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Note: We’ve added a new filter to allow you to search for ONLY inventory that is associated with the containers that have been added/assigned to the Event (See image below). |
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The time has now come for the case to be performed, you’re in the OR and the case is going on, devices are being used and implanted. It’s also time to return to the Event we scheduled and record which devices are being used - recording your sales.
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Improvement Update! You may notice the Mark Used Inventory screen looks a little different in mobile after our most recent release. We’ve added the ability for you to collapse or expand the filters when searching your inventory for your ease of use! |
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Navigate to the Events screen and locate the Case you need to record data for. Click on the case name to view the event detail page. Here you have the option of updating the case details, just make sure to click “Save” when you’re finished!
If inventory has already been recorded as sold/used, you will see the billable total on the detail page. Then you can view and edit those items on the “Devices Used” tab.
To record new sales or used devices, click on the “More” tab and select “Mark Used Inventory”
Then search for the relevant inventory using the filters in the pop-up screen. Click “Select” to select an item for the case.
If you are a sales rep who uses inventory shared by a Distributor (in the Distributor’s custody), you’ll notice the custody of the inventory is listed in REDto draw attention to the fact that it is not technically in the representative’s custody. Use the filter, “Only show inventory in the rep’s custody” to filter out any of the inventory that is in the Distributor’s shared custody.
Once you’ve selected all of the inventory, click “Next”
Click on the +/- buttons next to the device to modify the quantity being recorded in the case. Then click “Mark as Used” and the inventory will be added to the Event and Sales Order. NOTE: You cannot add more than 1,500 items to an Event, in order to prevent timeout issues.
Click on the “Devices Used” tab to see the inventory you’ve added to the Event and make adjustments to the item details, such as Price, Usage Status, Single Use Status, or No-Charge. To modify other item details, click on the item to access its detail screen. (Note: If a device is marked as “Damaged” a sales user will be able to modify its price, regardless of contract price being present. Otherwise, contract pricing cannot be edited by sales or distributor users.) As of the February 2023 release, an item’s tags will be displayed on the Devices Used tab.
To make adjustments to a device’s detail, expand the row and click on the pencil icon for that row to bring up the Edit Device pop-up. Here you can edit the device status, the unit price, single-use status, and also mark an item as No Charge.
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