Vendor Setup Information

To Access Vendor Setup Information

1. From the ChargeTracker Main Menu window, choose Setup Information.
2. From the ChargeTracker Setup window, choose Vendor Setup Information.

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

To Add a New Vendor

1. In Vendor Setup Information, click the Add Vendor button.  The Vendor Setup window will appear.

2. Fill in the following fields to add the new vendor:

Facility - The facility you are logged into will be displayed in the facility field.

Id - Unique identifier for this vendor.

Name - Vendor name

Address, City, State, Zip - address of the vendor

Phone and Fax numbers for the vendor

Rep Name - Contact for this vendor

Email Address - Email address of this vendor

3. Click OK to add the new vendor to the Vendor list.  Click Cancel to exit without saving changes.

To Edit a Vendor

1. From the ChargeTracker Main Menu window, choose Setup Information.
2. From the ChargeTracker Setup window, choose Vendor Setup Information.
3. Double click the vendor you wish to change information for.
4. Highlight, then type over any information that needs to be changed.
5. Click the Save button to save changes.  Click Cancel to exit without saving changes.

To Delete a Vendor

Only Vendors 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 Vendor Setup Information.
3. Double click the Vendor you wish to remove.
4. From the Vendor Setup window, click the Delete button.