The time has now come for the case to be performed, you’re in the OR and the case is going on, devices are being used and implanted. It’s also time to return to the Event we scheduled and record which devices are being used - recording your sales.
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Adding Non-Inventory Charges in the Console
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Note: You can now use our new “SCAN to ADD” feature to select inventory. Hit Scan to Add, then scan the barcode of your item with your device and it will be added to the case, 1 item per scan. This feature will only work if the barcode data for that item is stored in the inventory record. (See image below) |
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Go to the Events screen using the navigation, find the Event you are looking for, and click on it to enter the Event Overview again.
To record device use during or after an Event click on the Ellipse button in the lower right to bring up an options menu.
Next select Mark Used Inventory
Find the devices that you’re looking for by either using the search bar or click on the barcode scanner button to the right of the search bar to scan a barcode. Hit Select on each item to select it.
When you’re done selecting items, click “Next”.
Review the items you’ve selected for accuracy and use the +/- buttons to modify the quantity of each item that was used.
When you are done marking device statuses click “Mark as Used” to add the items to the Devices Used section of the Event
Items will automatically be given the status of “Implanted” by default, but you can modify an item’s usage status in the Devices Used tab by clicking on the pencil icon to edit the item.
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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.
If you are a sales rep who uses inventory shared by a Distributor (in the Distributor’s custody), you’ll notice the custody of the inventory is listed in REDto draw attention to the fact that it is not technically in the representative’s custody. Use the filter, “Only show inventory in the rep’s custody” to filter out any of the inventory that is in the Distributor’s shared custody.
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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