Requesting Inventory in vTrakr

When the rep needs inventory for a case, they submit an inventory request to the manufacturer for fulfillment using their app. They may submit a request at any time, but they can trigger the inventory request from the Event detail screen of a scheduled case, which will create a link between that case and that request.

1. There are numerous locations to initiate an inventory request in vTrakr. Go to one of these locations and click “Request Inventory” or “Request Replenishment”

   1. The Event Detail screen

      Open

      

   2. The Movement → Requests section of the console

   3. When submitting an Event for Billing (Replenishment Request)

2. Select the Manufacturer you are requesting inventory from.

   Open

   

    

3. If applicable, select an Inventory Request Recipe. To learn more about Request Recipes, check out this article. Then click Next.

4. Next select the inventory you would like to request. Search and filter your inventory using the filters at the top of the screen. If this is a replenishment request, the inventory from the Event will already be populated for you.

5. Switch to the Complete Sets filter to select containers. Just select the appropriate product line and, if applicable, choose Instruments or Implants.

6. Make any modifications to the quantities you are requesting, then Click Next

7. Review your request and enter the remaining information:

   1. the Need By Date

   2. Shipping Address

   3. Request Notes

       

8. Then click “Create”

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