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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-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.
Manufacturers Bills as the Org: If you would like inventory from a particular manufacturer to be billed as your organization, set that up here. This should be used in distribution arrangements and white labelling agreements, for instance.
We’ve created tons of features and functionality in ConnectSx to enable you to manage your workflows efficiently, but every business is different and we understand that you may have different needs than other customers. One request we hear periodically is how to disable a feature in order to control how a process works internally, who is able to use the feature, or remove functionality entirely. This article details the current administrative controls you have at your disposal to manipulate which features are available to your users. We’re always working to identify and build the system to suit the needs of our diverse customer base, so if you don’t see what you’re looking for here please send us a request!
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OFF = Do not Limit Procedure List
Manufacturers Billed as the Org
In this section, select manufacturers that will be billed as your organization. What this means is that you will be able to create and manage inventory listed under the Manufacturer, but when it is sold on a Bill sheet it will be sold by your Organization. If you have agreed to white label or distribute another manufacturer’s product, but you own the inventory would be one situation where this would be applicable.
Select the manufacturer’s name and make sure to click ‘save’.
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