Distributor Training Guide

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. 

1. Your first step is going to be getting logged into the console.

2. 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.

3. 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.

4. 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.

   1. These articles will help you get started with vTrakr:

      1. Create a Case

      2. Record Sales/Mark Used Inventory

      3. Review Sales Order/Close the Case

      4. Share the Sales Order

      5. Request Replenishment Inventory

      6. Enter PO Number

   2. These articles will help you get started with the Console:

      1. How to use your Dashboard

      2. Paying attention to new Cases, Requests, and Transfers

      3. Inviting Users

      4. Calculating User Commissions

      5. Reviewing Inventory – Stock Reports

      6. Reviewing the Case Schedule

      7. How to transfer inventory in the Console