Distributor Training Guide
Role Description:
The distributor has a hybrid role where they will most likely be making sales and processing cases on their own, while also managing the case schedule and inventory of a group of sales reps under their distributorship. For this reason they must learn the role of the sales rep as well as certain administrative functions.
Resources:
The following resources will help both jump-start and round out your understanding and skill set when using ConnectSx.
Introduction to the Platform:
The distributor may be using both the Console and the Mobile app depending on what they are doing. The following documents will provide you with a general overview of both:
Surgical Case Workflow:
Distributors must learn how to record sales and process cases in the mobile app as well as the console. Use the following to get an better understanding for how each app supports those activities:
Inventory Management:
As a distributor learning the system, you must learn how to manage inventory details and movement for your distributorship. The articles below will help you master these activities:
Exploring the inventory detail screen to manage device information
How distributors may manage the distributorship’s inventory as a pool
Reporting:
Distributors may need to run inventory exports, sales reports, and commission reports and more to keep up with their account activity. User these articles to guide you through the process: