Welcome to the training guide for Distributor Users in the ConnectSx Platform! ConnectSx has been designed to simplify your life, save you time, reduce manual headaches, and help you run a more streamlined business. Its our hope that by using the platform you’ll be able to optimize your business, streamline communication with your Manufacturer and Sales Users, and maintain a strong, digitally connected value chain for your customers.
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Your first step is going to be getting logged into the console.
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Next, to get started we’d first like you to walk through how the surgical case workflow works. This section will show you the whole pipeline and how the users using vTrakr interact with the Distributor and Admin users who are predominantly using the Console. This is important for understanding how you connect with your other users, keep track of case activity, and support your case volume.
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Next consider with your Manufacturer if you want to manage your Distributorship’s inventory collectively or by individual rep custody, as is the default in the system.
As a Distributor user you will likely be using vTrakr to manage your cases in the field while also using the Console to keep an eye on your other sales users and your business overall.
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These articles will help you get started with vTrakr:
These articles will help you get started with the Console:
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Paying attention to new Cases, Requests, and Transfers
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Role Description:
The distributor has a hybrid role where they will most likely be making sales and processing cases on their own, while also managing the case schedule and inventory of a group of sales reps under their distributorship. For this reason they must learn the role of the sales rep as well as certain administrative functions.
Resources:
The following resources will help both jump-start and round out your understanding and skill set when using ConnectSx.
Introduction to the Platform:
The distributor may be using both the Console and the Mobile app depending on what they are doing. The following documents will provide you with a general overview of both:
Surgical Case Workflow:
Distributors must learn how to record sales and process cases in the mobile app as well as the console. Use the following to get an better understanding for how each app supports those activities:
Inventory Management:
As a distributor learning the system, you must learn how to manage inventory details and movement for your distributorship. The articles below will help you master these activities:
Exploring the inventory detail screen to manage device information
How distributors may manage the distributorship’s inventory as a pool
Reporting:
Distributors may need to run inventory exports, sales reports, and commission reports and more to keep up with their account activity. User these articles to guide you through the process:
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