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Once the Case is complete and the device usage ticket has been generated, click “Submit for Billing”.
The system will prompt you to enter an electronic signature for the Sales Rep and an authorized Provider Representative. If one or both of these are not available, you may enter your name to denote that you closed the case.
The Event is now considered “Closed”. The Case will not be granted the “Completed” status until the Purchase Order number has been entered.
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Once the case has been closed and device use has been recorded, you can click on the “View Sales “More…” button, then “Sales Order Form” to generate and download a PDF of the Sales Order . This document can be shared in a couple of ways: or to share it via email.
Download the Sales Order as a PDF
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.
Download the Sales Order as a .CSV
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).
Send as Email Attachment
The Send as Email Attachment option allows you to send an email from inside the ConnectSx Platform
You have the option to modify:
Email Subject Line
The Recipient (To:)
The Reply-To: Address
The Body of the email
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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 or type in the desired recipient’s email address. |
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How do I know if the sales order has already been sent?
We’ve heard that it would be nice to have a way to confirm that a sales order has been shared.
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Well, we added a timestamp (shown below) of the most recent time the Sales Order has been shared.
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