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Dashboard, Users, Reports, 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: November 2023

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Admin Settings: User Settings

Updated: November 2023

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Reports: Using Data Exports

Updated: December 2023

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Views: Using the Board View in List Pages

Updated: December 2023

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Events Video Library

Events: Scheduling an Event in the Console

Updated: November

Reports: Vizualized Reporting

Updated December 2023

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Events Video Library

Events:

Recording Sales and Submitting the Event for Billing

Scheduling an Event in the Console

Updated: November 2023

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Events

Workflow

:

Sharing the Sales Order

Recording Sales and Submitting the Event for Billing

Updated: November 2023

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Events Workflow

- Replenishment Request

: Sharing the Sales Order

Updated: November 2023

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Events

: Adding the PO # to the Event

Workflow - Replenishment Request

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Events: Adding the PO # to the Event

Updated: November 2023

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Events: Billing for the Case, Invoicing and Payments

Updated: November 2023

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Events:

Billing for the Case, Invoicing and Payments Updated: November 2023

How to process a stocking order in the console

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Events:

How to process a stocking order in the console

Stocking Orders

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Directory/Events:

Stocking Orders

Add new Directory Records while Creating an Event

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Directory Video Library

Directory

/Events

:

Add new Directory Records while Creating an Event

Using the Directory

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Directory Video Library

Directory:

Using the Directory

Adding a Facility

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Directory: Adding a

Facility

procedure

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Directory: Adding a

procedure

Physician

Updated: November 2023

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Directory:

Adding a Physician

Upload Facility Contract Pricing

Updated : November 2023

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Users/Directory:

Upload Facility Contract Pricing

Updated November 2023

Assigning User Directory Record Access

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Users/

Directory:

Assigning User Directory Record Access

Adding a Manufacturer

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Directory:

Adding a Manufacturer

Setting up Regions and Regional Managers

Updated: November 2023

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Inventory Video Library

Directory: Setting up Regions and Regional Managers

Inventory: Requesting Inventory Ad-Hoc

Updated: November 2023

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Inventory

Video Library
Inventory: Requesting Inventory Ad-Hoc

: Use Auto-Select to Fulfill Inventory Requests

Updated: November December 2023

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Inventory:

Use Auto-Select to Fulfill Inventory Requests

Assigning inventory audits to your field users and collecting count data

Updated: December 2023

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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: November 2023

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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

Events: Requesting Inventory for a Case

Updated: September 2023

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Events: Scheduling a Case in vTrakr

Updated: September 2023

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Events: Recording Sales for a Case in vTrakr

Updated: September 2023

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Events: Submitting for Billing and Sharing the Sales Order

Updated: September 2023

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Events: Entering the PO for a Case in vTrakr

Updated: September 2023

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Requesting Replenishment in vTrakr

Updated: September 2023

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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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