What can a Sales User do in the Console?
Although the Console is primarily meant to be used by the Admin users of the Organization, Sales users can also now access their accounts via the web Console. There are some differences, however, in what the Rep will see vs. an Admin account. So what can the rep do in the console?
Utilize the dashboard to view quick info and Pending PO #’s
View their pending and historical inventory requests and create new inventory requests
View their pending and historical transfers and initiate new transfers
View, create, and complete their Events and cases (marking sales, downloading sales order, enter PO number)
View and filter inventory and view inventory detail
View the product catalog
View the directory and add records for Physicians, Facilities, and Procedures.
View account settings and notifications.
View Sales statistics and performance against sales targets
Pull Inventory Export Reports