Templates

ConnectSx Customer Support

  • All content
  • Space settings
  • How-to articles
    How-to articles
     This trigger is hidden
Results will update as you type.
  • •
    ConnectSx Basic Support Tier
  • How-to articles
    • •
      Adding Inventory in vTrakr
    • •
      Preparing Your "Go-Live" Inventory Load
    • •
      Managing Inventory in vTrakr
    • •
      How to Deactivate Inventory
    • •
      How to Get Started in the Console
    • •
      How to Get Started in vTrakr
    • •
      How to Manage Your Events
    • •
      Saving Image Files and PDF Documents to an Event
    • •
      How to View and Filter Inventory in the Console
    • •
      Adding Manufacture Date to your inventory
    • •
      How can I remove reusable inventory from my account?
    • •
      Exploring the Inventory Detail Screen to manage Device Information
    • •
      Unique Device Identifiers (UDIs)
    • •
      How to Set Inventory Due Back Dates in the Console
    • •
      How to Use the Directory
    • •
      How to Fulfill Inventory Requests in the Console
    • •
      Managing Facility Contacts in the Console
    • •
      How to manage Facility contracts and pricing in ConnectSx
    • •
      Using Directory Selection When Creating Events in vTrakr 2023
    • •
      Set up Missing PO Email notifications for your Organization
    • •
      Send Users email reminders about Events with missing POs
    • •
      How to Manage Users in the Console
    • •
      How to Import Inventory into the Console
    • •
      Using Bills of Materials to Manage Custom Trays and Surgeon Preferences
    • •
      How to Log In to UDIdentify
    • •
      How to Scan Barcodes with UDIdentify
    • •
      How to Group Your Scan History in Folders with UDIdentify
    • •
      How to Scan Duplicate Barcodes and Increment Inventory in UDIdentify
    • •
      Change the Color Theme of your app
    • •
      How to Share Your Scan History in UDIdentify
    • •
      How to Navigate UDIdentify
    • •
      How to keep track of how much is in your inventory
    • •
      Understanding Event Statuses
    • •
      What is an event?
    • •
      How to fix inventory inaccuracies
    • •
      Entering Cost of Goods
    • •
      How to create external Inventory requests (ex. Supplier Orders), process receipt, and create new received inventory
    • •
      How to Export Your Inventory
    • •
      How to look up your transfer's shipment tracking info
    • •
      ConnectSx introduces WYSIWYG and Emoji support to Comments/Notes!
    • •
      Console Account Settings
    • •
      How to Mark an Event as "Paid"
    • •
      Additional Event Options
    • •
      How to Manage Audits and Cycle Counts in ConnectSx
    • •
      How to Add Inventory Manually in the Console
    • •
      How to Add/Remove Items from a Container in the Console
    • •
      Scheduling Cases and Other Event Types ( a.k.a. How to create an Event)
    • •
      Requesting Inventory in vTrakr
    • •
      Receiving a Transfer
    • •
      Closing the Case and Sharing the Sales Order
    • •
      How to create and use Regions in ConnectSx
    • •
      How to process an Event as a Credit Memo or Credit Re-bill
    • •
      Surgical Case Workflow: Entering the PO and Generating the Invoice
    • •
      How to set up Commission Rates and Track them for your Users
    • •
      Surgical Case Workflow
    • •
      Mark Inventory Use from Detail Page
    • •
      Viewing the Transfer and Inventory Request History in vTrakr
    • •
      How to Transfer Inventory Directly into a Container
    • •
      Attach Implant Stickers to Sales Order Form in vTrakr
    • •
      Physician Assignments: Add your Procedures, Facilities, and Products to your Physicians in the Directory
    • •
      New Customer Setup Checklist
    • •
      User Assignments: How to Add Products, Facilities, Physicians, Locations, Recipes, and Manufacturers (Directory Access) to individual User Accounts
    • •
      How to Review Your Inventory Levels in vTrakr
    • •
      How to Manage Your Event Schedule in vTrakr
    • •
      The Value of Keeping it "Real Time"
    • •
      How to Stay Up to Speed on Activity in the Console
    • •
      Reviewing Inventory Levels in the Console
    • •
      What are Tags and how do you leverage their power?
    • •
      How to Log Device Movement in vTrakr
    • •
      How to view Device Movement History
    • •
      How to Use Hold Status on your Inventory
    • •
      Understanding Organizational Hierarchies in ConnectSx (Regional Managers, Distributors, and Sales Users)
    • •
      ConnectSx Key Terms and Concepts
    • •
      Admin Training Guide
    • •
      Inventory Manager Training Guide
    • •
      Sales Quick Start Guide
    • •
      Using Custom Locations to Manage your Inventory
    • •
      Search in ConnectSx: Auto-search vs. Entering a Search
    • •
      How to use Exact Search (Less results) in ConnectSx
    • •
      Print a Packing Slip noting the items that were not fulfilled from a request
    • •
      How to Transfer Inventory
    • •
      Set Location while Transferring Inventory
    • •
      How to Manage Stock Levels with Bills of Materials
    • •
      Our Emails have a new look!
    • •
      Recording Sales from a Case
    • •
      Using @Mentions to communicate with Comments in ConnectSx
    • •
      How to Maintain the Product Catalog
    • •
      The User Tree
    • •
      Using the ConnectSx Dashboards
    • •
      Allow Distributorship to manage a Pool of Inventory
    • •
      What to Understand about your Inactive Inventory
    • •
      How to add users without sending invitations