Managing blood products vendors

Summary

This article explains how to configure external vendors within the Blood Products module in PSTrax. Vendors represent the entities you work with to acquire or exchange blood products. Establishing these records is necessary to accurately track the chain of custody when receiving inventory from a source or returning products to a destination.

Instructions

To set up a vendor, you will navigate to the settings menu and add a new entry with the vendor's name. During this process, you must define the vendor's role—indicating whether they are a source you receive products from, a destination you return products to, or both. You can also input contact details and notes for the vendor, and edit these settings at any time to reflect changes in your operations.

Step-by-Step Instructions

Add a Vendor

1. Navigate to Settings → Blood Products → Manage Vendors.

2. Click Add Vendor.

3. Enter the name of the vendor (e.g., ABC Vendor).

4. Select the appropriate role checkboxes:

   • Receive products from this vendor: Check this if the vendor is a Source.

   • Return products to this vendor: Check this if the vendor is a Destination.

1. (Optional) Enter the address, phone number, email, and any relevant notes.

2. Click Add to save the vendor.

Edit a Vendor

1. Locate the vendor you wish to modify in the list.

2. Click Edit.

3. Update the role settings (Source/Destination) or contact information as needed.

4. Click Update to save your changes.

If you have questions or need assistance, contact us at help@pstrax.com