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Dashboard, Users, and Settings Video Library

Dashboard: Overview

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Users: Overview of Users and Roles

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Users: Setting User Sales Targets

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Admin Settings: Org Settings

Uploaded 11/7/23

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Admin Settings: User Settings

Updated: 11/7/23

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Events Video Library

Events: Scheduling an Event in the Console

Updated: 11/7/23

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Events: Recording Sales and

Closing

Submitting the Event for Billing

Updated: 11/7/23

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Events Workflow: Sharing the Sales Order

Updated: 11/7/23

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Events Workflow - Replenishment Request

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Events: Adding the PO # to the Event

Updated: 11/1/23

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Events: Billing for the Case, Invoicing and Payments

Updated: 11/7/23

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Events: How to process a stocking order in the console

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Events: Stocking Orders

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Directory/Events: Add new Directory Records while Creating an Event

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Directory Video Library

Directory: Using the Directory

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Directory: Adding a Facility

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Directory: Adding a procedure

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Directory: Adding a Physician

Updated: 11/7/23

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Directory: Upload Facility Contract Pricing

Updated 11/7/23

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Users/Directory: Assigning User Directory Record Access

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Directory: Adding a Manufacturer

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Directory: Setting up Regions and Regional Managers

Updated: 11/7/23

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Inventory Video Library

Inventory: Requesting Inventory Ad-Hoc

Updated: 11/1/23

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Inventory: Making Inventory Requests from the Console (as a Sales User)

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Inventory: Making Requests on Behalf of a User in the Console, associating it with an Event (As an Admin)

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Inventory: Fulfilling an Inventory Request

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Inventory: Inventory Transfers in the Console

Updated: 11/1/23

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Inventory: Transferring Directly into a Container

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Inventory: Reset Location during a Transfer

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Inventory: Deactivating Inventory and Cascading Container Deactivations

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Inventory: Locations

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Inventory: Uploading an Inventory Import File

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Inventory: Building an Inventory Import File - What do the Fields Mean?

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Inventory: Understanding Single-Use, Reusable, Billable, and Unbillable inventory statuses

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Inventory: Using Inventory Tags

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Inventory: Creating Inventory Manually in the Console

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Inventory: Formatting your inventory import file to load in the ConnectSx Console

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Inventory: Requesting inventory for an upcoming Event

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Inventory: Logging Field Device Movement in ConnectSx (Beyond Custody)

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Inventory: Exporting Inventory from the ConnectSx Console

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Inventory: Understanding Single Use vs. Reusable and Billable vs. Unbillable

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vTrakr Video Library

Requesting Inventory for a Case

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Scheduling a Case in vTrakr

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Recording Sales for a Case in vTrakr

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Accepting or Declining a Transfer in Vtrakr

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Billing for an Event in vTrakr: Sharing the Sales Order and Adding the PO

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Tracking Events with Pending POs in vTrakr

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