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Navigation and General Updates
Updated Search Functions in Wizards
Updated March 2024
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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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Reports: Vizualized Reporting
Updated December 2023
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Messaging
Updated December 2023
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Multi-Language Setting
Updated March 2024
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Reports: Scheduling Feature
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Reports: How to filter Total Sales for One Product
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Events Video Library
Events: Scheduling an Event in the Console
Updated: November 2023
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Events: Recording Sales and Submitting the Event for Billing
Updated: November 2023
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Events Workflow: Sharing the Sales Order
Updated: November 2023
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Events 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: 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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Events: Non-Users Scan Sales Order QR Code to Update PO Number for a Case
Updated March 2024
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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: November 2023
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Directory: Upload Facility Contract Pricing
Updated November 2023
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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: November 2023
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Directory: Preference Cards
Updated December 2023
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Directory: Facility Credit Hold
Updated March 2024
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Inventory Video Library
Inventory: AI-Driven Device Use Marking
Coming Soon
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Inventory: Integration with UDIdentify App
Updated March 2024
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Inventory: Transfer Shipment Confirmation with QR Codes for Non-Users
Updated March 2024
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Inventory: Pulling Inventory by Date Created
Updated March 2024
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Inventory: Modifying Replenishment Requests
Updated March 2024
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Inventory: Backstock and Fulfillment Process
Updated March 2024
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Inventory: Notify a Facility of an Inbound Transfer Shipment
Updated March 2024
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Inventory: Track a Transfer’s ‘Shipped’ Status
Updated March 2024
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Inventory Audit (Deep Dive)
Updated December 2023
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Inventory: Requesting Inventory Ad-Hoc
Updated: November 2023
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Inventory: Use Auto-Select to Fulfill Inventory Requests
Updated: December 2023
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Inventory: 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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