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.
You can also coach your users to use Notes in the inventory request, signifying the type of tray they need.
You may initiate a request on the Event Detail page or in the Movements → Requests page
Click “Create Request”
Select the user:
If you are requesting inventory as a sales user, your account will be selected
If you are requesting on behalf of another user, select their account from the dropdown
Note: If you associate an event with the request, then the requestor will be updated to the Rep associated with the Event.
Select the Manufacturer (This will be the organization in most cases)
If applicable, select the Recipe you will use. Learn more about recipes in this article.
Select if you are requesting complete sets or individual devices
Select your product line
Select the devices and containers you are looking to request
Modify quantities, if necessary
If your request is related to an existing event you can assign the Event to the request
Enter a “Need by Date” to communicate when the inventory should arrive
You may also check “Saturday delivery”
Enter any request notes, then click “Done”
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.
If an Event was selected, then the inventory request will then be linked to the Event record.
Associate Existing Transfers with the Request
Once a request has been created, you may also associate existing transfers with that Request
Select the transfer from the drop down
Click “Save” or “Save and Fulfill”
“Save” will associate the transfer with the request and keep the request open
“Save and Fulfill” will associate the transfer with the request and complete the request as “Fulfilled”