Under the Movement menu select “Add Movement” to create a movement.
The following screen will be displayed
Charge To- Mandatory - The movement can be charged to a client or charged to a horse
Charge To Client - Any horse can be selected and all transactions will be written to the client. A horse must be selected. A tax invoice or end of month statement can then be created for the client
Charge To Horse - Charges will be created for the owners of the horse and split accordingly. Transactions will appear under the horse transactions and are available for the creation of a tax invoice or for the end of month process.
The person next to the client drop down list, allows a user to add a new client if they are currently not set up in the system
Add Horse is used to search for horse(s) to be added to the movement
If the horse does not appear in the Add Horse search then a new horse can be added by using the + next the Add Horse
The user can edit the field and change the spaces that the horse will take in the truck. A dummy horse record can be created for unnamed horses such as “Horse Movement”.
Run- Non mandatory - the run can be allocated a movement when it is being created or later through the create run option via Runs - Scheduled, Runs - Tentative or Movements - Unscheduled views or under the Dispatch tab - Manage run panel.
If a run has already been allocated then the driver(s) and truck related to a run cannot be changed in the movement screen.
Runs can be modified via Runs - Scheduled or Runs - Tentative views or via the Dispatch tab Manage Run Panel
By selecting the + next to “Run” a user can create a new run then add it to the movement.Depot - the depot the truck will be leaving from. The depot is added to a truck in Settings. Can be changed in the movement screen
Trip Itinerary - used to save information about long haul trips
Movement description - more information about the movement.
Service code - service code the movement should be charged against. A default service code for movements can be set up in Settings
From Location - drop down box with Places that have been created in Settings
Pickup Notes freeform text with more information about the the pickup e.g. Paddock 2
From Date and Time - Date and time horse to be pickup
To Location - drop down box with Places that have been created in Settings
Dropoff notes - freeform text with more information about the the drop off e.g. Go to main office
To Date and Time - Date and time horse to be dropped off
Amount - cost of the trip. Can be set up with a default cost under “Trips” in “Settings
The + next to Amount is used to create another leg in the movement
The pencil next to the amount allows a note to be added to the cost and will appear on the month end statement and under the Ready to Bill view.
Extra charges - additional charges can be added to the movement e.g. Farrier, training, toll. The charges can be charged to a client or a horse and can be charged to all horses (when job is first created) or individual horses.
Receiver notes - freeform text for communications with the receiver. Phone number and email relate to receivers notes
Buttons on the movement screen
Add & Close - add the new movement and close the movement screen
Add to job - adds the new movement to the job, clears fields in movement screen and shows the new movement in the Job panel.
Copy Movement- adds the new movement to the job, clears the Charge To details, saves all other fields in movement screen including extra charges and shows the new movement in the Job panel.
Reset - clears the movement screen
Cancel - clears the movement screen and closes it.
