Last Updated 2/27/24
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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To learn how, keep reading below!
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The first part of a Stocking Order occurs after the provider requests or orders inventory from the manufacturer. This first step will “sell” the inventory to the facility and render it no longer sellable, but allow it to remain as Facility Stock. Typically this step will be executed by a Manufacturer Admin user, but it can also be done by sales users in the Console.
Navigate to the Events screen in the Console
Click Create Event
Select Event Type “Stocking Order”
Enter the Name, Date, and Facility implicated in the sale.
Enter the Representative name for the direct sale to the provider.
Note: This representative is the user who should be receiving the commission for this sale. This selection will also dictate which inventory is available to sell. So, if the inventory has not yet been transferred into the User’s custody, you should take that action now before attempting to add devices.
Enter the Facility contact (if one has not been entered, then click the “Add New” button to create one.
Enter the Manufacturer and Product line implicated in the sale.
Click “Create”
Next, Click on the ”Mark Used Inventory” tab and search/select your devices as you would in any other normal Event.
When you’ve selected all of the inventory from the sale, you may “Submit For Billing” and process the rest of the billing process for an event as you would normally.
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Now that the sale has been executed and processed, this inventory is considered “Facility Stock”, sold to that facility for use in future cases. In this instance, the inventory was sold to the facility outright to use off the shelf as needed for surgical cases. The stocking order allows you to sell the inventory to the facility and then record its use later in a case without double dipping on sales.
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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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