Getting your farm up and running

Onboarding

The initial load of a farm: settings, people, catalogs, herd, current status and initial stock, in that order.Where it appears: This chapter and the printable checklist

Initial stock

Today’s quantity of each supply, feed, medication or straw, recorded as an inventory adjustment dated today, with no historical purchases.Where it appears: Inventory → Adjust

Form 03 import

Bulk animal loading from the TrazarAgro Form 03 PDF (SENASA) for large herds; a scan or a photo does not work.Where it appears: Animals → Import form

Load your farm from scratch

1. 1

   Farm

   Settings → Basics, Production and Legal: name, time zone, currency, milkings per day and their times, milk and cheese price. Check: the home dashboard shows the name and today’s date in your time zone.

2. 2

   People and roles

   Settings → Members: invite each person with their role (manager, worker, viewer, vet, accountant) and, if you want, a last day of access (see Team and roles). Check: everyone signs in and sees the farm.

3. 3

   Suppliers

   Settings → Suppliers: name and contact for each supplier. Check: they show up when registering a purchase.

4. 4

   Catalogs

   Cheese inputs under Inventory → Cheesemaking → Cheese inputs, feed under Inventory → Feeding → Feed, medications (with withdrawal days) under Inventory → Health → Medications, and straws under Inventory → Reproduction → Semen straws. Still without quantities. Check: each catalog lists what you use.

5. 5

   Products and recipes

   Cheesemaking → Production → Products & recipes: each cheese with its recipe (milk per kilo, inputs). Check: you can pick the product when registering a batch.

6. 6

   Health protocols

   Settings → Protocols: vaccines and deworming with their frequency. Check: the health calendar shows the upcoming dates.

7. 7

   Herd

   Animals → New animal (or Animals → Import form for large herds): name, ear tag, sex, birth date, mother and father if known. Check: the herd count matches the pen.

8. 8

   Current status per animal

   On each record: reproductive status (open, bred, pregnant with a date) and lactation status (in production or dry). Check: Pending shows the expected calvings and dry-offs.

9. 9

   Initial stock

   Inventory → Adjust: today’s quantity of each item, without loading past purchases. Check: the low-stock alerts make sense.

10. 10

    Nutrition plans

    Nutrition → Plans: the ration per nutritional group (calves, heifers, lactating, dry and pre-calving) — each animal’s group is computed automatically from its status, never picked by hand. Check: Prefill suggests quantities in Consumption.

11. 11

    Branding

    Settings → Branding tab: the farm’s logo and color. Check: the logo shows up on the home page, next to the greeting.

12. 12

    First week

    Every day: milking in Milking → Milking grid, health events in Health, cheese batches in Cheesemaking → Production → Batches, sales in Sales and expenses in Finance → Expenses. Check: the home dashboard changes with what you record.

13. 13

    Review

    Look at Home and ask the assistant: "how much milk did we give this week?", "who is under withdrawal?", "what is a cow’s family tree?". Check: the answers match what was loaded.