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You may initiate a request on the Event Detail page or in the Movements → Requests page
Click “Create Request”
Select the user:
If you are requesting inventory as a sales user, your account will be selected
If you are requesting on behalf of another user, select their account from the dropdown
Note: If you associate an event with the request, then the requestor will be updated to the Rep associated with the Event.
Select the Manufacturer (This will be the organization in most cases)
If applicable, select the Recipe you will use. Learn more about recipes in this article.
Select if you are requesting complete sets or individual devices Select
If you select complete sets, you may designate if you want Instruments or Implants only
If you are selecting a complete set, be careful to select the product line with the correct product modifier as it may affect the inventory that is selected for fulfillment (left, right, proximal, etc.)
If you selected individual devices, select your product line
Select the devices and containers you are looking to request
Modify quantities, if necessary
If your request is related to an existing event you can assign the Event to the request
Enter a “Need by Date” to communicate when the inventory should arrive
You may also check “Saturday delivery”
Enter any request notes, then click “Done”
If you are an Admin and the request is tied to an Event, you will receive a popup asking you if you want to set the event representative as the requester - click yes.
If an Event was selected, then the inventory request will then be linked to the Event record.
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