Page Comparison

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1. Navigate to the Events screen in the Console

2. Click Create Event

3. Select Event Type “Stocking Order”

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

5. Enter the Representative name for the direct sale to the provider.

   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.

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1. Often Reps keep track of a log book at a facility for instances when Facility Stock has been used and records the case information for traceability. When the rep discovers a case has been performed or is otherwise notified, they should create an Event with the Event type “Case” as they would normally.

2. Enter all of the Event details as they would for any other case. Make sure to enter the Patient ID for traceability purposes.

3. When they get to the step for “Mark Used Inventory”, however, they should check the box in Filters for “Show Facility Stock items only”. This will allow the user to select from the items previously sold in a Stocking Order to the facility. Note: Facility Stock cannot be entered in a case with other rep consigned inventory.

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4. Once the required inventory has been added to the Event you may click “Submit for Billing” to sign and close the event.

5. You’ll notice that while a Sales Order it available to be downloaded, the rest of the Billing process (PO, invoice, etc) does not apply since the inventory was already sold previously in a Stocking Order.