Release Notes

What’s New:

• UI/UX Improvements

  • Addition of a new top level navigation item “Movements,” that now includes Transfers, Requests, Request Recipes, and Locations

  • Exposed all status pills in the inventory list page

  • Increased the visibility of required fields in various forms

  • Changed various labels to improve clarity

  • Changed the “Assignments” section on the User detail page to improve the way directory items are viewed and assigned to users

  • Added tooltips on items with long description in events, transfers, and inventory to allow users to see the entire text on hover, without clicking into the individual item

  • Added “copy to clipboard” for UDI and Serial number fields in Inventory detail

  • Added “# of items in container” display in right column of Container detail

  • Updated text on various error and status messages

  • Added an alert icon with hover text in various locations to inform users of any exceptions found for the item being viewed

  • Updated the address section in Organization Detail page to include separate fields for each address item (City, State, Zip)

  • Added type-ahead search when adding tags to inventory to make it easer to re-use tags

  • Added cross-linking from the BOM page to the catalog item page

  • Changed “Closed” status for all events to “Pending PO”

  • Changed “Completed” status for all sales events to “Pending Payment”

  • Moved BOM details to their own separate page

  • Added new filters and search criteria for various page searches, including:

    • Filter by Event ID on Event list page

    • Search by catalog, lot, or container on the Locations page

    • Filter by Import Name on Inventory List page

  • Complete mobile style redesign to align with new Console redesign

• Settings and Configurations

  • Added “Shipping Address” section to Manufacturer detail pages

  • Added a feature to allow Admins to set/update a form number for Sales Order Forms

  • Added a new setting to allow an admin to force a user to add notes when a device is marked “In/Out,” “Missing,” or “Damaged” in an Event

  • Added the ability to assign 1 or more locations to Facilities in the directory

  • Added searchable Tags to the physician detail page

• Inventory Management and Details

  • Added a feature to update consignment status of all assigned inventory when the consignment status of a container is changed

  • Added the ability to add and remove containers to a BOM from the BOM Detail

  • Added the ability to auto remove items from a container to fix an overage based on an assigned BOM

  • Created an Inspection workflow for devices and containers that tracks inspection status and history

  • Created a link between individual inventory items and the import that created them

  • Added a filter to allow you to search inventory by the import they are associated with

  • Added “Created On” date column for all inventory items in the Inventory Export report

  • Added a feature to automatically update Hold Status to “Quarantine” when any item Expires

  • Added a calendar view in the Container detail to show assigned events, past and future, that the container was used in or has been scheduled for

• Reports and Data Exports

  • Added CSV export for Container Device List

  • Created a new Container Turn report

  • Created a new Transfer Report

  • Added the ability to download a CSV of current pricing for a given Facility

  • Added “Commission Total” to the Commission report

• Alerts and Notifications

  • Improved error messaging in various locations to provide additional clarity

  • Added data labels to all automated PO Reminder emails

  • Added new Flags/Chips to various items across the platform, including:

    • On the Container Detail when a Container does not match its assigned BOM

    • On the Event Detail when a marked item does not have a corresponding facility price

    • On the Transfer Detail and Transfer List when the transfer sender and recipient are both sales/distributor user types

• Inventory Adjustments and Auditing

  • Added a new Event Type for Inventory Adjustments

  • Added a new section to the BOM detail page that shows how many items are in stock for each item associated to the BOM, how many containers can be created with those items, and how many Complete Containers can be created from the specific BOM, given all devices available

• Integrations

  • Added the ability to send to Catalog # to the Quickbooks SKU field if that field exists in customer’s Invoice template

• Events

  • Added a setting that allows an Org to bill any manufacturer in their account as the default organization

  • Added a feature to prevent expired items from being added to specific Event types: Case, Loan, Stocking Order, Subscription, Trial

  • Added a check box allowing field user to confirm “All devices at Facility, Ready for Use”

  • Added the ability to reverse the sort order of the Device Usage list in the Device Detail page

  • Added a feature to allow a user to remove a PO number from a previously closed case (Removal returns case status to “Pending PO”)

  • Added option to bulk mark all items in an Event as “No Charge”

• User Roles

  • Added a user role “Custodian Only” that allows organizations to have non-licensed users who can hold custody but not log into the system

  • Added the ability for Distributors to view sales reports for the Sales users in their group

• Inventory Transfers and Requests

  • Added the ability for an Admin to associated existing Transfers with existing Inventory Requests

  • Added the ability for Admins to reset Due Back dates without transferring inventory

  • Added the ability to set Due Back dates in the transfer workflow

  • Added the ability for an admin to modify items inside a pending transfer (remove/add)

  • Added the ability to fulfill requests with unlimited Partial Fulfillments

  • Added the requirement that items added to a container through a transfer will inherit the location of the container they are transferred into

  • Added a calendar view to the Request List page that shows items by the assigned “Need-by” date

  • Added the ability to add a tag to inventory during the transfer process

  • Added the ability to assign a new location to all devices during the Transfer workflow

  • Added the ability for a user to signify “Implants Only” or “Instruments Only” during the Inventory Request process

  • Added the ability to select the quantity being transferred from the Select Inventory screen in the Inventory Transfer Wizard

  • Re-arranged the data columns on the Review screen of the Inventory Transfer Wizard

Bug Fixes:

• Fixed an issue that prevented NOTES from the Quickbooks template from being retained when data was exported from the Console

• Fixed a filter issue when using Facility Stock items in a Case that prevented those items from showing as “Used” until the case was closed

• Fixed an issue that prevented some users from selecting an item by its search tag in an event or transfer

• Fixed an issue that prevented the system from ignoring capitalization on the user’s email address during the User Invite process

• Fixed an issue that caused the site to direct some users to an error page while generating sales reports

Release Notes

What’s New:

• Fixed an issue that allowed users to select today’s date when running sales reports, even though data was not yet available for the current day

• Fixed an issue that prevented Sales Order emails from being sent in a “Return” event

• Fixed an issue that prevented sales users from seeing distributor containers when marking inventory in an event, even though distributor inventory is shared with those users

• Fixed an issue that prevented Admin users from sending PO reminders to Users who have not previously logged into the system

Release Notes

What’s New:

• Complete redesign of UI/UX, Layout, and Color Scheme

• Complete redesign of Reports section and ability to create ad-hoc sales reports

• Added the ability to map locations on import

• Added the ability to set/update locations on inventory transfers

• Updated price field to allow “$0” as valid value for a billable item

• Updated Sales reports to include “Stocking Order” event type

• New notifications to inform admins of the following:

  • When a sales user adds a comment in vTrakr

  • When inventory is expiring

  • When an item drops below set Par level

• Added a timestamp to show the most recent Sales Order and Invoice email

• Added the ability to remove additional contacts from a Facility

• Added ability to add “alternate email” address to a user detail

• Added “inventory type” to inventory detail items

• Improved the Dashboard top selling items widget to include total $ value

• Added the ability to associate a container/tray with an event

• Added multiple admin settings, including:

  • The ability to restrict sales and distributor users from adding inventory

  • The ability to restrict sales and distributor users from deactivating inventory outside of an event/case

  • The ability to restrict sales and distributor users from re-opening events

  • The ability to restrict sales and distributor users from making inventory requests that are NOT associated with an event

• Added a flag to show when a facility contract is complete

• Added a flag to show when a user has been trained and is ready to sell

• Added flag to show when an admin has changed a lot number

• Added description columns to Sales by Catalog and Sales by Product reports

• Added “Additional Contacts” feature to the User detail page

• Added new payment terms options

• Added data matrix barcode option to the barcode image generator

• Consolidated Sales By Product report to show all products in a single cell for items associated to more than one product line

Bug Fixes and Other Items:

• Fixed a bug that prevented inventory IDs from displaying in inventory export csv

• Fixed a bug that allowed users to add the same device more than once to an Inventory Request Recipe

• Fixed a bug that prevented some sales users from seeing request recipes that were assigned to them by an admin

• Fixed a bug that caused the paginated lists of imports to refresh automatically

• Fixed a bug in the inventory search filters that prevented some devices from being returned when searching specific containers

• Fixed an issue that caused some commission rates to be incorrectly calculated in some reports

• Fixed an issue that disallowed inventory with slashes in the name

• Fixed an issue caused some users connecting Quickbooks accounts to get a timeout error

• Fixed an issue that prevented some users from seeing all available inventory when adding to a container

• Fixed an issue that caused the packing slip PDF to break at the wrong place, pushing all devices to the second page

• Fixed a bug that prevented images from being uploaded when using file extensions with all caps

Release Notes

What’s New:

• Added a feature to allow users to add notes and tags to deactivated inventory items

• When requesting inventory from inside Event, added Inventory Request ID to Event detail page

• Added Facility Stock filter in Mark Used Inventory workflow

• Added support ot display product line images to inventory detail

• Added various new UI and UX elements

• Added support to print sales order form for all multiple manufacturers in a single case

• Added support to enlarge patient sticker form Event detail

• Added support to print an updated PO when inventory request is partially fulfilled

• Added support for assigning multiple surgeons to a case

• Added support for international postal codes

Bug Fixes and Other Items:

• Fixed a bug that prevented facility pricing from displaying correctly

• Fixed a bug that prevented some PDF documents from displaying in the app

• Fixed a bug that prevented some inventory items from showing

• Fixed a bug that prevented some users from executing a transfer to another user

• Fixed a bug that prevented user from creating a new procedure from the event workflow

• Fixed a bug that allows some sales users to deactivate facilities created by admin users

• Fixed a bug that prevented some users from resetting their passwords

• Other minor bug fixes

Release Notes

What’s New:

• Implemented miscellaneous features to improve app performance

Release Notes

What’s New:

• Added the ability to add additional contacts on the facility detail page

• Added a phone extension fields on the facility detail page

Bug Fixes and Other Items:

• Minor bug fixes

Release Notes

What’s New:

• Added a feature to improve the selection process for adding multiple identical items to a case

Bug Fixes and Other Items:

• Fixed a bug that prevented some screens from auto-refreshing

• Fixed a bug that prevented some users from searching inventory by scanning the barcode

Release Notes

What’s New:

• Created new Inventory Transfer workflow to allow users to create transfers with multiple items

• Changed Email Sales Order Form to pull from the billing contact email and cc the sales rep email in the background

• Added a feature to allow Sales Reps to use inventory in their Distributor's custody (must be turned on by the distributor)

• Added new Search/Filter feature for Inventory Requests

• Added new filter to view active and inactive manufacturers in the directory

• Updated expiration tags to show number of days until expired

Bug Fixes and Other Items:

• Fixed a bug that prevented the Notes in the Physician record from being stored and displayed correctly

• Fixed a bug that caused some users to get an error when marking inventory used

• Other minor fixes and display improvements

Release Notes

What’s New:

• Added No Charge feature

• Minor bug fixes

Release Notes

What’s New:

• Added support for ConnectSx Distributor Role

• Added support for creating custom locations and assigning to inventory record

• Added new sections to More tab to align with ConnectSx Console

• Added new fields and features to Inventory tab, Transfers tab, and Requests tab to align with ConnectSx Console

• Modified the Events workflow, providing access to features found in ConnectSx Console

Bug Fixes and Other Items:

• Fixed a bug that prevented some Sales users from creating new procedures

• Fixed a bug that caused phone numbers entered in vTrakr to display in an incorrect format in ConnectSx Console

• Other minor fixes

Release Notes

What’s New:

• Minor bug fixes