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Dashboard, Users, and Settings Video Library

Dashboard: Overview

Like what you see? Check out our Webinar Library as well.

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

of Users and Roles

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Users:

Setting User Sales Targets

Overview of Users and Roles

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Events Video Library

Events: Scheduling an Event in the Console

Users: Setting User Sales Targets

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Events: Recording Sales and Closing the Event

Admin Settings: Org Settings

Uploaded: November 2023

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Events Workflow: Sharing the Sales Order

Admin Settings: User Settings

Updated: November 2023

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Events Workflow - Replenishment Request

Reports: Using Data Exports

Updated: December 2023

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Events

Views:

Adding the PO # to the Event

Using the Board View in List Pages

Updated: December 2023

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Events: Invoicing and Payments

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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Events
: How to process a stocking order in the console

Inventory: Making Inventory Requests from the Console (as a Sales User)

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Events: Stocking Orders

J_fYgT8AA-c
height300px

Inventory: Making Requests on Behalf of a User in the Console, associating it with an Event (As an Admin)

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Directory/Events: Add new Directory Records while Creating an Event

Inventory: Fulfilling an Inventory Request

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Directory Video Library

Directory: Using the Directory

Inventory: Inventory Transfers in the Console

Updated: November 2023

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Directory

Inventory:

Adding

Transferring Directly into a

Facility

Container

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Directory

Inventory:

Adding

Reset Location during a

procedure

Transfer

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Directory: Adding a Physician

Inventory: Deactivating Inventory and Cascading Container Deactivations

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Directory: Upload Facility Contract Pricing

Inventory: Locations

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Users
/Directory: Assigning User Directory Record Access

Inventory: Uploading an Inventory Import File

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Directory: Adding a Manufacturer

Inventory: Building an Inventory Import File - What do the Fields Mean?

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Inventory

Video Library
Inventory: Making Inventory Requests from the Console

: Understanding Single-Use, Reusable, Billable, and Unbillable inventory statuses

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Inventory:

Making Requests on Behalf of a User in the Console

Using Inventory Tags

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Inventory:

Fulfilling an Inventory Request

Creating Inventory Manually in the Console

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Inventory:

Inventory Transfers

Formatting your inventory import file to load in the ConnectSx Console

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Inventory:

Transferring Directly into a Container

Requesting inventory for an upcoming Event

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Inventory:

Reset Location during a Transfer

Logging Field Device Movement in ConnectSx (Beyond Custody)

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Inventory:

Deactivating Inventory and Cascading Container Deactivations

Exporting Inventory from the ConnectSx Console

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Inventory:

Locations

Understanding Single Use vs. Reusable and Billable vs. Unbillable

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Inventory: Uploading an Inventory Import File
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vTrakr Video Library

Events: Requesting Inventory for a Case

Updated: September 2023

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Inventory: Building an Inventory Import File - What do the Fields Mean?

Events: Scheduling a Case in vTrakr

Updated: September 2023

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Inventory: Understanding Single-Use, Reusable, Billable, and Unbillable inventory statuses
300px

Events: Recording Sales for a Case in vTrakr

Updated: September 2023

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Inventory: Using Inventory Tags

Events: Submitting for Billing and Sharing the Sales Order

Updated: September 2023

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Inventory: Creating Inventory Manually in the Console
300px

Events: Entering the PO for a Case in vTrakr

Updated: September 2023

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Inventory: Formatting your inventory import file to load in the ConnectSx Console

Requesting Replenishment in vTrakr

Updated: September 2023

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Inventory: Requesting inventory for an upcoming Event

Accepting or Declining a Transfer in Vtrakr

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Inventory: Logging Field Device Movement in ConnectSx (Beyond Custody)

Billing for an Event in vTrakr: Sharing the Sales Order and Adding the PO

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Inventory: Exporting Inventory from the ConnectSx Console

Tracking Events with Pending POs in vTrakr

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