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Sharing-the-Sales-Order-in-the-Console
Sharing-the-Sales-Order-in-the-Console
Sharing the Sales Order in the Console

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Once the case has been closed and device use has been recorded, you can click on the “View Sales Order Form” to generate and download a PDF of the Sales Order. This document can be downloaded and shared externally via email. 

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shared in a couple of ways:

  1. Download the Sales Order as a PDF

    1. Downloading the sales order as a PDF allows you to save an external record of the document or share it with your personal work email to the proper stakeholders.

  2. Download the Sales Order as a .CSV

    1. Downloading the sales order as a CSV allows you to import the sales order to your internal accounting system for billing purposes (as long as it allows for .CSV imports).

  3. Send as Email Attachment

    1. The Send as Email Attachment option allows you to send an email from inside the ConnectSx Platform

    2. You have the option to modify:

      1. Email Subject Line

      2. The Recipient (To:)

      3. The Reply-To: Address

      4. The Body of the email

Note

The Recipient email will auto-populate to the First Billing Contact Email listed for that Facility in the Directory. If this is not who should be receiving the email, select the correct contact using the “All Emails” drop down menu.

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Filter by label (Content by label)
cqllabel in ( "surgery" , "sales" , "case" , "event" , "close" , "ticket" , "billing" )

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