Establishing and Editing Group Ownership

Make invoicing for single or multiple owners easy by assigning group ownership in your Performance Beef account. Read the step below to establish ownership for a new group or edit ownership for an existing group.

Establish Ownership When Adding a New Group:

1. Click the Overview tab on the left side of the screen within your Performance Beef account.
2. Click the green +/- Head button in the top left corner of your screen.
3. Click the green Added button on the left side of the screen.
4. Follow the steps for Adding New Groups of Cattle to begin adding a new group. At the bottom of the screen under Group Ownership you may assign an existing owner(s) or create a new owner.
   1. Assign a New Owner:
      1. Click the red drop-down box under Group Ownership and select New Owner.
      2. Type the owner's name into the white box that appears.
      3. Enter the Ownership Percentage in the white box to the right of the owner name.
   2. Assign an Existing Owner:
      1. Click the red drop-down box under Group Ownership and select the group owner's name from the generated list. 
      2. Enter the Ownership Percentage in the white box to the right of the owner name.
5. To assign multiple owners, click the green Add Owner box and an additional row will appear.
6. When you are finished entering all cattle information, click the green Preview button on the upper left corner of the screen.
7. After reviewing the information in the pop-up window, click the green Confirm button. 

Edit Ownership For an Existing Group:

1. Click the Overview tab on the left side of your screen.
2. On the left side, click on a pen in which that group currently resides. 
3. Near the bottom of the pop-up window, Group IDs in the pen will be listed. Click on the Group ID in which you would like to update group ownership for.
4. Edit ownership as needed under Group Ownership.
   1. Here you can assign a new owner or an existing one.
5. Click the Save button on the upper left corner of the screen.

Assigning ownership to a group of cattle is essential for tracking feed and added costs accurately. The Performance Beef platform will default to the account owner as the group owner to any incoming group of cattle. Group ownership can be reset to one or multiple people with the option to set a percentage of ownership for each party.

As the new group is saved within the platform, from the date of entry to group sale, any cost accrued to the group can be shown by running an owner invoice. An owner invoice will display feed and added costs to the owner for each group individually as well as a total for all groups. If the owner is part of a partial ownership split, the feedlot invoice reports will display the feed(lbs), feed cost, and added costs to the owner based on their ownership percentage. 

Before establishing ownership, take the first step towards transparency and share your account with your customers. With a shared owner account, your customers can view their information for the groups they have ownership to. You can set the level of access and start sharing information to make more informed decisions about each group.

Our Customer Success team is here to help. If you have questions, contact us by calling 515-337-2187 or email us at support@cattlekrush.com. Be sure to take advantage of our complete resource library and how-to videos created to help you succeed.