ConnectSx recently released a new Event Type to accommodate situations where inventory is ordered by a provider and fulfilled directly by the manufacturer. Prior to this you could already process a direct sale to a provider with the Event Type, Case“Case”. However, how would you keep track of what was still on the shelf at the provider or what was being used in which case if the inventory was already deactivated in your account? Well that’s why we created the event type “Sale”“Stocking Order”.
This new Event Type allows you to hold the inventory as useable stock, assigned to the Facility it was sold to, even though it has already been sold. To learn how, keep reading below!
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Navigate to the Events screen in the Console
Click Create Event
Select Event Type “Sale” “Stocking Order”
Enter the Name, Date, and Facility implicated in the sale.
Enter the Representative name for the direct sale to the provider.
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.
Enter the Facility contact (if one has not been entered, then click the “Add New” button to create one.
Enter the Manufacturer and Product line implicated in the sale.
Click “Create”
Next, Click on the ”Mark Used Inventory” tab and search/select your devices as you would in any other normal Event.
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.
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