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Generic Trackers

Set up and usage of generic trackers

Paddy Terry avatar
Written by Paddy Terry
Updated over a week ago

What are generic trackers?

Generic trackers are miscellaneous trackers that can be used where the standard Figured tracker types are not a good fit. This may be in instances where the business has a non-agri enterprise, an enterprise that doesn't require production tracking, or a livestock enterprise where the standard Figured stock classes will not work.

Generic trackers are livestock trackers that can be customised, so you can create your own stock classes. However, you are not require to use the stock classes or track any production through the tracker - often these are simply used as a way of grouping income/expenses for an enterprise.

Set up a generic tracker

To create a generic tracker, navigate to Operations > Trackers and select create tracker. Following this, you'll need to name the tracker and select between individual or single sale and purchase accounts, as you would with a standard livestock tracker. If you don't plan to use the stock classes, it doesn't matter which option you select here.

The step following this is where you have the option to set up custom stock classes - you can add as many as you like from this screen, choosing the name, description and display order (e.g. 1, 2, 3 etc).

Once again, it is not a requirement to use stock classes, so if you don't intend to track production via the generic tracker, you can skip the stock class setup - your tracker set up is complete.

Using a generic tracker

For anyone using the generic tracker for tracking production, the tracker works in the same way as a standard livestock. See this article for more information on how livestock trackers work.

For those not using the the stock classes to track production, you'll likely want to assign income and expenses to the tracker. Typically, this is done through Allocation rules - these rules enable you to specify what financial information is shown against each tracker. For more information on how to use allocation rules, see this article.

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