Video Library

Dashboard: Overview

Users: Overview of Users and Roles

Users: Setting User Sales Targets

Admin Settings: Org Settings

Uploaded 11/7/23

Admin Settings: User Settings

Updated: 11/7/23

Events: Scheduling an Event in the Console

Updated: 11/7/23

Events: Recording Sales and Submitting the Event for Billing

Updated: 11/7/23

Events Workflow: Sharing the Sales Order

Updated: 11/7/23

Events Workflow - Replenishment Request

Events: Adding the PO # to the Event

Updated: 11/1/23

Events: Billing for the Case, Invoicing and Payments

Updated: 11/7/23

Events: How to process a stocking order in the console

Events: Stocking Orders

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

Directory: Using the Directory

Directory: Adding a Facility

Directory: Adding a procedure

Directory: Adding a Physician

Updated: 11/7/23

Directory: Upload Facility Contract Pricing

Updated 11/7/23

Users/Directory: Assigning User Directory Record Access

Directory: Adding a Manufacturer

Directory: Setting up Regions and Regional Managers

Updated: 11/7/23

Inventory: Requesting Inventory Ad-Hoc

Updated: 11/1/23

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

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

Inventory: Fulfilling an Inventory Request

Inventory: Inventory Transfers in the Console

Updated: 11/1/23

Inventory: Transferring Directly into a Container

Inventory: Reset Location during a Transfer

Inventory: Deactivating Inventory and Cascading Container Deactivations

Inventory: Locations

Inventory: Uploading an Inventory Import File

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

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

Inventory: Using Inventory Tags

Inventory: Creating Inventory Manually in the Console

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

Inventory: Requesting inventory for an upcoming Event

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

Inventory: Exporting Inventory from the ConnectSx Console

Inventory: Understanding Single Use vs. Reusable and Billable vs. Unbillable

Requesting Inventory for a Case

Scheduling a Case in vTrakr

Recording Sales for a Case in vTrakr

Accepting or Declining a Transfer in Vtrakr

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

Tracking Events with Pending POs in vTrakr