac, Teeth, Shoeing, Wormers and Injections and simply add charges to the invoice by ticking the boxes Return to PowerPoint Menu Exit PowerPoint Show

16. You can show or hide the inbuilt header and footer, or you can use your own You can enter date, details and amount of entry here Shows sub total, VAT (calculated automatically) and Total Invoice Value Preview, save and print the invoice Return to PowerPoint Menu Exit PowerPoint Show

17. Select stallion or mare – the subform will reflect the choice 2 fields to complete, as you like, plus notes, plus add files and keep a record of phone calls Return to PowerPoint Menu Exit PowerPoint Show

18. Tick when scan successful and foaling date calculated Include Scan/PD picture Print mare, stallion and scan results – there’s a warning of impending scans when the program starts Return to PowerPoint Menu Exit PowerPoint Show

19. Select fixed or timed charge calculation and invoice the amounts Exercise booking form – view by day, horse or rider Return to PowerPoint Menu Exit PowerPoint Show

20. Show rider, horse, date, start and end times Also show exercise details, riding rate, amount, invoice details and notes This form also prevents double booking of horses, and allows for stable management lessons, etc If standard lessons for the rider are set in the address book, the riding rate and amount is entered automatically Return to PowerPoint Menu Exit PowerPoint Show

21. This Therapy Form works in the same way as the Exercise Form – you can even enter a regular Therapist and contact your Vet straight from the form Return to PowerPoint Menu Exit PowerPoint Show

22. This is where you can enter activities, the number of days, the organiser’s contact details and notes about the course You can enter the horses attending and the date(s) they are going Return to PowerPoint Menu Exit PowerPoint Show

23. You can also enter and invoice as appropriate: Rider, distance, weight carried Activity, e.g. Race, Class or Section Entry fee, start fee, stabling charge Riding supplement (name as you want), points, place, prize Return to PowerPoint Menu Exit PowerPoint Show

24. Copy organiser’s details to all other activities with the same name Double click horse’s name to see and use owner details Double click rider’s name to see and use rider details Make notes about the horse and/or its performance Print an envelope to the organiser Return to PowerPoint Menu Exit PowerPoint Show

25. This lets you see all of the activities on the left, and the horses connected with them on the right By clicking on ‘R’ a results form pops up, showing activity, date, horse, rider, distance, weight, place and notes As each activity is clicked, the horses taking part are shown together with the date, the activity, the horse and rider Return to PowerPoint Menu Exit PowerPoint Show

26. The results form shows date, activity, horse, rider, any notes, distance, weight and place You can print the results straight from the page Return to PowerPoint Menu Exit PowerPoint Show

27. Enter supplier, type and contacts – suppliers can have multiple contacts Envelope and export all contacts with addresses Phone, fax, email and visit website straight from this screen Produce label lists Return to PowerPoint Menu Exit PowerPoint Show

28. The date is inserted but can be changed. Add your own ref. to the auto one Select supplier or enter new one Show/don’t show inbuilt header and footer Select products to order by – enter individually, from low stock items, or open form to select from Return to PowerPoint Menu Exit PowerPoint Show

29. Enter numbers to order and simply press update Return to PowerPoint Menu Exit PowerPoint Show

30. Cancel order or transfer order to another supplier Shows products on order – enter date received, and if all received and price right, click OK Change the price and update, cancel and/or transfer remaining order to another supplier Return to PowerPoint Menu Exit PowerPoint Show

31. Select product or enter new one, select supplier and quantity Show product used, type, units available and cost per unit Show stock level and product cost Multiplier converts delivered to used quantities See amount on order, low stock, re-orders, start date and product update Update all product info and print report Return to PowerPoint Menu Exit PowerPoint Show

32. Select feed time, product and number used Feed cost is shown and total cost – product usage will be updated Return to PowerPoint Menu Exit PowerPoint Show

33. There are over 90 reports, including labels and envelopes All reports, except multiple invoice printing and envelopes, are shown in preview form first You can then print automatically, print multiple copies, export to another program, send to another format, export to another format, analyze with Excel, publish with MS Word and output to Notebook. What you can use depends on how your computer is set up Return to PowerPoint Menu Exit PowerPoint Show

34. The Report Menu allows you to preview: Feed report for horses Outstanding invoices (all or between dates) Outstanding orders (all or between dates) Owners accounts Livery report Return to PowerPoint Menu Exit PowerPoint Show

35. Report between dates of: Activities by owner (or all owners) By horse (or all horses) By activity (or all activities) By rider (or all riders) VAT sales report VAT purchases report Return to PowerPoint Menu Exit PowerPoint Show

36. If you select by category, you can view people and companies in the selected category together with details, which can be used and printed You can ring any number shown, copy the address to another program and do an envelope, as well as print out a report Return to PowerPoint Menu Exit PowerPoint Show

37. This Lists with Dates Form allows lists of anyone for Labels or MailMerge Return to PowerPoint Menu Exit PowerPoint Show

38. This Email List form allows you to do email lists Return to PowerPoint Menu Exit PowerPoint Show

39. Quite simply, this Things to Do Form acts as a reminder for you for tasks to be completed Return to PowerPoint Menu Exit PowerPoint Show

40. This Mileage Calculator Form enables you to calculate travel costs and to invoice the owners Return to PowerPoint Menu Exit PowerPoint Show

41. This Maintenance Form gives you access to the rates you charge – you just click on the buttons to access each form Return to PowerPoint Menu Exit PowerPoint Show

42. This Settings Form controls the way the Program works Your name (this and your address is used for invoicing, etc Any pre-dial number you use to get a line Your own phone number (needed if dialling out) Return to PowerPoint Menu Exit PowerPoint Show

43. Set telephone (allows you to select your computer modem) Mileage Rate for charging out your transport Flu Vaccination – period between and warning required of Worming – period between and warning required of Shoeing – period between and warning required of Return to PowerPoint Menu Exit PowerPoint Show

44. Teeth Rasping – period between and warning required of Vaccinations & Injections – warning required of Foaling Month you wish the ages of your horses to be based on, if you don’t know the actual foaling date Return to PowerPoint Menu Exit PowerPoint Show

45. Ballot Warning – the period before you want to be warned of Ballot Dates Activity Warning – the period before you want to be warned of Activity Dates Scan Warning – the period before and after you want to be warned about scans Invoices – your invoice date (e.g. 1st of month) and warning required Last Invoice Date – automatic reminder of last invoice date Return to PowerPoint Menu Exit PowerPoint Show

46. You can enter your Appointments and Diary Entries on this form Return to PowerPoint Menu Exit PowerPoint Show

47. Appointments and Diary Entries – warning required Menu and Report Titles: Activity Details (e.g. Event Details, Show Jumping, Racing, etc. – this also shows on the Reports for the overall Activity) Activity Planning (e.g. Event Planning, Show Planning, Racing, etc.) Exercise (e.g. Exercise, Schooling, Teaching, Horse Activity) Report Header – what you want to show on Report Menu for the individual activity, e.g. Section, Class or Race Return to PowerPoint Menu Exit PowerPoint Show

48. Address Book: Form of Single Title (Mr. or Esq.) Initials or First Name (what you want to show in Address Salutation) Manage your Password Method of Selecting People (By First and Last Name, By Last and First Name or by both Email System (either Outlook, Outlook Express or AOL, etc.) Invoice Header and Footer – whether you want to use the inbuilt header and footer or use your own headed paper Return to PowerPoint Menu Exit PowerPoint Show

49. Exercise Delete Period – you can select how long you want to keep your Exercise Records for, by stopping Deleting for a period between 0 and 12 months. This is useful for Health and Safety Livery Charges – by the Day or the Week – and Standard Livery Charge for initial bulk invoicing Set period between Data Backups Proper Case – the Program puts the first letter in Upper Case and subsequent ones in Lower Case. This facility can be turned off Return to PowerPoint Menu Exit PowerPoint Show

50. On Invoice Details you can select: Mileage Wording – you can show what you want when charging mileage (e.g. Event Expenses, Transport, etc.) Activity Rider – again you can show what you want here on the invoice (e.g. Rider’s Expenses, Jockey’s Expenses, etc.) Riding Fee Wording – this can be shown as Hacking, Riding, Lesson, etc. Invoice Footer – enter details as required Return to PowerPoint Menu Exit PowerPoint Show