The Knowledge Xfer, Issue 40: Requesting Complete Sets

Owned by Brendan Sweeney
Jul 22, 2022
2 min read

 

 

Hey Brendan,

Welcome back to the Knowledge Xfer! In last week's issue we showed you how one of our newest features allows you to track when the sales order or invoice was emailed from the Event Screen. If you missed it, check it out here!

This week we want to talk through the connection between inventory requests and product lines, and how that can impact how you implement ConnectSx for your field users.

When creating an inventory request, a user is prompted to select from "Complete Sets" or "Individual Devices." If you select "Complete Sets," you are prompted select a product line. However, there may be different sets within that product line, such as Instrument, Implant, or MIS trays.

While we are always considering new ways to address process needs, if your users need to be able to select a particular type of container when creating a request, you have 2 main options:

  1. Coach your reps to use Notes in the inventory request, signifying the type of tray they need, or

  2. Model each container types as a Product Line. In the instance above you'd have "Product A Instrument Set" and "Product A Implant Set" as 2 distinct product lines.

 

Each has its own considerations and advantages. If you'd like to talk it through, please reach out and let us know.

You can get more information about creating requests here for vTrakr and here for console. You can read more about creating product lines here.

 

All the best,
Brendan Sweeney

Customer Success

To see all of our past Knowledge Xfer issues, check out the Knowledge Xfer archive!