Page Comparison

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1. Navigate to the Events screen in the Console

2. Click Create Event

3. Select Event Type “Sale”

4. Enter the Name, Date, and Facility implicated in the sale.

5. Enter the Representative name for the direct sale.

   1. Note: This representative is the user who should be receiving the commission for this sale. This selection will also dictate which inventory is available to sell. So, if the inventory has not yet been transferred into the User’s custody, you should take that action now before attempting to add devices.

6. Enter the Facility contact (if one has not been entered, then click the “Add New” button to create one.

7. Enter the Manufacturer and Product line implicated in the sale.

8. Click “Create”

9. Next, Click on the ”Mark Used Inventory” tab and search/select your devices as you would in any other normal Event.

10. When you’ve selected all of the inventory from the sale, you may “Submit For Billing” and process the rest of the billing process for an event as you would normally.

Part 2: Recording device use for Facility Stock

Now that the sale has been executed and processed, this inventory is considered “Facility Stock”, sold to that facility for use in future cases. All that’s left is for the Rep (or other relevant user) to record where/when it was used:

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