---
# Generated by the help-docs job in equiapp (ci/help-docs-generator) from the
# help anchor 'BreedingShopSettings'. Set generated to false to edit this page by hand; the job
# then leaves it alone.
title: Settings
summary: >-
  Configure the stallion catalog, shipping options, stations, terms and other
  shop settings that customers see in your breeding webshop.
helpKey: BreedingShopSettings
generated: true
tiles:
  stallions:
    title: Breeding stallions
    summary: >-
      Shows the stallions you sell semen from, their price and catalogue status,
      and lets you add, edit, remove or reactivate products.
  shipping:
    title: Shipping
    summary: >-
      Shows the delivery or pickup services you have set up for the shop, with
      their names, type and price.
  insemination-stations:
    title: Agents / Insemination stations
    summary: >-
      Shows contacts flagged as agents or insemination stations with their
      default shipping method, TRACES number and a Picklist badge if used for
      picking; you can add, edit, view or remove stations here.
  collection-stations:
    title: Semen collection stations
    summary: >-
      Shows all contacts marked as semen collection stations; you can add, edit
      or remove stations here.
  terms:
    title: Terms and conditions
    summary: >-
      Upload, view or delete the PDF that customers must accept for every
      webshop order.
  trusted-countries:
    title: Trusted countries
    summary: >-
      Shows the countries trusted for down‑payment orders; click **Edit** to add
      or remove trusted countries.
  webshop:
    title: Other
    summary: Shows the default breeding shop settings and lets you edit them.
  breeding:
    title: Settings
    summary: >-
      Shows the main breeding settings (automatic fresh semen removal, label
      notes and the success‑day threshold) and lets you edit them.
modals:
  save-station:
    title: Add agent / insemination station
    summary: >-
      Use this dialog to add a new agent or insemination station (or edit an
      existing one). Fill the required fields and press Save.
  save-stallion:
    title: New breeding price
    summary: >-
      Create or edit a breeding product for a stallion, setting price,
      availability, and optional details.
  save-shipping:
    title: Shipping method
    summary: >-
      Create or edit a shipping method that appears in the shop and can be used
      for insemination routes.
  save-trusted-countries:
    title: Trusted countries
    summary: >-
      Choose the countries that may make a down payment for breeding purchases;
      others must pay the full price up front.
  update-shop-settings:
    title: Update shop settings
    summary: >-
      Use this form to adjust the breeding shop’s default behaviours, price
      settings and optional admin or health‑certificate fees.
  update-settings:
    title: Update settings
    summary: >-
      Adjust breeding‑related organisation settings like automatic semen
      disposal, extra label text and the assumed‑success interval for
      inseminations.
---

# Settings

Use this page to set up everything a customer can view or purchase in your breeding webshop – stallions, shipping methods, agent and semen collection stations, terms and conditions, and overall shop options.

## Good to know
- You only see the tabs you have permission for: stallions, shipping and stations need shop‑management rights; the breeding settings need admin or semen‑collection rights.
- The “Other” tab appears only when at least one of those rights is present and combines general shop options (NVWA approval, cut‑off times, default down‑payment) with breeding‑specific defaults.
- Changes are saved instantly and are reflected in the webshop immediately.

The **Add** button on the Agents / Insemination stations and Semen collection stations tiles opens the save station form.

<!-- help-docs: modal save-station -->

## Add agent / insemination station {#save-station}

Use this form to create or edit a breeding station.

### Contact
- Choose a **Contact** (required) that is not already assigned as a station, or click **Create new contact** to add one. In edit mode the contact name is shown and cannot be changed.

### Default shipping method
- Pick a **Default shipping method** that will be pre‑selected when creating a new order for this station (optional).

### Default shipping location traces number
- Enter the **Default shipping location traces number** used for TRACES shipment tracking (optional).

### Use for picking
- Turn on **Use for picking** to show orders from this station on the picklist (optional).

### Semen collection station number
- Fill in the **Semen collection station number** to identify the collection point (optional). Only shown for semen‑collection stations.

### After saving
- The station is saved, the dialog closes, and the station appears in the breeding stations list.

<!-- help-docs: tile stallions -->

## Breeding stallions {#stallions}

Shows all stallions that have a breeding product, the price you set for their semen, and whether the product is active, future or inactive.

### Reading the Breeding stallions
- **Stallion**: the stallion’s name. A cross icon indicates a deceased stallion; a coloured badge shows the catalogue status – **Active**, **Not yet active** or **Inactive**. A blue **Shop** badge (eye icon) means the product is visible in the private webshop; blue **Fresh** and **Frozen** badges indicate the available semen types. A map‑pin with a contact name shows the default semen collection station.
- **Price**: the price shown in your organisation’s currency; if the product is **Inactive** the price is displayed with a strike‑through.

### Add a stallion
1. Click **Add stallion** (plus icon) in the tile header.
2. The save stallion form opens – fill in the details and click **Save**.

### Edit a stallion
1. Click the three‑dot icon next to the stallion you want to change.
2. Choose **Edit** from the menu.
3. The save stallion form opens – update the fields and click **Save**.

### Remove a stallion
1. Click the three‑dot icon next to the stallion.
2. Choose **Remove**.
3. Confirm the removal in the dialog.

### Reactivate a stallion
1. Click the three‑dot icon on an inactive stallion.
2. Choose **Reactivate**.

### Filter the list
1. Click **Filter** (funnel icon) in the tile header.
2. Tick the desired status, semen type and/or shop visibility options.
3. Click **Apply filter** to update the list.

### Search for a stallion
1. Type part of the stallion’s name in the **Search stallion by name...** field.
2. The list updates to show matching stallions.

### Good to know
- The tile appears on the Breeding shop settings page and only when the breeding feature is enabled for your organisation.
- Only stallions that already have a breeding product are listed; stallions without a product can be added with **Add stallion**.
- The catalogue status depends on whether a current price, a future price, or the hidden flag is set on the product.

<!-- help-docs: modal save-stallion -->

### New breeding price {#save-stallion}

Use this form to create or edit a breeding product for a stallion.

#### Stallion
- Choose the stallion for a new product (list grouped as **My horses** and **External horses**).

#### Set a custom upfront payment
- Enable to require an upfront amount (only for trusted countries).

#### Upfront payment
- Amount the customer must pay when ordering, in your organisation’s currency (exchange rate applied if paid in another currency).

#### Default semen collection station
- (Optional) Set the default location/company for semen collection; used for new collections and orders.

#### Morphology (percentage)
- Enter the percentage of normal sperm morphology; saved on the stallion.

#### Straw color
- Select the colour of the straw used for semen.

#### Fresh available
- Toggle to offer fresh semen.

#### Frozen available
- Toggle to offer frozen semen.

#### Show in shop
- Toggle to display this product in the shop.

#### Customer description
- Text shown to customers in the shop and on invoices; translate via the button.

#### After saving
- The product is saved and appears in the breeding shop list (or updates the existing entry). The selected defaults are stored on the stallion.

<!-- help-docs: tile shipping -->

## Shipping {#shipping}

Shows the delivery or pickup services you have set up for the shop, with their names, type and price.

### Reading the Shipping
- **Name**: the name of the shipping provider.
- **Type**: the kind of service (Pick up, Same day delivery, Next day delivery, Staff delivery).
- **Price**: the cost for this shipping method.
- Truck icon: shows the row is a shipping method.
- **Shop** (eye icon + “Shop”): indicates the method is visible to customers in the webshop.
- Three‑dot icon (vertical): opens a menu with **Edit** and **Remove** actions.
- **Search shipping method...** field and **Filter** button: let you narrow the list by name, service type or shop visibility.

### Add, edit or remove a shipping method
1. Click **Add** (plus icon) at the top right of the tile to open the “New shipping method” form. Fill in the details and click **Save** (see “save shipping”).
2. To change a method, click the three‑dot icon on its row, choose **Edit**, adjust the details in the “Edit shipping method” form, and click **Save**.
3. To delete a method, click the three‑dot icon, choose **Remove**, and confirm the removal in the confirmation dialog.

### Good to know
- Only shipping methods that are not hidden appear in the list.
- A method appears in the webshop only when the “Show in shop” option is enabled (shown as the Shop label).
- The filter and search controls let you quickly find a method by name, type or shop visibility.

<!-- help-docs: modal save-shipping -->

### Shipping method {#save-shipping}

Use this form to add a new shipping method or change an existing one for the shop and insemination planning.

#### Type
- Pick one of the four options (Pick up, Same day delivery, Next day delivery, Staff delivery). The choice shows or hides extra fields.

#### Where does this shipping provider deliver to
- Choose the countries this method serves; use the search box to find a country.

#### Shipping slip start number
- Set the first number used on shipping slips for this method.

#### Show on insemination routes
- Check to make the method available on insemination routes.

#### Holiday and Sunday delivery
- Check to allow deliveries on holidays and Sundays.

#### Show in shop
- Check to display this method in the webshop for customers.

#### Customer description
- Text the customer sees in the shop and on invoices; translate it with the button.

#### Custom postcode ranges
- Add postcode numbers or ranges (e.g., 75, 2434, 73‑75) to limit staff deliveries; leave empty for all postcodes.

<!-- help-docs: tile insemination-stations -->

## Agents / Insemination stations {#insemination-stations}

The tile lists all contacts that are marked as agents or insemination stations. For each you see the name, the default shipping method, the TRACES location number and, when enabled for picking, a blue Picklist badge.

### Reading the Agents / Insemination stations
- **Name**: the contact’s name. A blue **Picklist** badge means the station is used for picking.
- **Default shipping method**: the shipping product pre‑selected when creating an order for this station.
- **Traces number**: the TRACES location number used for shipping.

### Add a new agent or insemination station
1. Click the **Add** button (plus icon) at the top of the tile.
2. In the dialog, pick an existing contact or create a new one in the **Contact** field.
3. (Optional) Select a **Default shipping method** from the drop‑down list.
4. (Optional) Enter a **Traces number**.
5. (Optional) Tick **Use for picking** to show orders from this station on the picklist.
6. Press **Save** to create the station, or **Cancel** to close the dialog without saving.

### Edit an existing agent or insemination station
1. Click the three‑dot icon at the right of the row and choose **Edit**.
2. In the same dialog, adjust any of the fields (shipping method, TRACES number, Use for picking).
3. Click **Save**.

### View a contact
1. Click the three‑dot icon and select **View contact** to open the contact’s detail page.

### Remove an agent or insemination station
1. Click the three‑dot icon and choose **Remove**.
2. Confirm in the pop‑up; the contact itself stays in your contacts list.

### Good to know
- The tile is shown only when the breeding module is active and you have rights to the breeding settings.
- The **Picklist** badge appears only if **Use for picking** is enabled for that contact.
- Removing a station only clears its station flag; the contact record is not deleted.

<!-- help-docs: tile collection-stations -->

## Semen collection stations {#collection-stations}

This tile shows the contacts that are marked as semen collection stations for your breeding activities.

### Reading the semen collection stations
- **Name**: the contact’s name.
- **Semen collection station number**: the reference number you assign to the station (or “‑” if none is set).
- **Three‑dot icon**: opens a menu with **Edit**, **View contact**, and **Remove** actions for that station.

### Add a semen collection station
1. Click the **Add** button (plus icon) at the top of the tile.
2. In the dialog, choose an existing **Contact** or create a new one, then enter the **Semen collection station number**.
3. Click **Save** to store the new station.

### Edit a station
1. Click the three‑dot icon on the row of the station you want to change.
2. Choose **Edit**.
3. Update the **Contact** (if needed) and/or the **Semen collection station number**, then click **Save**.

### View a station’s contact
1. Click the three‑dot icon on the row.
2. Choose **View contact** to open the contact details page.

### Remove a station
1. Click the three‑dot icon on the row.
2. Choose **Remove**.
3. Confirm the removal – the contact stays in your contacts, only the station flag is cleared.

### Good to know
- The tile appears only on the Breeding settings page, which is available when your organisation uses the breeding module.
- A contact appears here only if its “semen collection station” flag is set; the list is sorted alphabetically by name.
- Removing a station does not delete the contact; it only removes the station flag.

<!-- help-docs: tile terms -->

## Terms and conditions {#terms}

This tile lets you manage the PDF that customers must accept on every webshop order.

### Reading the Terms and conditions
- **Terms and conditions**: the name of the PDF stored as the webshop terms.
- **PDF document**: confirms the uploaded file is a PDF.
- **Open**: opens the PDF in a new browser tab.
- **Remove**: button (trash icon) that starts deleting the current PDF.
- **No file selected**: shown when no terms PDF has been set yet.

### Upload or replace the webshop terms and conditions
1. Click **Choose file**. The file selector only allows PDF files.
2. Pick the PDF you want to use and confirm. The button shows a loading indicator until the upload finishes.
3. After the upload the tile displays the new file, with **Open** and **Remove** options.

### Delete the current terms
1. Click the **Remove** button (trash icon) next to the file.
2. In the confirmation dialog, click **Remove** to confirm, or **Cancel** to keep the file.

### Good to know
- Only PDF files can be uploaded; other formats are rejected.
- The tile appears only when the webshop feature is enabled for your organisation.
- You need rights to edit webshop settings; otherwise the buttons are disabled.

<!-- help-docs: tile trusted-countries -->

## Trusted countries {#trusted-countries}

This tile lists the countries that can pay only a down‑payment up front.

### Reading the Trusted countries
- **Badge**: each country name displayed in a blue (Indigo) badge indicates a trusted country for down‑payment orders.
- *and X more.* – appears when more than 20 countries are trusted, indicating additional countries not shown.
- *No countries selected, all countries pay the full price upfront.* – means no trusted countries are defined, so every order must pay the full price.

### Edit the trusted countries list
1. Click **Edit** (pencil icon) on the tile.
2. The Trusted countries modal opens where you can select or deselect countries and then click **Save**.

### Good to know
- The tile reflects the trusted‑country setting of your organisation.
- If no countries are selected, all orders must pay the full price up front (as shown by the italic note).
- Only the first 20 trusted countries are shown as badges; any extra are summarized with “and X more.”.

<!-- help-docs: modal save-trusted-countries -->

### Trusted countries {#save-trusted-countries}

Use this form to decide which countries can make a down payment for purchases in the breeding shop.

#### Trusted countries for down payment
- Pick one or more countries from the list (use the search box to find a specific country). Selected countries are trusted for down payments; any country you leave unchecked will have to pay the complete price in advance.

#### After saving
- Your selection is saved to the stable’s settings and will be applied to all future breeding sales. The list can be edited later in the same settings screen.

<!-- help-docs: tile webshop -->

## Other {#webshop}

This tile displays the default breeding shop settings and lets you view the current values.

### Reading the Other

- **Allow NVWA to approve traces remotely**: shows Yes if remote approval is allowed, No otherwise.
- **Only create insemination when requester is a stable**: shows Yes if inseminations are only created when the requester is a stable, No otherwise.
- **Cut-off time for semen orders**: shows the time (HH:MM) after which same‑day semen orders cannot be placed, or "Not set".
- **Suggested stallion down payment**: shows the suggested down‑payment amount (in your organisation’s currency) for new stallions, or "Not set".
- **Calculate administration cost**: shows Yes and the cost amount when an administration product is active; otherwise No.
- **Calculate health certificate cost**: shows Yes and the cost amount when a health‑certificate product is active; otherwise No.

### Edit the shop settings

1. Click the **Edit** button (pencil icon) to open the shop settings form.

### Good to know

- The tile is only visible for organisations that have the breeding module enabled.
- The **Yes**/price values for administration and health‑certificate costs are shown only when the corresponding product exists and is not hidden.
- The **Edit** button appears only for users with rights to change shop settings.

<!-- help-docs: modal update-shop-settings -->

### Update shop settings {#update-shop-settings}

This form lets you change the breeding shop’s default behaviour and optional cost products.

#### Allow NVWA to approve traces remotely
- Switch on to let NVWA view only trace‑related order data.

#### Only create insemination when requester is a stable
- Switch on to record inseminations only for stable requests.

#### Cut‑off time for semen orders
- Set a daily time (HH:MM); orders after that are rejected for that day.

#### Suggested breeding product down payment
- Define the default down‑payment shown on new breeding products.

#### Administration cost settings
- Enable to add an automatic admin fee; then fill **Cost**, **Label** (click the translation icon to add translations) and pick a **Category** (must be a SALE category).

#### Health certificate cost settings
- Enable to add an automatic health‑certificate fee; then fill **Cost**, **Label** (translation icon) and choose a **Category** (must be a SALE category).

#### After saving
- The admin/health products are created or updated and will appear on invoices; the other toggles affect future orders.

<!-- help-docs: tile breeding -->

## Settings {#breeding}

This tile shows an overview of the main breeding settings and lets you edit them.

### Reading the Settings
- **Automatically destroy fresh portions**: shows after how many days fresh semen portions are automatically removed from inventory; “Not configured” means no automatic removal is set.
- **Semen label extra text**: extra text that will appear on the semen label (e.g. handling instructions); a dash means no extra text is set.
- **Days after which insemination is assumed successful**: the number of days after an insemination after which the system treats it as successful for fertility reports; “Not configured” means the system won’t assume success automatically.

### Edit a setting
1. Click **Edit** on the tile.
2. A form opens where you can change the values (see “Update settings” below).
3. Press **Save** to apply the changes or **Cancel** to discard.

### Good to know
- The tile appears only after the organisation details have loaded; until then a loading indicator is shown.
- It is shown on the breeding settings page for any organisation that can access it.
- The numbers you see come from the organisation’s configuration; changing them updates the settings for the whole stable.

<!-- help-docs: modal update-settings -->

### Update settings {#update-settings}

Use this dialog to adjust breeding‑related organisation settings that affect all horses.

#### Automatically destroy fresh portions
- Enter the number of days after which unused fresh semen portions are automatically removed from the inventory; set 0 to disable this automatic removal.

#### Semen label extra text
- Type any extra text you want printed on every semen label, such as handling instructions (e.g. 'Handle with care').

#### Days after which insemination is assumed successful
- Enter the number of days after an insemination after which the system will treat the breeding as successful for fertility reports.

#### After saving
- The new values are saved for your organisation and take effect immediately; they appear in the breeding settings overview and are used in fertility reports and semen inventory management.