Work with record pages

Once you have learned one record page, you know them all. Each one has the same four parts.

This month cards

The cards at the top sum up the current month for that page, such as your total sales or how many treatments are pending. They cover the whole month and do not change when you filter the table.

Filter

Tap the filter button (sliders icon) at the top of the page to narrow the table by date, flock, status or customer, depending on the page. Tap Clear filters to see everything again.

Add a record

Tap the + button at the top of the page. A form opens. Fields marked with * are required. Tap Save when you are done.

If you close a form after typing in it, Poultrist asks Discard changes? Tap Keep editing to go back to it.

The table

Every record you keep is listed here, newest first.

• Tap a row to see its details.
• Tap the actions menu on a row (three dots) to View details, Edit or Delete it.
• Pull down on the list to refresh it.
• Use Previous and Next at the bottom to move between pages.

Deleting a record cannot be undone. Poultrist always asks you to confirm first.