How to Add a New horse to an Owner

How to Add a New horse to an Owner

To add a Horse to an Owner, follow the instructions below:  
  1. From Owner page, select the owner in the list

  2. Next to HORSE ACCESSIBILITY, click + Add Horse Access button

  3. Edit Horse Ownership dialog opens and allows you to adjust the ownership share

  4. Select Horse from the drop down list

  5. Input the % share and optional note and then click Add

  6. Shares MUST add up to 100%, so you will need to adjust the shareholding as required through adding Owners or adjusting existing shareholdings to ensure the allocated amount equals 100%

  7. Click Save to finish the process




Note:

  • The Adjustment Date is the date of Sale. Purchase and billing dates for the new owner will be ‘+1 day’ from that date.

  • You can add a horse to an owner without share (0% share in a horse). If you add an Owner with 0%, the horse will be added to the OTHER HORSES section in that owner profile.

  • If you add a horse to an owner with a share, the horse will be saved in HORSE ACCESSIBILITY section.

  • In case you want to move a horse from OTHER HORSES section to the CURRENT, you need to repeat above steps again with some share input for step 5.

  • When adjust the ownership share of the horse, the transaction will be recorded to TRANSACTION HISTORY tab by Adjustment Date plus 1.


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