Item Type Information

To Access Item Type Information

1. From the ChargeTracker Main Menu window, choose Setup Information.
2. From the ChargeTracker Setup window, choose Item Setup Information.  Click the Item Type tab.

Existing item types will be displayed.   Note:  if logged in as a Corporate user, the item types added by Corporate will displayed.  If logged in as a Facility user, only the item types unique to that facility will be displayed (security may prevent you from viewing item types that were added by Corporate).   

To Add a New Item Type

1. In Item Setup Information, on the Item Type tab, click the Add Item Type button.  The Item Type window will appear.

2. Click the down arrow to the right of the Facility Name field to choose your facility.
3. Type in the Item Type name in the Item Type field.

4. Click Save. To add multiple item types, click the "Save and Add Another" button.  Click Cancel to exit the window without saving changes.

To Edit an Item Type

1. To change Item Type, highlight the existing text in the Item Type field, then type in the new Item Type name.
2. Click the Save button to save changes.  Click Cancel to exit without saving changes.

To Delete an Item Type

Only Categories that are not in use may be deleted.

1. From the ChargeTracker Main Menu window, choose Setup Information.
2. From the ChargeTracker Setup window, choose Item Setup Information.
3. From the Item Setup Information window, click the Item Type tab.
4. Double click the Item Type you wish to remove.
5. From the Item Type window, click the Delete button.