Complete PetShop Software handbook

Complete PetShop Software handbook

Listing with all sales. Using the selector at the top, it is possible to see all the sales or sales of a business area (for example only Pet Shop)

You can sort the results by customer name, payment method, state, ticket number, ...

When clicking on a sale, the detail appears and you can also: print that sale, change the status (Paid-pending) and the data related to the payment and print the documents you have set as "type: sale" (for example, information about warranty, returns, etc.)

Listing with all returns.

You can sort the results by customer name, payment method, state, ticket number, ...

When clicking on a return, the detail appears and you can also: print that sale, change the status (Paid-pending) and the data related to the payment.

• To start selling it is necessary to open the Cash

• In the Cash are registered all the actions: sales, withdrawals, purchases/payments to suppliers, returns



• When you close the Cash a balance is made to review the money counted (which should be in the Cash) and the money in Cash till (real in the Cash)



• The difference between the two is calculated automatically

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

You can enter manual movements if for example we enter or withdraw money for something (to have change, for some adjustment, ...)

In the left area (green color) are the Income (positive money)

• CASH INCOMES: The sales with payment method "Cash"

• OTHERS INCOMES: The sales with other payment method (Credit card, ...)

• MANUAL INCOMES OR MANUAL DEPOSIT: Income written down manually (does not come from sales)

• TOTAL

En la right area (red color) are the withdrawals (negative money)

• CASH WITHDRAWALS: Purchases to suppliers with payment method "cash" + returns with payment method "cash"

• OTHER WITHDRAWALS: Purchases to suppliers with other payment method (credit card, ..) + returns with other payment method (credit card, ..)

• MANUAL WITHDRAWALS: Withdrawals written down manually (does not come from purchases or returns)

• TOTAL

At the bottom there is a list with all the movements made on the selected day

Listing with all purchases. Using the selector at the top, it is possible to see all the purchases or the purchases of a business area (for example only Pet Shop)

You can sort the results by customer name, payment method, state, ticket number, ...

When clicking on a purchase, the detail appears and you can also: print that sale, change the status (Paid-pending) and the data related to the payment.

Listing with all the orders, the expected delivery date, the supplier and the state (recieved, pendinto to recieve).

You can sort the results by supplier name, order code, state, expected delivery date, ...

When you receive the order, from the home-page or from the option View > Orders, you can convert that order into a purchase (and the products will be included automatically in your inventory or stock).

By clicking on the button "Received: create purchase" the order is converted into a purchase.

For more information see the section New > purchase

Listing with all the batches of products with details: date of purchase, supplier, batch number, etc.

      

Products that are about to expire are highlighted.

      

By clicking on a product, it is possible to modify the batch, the expiration date and the number of available units.

Listing with all products. It is possible to sort by name, brand, price, active / inactive, category, etc.

      

Clicking on a product, its magic desk appears with all the information.

At the top there are 2 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

You can see the information of that product:

• Number of available units or current stock

• Number of units sold of that product

• Last time it has been sold

• Sale price. If you have set a promotional price or offer price, you will see the usual price crossed out and the special price on offer.

It's possible to consult the product's information and edit it directly from this screen:

• Picture

• Code

• Name

• Barcode (EAN13). When the number is written or scanned, the number and graphic representation of the bar code is displayed

• Category and subcategories

• Description

• Brand

• Sale price (regular and special or offer price)

• The applicable percentage of taxes

• The creation date in the software

• If it is delete or deactivated and the date

How to use the barcode reader or scanner?

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

If you entered a new purchase of this product and entered the batch number and expiration date, this information will appear in the second tab.

In the menu there are more options that allow:

• Adjust the price

• Adjust the stock

• Consult a historical chart that includes all the prices to which that product has been SOLD

• Consult a historical chart that includes all the prices to which that product has been PURCHASED and in this way, you can see which supplier offers the best prices or if the price has risen since the last time you bought.

List with all categories and subcategories with the number of products that belong to each category.

    

It is also possible to add new categories and subcategories.

How to add new categories and subcategories ?

List with all brands. It is also possible to add new brands.

How to add new brands ?

VIEW CUSTOMERS

Here is a list with all the customers. You can sort them as you prefer:

More information on ordering and search engines:

Clic here

Clic here

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

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

So you can have your customers sorted and classified, but access all of them quickly.

Number of records: a small box appears where the number of customers of the selected type appears. For example: 832 PetShop customers.

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

At the top there are 2 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

Graphs and statistics

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The first thing that appears is the interactive graphics, which show a summary of the most important information (billing, profitability, ...). This information changes depending on the app you are in.

These intelligent statistics help you to have a clear vision of the activity, profitability and fidelity of that animal "at a single glance".

PET HOTEL APP

• 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

• Number of grooming services for that animal

• Total invoicing of that animal in grooming services

• Average price of the grooming services

PET TRAINING APP

• 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

• 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

Unpaid invoices

If the customer has an invoice pending payment, an alert box with the information appears appears. So before making a booking, you will be able to know if the customer has pending payments.

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 ...)

You can write down more phones and more emails for a customer. By clicking on the "more information" icon, new fields appear to record these data.

When you write the address and click on the Save button, the GoogleMaps map that shows the address will appear. You can zoom using the map buttons.

It includes important information and information about collection and delivery. This information will appear when you go to work with this customer, for example when you make a new booking. In this way you can quickly consult the information of interest.

You can upload a photo form your devive or select an icon or avatar from the database with more than 100 avatars available to choose from.

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

• Documents: Stores and consults documents of a customer: 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 customer: call him, send him an email, notify him of something important ... and the software will remind you.

• Stays: You can see a list with all the stays of the animals of that customer

• Booking: You can see a list with all the booking made by that customer. In addition, information about the animals and the option to Access them directly. If you click on Lassie, you can see his information. So faster!

• Privacity: All information about privacy and GDPR

• Date of creation or date on which you include your data in the system

• Source from which your data has been obtained.
  For example: the customer provides you the data using the contact form of the web/online booking form / ..., you have obtained it from a list of customers bought from another company, from the internet, ...

• More details

• Accept the privacy policy

• Accept to receive your emails

• Request the removal of your data in the system

• Date of the request and details

• In addition, the standard DOCUMENTS that you have configured as "Privacy" type (acceptance of conditions, data processing, ...) will appear so that you can print them and deliver them to the customer

Note: remember that "standard documents" are templates that you can configure in the Tools > Documents option to print them quickly.

If the user has given consent to the inclusion of their data through the online booking form , information about the device used by the user is automatically stored in the DETAILS option:

• The IP addess

• The Web Browser (Chrome, Safari,...)

• The exact version of the browser

• The Operative System (Apple, Windows, Android,...)

• The device (Desktop, mobile, ..)

• The exact date and time

More information about privacy and GDPR:

Clic here

Clic here

DELETE CUSTOMERS:

If you have been testing the software and entering dummy data and now that you have finished the testing phase, you want to delete all the data to start working with the software with real data, we can do it.
We may delete all data from the software permanently. Contact us and we will help you.

Delete a customer:

If the customer has data referenced in other parts of the software: associated animals, sales or invoices, booking/appointments, check-in/check-out/services, etc. you can't delete it directly. In the case of delete it, errors would occur in the rest of the software and those invoices, animals, bookings/appointments... would not be associated with any customer.

For this reason, if you want to delete it, you must first delete the data it has referenced before you can delete it.

Our recommendation is: instead of delete it, you mark it as Inactive. In this way, you can continue to consult the records of that customer and all his related information.

Remember that you can sort customers by their name, code, status (active/inactive)... by clicking on the title of the table.

When a customer is inactive, he will no longer appear when you search for it to make a new booking/appointment, service/check-in, ...

To mark a customer as "Inactive": In the View > customers option, select the customer > in the right side menu Privacy > Inactive = yes. You can add the date and more details about the reason.

Some data may not be deleted due to restrictions in your country. As for example the case of invoices that in some countries the law forbids to delete them.

Here is a list with all the suppliers. You can sort them as you prefer:

More information on ordering and search engines:

Clic here

Clic here

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

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

So you can have your suppliers sorted and classified, but access all of them quickly.

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

If you click on a supplier, 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 are:

At the top there are 2 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

Smart statistics will help you to have a clear vision of the activity and profitability of that supplier "at a glance".

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 ...)

You can write down more phones and more emails for a customer. By clicking on the "more information" icon, new fields appear to record these data.

When you write the address and click on the Save button, the GoogleMaps map that shows the address will appear. You can zoom using the map buttons.

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

Includes important information and notes. This information will appear when you go to work with this supplier, for example when you write down a new purchase/expense. In this way you can quickly consult the information of interest.

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

• Documents: Stores and consults documents of a supplier: 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 supplier: call him, send him an email, notify him of something important ... and the software will remind you.

• Expenses or purchases : You can see a list with all the expenses/purchases made to that supplier