Dog On Web.com Users Guide Kennel · 15/09/2011 · Users Guide Kennel 1 . Welcome to dog on web! Thank you for signing up for your Dog On Web account. To get started go to the index

Dog On Web.com Users Guide

Kennel

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Welcome to dog on web!

Thank you for signing up for your Dog On Web account. To get started go to the index and you will find the page for setting up your account. This should be done first, you should follow the index by order to get set up. This Users guide contains step by step procedures for completing all tasks this program provides. The index will list all of the functions available in this program with the page number that contains the step by step directions.

Requirements are internet explorer 7 or 8 or Fire fox for your browser. Download Adobe Reader 9 or 10 which are free to download also download Adobe Flash. You must have your computer set to allow pup ups on for Dog On Web.

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Index Page Introduction …………………………………….…………………… 2 How to Edit Inventory…………………………………….………………58 The menu options……………………………………………..…..4 How to create a Litter……………………………………………………..60 How To enter your administrative information……….5 How to Enter New Breeding’s………………………………………... 65 (for getting started) How to set up Price settings ………………………………… 11 How to enter Breeding’s………………………………………………… 67 How to Add Invoice Category………………………………..14 Puppies ………………………………………………………………………….68 How to set your Invoice Settings……………………….…..16 How to assign Medical records to the litter……………………. 69 How to add Vet Info……………………………………………...18 How to create a litter Application for the litter…………….… 74 How to edit Vet Info……………………………………………...20 How to Print Collars for the litter of puppies……………….….76 How to set up Vet Check Disclaimer………………….…. 22 How to create and print a Pen Medical Check List………....78 (shot record) for litter How to set up a Sales Contract……………………………..24 Accounts Payable…………………………………………………………...80 How to set Site Settings………………………………………..26 Accounts Receivable……………………………………………………….81 How to set your Pedigree settings…………………….….28 Vendors…………………………………………………………………………..82 How to set up online B2B Agreements………………...30 How to book your puppies……………………………………………..83 (Business to Business) How to Invoice………………………………………………………………. 87 How to set up K9 Sales Settings………………………..….32 How to mark Invoices Paid……………………………………………..97 How to list Users……………………………………………..…..34 How to sell your dog……………………………………………………….99 How to list medical items………………………………..…..36 List Orders………………………………………………………………………111 How to edit medical list …………………………………..….40 How to Print any Report …………………………………………………113 How to set up a medical schedule………………..…….42 How to use the Calendar………………………………………………..115 How to Assign your Microchips……………………..…... 44 How to enter your customers………………………..….…46 How to Enter an Adult Dog for you inventory…..... 48

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Business Info Dow Account Activity Price Settings Invoice Category Invoice Settings Vet Info /Sales Contract Site Settings Pedigree Settings B2B Agreement K9Sales Settings Users

Medical Items New Items Medical Schedules New Schedules Microchips Assign Medical Items

Accts Payable Accts Receivable Customers Vendors Booking Invoices Purchase orders Export To POS System

Adult Inventory New Adult Breeding New breeding Litters New litters Puppies

Sales List Customers Inventory Forecast List orders

Kennel Reports Sales Reports Customer / Vendor Reports Purchasing Reports Company Reports Registry Reports USDA Reports

List Events Add Event

List Contacts New Contacts Contact Categories

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How to enter your administrative information (for getting started)

Business Info Dow Account Activity Price Settings Invoice Category Invoice Settings Vet Info / Sales Contract Site Settings Pedigree Settings B2B Agreement K9Sales Settings Users

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1. To enter your administrative information start by Selecting <Administrative> then select <Business Info>. The <Company Info> tab will be selected first, please fill in the blanks with you information and click <Submit>.

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2. Next select the <Contact info> tab. Fill in the information required for the Company Contact, if the billing info is the same as company info then click on the box next to Same as company info. Then click <Submit>.

Note: This is where you will find you DOW ID: number. This is what you need to know if you are setting up a B2B account. (Business to Business)

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3. Select the <Billing Info> tab. If the billing info is the same as company info then click on the box next to Same as company info, if not then fill in the information and click <Submit>.

NOTE: Invoice method means that you are using a credit card(chose online) and the payment method is credit card. (if you do not have a credit card call and we can arrange something)

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4. Next you need to select the <Regulatory Info> tab. Please fill in the information needed and click <Submit>. The bottom of this page is for Registry information which is explained on the next page.

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5.The bottom of the Regulatory Info page will have this registry Information window. To add new registries click on <Add New Registry> . The bottom window will then pop up.

6. Select from the pull down menu on Select Registry:. Once you have chosen the registry if you have a Registry Customer ID #: fill it in also. Then click <Submit>. If you need to add more registries then click on Add New Registry and chose from the menu again.

Note: The Account Activity tab shows what charges are being made for your account.

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How to set up Price settings


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This page is set up to determine prices you chose for your puppies, you have several options in doing this you have Price Plus and Breed Based Pricing.

1. Select <Administrative> then select <Price Settings>. Here you will set how your business determines the prices of your puppies. If you select the Price Plus option your items will be priced based on the purchase price and any markups you define. Prices are calculated per sales channel. Since you are probably selling for different prices depending on your customer. The other option is Breed Based Pricing (shown on the next page).

Note: Sales channel mark up drop down window has two options either by a % or by a set amount which is Ea.

Price Plus Option

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2. With breed based pricing you first select the Breed Based Pricing option and next select the <Filter By:> dropdown to see a list of all breeds.

Select the breed checkbox next to the breed you are raising or selling. You will need to click male and female for each breed under the active column.

The boxes with checks are dogs on your active breed list. After you have set the breed to active you can set predefined prices for the appropriate

channels you sell to and you can set the prices / markups for that particular channel. You may also set different prices for males versus females.

When creating litters later in the application your sales prices will automatically be set for you and you can over-ride them on the individual puppy

later if you need to. Just type the prices in the appropriate boxes then click <Submit>.

Submit

Note: If the breed is not listed in the options call and let us know not all the designer breeds may be listed

Set page size at 50

and work one page

at a time.

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How to Add Invoice Category


The Invoice Category menu option allows you to add or edit categories of additional items to your invoices or purchase orders. You may wish to categories such as Pedigrees, Shipping Charges, Medical Charges etc. In the next section we will explain how you will then add additional invoice items that use these categories. For example you may create 4 Generation Pedigree and 5 Generation Pedigree as invoice items under your Pedigree category. Setting up categories and items will allow us to provide sales reports around the other items you may add to an invoice or purchase order.

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1. Click on <Administrative> then click on Invoice Category, If you do not have a list like shown below on Manage Invoice Category then you need to go to Category Name:. Name the invoice item that you want to add to Invoice such as show below example Pedigrees, Shipping Crates and ect… If you don’t want the item on your list you can click the box in the delete column to remove it off the list.

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How to set your Invoice Settings


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1. Click

<Administrative> then click Invoice Settings. This is for different things you are charging for. Click the circle for yes or no then click <Submit>

2. This is where you set the price for your invoice items or categories. You can edit or delete things on the list.

Note: The prices across from Vaccination Charge and Microchip charges is how much you wish to charger per puppy.

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How to add Vet Info


The Vet Info menu option allows you to add any veterinarians you may deal with for health certificates or any other medical issues. When you set a veterinarian to the default veterinarian this is the veterinarian information that will be printed by default on your health certificates or Vet check forms. If you wish to print a different vet’s info simply change your default vet.

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Add Veterinarian

1. Click <Administrative> then Click Vet Info /Sales Contract then click Add Veterinarian then fill in the information and click <Submit>

Note: This is the information used for the health certificates, if you are doing them on the program. If your state is not on the list then you need to call us.

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How to edit Vet Info


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1. First select <Administrative> the click Vet info/ Sales Contract. To edit your Veterinarian information click on the edit button next to the vet you would like to edit. The window below will then pop up.

Veterinarian Info

2. Fill in the information needed then click on <Submit>.

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How to set up Vet Check Disclaimer


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1. Select <Administrative> then select Vet Info/ Sales contract. If you type something in this fieled it will print it on your vet check Disclaimer. You will need to print your vet check before going to the vet. You may want to leave it blank, it is not a necessity you can fill it in at the vet.

2. To print you will need to select <Kennel> then select puppies then check the boxes next to the pups you wish to print one for. Then click print. The window to the side will pop up. Click the box next to Vet Check Disclaimer then select Print.

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How to set up a Sales Contract


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1. Select <Administrative> then select Vet Info/ Sales Contract. This is used for you to type a contract between you and who your selling too. This menu below is used just like any word processor you would use. Once you type your contract up click <Submit.> If you need to ever edit you would come back and it will allow you to edit your document.

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How to set Site Settings


The Site Settings menu option allows you to enable several types of email notifications and to specify email addresses that you wish to have the notifications sent to.

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1. Click <Administrative> then click Site Settings. Fill in the information need for email addresses and for notifications, then chose categories below that you wish to be notified of.

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How to set your Pedigree settings


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Pedigree Settings

1. Select <Administrative> then click Pedigree Settings. If you chose to do pedigrees on your adult dogs then you will be able to print your puppies free because you bought the adult pedigrees. Chose yes or no next to the options you wish to have. Also select the number of generation for your pedigree from the drop down menu next to Generations to order: then click <Submit>

Note: if you want your name on the bottom of the pedigree weather it be company or personal name fill in the box and click <Submit >

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How to set up online B2B Agreements (Business to Business)


The B2B Agreements (Business to Business) menu option allows you to quickly see who you have B2B agreements in place with, without having to look at every customer or vendor individually. You can also edit the customers or vendors in this list to disable the B2B agreement that is in place with them. This will disable that customer from seeing your puppies that have B2B enabled and still allow your other customers to view your B2B enabled puppies.

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1. To find you DOW ID # you need to go to Administrative then click Business Info and it will be at the top of the page. This number was assigned to you when you signed up. 2. To create a B2B account you would you call the customer and get there DOW ID # and give them your DOW ID #. 3.Then select <Office> then select Customers if they are a customer at the present and they are in your list then you would edit that customer Other wise you would have to add them as a New customer and put there DOW ID # in. 4. The B2B stands for Business to Business with the customer, they need to have your DOW ID# and you need to have there DOW ID #.

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How to set up K9 Sales Settings.


The K9Sales menu option allows you to enter the information you wish to have displayed on any of your K9Sales.com web listings. Select the methods you wish to be contacted with, a welcome massage that may contain information about your kennel or store, and your shipping methods. This information can also be displayed from your own web sites puppies for sale page. We have enabled you to populate your own web site’s puppies for sale page with your own puppies directly from your DogOnWeb account. This saves you countless hours trying to manage your own site manually. Your puppies for sale page can now support pictures and video real time with the content coming from your DogOnWeb account.

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1. Select <Administrative> then click K9Sales Settings. This is for listing your dogs on the web this is the information that will be used for K9Sales.com. The welcome message is whatever you want to be displayed on the web page. If you want directions then fill in the direction box. Same goes with hours of Operation. Then click <Submit>.

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How to list Users


The Users menu option allows you to view, edit, or add users for your DogOnWeb account. Because the DogOnWeb application is a multi user application you can add as many users as you wish for your account. In addition to supporting multiple users we also have built in role based security as well. This allows you to give the level of access to the users you create that they need but not access to other features that they may not need access to. There are four different roles which limit a users access. Administrator, (can do anything) Kennel User (Can do all Kennel Functions), Sales User (Can do all sales functions), and Office User (Can do Office, Sales, and Kennel functions but not administrative functions) You can add a new user by clicking the Add New User link at the top right side of the page. When listing users you can edit a user by selecting the edit icon to the left of the user. When editing a user you can change the username, password, and contact information. You can also enable or disable a user id from the edit page as well.

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1. Select <Administrative> the click Users. This is a list of users that are able to access your program. This allows the system to track everyone that in your program. You can add, edit, enable, disable, or delete from the list. 2. To add a user click Add New User, then fill in the fields needed. On user access: click what you want the user to have rights to if you want the user to have right to all of the options click Admin box.

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How to list medical items


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The Medical Items menu option gives you a list of medical items that you have configured for your account. You can view all, active or inactive medical items by changing the Quick filter by dropdown. From this page you can edit an existing medical item by clicking the edit icon on the left side of the page. You can also add a new medical item by clicking the Add New link at the top right corner of the page on the Medical Items page. When adding a new medical item you can also set the usage calculation so that the system can automatically assign items on the correct date based on the usage for the particular item. The options are for pre scheduled, (meaning the item is given at 14, 21, 28 days from birth for example) Scheduled(You enter the date to be given hernia repair for example) or recurring (meaning it happens every year for example). If you select the Auto Complete check box for this item, when it is assigned to an animal or litter it will automatically be marked as give on the due date if the due date was prior to the time the item is assigned.

Selecting the New Item menu option allows you to add a new medical item the same way as selecting the add new link does from the list of medical items. When adding a new medical item you can also set the usage calculation so that the system can automatically assign items on the correct date based on the usage for the particular item. The options are for pre scheduled, (meaning the item is given at 14, 21, 28 days from birth for example) Scheduled (You enter the date to be given hernia repair for example) or recurring (meaning it happens every year for example). If you select the Auto Complete check box for this item, when it is assigned to an animal or litter it will automatically be marked as give on the due date if the due date was prior to the time the item is assigned.

The two sections below will describe how we use the Medical Items function of this program the page after this will have the step by step directions to get you through.

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1.To list different types of medical things you track Select <Medical> then select <Medical Items> . The chart below list medical procedures if you would like to add new then click on Add New or if you would like to Delete then check the box in the delete column it will put it in your archives. After clicking add new the next page will show you what the menu should look like.

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Medical Items Return To List

2. If you want this item to be automatically dated check the Auto Complete box. In the medical category there are four items in the drop down box which you can chose form. Fill in the blanks of the information needed.

Note: this is not a requirement but if you use it, it will let you know the amount of inventory you have left

Note: re-Order count will remind you to order vaccine when your down that low

Note: The description is for a title on what it is used for such as Parvo Vaccine for Puppies

Note: It should be set to pre Scheduled

Note: then you will start with days from birth. It needs to be selected. Then however many days you want to set them apart for this particular vaccine

You can not check Scheduled when you have pre Scheduled already checked Recurring is only used

when a scheduled item is going to reoccur within a certain time

Click Submit when finished 39

How to edit medical list


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Return To List

1.To edit Medical Items Select <Medical> the select Medical items. Then select the one you want and click the edit button. Change the information the way you want it and click submit.

Note: this is not a requirement but if you use it, it will let you know the amount of inventory left

Note: re-Order count will remind you to order vaccine when your down that low

Note: The description is for a title on what it is used for such as Parvo Vaccine for Puppies

Note: It should be set to pre Scheduled

Note: then you will start with days from birth. It needs to be checked then however many days you want to set them apart for this particular vaccine

You can not check Scheduled when you have pre Scheduled already checked Recurring is only used

when a scheduled item is going to reoccur within a certain time

COMBO

Da2PPv Schering-Plough

212434B

35

9/15/2011

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84

112

Click Submit when finished 41

How to set up a medical schedule


Selecting the Medical Schedules menu option will display a list of medical schedules for your account. Medical schedules are a grouping of medical items. By creating medical schedules you can assign a medical schedule to an animal or a litter and all of the items within the schedule will be automatically assigned to the animal or all of the puppies within a litter. You can view the medical items that are included in the medical schedule by selecting the items link at the right hand side of the medical schedules list. By selecting the edit icon on the left you can edit which items that are included in the schedule. If you expand the different categories you will be able to select items or deselect items to be included within your medical schedule.

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1. To list a medial schedule select <Medical> then select Medical schedules. You if you do not want the All puppy one that is given as your option you can create a new one by clicking Add new.

Return to List 2. This is the screen you should see after you click the Add New button. Check Auto Complete then fill in the blanks.

3. IF you are setting up a new schedule you will have to give it a schedule name and description.

Schnauzer puppies

Doc and Crop for Schnauzers

4. Being that this type of deal would be a medical procedure click on Medical Procedure box and it will bring up your list to chose from This is and example of how to set it up for any of the four topics then click <Submit>

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How to Assign your Microchips


The Microchips menu option allows you to assign microchips to an adult, an individual puppy or a litter of puppies all at once. When you assign microchips you will also be able to enter the date chipped, who chipped the animal, and the microchip manufacturer.

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1. Select <Medical> then select Microchip. You need to select the Animal Category/ Type: which gives you three options Adult, Litter, and Puppy.

2. From your list select one pup you want to microchip after you have selected it scroll to the bottom and enter in the information and click <Submit>.

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Accts Payable Accts Receivable Customers Vendors Booking Invoices Purchase orders Export To POS System

How to enter your customers

The Customers menu option will give you a list of customers. From here you can add new customers by selecting the Add Customer link at the top right of the page, or you can edit existing customers by selecting the edit icon to the left of the customer. When adding a customer be sure to select the appropriate customer type so that they will be presented with the appropriate prices that you set for that customer type. When editing a customer there will be several tabs for entering different information about your customer. The Company Info tab contains information about the company if your customer is a company. This is also where you would enable B2B for the customer by selecting the enable online booking and enable online ordering. Your customer must be using the DogOnWeb system as well for B2B to work.

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1. Select <Office> then select Customers To add a new customer you need to click on Add Customers and the below window should appear. 2. Fill in the information need and the RED* are mandatory. When completed click <Submit>

Note: The DOW ID #: You would need to know what this customers Number to be able to Enable online booking and Enable online orders

Note: The enable online booking

is if you want to be able to book to this customer. The enable online orders means the customers are able to see the inventory that you have a B2B (Business to Business) agreement with.

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How to Enter an Adult Dog for you inventory


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1. Click on <Kennel> select <New Adult>

2. You need to

start with the Dog ID #, this is either the tag or the microchip. If your using microchips you must put the whole microchip number in however you may leave a space before the last four numbers .

3. You are entering your dogs information, fill in all of the field that you have information for the red * are

mandatory to complete. Notice an <Add imperfection> you may enter from a list any imperfections your dog has or that might acquire later . Next go to the lower portion of the screen.

Note: After the registration number click the tab key if it is in the system it will automatically fill in the information wait for the wheel to quit before going on.

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This is the lower part of the previous page

4. Fill in the information you have on the sire and then the dam. When done click Submit. Your fields will fill themselves in.

Note: After the registration number click the tab key if it is in the system it will automatically fill in the information wait for the wheel to quit before going on.

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5. Go to the top of the screen and select the <Ownership> tab.

6. If the administrative information and your owner information are the same than click the <Same as Company Contact>. It will fill in the ownership information automatically for you. Then fill in the breeder information. 51

7. Fill in the information on the Acquisition Details of whom you bought it from.

8. The Disposition Details is to be filled in when disposing of the dog.

9. To save you data click the <Save> button.

10. You will see the dog you entered in and the registration, to add another registry for that dog click on Add New Registration and fill it in. When your done click < Save> and it will return you back to your menu. It will Say Record Updated Successfully on top of the page. 52

11. Next select the <Medical> Tab, If your adding any medical information go down to Assign Medical Item.

This is the screen you should be seeing next

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12. Click on Medical Items drop down box Than chose either Medical Items or Medical Schedule. If you were to chose Medical Items this is what your screen should look like in Step 1. Check the squares on the left that apply to your dogs history. Thank click <Next>. Then it will show you Step 2: Click <Next> Then step 4 will appear and you will need to click < Assign>

Drop down box

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13. To upload pictures of you dog, you will need to go to the <Picture>tab than click on <Browse> find your picture. Then select<Upload> and your picture should appear.

Your picture should pop up here

Note: you have two choices you can upload Pictures or Videos

The Selected Medical Items are Successfully assigned to the selected Animal Inventory will appear at the top of the page

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14. You will need to click on <Documents> Tab on the top of the page.

15. To add a copy of you registration paper(s) click on Add Document. Then this widow will pop up and you will need to Name your Document and then click <Browse> find you document and click <Upload> (the file needs to be a jpg.)

16. If you need to add other documents for you dog, you may. To edit a document click on the < Edit> button as shown below. Also if you are needing to delete a document select the document and click the box in the Delete Colum.

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17. Next you need to click on the< Notes> tab. This is where you can put anything you want to document on the dog. This note field is for that

Only put notes in here that pertain to the dog such as she was a good mother or had good milk. Do not write that she had a c-section that belongs under imperfection.

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How to Edit Inventory


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1. Select Adult Inventory and the screen below will appear. Next you will select the edit button of the dog you are wishing to edit.

2. Only click once! on an edit button and it will bring up the menu, you were in when you added your adult to your inventory. You can chose from your list of inventory.

Note: you can set your page size to fit your needs.

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How to create a Litter


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1. To create Litters you will select<Kennel> then select <New Litters> . Fill out Litter information , then when you get down to males and Females if you have none you must enter a zero in that space. (As shown below) 2. Then you will go down to the sire information which has a Dogs ID: if there is no pups of that sex put in a zero you must have something in the field, same is true with the Dam. 3. There is a note field on the bottom of the page this is for any information that you want to keep on record for this litter. After its all filled in select the <Save> button.

0 1

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4. This is the next screen that will be shown after you have saved your litter. Then to edit your litter information click on the edit button of the litter you want to edit, this is where you will put your pup information in. The last litter you entered will be on the top of the list.

5. After selecting edit it will bring up the following screen. (Only Click Once)

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6. Next select the <Pup> tab, the screen below will show you the list of pups. To edit information for the pups you click on the <edit button> of that pup.

Add Pup

Note: If you did not have enough pups entered in your litter record you can add the pup by clicking on Add Pup below fill in the in formation click submit and it will update your information

Save 63

7. Now you can fill in or change anything on the pup this is where all the information for the puppy is stored. It shows the sire and dam information on the bottom of this screen. 8. If there are imperfections on the pup select <Add imperfection> and pick from the list. When you are done be sure to click the <Save> button.

Note: after clicking <Save> Record Updated Successfully should appear on the screen

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How to Enter New Breeding’s


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1. Select <Kennel> then select New Breeding. This is where you enter your breeding record. You need to fill in all the information in the fields. The drop down boxes give you more then one option. When you get down to the Dogs Id: you will pick the id number you used for your sire and the dam and it will fill in the information on them. Be sure you chose the right registry for your litter . Then click <Save>.

Return to List

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How to enter Breedings


NOTE: The Breeding function has a list of breeding’s that you can use to add, edit or ect… This list will only appear after you have created a New breeding.

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Puppies


Note: This is a list of your puppies that you can add, edit, or ect…

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How to assign Medical records to the litter


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1. After entering litters you need to select <Kennel> then select <Litters>. The last litter you entered will always be on top of the screen. Click the edit button next to the litter and it will open up the menu below, or you can find it by putting in you ID# and clicking <Filter>.

2. Click on the medical tab

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3. The next step is to click on the Assign Medical Items

4. If you are using the medical items then select from the menu if you are using medical schedule then click on the drop down window and select medical schedule 71

5.If you selected Medical schedule then you will have to pick if you have more then one

on the list.

6. After selecting which medical schedule on your list you wanted the window will pop up with the options you chose for that schedule. If you would like all of the options then you may click the box next to Item Name and it will select all of them for you, if not then select the individual option that you want and click <Next>

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7. After you clicked next it should take you to step 2 then click next again where it should take you to step 4

8. Now click Assign A message will pop up like the one below click ok 9. Then at the top of the screen it should read The Selected Medical Items are Successfully assigned to the Selected Animal Inventory.

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How to create a litter Application for the litter


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1. To do a litter application you go to <Kennel> then <Litters> you can pick your litter by either editing the litter or if you just want to print information click the little box next to the edit button. 2. To print Click the <Print> button on the far right, it will open up a menu as shown below. Select Litter Application to print the Litter Application.

3. A PDF file will pop up Scroll to the bottom and enter your credit card information and anything else need to complete the transaction. After that scroll to the top and you may send this 2 different ways such as by email or print and fax.

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How to Print Collars for the litter of puppies


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1. Select the <Kennel> tab then next select <Litters> after that select your litter from the menu by clicking the box next to the edit button. To print your collars you can click on the <Print> button on the far right and open up the menu

2. After you select Collars click <Print> and it will bring up a PDF File for your collars. After you print them you can take your scissors and cut along the dotted lines. Fold and Stick in your dogs Collar.

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How to create and print a Pen Medical Check List (shot record) for litter


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1. To print Pen Medical Check List (Shot record) select <Kennel> than select <Litters> . Next Click the box next to the edit button on the litter you wish to print a shot record for.

Note: Print menu shown below where to check off too print Shot record

2. When selecting the Medical Check List and clicking print it will bring up you PDF file as show here. Then after printing the document you can fold or cut along the dotted lines and put on the cage.

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Accounts Payable

Accts Payable Accts Receivable Customers Vendors Booking Invoices Purchase Orders Export To POS System

The Accounts Payable menu option is where you will get a list of purchase orders that you may owe money for. With a purchase order you can track who you may owe and what you owe for. The initial list is active purchase orders. Purchase orders are considered active if there is still a balance due on them. Once you record a payment with the payments tab and the balance due is 0 then the purchase order is considered inactive. It will no longer be listed in your accounts payable list. Purchase orders can be searched for or filtered by Customer, Invoice #, Litter # or Pup #.

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Accounts Receivable


The Accounts Receivable menu option is where you will get a list of invoices that you are still do a payment on. The initial list is active invoices. Invoices are considered active if there is still a balance due on them. Once you record a payment with the payments tab and the balance due is 0 then the invoice is considered inactive. It will no longer be listed in your accounts receivable list. Invoices can be searched for or filtered by Customer, Invoice #, Litter # or Pup #.

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Vendors


The Vendors menu option will give you a list of vendors. From here you can add new vendors by selecting the Add Vendor link at the top right of the page, or you can edit existing vendors by selecting the edit icon to the left of the vendor. When adding vendor be sure to select the appropriate vendor type so that they will be presented with the appropriate prices that you set for that vendor type. When editing a vendor there will be several tabs for entering different information about your vendor. The customer type that kennel would use is who is moving the pups from your facility for your 7006 which shipper is one of the choices.

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How to book your puppies


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1. To book pups select <office> then <Booking>. Click New Booking and your screen should look like the one below. If your booking with a broker or a pet store you can do it with a B2B (business to business) agreement. You can refer to the index for the B2B agreement. If you have not already read it. If who you are not booking with is not on Dog on Web then you would have to book the way you used to before you were on this program.

2. You need to select the Company and the companies info will fill in automatically. Then click next

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3. After clicking next your page should look similar but with your customers info. Next Click Add Items and the menu below should show a list of your puppies

4. You would check the box under select after you have checked the pups you want to be booked to the customer you have chosen then you would click Add to booking.

Add to Booking Close

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5. Now you can add to it if you need to since booking is established and it will take you back to your list and you can add more to it if you need. 6. Next Click Submit to authorize the booking and at the top of the page it will say Booking Request Send to the Customer Successfully.

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How to Invoice


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2. Fill in the information and click Next.

1. Select <Office> then select Invoices. Click on Add New Invoice.

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3. After you clicked next this is the screen that will appear with the information you have filled in. Then click on Add Items from Inventory.

4. Check the pups from your list that you are selling to whom ever then you would go to the bottom of the list and click <Submit>.

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5. Note that you have the puppies now that you chose to have on the invoice and you can fill in the price that your wanting for them. If you have other charges that you would like to charge for then click Add Additional Charges it will then take you to a menu for you to chose from. If you have sold the puppies on the First option we gave you to invoice them you will select <Office> then Invoices pick your customers as we did before then you will chose Add Items on Order and it will show you the screen just like above.

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6. You can pick whatever you would like to add form your list if it is not on this list you would need to go back to your <Addmistrative> and click on Invoice Settings pick the charges from this list and then click <Submit>. It will add it to your invoice.

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7. On animal items the pups you have chose go to price and fill in the price. On additional charges your quantity is showing one you can then change it to, two for having two pups in the litter and it will calculate your price accordingly. Then click save Invoice. If you need to edit the invoice select the edit button next to the invoice you wish to edit then you have either Add Additional charges or Adding pups you can pick your choices. 92

8. You need to click on Delivery tab and your window should look like this fill in the information needed as how your pups are leaving your facility. This will be the information that will print on you USDA 7006. When you have filled this click update then you will go back to your next menu.

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9. Notice now the invoice that we created is on the top line if you would like to check the pups that are on the list click the edit button next to the pup your checking.

10. Now it will show you the puppies to close the window click on it again. Click the edit button of the invoice and it will take you to the invoice summary. Then you will click the print button. * IF you have a B2B set up to transfer you invoice you would select the transfer invoice on top and it will send the information to the one that its invoiced to.

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11. Now you may click on any item on the list that you wish to print. Then it will bring up a pdf file. Example is on the next screen of the pdf file.

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12. This is a pdf file that you are able to print or email however you want to do if you are going to email you will click the third little button on top that resembles and envelope if it is not there on the spot right click and chose email from the list . 13. If you going to print you click on the first button which Is a little printer it will bring up your print window if you want more then one copy then change the number of copies and click print. If you want to save this to a file then click the second button, name the file then click save. This is the way you will print anything from the list.

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How to mark Invoices Paid


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1. Select <Office> then select <Invoice>

2. Edit the invoice u wish to mark paid. It will then bring a window up like the one below click on the Payments tab. Fill in the fields and click <Submit>.

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How to sell your dog


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1. To list a dog for sale you must select <Sales> then click <sales list> your page should look like the one shown above. Under the price type there are six different choices that you can change your sales price to on the screen. After you have made your choice and your ready to sell you dogs there are two ways in which to do it you may click on the edit button and it will take you to your customers or you can select <office> then select Invoicing. The first way I am going to show you will be to click on the edit button the next page will show you your next page.

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2. This is the screen you will see after you selected edit on the previous screen. Check the customer under the column active and put the price in under the column Invoice Price. Then click submit and it will take you back to the previous screen and will read at the top of the screen Record Updated Successfully.

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3. The next screen will show you your other option.

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5. Fill in the information and click Next.

4. Select <Office> then select Invoices. Click on Add New Invoice.

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6. After you clicked next this is the screen that will appear with the information you have filled in. Then click on Add Items from Inventory.

7. Check the pups from your list that you are selling to whom ever then you would go to the bottom of the list and click Submit.

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8. Note that you have the puppies now that you chose to have on the invoice and you can fill in the price that your wanting for them. If you have other charges that you would like to charge for then click Add Additional Charges it will then take you to a menu for you to chose from. If you have sold the puppies on the First option we gave you to invoice them you will select <office> then Invoices pick your customers as we did before then you will chose Add Items on Order and it will show you the screen just like above.

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9. You can pick whatever you would like to add form your list if it is not on this list you would need to go back to your addmistrative and click on Invoice Settings pick the charges from this list and then click Submit. It will add it to your invoice.

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10. On animal items the pups you have chose go to price and fill in the price. On additional charges your quantity is showing one you can then change it to, two for having two pups in the litter and it will calculate your price accordingly. Then click save Invoice. If you need to edit the invoice select the edit button next to the invoice you wish to edit then you have either Add Additional charges or Adding pups you can pick your choices. 106

11. You need to click on Delivery tab and your window should look like this fill in the information needed as how your pups are leaving your facility. This will be the information that will print on you USDA 7006. When you have filled this click update then you will go back to your next menu.

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12. Notice now the invoice that we created is on the top line if you would like to check the pups that are on the list click the edit button next to the pup your checking.

13. Now it will show you the puppies to close the window click on it again. Click the edit button of the invoice and it will take you to the invoice summary. Then you will click the print button. * IF you have a B2B set up to transfer you invoice you would select the transfer invoice on top and it will send the information to the one that its invoiced to.

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14. Now you may click on any item on the list that you wish to print. Then it will bring up a pdf file. Example is on the next screen of the pdf file.

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15. This is a pdf file that you are able to print or email however you want to do if you are going to email you will click the third little button on top that resembles and envelope if it is not there on the spot right click and chose email from the list . 16. If you going to print you click on the first button which Is a little printer it will bring up your print window if you want more then one copy then change the number of copies and click print. If you want to save this to a file then click the second button, name the file then click save. This is the way you will print anything from the list.

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List Orders


The List Orders menu option will display a list of customers or vendors who currently have items on order. You can change your list to orders from customers, or orders to vendors with the view dropdown. Orders can be searched for or filtered by Customer, Litter #, Pup#, or Breed. By selecting the Add Order link you can first select your customer, then select the items that you want to place on order to the selected customer by selecting the Add Pups link. When you add puppies to a customer by selecting the checkbox you can enter the invoice price at the same time if it is different than your listed price. If a customer already has items on order and is in the list you can select the edit icon to edit the items that are currently on order to the customer or to add other items to the customer by selecting the Add Pups link. If you have enabled B2B for your customers they have the option to order online from the puppies you have B2B enabled for as well. If your customer sees puppies that they wish to purchase they can order them online. When they order online they will be paying your listed price for that particular customer type. The customer will then automatically be listed in your list of customers with items on order. This places the order for you automatically. If you marked puppies to a particular customer in the Sales List you will also see that customer listed in your order list. In summary there are 3 ways that a customer gets listed in your List Orders page. 1. You assign items from the sales list. 2. You create an order with the Add Order link pick your customer then the puppies. 3. Your B2B customers place an order online and it is automatically created for you

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1.Select <Sales> then List orders. The List Orders menu option will display a list of customers or vendors who currently have items on order. You can change your list to orders from customers, or orders to vendors with the view dropdown.

2.Orders can be searched for or filtered by Customer, Litter #, Pup#, or Breed. By selecting the Add Order you can first select your

customer, then select the items that you want to place on order to the selected customer by selecting Add Pups. 3.When you add puppies to a customer by selecting the checkbox you can enter the invoice price at the same time if it is different

than your listed price. If a customer already has items on order and is in the list you can select the edit icon to edit the items that are currently on order to the customer or to add other items to the customer by selecting Add Pups.

4.If you have enabled B2B for your customers they have the option to order online from the puppies you have B2B enabled for as

well. If your customer sees puppies that they wish to purchase they can order them online. When they order online they will be paying your listed price for that particular customer type. The customer will then automatically be listed in your list of customers with items on order. This places the order for you automatically. If you marked puppies to a particular customer in the Sales List you will also see that customer listed in your order list. In summary there are 3 ways that a customer gets listed in your List Orders page. 1. You assign items from the sales list. 2. You create an order with the Add Order link pick your customer then the puppies. 3. Your B2B customers place an order online and it is automatically created for you

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How to print any report

Kennel Reports Sales Reports Customer / Vendor Reports Purchasing Reports Company Reports Registry Reports USDA Reports Note: All of the reports are

done in the same way as the Kennel Report that we used for an example

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1.To print a report select <Report> then select Kennel Reports These are reports for the kennel that you can print. Example Adult Dog Inventory if you were to click on the print button it would bring up a window such as shown below This report can be ordered in different ways. On the dark line after each topic there are little up and down keys such that look like this they will rearrange that column to your desire if you want a special way of sending the file select a format by export. The most common is the PDF file and you can print or export it by clicking the export button. Then when you have chosen the pdf and clicked on export a window will pop up you may open the file or save it. IF you chose to open then can print from it You may email it print it or save it just like printing anything else in this program.

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How to use the Calendar

List Events Add Event

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1. To add events select <calendar> and then select Add Events. Your window should appear as the one show above you just fill in the information you wish to appear on the calendar and click submit. To view calendar than select calendar and then select List Events. 2. The window below should appear with your event you have entered into the calendar to edit click the event then edit it and submit it again this calendar is used for your benefit it is not a necessity.

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