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To request inventory in ConnectSx using the Console, follow these steps:

Note on Selecting Inventory: Currently, when selecting a complete set, you select based on Product Line. We understand that some trays from a product line may have different designations or purposes and that you’d like to request a specific tray from a product line. For instance, an instrument tray as opposed to an implant tray. In the status quo, you’d need to create a different product line for these distinctions. So in the instance mentioned above, you’d end up with one product line “Product A Implant Set” and a product line “Product A Instrument Set” with the corresponding devices assigned to those product lines.

1. You may initiate a request on the Event Detail page or in the Movements → Requests page

2. Click “Create Request”

3. Select the Manufacturer (This will be the organization in most cases) The requestor of a request is almost always set to the user requesting the inventory (Except if a request is made by an admin on behalf of a user). user:

   1. If you are requesting inventory as a sales user, your account will be selected

   2. If you are requesting on behalf of another user, select their account from the dropdown

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   3. Note: If you associate an event with the request, then the requestor will be updated to the Rep associated with the Event.

4. Select the Manufacturer (This will be the organization in most cases)

5. If applicable, select the Recipe you will use. Learn more about recipes in this article.

6. Select if you are requesting complete sets or individual devices Select

   1. If you select complete sets, you may designate if you want Instruments or Implants only

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7. If you are selecting a complete set, be careful to select the product line with the correct product modifier as it may affect the inventory that is selected for fulfillment (left, right, proximal, etc.)

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8. If you selected individual devices, select your product line

9. Select the devices and containers you are looking to request

10. Modify quantities, if necessary

11. If your request is related to an existing event you can assign the Event to the request

    

12. Enter a “Need by Date” to communicate when the inventory should arrive

13. You may also check “Saturday delivery”

14. Enter any request notes, then click “Done”

15. If you are an Admin and the request is tied to an Event, you will receive a popup asking you if you want to set the event representative as the requester - click yes.

    

16. If an Event was selected, then the inventory request will then be linked to the Event record.

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