Overview
The Companies tab displays the list of companies for a give search or type. Companies are used to define a Customer, Vendor, Lab, or MRO. Each Company contains Locations that are defined as Work, Billing, and Collection locations. Each company contains Employees that are identified with an Employee type for contacts or as eligible for testing to be used in random pools. A large company might contain hundreds of collection locations where a small company might contain only a single collection location.
Companies
The company data contains general information and settings for a company.
The companies tab is used to find and access companies.
Companies List
The companies list shows all companies of a certain type of that meet some search criteria.
Navigation
1. Use the Search box to find companies by Code or Name.
2. Use the links on the upper right of the to filter by Customers, Vendors, Labs, or MRO type companies.
Quick Links
Use the quick links above the grid on the right hand side to quick view all or one of the types of companies.
Open Company Details
Select the pencil icon 
to open the company details screen.
Sorting
Columns with an up and down arrow icon can be selected to sort by that column.
Paging
Use the control at the bottom of the list to move through the pages of result or change how many records show in the grid.
Companies List
The following columns display on the company list screen.
Column Name | Description |
Name | The name of the company |
Code | The company code. This is a unique code in the system. |
Type | Type of company Vendor (this is used to identify the company defined for a collection site location. Most collection sites have a single company entry but some larger vendors like Concentra or Quest have multiple locations) Lab MRO |
Primary Contact | The primary contact defined on the company details screen |
Phone | The phone number for the primary contact |
The email address for the primary contact | |
Active | Displays Yes or No when viewing the inactive companies menu option |
Action | Pencil icon to open the Company details screen |
Menu
| Menu Option | Description |
| Actions... | |
| Add Company | Add a new company and location |
| Import Companies | Import company spreadsheet. See Import Export Companies and Locations |
| Export Companies | |
| Show Inactive Companies | Toggle Show/Hide inactive companies. A new Active column shows Yes or No if the company is active or not |
| Reports... | |
| MIS Report |
Show Inactive Companies
A new column will show in the grid to indicate if the company is Active or not.
