Video Library
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Navigation and General Updates
Updated Search Functions in Wizards
Updated March 2024
Dashboard, Users, Reports, and Settings Video Library
Dashboard: Overview
Users: Overview of Users and Roles
Users: Setting User Sales Targets
Admin Settings: Org Settings
Uploaded: November 2023
Admin Settings: User Settings
Updated: November 2023
Reports: Using Data Exports
Updated: December 2023
Views: Using the Board View in List Pages
Updated: December 2023
Reports: Vizualized Reporting
Updated December 2023
Messaging
Updated December 2023
Multi-Language Setting
Updated March 2024
Reports: Scheduling Feature
Reports: How to filter Total Sales for One Product
Events Video Library
Events: Scheduling an Event in the Console
Updated: November 2023
Events: Recording Sales and Submitting the Event for Billing
Updated: November 2023
Events Workflow: Sharing the Sales Order
Updated: November 2023
Events Workflow - Replenishment Request
Events: Adding the PO # to the Event
Updated: November 2023
Events: Billing for the Case, Invoicing and Payments
Updated: November 2023
Events: How to process a stocking order in the console
Events: Stocking Orders
Directory/Events: Add new Directory Records while Creating an Event
Events: Non-Users Scan Sales Order QR Code to Update PO Number for a Case
Updated March 2024
Directory Video Library
Directory: Using the Directory
Directory: Adding a Facility
Directory: Adding a procedure
Directory: Adding a Physician
Updated: November 2023
Directory: Upload Facility Contract Pricing
Updated November 2023
Users/Directory: Assigning User Directory Record Access
Directory: Adding a Manufacturer
Directory: Setting up Regions and Regional Managers
Updated: November 2023
Directory: Preference Cards
Updated December 2023
Directory: Facility Credit Hold
Updated March 2024
Inventory Video Library
Inventory: AI-Driven Device Use Marking
Coming Soon
Inventory: Integration with UDIdentify App
Updated March 2024
Inventory: Transfer Shipment Confirmation with QR Codes for Non-Users
Updated March 2024
Inventory: Pulling Inventory by Date Created
Updated March 2024
Inventory: Modifying Replenishment Requests
Updated March 2024
Inventory: Backstock and Fulfillment Process
Updated March 2024
Inventory: Notify a Facility of an Inbound Transfer Shipment
Updated March 2024
Inventory: Track a Transfer’s ‘Shipped’ Status
Updated March 2024
Inventory Audit (Deep Dive)
Updated December 2023
Inventory: Requesting Inventory Ad-Hoc
Updated: November 2023
Inventory: Use Auto-Select to Fulfill Inventory Requests
Updated: December 2023
Inventory: Assigning inventory audits to your field users and collecting count data
Updated: December 2023