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Part 2: Recording device use for facility stock
Part 3: Tracking Facility Stock, Sales, and Commisions
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NEW FEATURE!! Facility stock may now be added to Stock Adjustments in order to correct inaccuracies in Facility Stock inventory. |
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Often Reps keep track of a log book at a facility for instances when Facility Stock has been used and records the case information for traceability. When the rep discovers a case has been performed or is otherwise notified, they should create an Event with the Event type “Case” as they would normally.
Enter all of the Event details as they would for any other case. Make sure to enter the Patient ID for traceability purposes.
When they get to the step for “Mark Used Inventory”, however, they should check the box in Filters for “Show Facility Stock items only”. This will allow the user to select from the items previously sold in a Stocking Order to the facility. Note: Facility Stock cannot be entered in a case with other rep consigned inventory.
Once the required inventory has been added to the Event you may click “Submit for Billing” to sign and close the event.
You’ll notice that while a Sales Order it available to be downloaded, the rest of the Billing process (PO, invoice, etc) does not apply since the inventory was already sold previously in a Stocking Order.
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The last step of the process is tracking your facility stock and its use. You’ll want to do this for a few reasons:
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