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Navigate to the Events screen and locate the Case you need to record data for. Click on the case name to view the event detail page. Here you have the option of updating the case details, just make sure to click “Save” when you’re finished!
If inventory has already been recorded as sold/used, you will see the billable total on the detail page. Then you can view and edit those items on the “Devices Used” tab.
To record new sales or used devices, click on the “More” tab and select “Mark Used Inventory”
Then search for the relevant inventory using the filters in the pop-up screen. Click “Select” to select an item for the case.
Once you’ve selected all of the inventory, click “Next”
Click on the +/- buttons next to the device to modify the quantity being recorded in the case. Then click “Mark as Used” and the inventory will be added to the Event and Sales Order. NOTE: You cannot add more than 1,500 items to an Event, in order to prevent timeout issues.
Click on the “Devices Used” tab to see the inventory you’ve added to the Event and make adjustments to the item details, such as Price, Usage Status, Single Use Status, or No-Charge. To modify other item details, click on the item to access its detail screen. (Note: If a device is marked as “Damaged” a sales user will be able to modify its price, regardless of contract price being present. Otherwise, contract pricing cannot be edited by sales or distributor users.) As of the February 2023 release, an item’s tags will be displayed on the Devices Used tab.
To make adjustments to a device’s detail, expand the row and click on the pencil icon for that row to bring up the Edit Device pop-up. Here you can edit the device status, the unit price, single-use status, and also mark an item as No Charge.
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Click on the ellipses of an unexpanded row to bulk modify details for all of the devices under that line at once.
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You may also now mark all items in a case as “No-Charge” using the No-Charge switch at the top of the screen.
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