This document will go over how you can add new vendors in On.Care.
To access the vendor screens use the management dropdown in the navigation bar. From here, go to the vendor option, then click add new to create a new vendor.
The first step is to initially type in the name of your vendor. Often you will find that the vendor has been created in On.Care by another customer, and we will have some general information about them to pre-populate for you. Choose from the vendor suggestions, if there is not suggestion, you will be given the option to create it from scratch.
If you are creating a vendor that already exists in your system, you will be notified of this and asked if you would instead like to edit the vendor rather than create a new one.
Once the main vendor is selected, you will be asked for the vendor details.
On this page, you will notice you can select how you would like your purchase orders sent as well as quite a few other options available for a vendor. Fill in all applicable information and do not forget to check off the options under show more that are relevant!
Follow vendor details, you will be asked for the vendor contact. This is your rep from this vendor. Populate their information so emails or reports are sent to them directly. If you have multiple reps for multiple facilities, all can be input on this screen,
Next is the vendor’s address. This will be populated on the Purchase order details.
This page will allow you to choose which facilities this vendor will be available for.
Next is a very important step for our integrated vendors. Here you will input any account numbers that you have, this is required to begin any integration requests, please fill this in as soon as possible!
Finally, you can choose the delivery dates for this vendor.
Once you have filled in all the information necessary, go ahead and hit “Add Vendor” then you are all set!
If you have any questions not covered by this document, please feel free to reach out to customer support at any time.
914 219 0027 or tickets@on.care
thanks,
On.Care Support.