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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​

FieldDescription
Manufacturer NameCompany name
MemoNotes or additional information
InactiveCheck 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​

FieldDescription
Vendor NameCompany name
AccountYour account number with this vendor
Contact PersonPrimary contact (selected from the persons/contacts list)
Address 1Street address line 1
Address 2Street address line 2
CityCity
StateState (selected from dropdown)
Postal CodeZIP or postal code
CountryCountry
PhonePhone number
FaxFax number
WebsiteVendor website URL
InactiveCheck to hide from selection dropdowns
NotesAdditional 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:

ColumnDescription
NameLocation name
IDLocation 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.

tip

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.

ButtonAction
InsertAdd a new location
DeleteRemove the selected location
EditBegin editing the selected location name
PostSave changes
CancelDiscard changes
FilterFilter the location list