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1. Weekly PO Reminder: Send a weekly email reminder for outstanding Purchase Order Numbers
2. Initiate Transfers from the Field: Allow (or do not allow) Sales and Distributors to Initiate Transfers
Transfer Email Notifications: Send Transfer Email Notifications to the Transfer Recipient
Re-open Events: Allow (or do not allow) Sales and Distributor Users to Reopen Events
Inventory Adjustments: Allow (or do not allow) Sales and Distributor users to make inventory adjustments
Associate Requests with Events: Require Sales/Distributors to associate inventory requests with Events
Notes for In/OUt and Damage/Waste: Require user to add notes for devices marked Missing, In/Out, Damaged
Auto-Trigger Sales Order Email: Auto-Send trigger the send workflow for Sales Order Emails when a Case or Stocking Order is submitted for billing.
Auto-Send Invoice Email on receipt of PO#: Auto-send the invoice email when the PO has been entered into an Event
Limit Procedure List: Limit the procedure list that is displayed in the drop-down menu in an Event to the procedures that are assigned to the selected Physician in the Directory.
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If you want to automate the email sending workflow of your sales order emails once a case has been closed, turn this setting on. We will trigger the workflow to send the sales order email to the facility contact automatically when a user submits a Case or a Stocking Order for billing.
ON = Auto-Trigger the Send the Sales Order workflow to Facility Contact when the case has been submitted for billing
OFF = Send Sales order workflow is not triggered automatically, but must be manually sent.
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If you'd like to automatically send the Invoice email when a PO has been submitted turn on this setting.
ON = Sales Order emails will automatically send to the Facility Billing Contact when the PO has been added to an Event
OFF = Sales Orders do not send automatically
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10. Limit Procedure List
This setting allows you to limit the procedures that appear in the drop-down menu in an Event to the procedures that are associated with the Physician selected for that Event. This is advantageous, because it narrows down the number of possible selections the user has to page through before finding the procedure that fits. This also ensures an incorrect procedure is not selected for an Event by a Physician that does not do that procedure.
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