How to add Stallions and their advertised Service Fees

How to add Stallions and their advertised Service Fees

ADD STALLIONS AND STALLION OWNERS [STALLION FARMS]

You can add new Stallion(s) and their Owner(s), manually. 

This process is exactly the same as adding any other type of horse to your management portal, but you must specify the horse type as a Stallion in order for Stallion Contracts and other features to be enabled.



SET UP STALLION SERVICE FEES [STALLION FARMS]

Define the Advertised Service Fee for each Stallion, and when the service fee is to be charged. 

1. In Breeding section, navigate to the Service Fee tab.

2. Click on + Add Service Fee button on the top right to open the Add Service Fee box.

3. Select your Stallion and enter the Advertised Service Fee, inclusive of any GST applicable.

4. Throughout the breeding season, you may modify the Advertised Service Fee for specific dates or data ranges, and/or specific Appointments. To do this, click the + Add action icon next to the Stallion’s Advertised Service Fee.


Enter the new Service Fee and select a From Date and a To Date for that Service Fee to apply. You can optionally specify an Appointment, if the new Service Fee is to apply on a specific date.



NOTE: This feature is especially useful if you advertise your Stallion on breedr.horse and wish to promote your Stallion with a Discounted Service Fee at any time.

SET UP FINANCE BOOKING RULES [STALLION FARMS]

If you are a subscriber to Prism’s Finance module, you can choose to automatically create stallion service fees for charging to Mare Owner(s), upon completion of a pregnancy milestone. This is optional, as you may wish to manually create service fees at a particular time post the breeding season.

If you wish to automate the service fees follow the instructions below.
Navigate to Finance > Rules > Booking tab


Click the Edit action icon in the far right column to open the Booking Rule box.

  1. Add supplier if relevant. Otherwise, select “Internal”
  2. Select a Stallion from the Stallion Name dropdown. (Horse Type = “Stallion”)
  3. Set the Item to “Service Fee”
  4. Define when the service fee transaction should be created, based on your policy. 

  1. Adjust the Invoice Message if required
  2. Specify the Purchase cost (if the service fee is payable to an external supplier) along with the applicable Payable account.
  3. Specify the Sales charge and the Receivables account, then Save to finish. 
Note: The service fee transaction amount will be taken from the booking record dynamically, upon completing the relevant service task / pregnancy milestone selected.

Note: If you choose to manually invoice service fees, follow these instructions.

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