Tracking Costs for Dispatch Animals

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This process shows you how to track the costs associated with nursing sick, injured and neglected animals linked to a Dispatch job back to health and maintaining them during their stay. 

This process is only effective for animals that are linked to a Dispatch job. 

You will need to have the Products & Services module enabled to employ this process. If you do not have this module currently active on your site, please contact support@shelterbuddy.com.

Adding Costs to the Animals:

  1. Ensure that all Vet Treatments, Medications and Procedures are linked to a Product or Service. Make sure that each of them has a valid cost and GL Code (account) applied. Click this link for more information on how to link them: Add Vet Treatment to List and Link it to Auto-Allocate Fees
  2. Whenever one of these elements is applied to the animal's file now, it will automatically add a cost to the animal's record in the Sell Products / Services link (accessible via Animal Menu on either the Animal Details or Medical Details page, and via Costed Clinic Consultation page. 
  3. Add any additional fees that may be incurred directly to Products and Services, complete with valid costs and GL Codes (accounts). For more information on adding Products and Services, click this link: Products and Services
    • This should include fees for such things as:
      • Hospitalisation costs
      • Anaesthetic costs
      • Surgery costs
      • Costs for dressings and wound care
      • Daily boarding costs
      • Laboratory fees
      • Consultation fees
      • Any other fees that cannot be directly applied as a Vet Treatment, Medication or Procedure. 
  4. For best results, use Costed Clinic Consultation to record all veterinary work: this enables you to log additional fees at the same time as recording veterinary information. If you don't have Costed Clinic Consultation on your site, contact support@shelterbuddy.com for more information. For further information on this module, click this link: Costed Clinic Consultations
  5. Use the Sell Products / Services link in the Animal Menu for each animal to verify that all associated costs have been applied. Add any that are missing.

Reporting on Costs:

  1. To verify that all treatments, medications, procedures and associated costs have been applied, use report 611 "Detailed Dispatch Animal Information". *If this report is not available on your site, please contact support@shelterbuddy.com. 
    • This report enables you to view all animals linked to a specific dispatch job as well as information such as:
      • Various note fields (Behaviour, Veterinary, General Animal Notes and even Special Message)
      • Medications
      • Assigned Products and Services
      • Vet Treatments
      • Clinic Procedures
      • Microchip numbers
      • Age and DOB
      • Current status
      • Current weight
      • Basics such as Name and Animal ID. 
  2. Check note fields for comments on any product that may not have been assigned to the pet - the Animal ID link is active so you can click to open the Animal Details in a pop-up and apply any additional products here. 
  3. Once you have verified that all relevant costs have been assigned to each animal associated with that job, you can use report 445 "Cost of Animal" to find the actual costs for that job. This report will show you item Sale Price, Cost Price and if your users have selected a special Price Level. It will also show totals for each of these columns. 
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