Vendors, Manufacturers & Locations
InSched maintains directories of vendors, manufacturers, and inventory locations to support product tracking and procurement.
Manufacturers
Manufacturers represent the companies that produce the products in your inventory.
Accessing Manufacturers
Open the Manufacturers editor from within the Product Type editor by clicking the Mfgrs button, or from the setup menu.
Manufacturer Fields
| Field | Description |
|---|---|
| Manufacturer Name | Company name |
| Memo | Notes or additional information |
| Inactive | Check to hide from selection dropdowns |
Managing Manufacturers
- Click New or press F8 to add a manufacturer
- Click Edit or press F9 to modify an existing manufacturer
- Check Inactive to deactivate a manufacturer without deleting it
Vendors
Vendors are the suppliers you purchase products from. Vendor records include full contact information for procurement purposes.
Accessing Vendors
Open the Vendors editor from within the Product Type editor by clicking the Vendors button, or from the setup menu.
Vendor Fields
| Field | Description |
|---|---|
| Vendor Name | Company name |
| Account | Your account number with this vendor |
| Contact Person | Primary contact (selected from the persons/contacts list) |
| Address 1 | Street address line 1 |
| Address 2 | Street address line 2 |
| City | City |
| State | State (selected from dropdown) |
| Postal Code | ZIP or postal code |
| Country | Country |
| Phone | Phone number |
| Fax | Fax number |
| Website | Vendor website URL |
| Inactive | Check to hide from selection dropdowns |
| Notes | Additional information |
Managing Vendors
The Vendors editor shows a grid with vendor details. Select a vendor to view and edit their full information in the detail panel below the grid.
- Use the Clear button to remove the contact person association
- Use the Edit Persons button to manage the contacts list
Inventory Locations
Inventory locations represent the physical storage areas within your practice (e.g., "Main Supply Room", "OR 1", "Storage Closet B").
Accessing Locations
Select Setup > Edit Locations for Inventory from the menu.
Managing Locations
The locations editor displays a simple grid of location names:
| Column | Description |
|---|---|
| Name | Location name |
| ID | Location identifier (hidden) |
Adding a Location
Click the Click here to add a new Account row at the bottom of the grid, or use the insert button in the navigator.
Editing a Location
Click on a location name to edit it. Use the navigator's edit and post buttons to confirm changes.
Rename rather than delete location names. Deleting a location may affect existing inventory records that reference it. Renaming preserves the association while updating the display name.
Deleting a Location
Use the navigator's delete button to remove a location. Only delete locations that have no inventory records associated with them.
Navigator Controls
| Button | Action |
|---|---|
| Insert | Add a new location |
| Delete | Remove the selected location |
| Edit | Begin editing the selected location name |
| Post | Save changes |
| Cancel | Discard changes |
| Filter | Filter the location list |