Complete Breeding app handbook


Breeding animals have a genetic line (or Pedigree) with info about the predecessors (parents)

There is consanguinity if they have common parents. The software traces the genetic line (or pedigree) to see the common parents and the grade.

This consanguinity is calculated using Hardiman's formula and shows in percentage.



calculate inbreeding coefficient



For example, inbreeding is 9,38%. The female "Catalina VIPPFamous" is in the second and third generation.



You can see all bookings from all litters and record new bookings of puppies and deposits

Reservations or bookings have different states:

puppy booking sale software


For example:

  • The customer John Smith, made a reservation for a white female puppy.

  • She has paid $100 as a deposit

  • We associate one of the females to that booking.


By clicking on a reservation it is possible to edit it:

  • If there is a puppy associated to that booking, that puppy can be un-associated and thus it will remain "free" to booking/sold to another customer

  • The booking can be associated with another specific puppy or a litter (without selecting the puppy yet)

  • You can cancel the booking and make a refund of the money paid as a deposit

delete booking and pay refund software


  • It's also possible to cancel the booking and NOT make a refund. In this case, that money will remain as "credit" of that customer and it's possible to use it to reserve another animal.

  • If you want to completely delete the record, you can delete it. (Afterwards it cannot be recovered)

  • You can modify the date/time and amount of money of the deposit.

  • You can print the booking summary and print the documents* that you want (contracts, legal documents, etc.)


* Documents are configured in the Tools > Documents and contracts > Booking/reservation type option.



More info about Planned litters, puppy booking and money deposits:

Clic here


The titles in the table allow you to sort by clicking on them:

You can search using the search engine at the top and order the reservations by date, litter, customers, status, etc.



More information on ordering and search engines:

Clic here



Listing with all sales that have been made. All the animals you have sold are automatically listed here.

hotel for dogs software customers and animals


It can be filtered by sales types. If you have several apps, an icon will appear for each of them and you can select if you want to see all the sales or only those of an App.

A small box appears where the sales number of the selected type appears. For example: 302 of hotel or 80 of the grooming.

The titles in the table allow you to sort by clicking on them:

It's possible to search using the search engine at the top and order the sales by date, invoice number, customer, etc.




More information on ordering and search engines:

Clic here



By selecting a sale from the list it is possible to edit the information, print it or delete it.

You can edit a sale (modify an invoice), clicking on it and editing the necessary fields. Then click on the Save button.

It's possible to search using the search engine at the top and order the reservations by date, litter, customers, status, etc.




From this option it is possible to see all the heats that have been recorded in the software. A brief summary of each of them appears and by clicking on the heat you can expand more information.

The titles in the table allow you to sort by clicking on them:

It's possible to search using the search engine at the top and order the female heats by date, female name, etc.




More information on ordering and search engines:

Clic here



If a mating has been noted during this heat period, the app automatically indicates "Mating: YES", otherwise, the indicator "Mating: NO" appears.

In this way, you can see "at a glance" all the heats and in which a mating has been made.

dog breeder female pregnat software



You can see all the mating that have been annotated in the app with a summary of each of them. For more information, click on the mating.

The titles in the table allow you to sort by clicking on them:

It's possible to search using the search engine at the top and order the matings by date, result, male, female, etc.




More information on ordering and search engines:

Clic here



breeder software insemination pregnat



The titles in the table allow you to sort by clicking on them:

It's possible to search using the search engine at the top and order the litters by birth date, name, state, male, female, etc.


More information on ordering and search engines:

Clic here


When you select a litter, the litter's magic desk appears, a screen with all the information and many additional options

the best software for breeders


At the top, the highlighted information appears:

  • The number of puppies that have been added from the puppies option (It's not information about the number of puppies born/deceased).

  • The expenses that have been recorded as expenses of that litter (for example veterinary treatments, vaccines of those puppies, feeding of that litter, etc.

  • The billing obtained with that litter

  • The date that you have set as expected delivery date and the number of days remaining


the best software for breeders


You can view and edit all the litter information . If you make any changes, remember that you must click the Save button to save that information.

A litter is considered open when there are puppies born of that litter pending sale. When the last puppy is sold, the software automatically closes that litter. Also, it's possible to open or close a litter manually.


You can view and edit all the birth information .



Lateral Menu:

  • Puppies: In this option you can add the puppies and view/edit all their information.

    By clicking on the + button in the upper right, you can add new puppies.

    You can search for the puppies, using the search engine at the top

    By clicking on one of the puppies, you can read and edit its information (photo, name, color, ...)

    Puppies have different status:

    • Available = not reserved or sold

    • Booking = there is a reserve or booking for that puppy

      • Whith deposit = the customer paid an amount of money as a deposit to reserve the puppy

      • No deposit =the client has not paid a deposit

    • Sold = has already been sold

    • Breeding dog = you keep it to use it as a breeder in your kennel.


    If a puppy has died, you can mark it as inactive, by clicking on its name and selecting the option: Inactive = YES and the date of death.


    If you want to keep a puppy to use as a breeder in your kennel, by clicking on its name, you just have to press the button More options > Add to breeding list.


    note: If you have PetShop software, from the option PetShop > New > Sale you can sell puppies and also animals (breeding dogs).



  • Weight. To record and consult the evolution of weights and size of the puppies. The software will show it in a graph in real time.

    To record the evolution of size and weight of an animal, you must previously add it in the Puppies option.

    software weigth of puppies control




  • Expenses book: to write down and consult the expenses of that litter. In this way, it is possible to know the profitability of each litter (Income and expenses).

    Includes a search engine to quickly locate an expense (for example Food)

    At the top, a summary appears with the number of expenses and the total money spent on that litter.

    litter expenses and health control




  • Health book: to write down and consult all the health information of that litter.

    Includes a search engine to quickly locate an entry (for example vaccines).

    At the top, a summary appears with the total number of records and the number of emergencies

    You can select the veterinary and if it has a color flag or label, a dot with that color appears next to the vet's name, to quickly identify it.

  • litter healt control software



  • Alerts: to write down and consult the alerts for that litter.

    Includes a search engine to quickly locate an alert.


    software alerts litter of puppies



  • Documents: to store and consult documents for that litter. The supported files are:

    • .xls, .xlsx, .doc, .docx, .odt, .ods, .pdf, .rtf, .txt, GoogleDrive Document and GoogleDrive spreadsheet

    • Max size 2MB

    Includes a search engine to quickly locate a document (for example contract).


    documents and contracts for litters



  • Booking: all the booking of puppies made for that litter, with the deposits of money. When the puppies have already been born and have been entered in the Puppies option, it is possible to associate a reserve with a puppy.

    For example:

    • The customer John Adams, made a reservation for a black female.

    • Of the 2 black females that have been born, we assign one to that reserve and therefore to that customer.


    By clicking on a reservation it is possible to edit it:

    • If there is a puppy associated to that booking, that puppy can be un-associated and thus it will remain "free" to booking/sold to another customer

    • The booking can be associated with another specific puppy or a litter (without selecting the puppy yet)

    • You can cancel the booking and make a refund of the money paid as a deposit

    sell a puppy delete booking and pay refund


    • It's also possible to cancel the booking and NOT make a refund. In this case, that money will remain as "credit" of that customer and it's possible to use it to reserve another animal.

    • If you want to completely delete the record, you can delete it. (Afterwards it cannot be recovered)

    • You can modify the date/time and amount of money of the deposit.

    • You can print the booking summary and print the documents* that you want (contracts, legal documents, etc.)


    * Documents are configured in the Tools> Documents and contracts> Reservation type option.



    More info about Planned litters, puppy booking and money deposits:

    Clic here

    The titles in the table allow you to sort by clicking on them:

    You can search using the search engine at the top and order the reservations by date, litter, customers, status, etc.



    More information on ordering and search engines:

    Clic here
  • Pedigree: The pedigree of the puppies is generated automatically, taking the one of the parents

    At the bottom there are buttons for:

    • PRINT THE PEDIGREE

    • SEND THE PEDIGREE BY EMAIL



    print pedigree and send pedigree by email


    When generating the document to print/send by email, it includes the photo, the name and the honors (awards), but DO NOT include the defects or comments.

    To easily identify ancestors, males are blue and females pink and are arranged according to a "family tree" scheme or structure.

    If an animal has filled in the information about the Honors or Awards, appears the icon: . If there is information about defects or comments, appears the icon:

    By clicking on an animal in the pedigree, you can view more information about it.

    If you edit the pedigree of the parents, it's also modified in this pedigree.



You can annotate or plan litters that are not yet born. For these litters you can accept reservations and money deposits.

planned litter puppy


When puppies are born, the planned litter can be converted to Open (or available) litter using the + button at the top.

the best breeding software


In the list of reservations, by clicking on the Edit button, it's possible:

the best breeding app


  • Modify the information

  • Delete the reservation and make a payment or refund to the customer

  • Delete the reservation and do not refund the client (for example, the client wants to wait for the next litter and we keep the money he has paid)



More information on ordering and search engines:

Clic here

When the puppies are born, the planned litter can be converted to open litter (or available) using the top button.



More info about Planned litters, puppy booking and money deposits:

Clic here

note:If you have PetShop software, from the option PetShop > New > Sale you can sell puppies and also breeders.



In this option you will find a list with all the breeders. You can sort them as you prefer (by color flag, name, state, ...):



how to order animals on your business



More information on ordering and search engines:

Clic here

You can search for a breeder, using the search engine at the top and add a new breeder directly from this screen.

You can filter by breeder types. If you have several apps, an icon will appear for each one of them and you can select if you want to see all the breeder or only those of an App.

hotel for dogs software customers and animals


Number of records: a small box appears where the number of suppliers of the selected type appears. For example: 52 Hotel breeder.

If you click on a breeder, all the information about it appears. It shows the Magic Desk or (summary screen) supplier, that magic screen where all the information and the main actions.

At the top there are 2 buttons:

quick access buttons

  • The first includes quick actions or "shortcuts": add a new animal for that client, make an appointment, print the information, ...

  • The second allows to show / hide the right side menu to expand the workspace

Now everything is faster! All the contact information appears and it is possible using the quick access buttons: send an email, call or open whatsapp to speak with him; click on the corresponding icon (envelope, phone, Whatsapp ...)

breeder software information and contact

You can view and edit on the same screen all contact and payment information, notes or comments and important information.

In the right side menu there is more information of interest:

  • Documents: Stores and consults documents of a breeder: contracts, documentation, etc.The supported files are:

    • .xls, .xlsx, .doc, .docx, .odt, .ods, .pdf, .rtf, .txt, GoogleDrive Document and GoogleDrive spreadsheet

    • Max size 2MB

  • Alerts: Insert important alerts for a breeder: call him, send him an email, notify him of something important ... and the software will remind you.





List of all customers. If you have multiple business areas, customer data is accessible from all of them, but customers are categorized by business area. You can consult them all or by business area (for example, only the Grooming customers).

A small indicator displays the total number of customers.

software for pet grooming


At the top of the screen, there is a search bar. If you enter customer information and press enter or click on the magnifying glass, all matches will be displayed

You can sort the list of customers as you need: 

software for pets how to order data


More information on ordering and search engines:

Clic here

To add customers, you have two options:

  • Add them individually (one by one) using the Add option.

  • Or add multiple contacts at the same time using the Import option.


To add them, use the buttons at the top:

  • Click the Add Customer button, fill in the information, and click Save.
    (Refer to the New > Customer section for more information)

  • Or click the Import button and follow the instructions.

How to import customers in bulk in the software

Clic here

If you click on a customer, all the information about them will appear. The Magic Desk is displayed, which is a summary screen or card with all the customer's information.

At the top, there are 2 buttons:

  • Show/hide the right sidebar menu to expand the workspace

  • Quick actions or "shortcuts" and Additional actions (varies depending on the software you are using)

    •   Send Summary Sheet by Email

    • Print Summary Sheet

    •   Add a new animal for this customer


    HOTEL

      New Reservation and   New check-in in the hotel

    GROOMING

      New Appointment and   New grooming service

    DAYCARE

      New Reservation and   New check-in in daycare

    BREEDING

      New Puppy Sale

    TRAINING

      New Appointment,   New Training/Education Session, and   Sell Course

    STORE

      New Sale

    VETERINARIAN

      New Appointment,   New Veterinary Consultation


Interactive graphs, which display a summary of the most important information (revenue, profitability, etc.). This information varies depending on the software you are using.

kennel software reports

These intelligent statistics help you have a clear view of the activity, profitability, and loyalty of that customer "at a glance."

PET HOTEL APP

customer statistics pet kennel software
  • Number of days the animal has stayed in your hotel

  • Number of stays or accommodations in your hotel

  • Average days per stay

  • Total billing of those stays

  • Average billing per stay


PET GROOMING APP

customer statistics pet grooming software
  • Number of grooming services for that animal

  • Total invoicing of that animal in grooming services

  • Average price of the grooming services


PET TRAINING APP

customer statistics pet training software
  • Number of training/education services for that animal

  • Total invoicing of that animal in training/education services

  • Average price of the training/education services


PET NURSERY APP

customer statistics pet nursery software
  • Number of hours the animal has stayed in your hotel

  • Number of stays or accommodations in your hotel

  • Average hours per stay

  • Total billing of those stays

  • Average billing per stay


PET SHOP APP

customer statistics pet shop software
  • Number of sales

  • Total products sold

  • Average products sold per store visit (per purchase made)

  • Total revenue (total money spent)

  • Average revenue per visit (average money spent per purchase made)


VETERINARY APP

customer statistics veterinary software
  • Number of veterinary consultations performed on their animals

  • Total revenue in veterinary services (total money spent)

  • Average price of the consultations performed


If the customer has any unpaid invoice, an alert box with the information will be displayed. Clicking on the icon will open the invoice for you to review.

unpaid invoices dog hotel

This message about unpaid invoices will also appear before making a new reservation/ appointment/service....

In this option, you can both view and directly modify the information. Remember that if you make any changes, you need to click the Save button to save that new information.

Furthermore, by using the quick access buttons, you can call or open WhatsApp to chat with them; click on the corresponding icon (phone, WhatsApp, etc.).


hotel for dogs customer information

You can upload a photo or select an icon from the avatar database

customer file pet business

Delete: If the customer has data referenced in other parts of the software, such as associated animals, sales or invoices, reservations/appointments, check-ins/outs/services, etc., they cannot be deleted directly. Deleting them would cause errors in the rest of the software because those invoices, animals, reservations/appointments, etc., would no longer be associated with any customer.

For this reason, if you want to delete them, you must first remove the data they have referenced before you can delete them.

If you've been testing the software and entering fictitious data, and now that you've finished the testing phase, you want to delete all the data to start working with the software using real data, we can do it.
We can permanently remove all this data from the software. Contact us, and we will assist you.

Deactivate: Our recommendation is that instead of deleting, you mark them as inactive or "Inactive." This way, you can continue to consult the records of that customer and all their related information.

To mark a customer as Inactive:

In the View > Customers option, select the customer > in the right sidebar Privacy > Inactive = yes.
You can also add the date and more details about the reason for inactivity.

If you mark a customer as inactive:

  • When you check the list of customers (View > Customers), you'll see that they have the symbol  , while the rest have the icon  .

  • In their file, you'll see "inactive since date x."

  • They will no longer appear when you search to make a new reservation/appointment, service/check-in, etc.

You can see the animals associated with the customer and access their animal profiles directly

proteccion de datos animales

By clicking on the Animal Data tab, you will see the associated animals, and by clicking on one of them, you can access their profile.


Highlighted Information

There are fields where you can add important or highlighted information about the customer and the animals:

  • Important Information

  • Pick-up and Delivery Information

  • Notes or Comments

This information will appear when you work with this customer/animal, for example, when you record a new reservation. This way, you can quickly access the relevant information.

animals important information software

In the side menu, there are more options available depending on the software you are using:

  • Documents: You can store and access documents related to that customer, such as contracts, documentation, etc. Supported file types include:

    • .xls, .xlsx, .doc, .docx, .odt, .ods, .pdf, .rtf, .txt, GoogleDrive Document, and GoogleDrive spreadsheet

    • Maximum file size: 2 MB

  • Reminders: You can make and check important reminders for a customer, and the application will automatically remind you of them.

  • Privacy: Here, you can manage all information related to privacy/GDPR.

    animal data protection regulation

  • Training

    • Training Services: You can see the training/education services sold to that customer.

    • Sales: for training services made to that customer.

  • Grooming

    • Grooming Appointments: You can see all the appointments scheduled for that customer.

    • Grooming Services: A list of all grooming services performed on the animals of that customer.

    • Sales: for grooming services made to that customer.

  • Hotel

    • Bookings: You can see all the reservations scheduled for the animals of that customer.

    • Hotel Stays: A list of all the accommodations for the animals of that customer in your hotel.

    • Sales: for hotel services made to that customer.

  • Daycare

    • Bookings: You can see all the reservations scheduled for that customer.

    • Daycare Stays: A list of all the stays for the animals of that customer in your daycare.

    • Sales: for daycare services made to that customer.

  • Store

    • Sales: for store purchases made by that customer.

  • Breeding

    • Sales: for breeding services made to that customer.

  • Veterinarian

    • Appointments: You can see all the appointments scheduled for the animals of that customer.

    • Consultations: A list of all veterinary consultations made for the animals of that customer.

    • Sales or Invoices: for veterinary services made to that customer.



REPORTS TO DOWNLOAD AND PRINT

  • Customer Report

  • Customer Address Report

  • Profitable Customers Report

EXPORT INFORMATION (Settings > Data Management)

  • Customers

  • Customer Addresses



List of all suppliers. If you have multiple business areas, suppliers data is accessible from all of them, but suppliers are categorized by business area. You can consult them all or by business area (for example, only the Grooming suppliers).

A small indicator displays the total number of suppliers.

software for pet grooming


At the top of the screen, there is a search bar. If you enter supplier information and press enter or click on the magnifying glass, all matches will be displayed

You can sort the list of suppliers as you need: 

software for pets how to order data


More information on ordering and search engines:

Clic here

To add suppliers, you have two options:

  • Add them individually (one by one) using the Add option.

  • Or add multiple contacts at the same time using the Import option.


To add them, use the buttons at the top:

  • Click the Add New button, fill in the information, and click Save.
    (Refer to the New > Customer section for more information)

  • Or click the Import button and follow the instructions.

How to import suppliers in bulk in the software

Clic here

If you click on a supplier, all the information about them will appear. The Magic Desk is displayed, which is a summary screen or card with all the supplier's information.

At the top, there are 2 buttons:

  • Show/hide the right sidebar menu to expand the workspace

  • Quick actions or "shortcuts" and Additional actions

    •   Send Summary Sheet by Email

    • Print Summary Sheet


You can see statistics with the total number of purchases made to this supplier and the total amount of those purchases.

If the customer has any unpaid invoice, an alert box with the information will be displayed. Clicking on the icon will open the invoice for you to review.

unpaid invoices dog kennel

In this option, you can both view and directly modify the information. Remember that if you make any changes, you must click the Save button to save that new information.

Furthermore, using the quick access buttons, you can call or open WhatsApp to chat with them; click on the corresponding icon (phone, WhatsApp, etc.).


pet supplier software

Delete: If the supplier has data referenced in other parts of the software, such as orders, purchases, etc., they cannot be deleted directly. Deleting them would cause errors in the rest of the software because those purchases, orders, etc., would no longer be associated with any supplier.

For this reason, if you want to delete them, you must first remove the data they have referenced before you can delete them.

If you've been testing the software and entering fictitious data, and now that you've finished the testing phase, you want to delete all the data to start working with the software using real data, we can do it.
We can permanently delete all this data from the software. Contact us, and we will assist you.

Deactivate: Our recommendation is that, instead of deleting, you mark them as inactive or "Inactive." This way, you can continue to consult the records of that supplier and all their related information.

To mark a supplier as Inactive:

In the View > Suppliers option, select the supplier > in the right sidebar Privacy > Inactive = yes.
You can also add the date and more details about the reason for inactivity.

If you mark a supplier as inactive:

  • When you check the list of suppliers (View > Suppliers), you'll see that they have the symbol  , while the rest have the icon  .

  • In their profile, you'll see "Inactive since date x."

  • They will no longer appear when you search to make a new order, purchase, etc.

In the side menu, there are more options available depending on the app you are using:

  • Documents: You can store and access documents related to that supplier, such as contracts, documentation, etc. Supported file types include:

    • .xls, .xlsx, .doc, .docx, .odt, .ods, .pdf, .rtf, .txt, GoogleDrive Document, and GoogleDrive spreadsheet

    • Maximum file size: 2 MB

  • Reminders: You can make and check important reminders for a supplier, and the application will automatically remind you of them.

  • Privacy: Here, you can manage all information related to privacy/GDPR.



Here is a list with all the animals

You can search for a animal, using the search engine at the top and add a new customer directly from this screen.



More information on ordering and search engines:

Clic here

By clicking on a animal, all the information about it appears. It shows the Magic Desk or (summary screen).

At the top there are 2 buttons:

quick access buttons

  • The first includes quick actions or "shortcuts", print the information, ...

  • The second allows to show / hide the right side menu to expand the workspace

Graphs and statistics

Now everything is faster! On the tab, all the information appears and you can quickly view and edit it.

note: Remember, if you make any changes, you must press the Save button, so that this new information is saved.

Animal data

If you have inactive animals, you can disable them. In this way, they will no longer appear when you go to make a new reservation/service/ ... but their data will not be deleted, they will continue in your database.

To deactivate or "unsubscribe", you just have to select the Inactive = Yes option.


Owner information

You can quickly consult and edit all the owner's information.

Featured information

There are some fields where you can add important information, depending on the app you are in:

  • Important information : write down and consult the most remarkable information about the animal. This information is displayed in your Magic Desk and can help you when dealing with a client: socialization problems, aggressiveness, peculiar behavior, etc.

  • Veterinary information : record and view information about the animal's health, treatments to apply, ...

Right side menu

In the side menu, there are more options available depending on the app you are in:

  • Documents: Stores and consults documents of a animal: contracts, documentation, etc.

  • Alerts: Insert important alerts for a animal: and the software will remind you.

  • Pedigree: You can view the pedigree or genetic line of the animal including infinite ancestors.

    By clicking the + button at the top right, you can:

    • PRINT THE PEDIGREE

    • SEND THE PEDIGREE BY EMAIL



    imprimir el pedigree

    When generating the document to print/send it by email, the document includes the photo, name and honors (awards), but DO NOT include defects or comments.



    imprimir el pedigree



    The information at the top (photo, name, race, honors or awards, ..) is what will appear in the pedigrees.

    Includes the value of consanguinity. It is calculated using Hardiman's formula and is expressed as a percentage

    To easily identify ancestors, males are blue and females pink and are arranged according to a "family tree" scheme or structure.

    If an animal has filled in the information about the Honors or Awards, appears the icon: . If there is information about defects or comments, appears the icon:

    By clicking on an animal, you can see more information or view his file to edit it.

    You can also add more animals, clicking on the button Add or remove an animal by clicking on the button X. (The animal is not permanently removed, he is simply disassociated from this pedigree)

    imprimir el pedigree



  • More info



  • Health book:

      
    • To have full control over the health of an animal, each one has their health book, where they write down all the treatments, vaccines, health problems, etc.

    • At the top, there is a search engine to quickly locate a record (for example vaccine)

    • You can see the summary with the total number of records and the number of emergencies

    • It is possible to sort the records by type (vaccine, treatment, urgency, ..) and identify them more quickly, because they now include color.

    • If the associated veterinarian has a color flag or label, a dot with that color appears next to the veterinarian's name, to identify it quickly.



  • Expenses Book:

    • You can record the expenses produced by this animal. In this way it is possible to know your profitability by comparing the money you have generated with the expenses you have caused.

    • At the top, there is a search engine to quickly locate an expense (for example Food)

    • You can see the summary with the total number of expenses and the total money

    •     
  • Matings: Shows a list with all the mattings in which this animal has participated, including the detail of the mating and its result (for example litter "not covered")

  • Female heats: Shows a list with all the heats of this female

  • Litters: Shows a list with all his litters, including the detail of the litter and the status (for example, Closed litter)

  • Planned litters: Shows a list with all his planned litters





List of all veterinary contacts. If you have multiple business areas, suppliers data is accessible from all of them, but contacts are categorized by business area. You can consult them all or by business area (for example, only the vet contacts for hotel).

A small indicator displays the total number of suppliers.

software for pet grooming


At the top of the screen, there is a search bar. If you enter contact information and press enter or click on the magnifying glass, all matches will be displayed

You can sort the list of contacts as you need: 

software for pets how to order data


More information on ordering and search engines:

Clic here

To add contacts, you have two options:

  • Add them individually (one by one) using the Add option.

  • Or add multiple contacts at the same time using the Import option.


To add them, use the buttons at the top:

  • Click the Add New button, fill in the information, and click Save.
    (Refer to the New > Customer section for more information)

  • Or click the Import button and follow the instructions.

How to import contacts in bulk in the software

Clic here

If you click on a contact, all the information about them will appear. The Magic Desk is displayed, which is a summary screen or card with all the contact's information.

At the top, there are 2 buttons:

  • Show/hide the right sidebar menu to expand the workspace

  • Quick actions or "shortcuts" and Additional actions

    •   Send Summary Sheet by Email

    • Print Summary Sheet

    •   Add a new purchase made to this supplier


In this option, you can both view and directly modify the information. Remember that if you make any changes, you must click the Save button to save that new information.

Furthermore, using the quick access buttons, you can call or open WhatsApp to chat with them; click on the corresponding icon (phone, WhatsApp, etc.).


pet supplier software

Delete: If the contact has data referenced in other parts of the software, such as orders, purchases, etc., they cannot be deleted directly. Deleting them would cause errors in the rest of the software because those purchases, orders, etc., would no longer be associated with any contact.

For this reason, if you want to delete them, you must first remove the data they have referenced before you can delete them.

If you've been testing the software and entering fictitious data, and now that you've finished the testing phase, you want to delete all the data to start working with the software using real data, we can do it.
We can permanently delete all this data from the software. Contact us, and we will assist you.

Deactivate: Our recommendation is that, instead of deleting, you mark them as inactive or "Inactive." This way, you can continue to consult the records of that contact and all their related information.

To mark a contact as Inactive:

In the View > Suppliers option, select the Contact > in the right sidebar Privacy > Inactive = yes.
You can also add the date and more details about the reason for inactivity.

If you mark a contact as inactive:

  • When you check the list of Contacts (View > Veterinary), you'll see that they have the symbol  , while the rest have the icon  .

  • In their profile, you'll see "Inactive since date x."

In the side menu, there are more options available depending on the app you are using:

  • Documents: You can store and access documents related to that supplier, such as contracts, documentation, etc. Supported file types include:

    • .xls, .xlsx, .doc, .docx, .odt, .ods, .pdf, .rtf, .txt, GoogleDrive Document, and GoogleDrive spreadsheet

    • Maximum file size: 2 MB

  • Reminders: You can make and check important reminders for a supplier, and the application will automatically remind you of them.

  • Privacy: Here, you can manage all information related to privacy/GDPR.



List of all expenses or purchases you have recorded. If you have multiple business areas, expenses or purchases are accessible from all of them, but you can view them collectively or independently (for example, only the Hotel expenses).

A small indicator with the total number of expenses is displayed.

At the top of the screen, there is a search bar. If you enter expense information and press enter or click on the magnifying glass, all matches will be displayed

You can sort the list of expenses as you need: 

software for pets how to order data


More information on ordering and search engines:

Clic here

To add a new expense, click on the 'Add New' button icon, fill in the details, and click 'Save'.
(Refer to the 'New > Expenses' section if you want to see more information)

How to record expenses in the software:

Clic aqui

When you click on an expense, the details appear.

pet supplier invoices software
  • By clicking on the supplier's name, their profile opens in a new tab.

  • By clicking on the supplier's icons, you can view and edit their notes and important information.
    (If they have information, it appears in red).

  • If there are outstanding invoices for that supplier, they will appear on the right-hand side.
    (By clicking the small arrow icon, you can open that unpaid invoice in a new tab).


REPORTS FOR DOWNLOAD AND PRINT

  • The Report > Expenses > displays the details of expense or purchase invoices within the selected date range and for the chosen business areas. (This is useful for accounting, document preparation, or tax filing, as it provides detailed data for each invoice.)

  • The Report > Results > is more suitable if you prefer to view only the expenses (without the complete invoice details).

EXPORT INFORMATION (Settings > Data Management)

  • Expenses







You can see the pedigrees of the animals. They don't have to be animals that you use as breeders; They can be the ancestors or parents of your breeders, if you want to have their pedigrees or genetic lines stored in the software.

For example Toby is one of your breeders, his parents are Candy and Rex. Here you can add Candy (her photo, awards, etc.), and Candy's parents and grandparents; You can also add Rex, her parents and grandparents, ... as many generations as you want. Infinite generations .


You can sort the list as you prefer, by clicking on the table title.

how to order animals on your business

By clicking on an animal, his file and pedigree appear.


AT THE TOP you see its information : You can edit its data, photo, ...

note: remember to click Save, if you make any changes.

You can also delete the pedigree. If you delete it, it cannot be recovered and will be removed from all pedigrees in which it appears.

By clicking the + button at the top right, you can:

  • PRINT THE PEDIGREE

  • SEND THE PEDIGREE BY EMAIL



imprimir el pedigree

When generating the document to print/send it by email, the document includes the photo, name and honors (awards), but DO NOT include defects or comments.





AT THE BOTTOM appears the pedigree.

In the upper left area appears the inbreeding coeficient percentage (The software traverses the genetic line to see the common parents and the grade. This inbreeding coeficient is calculated using the Hardiman's formula and is expressed as a percentage. For example, inbreeding coeficient is 10%.)


To easily identify ancestors, males are blue and females pink and are arranged according to a "family tree" scheme or structure.

If an animal has filled in the information about the Honors or Awards, appears the icon: . If there is information about defects or comments, appears the icon:


View the pedigree

The selected animal and the next 4 generations appear.

If you click on one of the animals, you can view its details and view its next 4 generations. So you can view infinite generations.


Add ancestors

To add the ancestors, click on one of them, for example on its father.

  • If the animal is already in your database, start typing the name and the matches will appear. Select the corresponding animal and its data is filled in automatically

  • If the animal is new, fill in the data and click Save.


For example, In the following video, we are going to add the father of this animal. Its name is Capricho and we had previously added it in our database with all its data, its parents, grandparents, etc.

We write Capricho, we click on Save and all the data is automatically completed (its information, its photo, its parents, grandparents, etc.)


imprimir pedigree perro



If he is not in the database, because it is a new animal, when we add an animal, for example to the father, its parents are enabled, so that you can now fill in the data of the parents of its father and so on.


Remove or disassociate ancestors

For example, you have selected Caramelo as Toby's father, but it is a mistake and you want to remove it from its pedigree. By clicking on the X in the upper right corner, that animal is removed from the pedigree.

imprimir pedigree perro


(It's not permanently removed, it's only unlinked from this pedigree)


Note - Email consumption: Every time you send an email from the software, 1 unit will be added to the emails consumed.
If you also want to send the email to your email inbox (by checking the option "send me a copy"), the email will also be sent to that address and another unit will be added to the emails consumed.



  • Owner information: Here it is possible to indicate the details of the owner, especially in cases of cession for crosses or any other situation in which the animal is not your property

  • Pedigree: It is possible to control the genetic line of the animal including its ancestors.

    By clicking on Add, it is possible to add more information about the animal:

    • Photo

    • Name

    • Honours: to indicate the prizes won by an animal. It is also possible to include any type of additional information of the animals that will appear under the name

    • Defects/comments: to indicate those defects that may affect genetics and it is interesting to consider at the time of planning a crossing. For example the qualifying fouls of each breed contemplated by the FCI or any detail that you consider interesting. This information is not printed.

  • Health book: To have total control over the health of an animal, each one has one health book, where to record all the treatments, vaccines, health problems, etc.

  • Expenses book: It is possible to record the expenses produced by this animal. In this way it is possible to know its profitability by comparing the money it has generated with the expenses it has caused.

  • Matings: It shows a list with all the crosses in which this animal has participated, including the detail of the crossing and its result (for example "no pregnat")

  • Litters: It shows a list with all the litters in which this animal has participated, including the detail of the litter and its state (for example Closed litter)



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