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Confluence
ConnectSx Customer Support
  • How-to articles
    How-to articles
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  • 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
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