Exporting a sale catalogue
Use the menus to navigate to Exports → Sale Catalogue
Select a “Template Headers” and make sure the trait codes are the ones required for the sale catalogue word document template you intend to use. Then press “Process”.
Find the animals you want to use for this particular sale, using a worksheet or a filter. Use the right arrow to move the animals to the “Selected Animal to report on:” list. Once you’re happy, press “Select All” and “OK”.
This progress bar will appear. Once the processing is finished select a Word template to use.
If you have your own template (instead of using the included ones), find it using the file chooser, then press “Open Manual Template”.
A word document will appear on your taskbar.
Open it up and you will be offered this dialog box. Choose the comma (,) as the Field Delimiter, and (enter) as the Record delimiter. Press OK.
Once it has finished processing, use the “Preview Results” button to insert the values from HerdMASTER into the word document. You can then use the next/previous buttons to flick through the preview results.
You may get the occasional error like this if the document has a field that isn’t found in the source data from HerdMASTER. You can either go back and fix the HerdMASTER template to include the correct data, or choose another field (Fields in data source). In this case, I chose to map the missing field to “Lot_Num”. Press OK.
These are the controls for scrolling through the generated pages after you have done the preview.
Press “Finish & Merge”, “Print Documents” and save as a PDF.
You may get errors like the following while it’s creating the PDF, just click through them.