Complete PetShop Software handbook


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

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

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

You can sort the list of invoices as you need: 

software for pets how to order data


More information on ordering and search engines:

Clic here

Sales or invoices can have 2 statuses:

  • Paid: If it's fully paid

  • Pending: If it's totally or partially unpaid

By clicking on a sale from the list, the details will appear, and you can do additional actions: print it, send it via email, or cancel it.


If you have made a mistake, and you need to "correct" that invoice:

Keep reading

REPORTS FOR DOWNLOAD AND PRINT

  • Reports > Billing

  • Reports > Invoice pending

  • Reports > Unpaid invoices

EXPORT INFORMATION (Settings > Data Management)

  • Billling



Listado con todas las devoluciones que has hecho.


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

You can sort the list of invoices as you need:

software for pet grooming

By clicking on a return, you can view the details and print the return receipt or ticket.

In this screen, you can also create a new return.

When searching for the ticket/receipt number, all information about the sale appears: invoice number, ticket number, customer, purchase date, and days elapsed since the purchase.


LEFT

PURCHASE TICKET

Purchased products

RIGHT

RETURN TICKET

Products to be returned


On the left side are all the purchased products, and by clicking on a product, it will appear on the right side in the return ticket/receipt.


Select the number of units and whether you want to return those products to your stock.

For example, if the product is not damaged, I add it to the product stock to be able to sell it again.


The refund amount appears. Select the payment method for the return and you can write a comment, such as the reason for the return.


Finally, click on the button

  • The returns report

  • The Invoicing report, as they are sales with a negative amount

  • The Results report

  • The option View > Cash Register



To start selling, it is necessary to open the cash register.

In the Cash Register, all actions performed by a user in the Store software are recorded: sales, manual withdrawals and deposits (income), purchases/payments to suppliers, returns, etc. (Only movements made in the Store software are recorded).

If you have charged for a service from another business area (Hotel, Daycare, Veterinary, Hairdresser, Breeding, ...) through the Store software, this sale will also be recorded in the Cash Register.

how does the petshop software work

When closing the cash register, a balance is performed to review the accounted money (which should be in the cash register) and the actual money in the Cash register.

petshop software balance accounting cash

The difference between the accounted and the actual money in the cash register is automatically calculated (the surplus or shortage of money in the cash register compared to the accounted).

You will see if the cash register is open or closed and the balance. If you have sold $100 and spent $50, the balance will be positive at $50.

You can add manual transactions if, for example, you deposit or withdraw money (to have change, for some adjustment, a loan, etc.)

software petshop incomes and withdrawals

In the left area (green color), entries or income appear (positive amount of money)

  • CASH INCOME: Sales made in cash or cash equivalents

  • OTHER INCOME: Sales made in other forms of payment

  • MANUAL INCOME: Manually recorded income (not from sales)

  • Total

In the right area (red color), withdrawals or outflows appear (negative amount of money)

  • CASH WITHDRAWALS: Purchases made from suppliers in cash or cash equivalents + returns made in cash or cash equivalents

  • OTHER WITHDRAWALS: Purchases made from suppliers in other forms of payment (credit card, etc.) + returns made in other forms of payment (credit card, etc.)

  • MANUAL WITHDRAWALS: Manually recorded withdrawals (not from purchases or returns)

  • Total

At the bottom, there is a list of all transactions made on the selected day:

Using the day selector, you can view at the bottom of the screen the list of MOVEMENTS or actions performed on that day (opening and closing of the cash register, deposits, sales, withdrawals, and manual deposits, etc.) and also the Balances (checks or audits) performed when closing the cash register.



animal store cash movements software

It is not possible to delete transactions because the cash register keeps a record of all operations that have been carried out.

If, for example, you have mistakenly recorded a manual deposit of €100, you can make a withdrawal of $100, and if you want, you can indicate in the concept that it is a correction.

This way, the balance remains the same (as if it were deleted), but it is not deleted to keep a record of both transactions.



List of all the purchases you have recorded. You can search and sort the list of purchases, and by clicking on a purchase, you can also edit it, change the payment status (Paid-Pending), and print the purchase document.

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

You can sort the list of invoices as you need: 

software for pets how to order data


More information on ordering and search engines:

Clic here

You can delete a purchase, but we do not recommend doing so if the purchase includes products. We recommend that if you have made a mistake (for example, invoice number, date, status, payment method, ...) , you modify it instead of deleting it. This is because we remind you that the stock will not be automatically readjusted. You will have to adjust it manually.

You can adjust the stock of a product in its profile or Magic Desk (View > Products > Search or select the product > Right sidebar menu > Stock Adjustment) or you can also do it in the option New > Stock Adjustment where all the products will appear > Modify the stock of the product you want and click the save button


On this screen, you can also record a new purchase:

  • Having placed a previous order

  • Without having placed an order


Search for the supplier or add them directly, and the following information will appear:

  • Their contact information

  • If you have pending invoices to pay them

  • If you have pending orders to receive from them

pet store software supplier unpaid invoices

Notes:

  • In the supplier information area: If you click on the supplier's name, you can directly access their profile or Magic Desk

  • In the supplier information area: If you click on the small notes and important information buttons, you can see that specific supplier's information

  • In the invoices and orders pending area: If you click on the pending invoice, you will see the details

  • In the pending orders area: If you click on the arrow icon, you will see the order details

pet store software mobile purchase data

  • Shows the date and invoice number

  • Indicates whether it includes taxes (based on your system's configured tax)

  • Selects the payment method and status (paid or pending)

  • If it is paid, you can include the payment date, and if not, leave it blank*

  • You can include notes or comments for your information

* You can change this later. If the invoice is currently pending, it won't have an invoice date. On the day you pay the invoice, go to View > Purchases > select that invoice and:

  • Change the status to "paid"

  • Specify the payment date

  • The purchase will be automatically recorded in the "cash register," and you will see that if you paid today, the money for that purchase has been withdrawn today (even if the purchase was made a month ago, for example)


  • Search in the product search and all the matches will appear

  • Click to add it

  • You can change the number of units

  • You can delete it by clicking on the trash can icon

  • The last price at which that product was purchased appears

  • When you have finished adding all the products, click the save button to record the order

Select the products, and they will be added to the purchase.

pet store mobile app products search

Its code or reference, name, and the last price at which it was purchased appear

Note: By clicking on the name, its profile or Magic Desk is displayed for you to see all the information about that product


Now select:

  • The number of units of that product you are purchasing

  • At what price you are buying them (for example, $10 each)

  • If it is a perishable product, we recommend that you also include the batch and expiration date information. This way, the software will automatically alert you when a batch of products is about to expire

    You won't be able to enter this data manually later; it is necessary to enter it at the time of purchase to associate it with this specific product.

To remove that product from the purchase, click on the trash can icon

Click on the Save button to record the purchase, and the software will automatically:

  • Add those products to your stock (for example, +4 balls or +2 kennels)

  • Change the "last purchase price" of that product, and it will now be the new one you just entered

    Note: In the Magic Desk or product profile (View > Products), you can see a history with all the prices at which you have purchased that product and the details. This way, you can see which suppliers offer you better prices or the price variations that a product has undergone.

  • Show a notice on the main screen when that batch is about to expire

  • If the invoice is paid, record the expense in the cash register on the date you selected as the payment date (for example, today -30€ for the purchase of these products)


PURCHASE PRICE HISTORY

In the product file (View > Products), you can see a history of all the prices at which you have purchased that product. This allows you to identify the supplier offering better prices or track price variations for a product.


PURCHASES AND STOCK ADJUSTMENT

In the View > Purchases option, you can review all the purchases you have recorded and add information when payment is made for purchases pending payment.

You can adjust the stock of a product in its file > Right-hand side menu > Stock Adjustment, or you can also do it in the New > Stock Adjustment option.



Muestra un listado con todos los pedidos que has hecho, la fecha prevista de entrega y su estado.

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

You can sort the list of invoices as you need: 

software for pets how to order data


More information on ordering and search engines:

Clic here

Later, when you receive the order, from the dashboard or the View > Orders option, you can convert that order into a purchase, and the products will be included in your inventory or stock.


pet store software pending supplier orders

By clicking the   Received: Create Purchase button, the order is added as a purchase.
For more information, check the New > Purchase option.


NEW ORDER

With this option, you can also record orders for the products you need and send this order sheet directly to your suppliers via email.

This way, you can see that for "product x," you have no units in stock, but you have already placed an order with the supplier, and it is expected to be received on day "D".


Search for the supplier or add them directly, and the following information will appear:

  • Their contact information

  • If you have pending invoices to pay them

  • If you have pending orders to receive from them

pet store software supplier unpaid invoices

Notes:

  • In the supplier information area: If you click on the supplier's name, you can directly access their profile or Magic Desk

  • In the supplier information area: If you click on the small notes and important information buttons, you can see that specific supplier's information

  • In the invoices and orders pending area: If you click on the pending invoice, you will see the details

  • In the pending orders area: If you click on the arrow icon, you will see the order details

pet store software mobile purchase data

  • Shows the date and invoice number

  • Indicates whether it includes taxes (based on your system's configured tax)

  • Selects the payment method and status (paid or pending)

  • If it is paid, you can include the payment date, and if not, leave it blank*

  • You can include notes or comments for your information

* You can change this later. If the invoice is currently pending, it won't have an invoice date. On the day you pay the invoice, go to View > Purchases > select that invoice and:

  • Change the status to "paid"

  • Specify the payment date

  • The purchase will be automatically recorded in the "cash register," and you will see that if you paid today, the money for that purchase has been withdrawn today (even if the purchase was made a month ago, for example)


  • Search in the product search and all the matches will appear

  • Click to add it

  • You can change the number of units

  • You can delete it by clicking on the trash can icon

  • The last price at which that product was purchased appears

  • When you have finished adding all the products, click the save button to record the order

Select the products, and they will be added to the purchase.

pet store mobile app products search

Its code or reference, name, and the last price at which it was purchased appear

Note: By clicking on the name, its profile or Magic Desk is displayed for you to see all the information about that product


Now select:

  • The number of units of that product you are purchasing

  • At what price you are buying them (for example, $10 each)

  • If it is a perishable product, we recommend that you also include the batch and expiration date information. This way, the software will automatically alert you when a batch of products is about to expire

    You won't be able to enter this data manually later; it is necessary to enter it at the time of purchase to associate it with this specific product.

To remove that product from the purchase, click on the trash can icon

Click on the Save button to record the purchase, and the software will automatically:

  • Add those products to your stock (for example, +4 balls or +2 kennels)

  • Change the "last purchase price" of that product, and it will now be the new one you just entered

    Note: In the Magic Desk or product profile (View > Products), you can see a history with all the prices at which you have purchased that product and the details. This way, you can see which suppliers offer you better prices or the price variations that a product has undergone.

  • Show a notice on the main screen when that batch is about to expire

  • If the invoice is paid, record the expense in the cash register on the date you selected as the payment date (for example, today -30€ for the purchase of these products)


VIEW AND EDIT AN ORDER

If you click on an order, all the information appears, and you can:

  • Edit it

  • Print it

  • Delete it

  • Send it to the supplier by email




Display a list with all the product batches recorded, including details such as purchase date, supplier, batch number, etc.

As you already know, you can sort the results by clicking on the title. For example, you can arrange them by expiration date to identify those closest to expiration.

Products nearing expiration will be highlighted.

By clicking on a product, you can modify the batch, expiration date, and the number of available units.

Animal Store Program - Product Expiry Management


List of all products. You can sort by name, brand, price, active/inactive, category, etc.

When clicking on a product, its profile or Magic Desk appears with all the information.

At the top, there are 2 buttons:

software for dog shops

  • The first includes quick actions or "shortcuts": add for that product, print its profile, ...

  • The second allows you to show/hide the right sidebar to expand the workspace

Smart statistics display interesting data about the product:

pet store software product information panel

  • Number of available units or current stock

  • Number of units sold for that product

  • Last time it was sold

  • Selling price. If a promotional price or offer price is configured, the regular price will be crossed out, and the special offer price will be displayed.

You can view and edit the product information directly from this screen:


petshop barcode generator free

PHOTO

You can upload an image or choose a representative icon.

DESCRIPTION

If you want to add descriptive information about the product, it can be useful to provide better advice to your customers.

Tips or advice: If you drag from the bottom right corner (marked with two small lines), the writing area expands or reduces)

ADMISSION DATE:

It is the date when the product is added to the system. It fills in automatically, but you can modify it.

CODE:

You can assign an internal code to identify the product in the format you want.

NAME:

Write the name of the product.

BARCODE (EAN13)

When typing the number or scanning it, the number and the graphical representation of the barcode are displayed.


How to use the barcode reader or scanner?

Brands are added in the New > Brand. option. Then from the selector, you just have to start typing, and all the matches will appear for you to select the one that corresponds.


Categories and Subcategories are added in the New > Category/Subcategory option. If you add categories before products, it will be easier.

Now in this option, if you want to modify the category: in the field Category start typing, and all the matches of the categories you added will appear, so you can select the one you want.

When you click, a popup or a pop-up window appears where you can modify the selling price of the product.

REGULAR PRICE

A product has 2 prices: the base price (tax-free) and the final price or selling price (with taxes), although they can be the same if no taxes apply or it is 0%.

If you configure the applicable tax percentage: when entering the base price, it will automatically calculate the final price or vice versa, so you don't have to calculate it.


pet products expiration date notification

OFFER PRICE

You can temporarily modify the selling price of a product by putting that product "on sale." At the top, you will see the regular price crossed out and the price because it is on sale.

When making a new sale, there is a default category where all products on sale are listed.

When adding a product on sale to the sales ticket, its price will appear usual, and the discount applied for being on sale will be displayed. If you need to, you can modify it.

When adding a new purchase of products, the purchase price will be automatically recorded, and it will be added to the purchase price history of that product.

You can check it in the product profile > right menu > Purchase Price History and you will also see, in addition to the price, the supplier; This way, you can know which supplier offers you a better price.

In the chart, you can see the different prices and if it is a product with a large price variation.


The profile shows the last price at which you bought it.

In the Profit field, the difference between the selling price and the purchase price is shown (for example, if you bought it for $20 and sell it for $40, the profit is $20)


To add a new purchase, go to the New > Purchase.

If you stop selling a product, you can deactivate it or mark it as "Discontinued". You will keep all historical data on that product, but it will no longer appear when making new purchases, sales, etc.

To mark a product as Discontinued, it is only necessary in its profile > select Discontinued = Yes. Additionally, you can indicate the discontinuation date, if you want.

If you try to delete a product that has already been sold or has referenced data in the software (stock, expiration, orders, ...), it is not possible to delete that product because it would also be deleted from those sales, ... and the historical data would be lost.

In this case, this message will appear to inform you of the reason why it is not possible to delete the product.

If you no longer want to use/sell that product, you can deactivate it or mark it as "discontinued."

You can add notes or comments and important information that you will see when checking more information about that product.


pet store program product profile notes

If you have entered a lot number and expiration date when adding a new purchase of this product, this information will appear at the bottom.

It is not possible to manually enter it now on its profile; it must be entered at the time of recording the purchase so that it is associated with that product.

animal program pos product lots expiry

In the sidebar, there are more options that allow you to:

  • Adjust the price

  • Adjust the stock

  • Check a history with charts that includes all the prices at which that product has been SOLD

  • Check a history with charts that includes all the prices at which that product has been PURCHASED, and in this way, you can see which supplier offers you the best prices or if the price has increased since the last time you bought it.



List with all the categories and subcategories, including the number of products corresponding to each category.

From this screen, you can also add new categories and subcategories.


store program product categories

When making a sale (option New > Sale), categories that are deactivated or inactive, and those that are empty (products = 0) will not appear.


How to add new categories and subcategories

List with all the brands you have added. From this same screen, you can add new brands.


store program product brands

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.

  • PetShop

    • 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.

REPORTS TO DOWNLOAD AND PRINT

  • Suppliers

EXPORT INFORMATION (Settings > Data Management)

  • Suppliers



TAGS:

petshop orders managera | petshop suppliers manager | petshop online orders software | petshop products manager petshop products organize | petshop batches manager | petshop products caducity manager | petshop products caducity software



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