| Admin Setup | Pharmacy Settings

Accounts

The Accounts section contains vendor account information for your pharmacy. You also add and manage vendor accounts here.  

Vendor Accounts

Vendor Accounts displays all the associated vendors that have been added to your pharmacy.



 

To add a new vendor:

1.   Under FILTER OPTIONS on the left, under Accounts, select Vendor Accounts.

2.   Click Add New.
        The ADD NEW window opens.


3.   Complete the fields on the screen using the information in the table below, and click Save Account.

Field

Description

Pharmacy

Click the drop-down arrow and select the pharmacy with which this vendor will be associated.

Active

Select Yes or No.

Category

Select Regular or CSOS (controlled substances).

Satellite

Different accounts shared between stores (such as a satellite store). Satellite stores use the parent account for ordering purposes. The pharmacy shares this account with another store, usually the parent store. The satellite store uses the same drug catalog. Select Yes or No.

Vendor

Click the drop-down arrow and select the vendor.
EDI Enabled Indicates whether EDI feeds are enabled for the account. Select Yes or No.
UOM Allows you to set the preferred Units of Measure (UOM) to facilitate factor drug ordering and splitting for appropriate accounts. Available options include:
  • Default Standard Packages - This setting imports the Standard Packages and Units of Measure from your wholesaler's 810 invoice.
  • Packages, Unit Pricing - This setting imports the Standard Packages and Units of Measure but utilizes the Alternate Packages (individual units) quantity for the total cost calculation.
  • Individual Units - This setting imports the Alternate Packages (individual units) and the Alternate Units of Measure and utilizes the Alternate Package quantity for the total cost calculation.

Account

The vendor account number provided by the pharmacy to Macro Helix. It is used to sort orders.

Alternate Account

Alternate vendor account number. For example, Macro Helix.

Account Type

Click the drop-down arrow and select the type of account that will be associated with this vendor:

340B - 340B Program

GPO - Group Purchasing Organization

WAC - Wholesale Acquisition Cost

RTL - Retail

CAH - Critical Access Hospital

Copy 832 From Account

Copy the drug from the pharmacy's drug catalog.

Note

Enter any notes about this vendor.

Hint: To see all of these fields, right-click on the line, select Edit, and you will see all of the fields needed to add a new vendor.

Vendor Accounts - EDI Enabled

New capabilities are available for the Vendor Accounts setting, that allow customers to choose whether orders created in 340B Architect are sent as Mock Orders or via EDI, for vendors with EDI capabilities.

 

EDI processed orders are electronically submitted to the vendor and accumulations are automatically decremented based off the invoice.  Orders placed directly through the vendor must have accumulations decremented manually. 

 

Manual Decrementing can be accomplished by one of two ways:

 

1.   Submitting a Manual Purchase upload into 340B Architect

or

2.   Placing a Mock Order from within 340B Architect

 

In the Mock Order scenario, 340B Architect automatically decrements accumulations based off the Mock Order (no EDI involvement).

For Vendors that previously did not have EDI capabilities and now do, customers may now choose to continue with the manual or Mock Order process or opt for EDI Enabled ordering.  If you would like to opt for EDI Enabled ordering, please contact Macro Helix Customer Support.

For more information, see Mock Orders and Direct Vendor Orders.

Bank Accounts

Bank Accounts includes all associated bank accounts that have been added to your pharmacy. Bank accounts are only necessary if you utilize the ACH payment features offered by Macro Helix.

 

Only Macro Helix can view Bank Accounts in 340B Architect. If you would like changes made to any of your bank accounts, contact Macro Helix Support at (888) 462-4526 or via email to support@macrohelix.com. 


 

 

Related articles and content:

Table of Contents

Vendor Accounts Vendor Accounts - EDI Enabled Bank Accounts