Setting up Each Trade Customer

Trade Customers are facilities for whom you perform Trade Services or Trade Cremations. 

Navigation

There are several navigation functions on this page.

• Click the down arrow next to a facility's name to expand the "panel" to view or edit their information.
• The Open All and Close All buttons on will open or close all panels for all facilities
• If you have a larger number of facilities there will be a drop down selector under the Add Trade Customer button to enable a quick.
• The Add Trade Customer Button will allow you to add a new facility.
• There are also some buttons that will allow you to limit your visible list of your associated facilities to show only those facilities that you have designated as Trade Cremation Customers, Trade Service Customers, those you have indicated you receive bodies from or All.

Add/Edit a Trade Customer

We will only cover the data collection fields that are not self-explanatory. 

Facility Type

Facility Type options are maintained via Setup > Lists > Facility Types.  This is allows you to categorize your facilities if you wish.

Checkboxes

If your perform both human and pet services there will be a checkbox for Pet Related Facility to allow you to specify if the associated facility is related to humans or pets.

If you perform both Trade Services and Trade Cremations you should check the appropriate checkboxe(s) for Trade Cremation Facility and/or Trade Service Facility since those checkboxes control the options in the Trade Customer dropdown for client maintenance.  It also controls the Trade Partner Portal functions if you are configured with access to the Trade Partner Portal.

The Receive Bodies From This Facility checkbox controls the options in the drop down for "Facility Received From" on the Case Add Screen and the Client Summary screen (depending on field visibility; see Admin > Screen Customization.)

So what is the difference between the drop down field to select the Trade Partner and the drop down field for Facility Received From?  For trade cremations or trade services, the Trade Partner and Facility Received From will typically be the same facility.  In fact, many funeral homes and crematories do not even enter the information for Facility Received From for their Trade Cremation or Trade Services cases. However, there could be a situation where you received the body from one associated facility but need to bill a different associated facility.  The associated facility you receive the body from may or may not be one of your trade partners. Having different fields for Facility Received From and the Trade Partner allows for keeping track of that information. 

Invoice Type

Invoice Type determines how the invoice will appear for the trade customer/vet clinic. "Group" means that all cases within the invoicing time period will be grouped on the same invoice. Line item details will be included.  "Individual" means that each case's purchases will be shown like a separate invoice. See Financials/Trade Invoices for more information about trade invoicing.

Delete/Inactivate/Reactive a Trade Customer

To view the full details for a trade customer, click the name of the facility.  You may edit or inactivate a trade customer in the open panel.

Select the trash can icon to delete, and select the edit icon to edit an existing trade customer. If you attempt to delete a facility that is either a linked trade partner or has been previously assigned to a client, it will be deactivated rather than deleted. Inactive associated facilities will display in a section below the active facilities. Click the icon with the bi-directional arrows to reactivate an inactive associated facility. 

Consolidated Trade Customer Invoicing

In Dec 2024 consolidated trade customer invoicing was added to Halcyon. If your Halcyon system has this feature turned on you will see setups for the trade customer to drive how the consolidated invoices will behave. The Consolidated Case Invoice Settings are defaulted from the general, default setup (see help article "Setting Up Trade Invoicing") but you must at least save the setup one time for each trade customer for which you want to do consolidated invoicing.