Inventory Suppliers

(Topic Last Updated On: 05/05/2010)

The Inventory Suppliers menu item on the Inventory menu launches the Inventory Suppliers screen, which is used to enter all suppliers of medication to your facility. Supplier information includes address, contact, and additional information. Suppliers can then be selected on the Add Bulk Inventory screen when new shipments of medication are being added. The supplier marked as the 'Default Supplier' will be selected by default when adding bulk shipments.

Field Descriptions

Name

This field is used for entering the name of the inventory supplier.

Abbreviation

This field is used for entering an abbreviation of the name of the inventory supplier.

Contact

This field is used for entering the name of a contact person at the inventory supplier's offices.

Default Supplier

This field should be selected for the most commonly used inventory supplier at your facility. The supplier for which this field is checked will appear selected by default in the 'Inventory Supplier' field when shipments are added on the Add Bulk Inventory screen.

Address, Address 2

These fields are used for entering the full street address of the supplier.

City, State, Zip

These fields are used for entering the city, state, and zip code of the supplier's address.

Phone

This field is used for entering the phone number of the supplier.

Fax

This field is used for entering the fax number of the supplier.

Additional Information

This field is used for entering any additional information pertinent to the supplier, such as hours of operation and fees.

Grid Columns

Supplier Name

This column displays the 'Name' entered for each supplier.

Abbreviation

This column displays the 'Abbreviation' entered for each supplier.

Contact Name

This column displays the 'Contact' person entered for each supplier.

Default Supplier

This column displays a checkmark for the supplier marked as the 'Default Supplier'.

Procedures

How to Add an Inventory Supplier
1.) Click on the New button. 2.) Enter the name of the inventory supplier in the 'Name' field. 3.) (Optional) Enter an abbreviation of the supplier's name in the 'Abbreviation' field. 4.) (Optional) Enter the name of the contact person at the supplier's office in the 'Contact' field. 5.) (Optional) If the supplier will be your facility's most common supplier, select the 'Default Supplier' checkbox. 6.) (Optional) Enter the supplier's address, phone number, and fax number information as needed. 7.) (Optional) Enter any additional information pertinent to the supplier in the 'Additional Information' field. 8.) Click on the Save button. The inventory supplier is saved and now appears on the grid.

How to Edit an Inventory Supplier
1.) Select the inventory supplier you wish to edit on the grid. 2.) Click on the Edit button. 3.) Make changes as needed in the detail section of the screen. 4.) Click on the Save button.

How to Delete an Inventory Supplier
1.) Select the inventory supplier you wish to delete on the grid. 2.) Click on the Delete button. An application message will appear, confirming you wish to delete the selected supplier. 3.) Click on the Yes to delete the selected supplier or No to cancel.