How to bill 3rd party manufacturer inventory to your Organization
As a medical device manufacturer, you may have many suppliers who provide you with finished goods that you sell under your brand.
Some of these products may be white labeled products that are sold by a different manufacturer and rebranded by you
Some of these may be items that you distribute on behalf of another company
Some of these may be products that you buy outright and resell without rebranding
The point is there are times when you may need to bill as your organization and times that you may want to generate a sales order to the supplier. Well now you can do both, check out the options below!
Default: Inventory is billed to the manufacturer of that inventory
The way ConnectSx is built, inventory naturally is billed to its manufacturer when it is sold. That means if you sell inventory from a third party manufacturer, the billing documents will reflect that third party manufacturer as the billing entity.
In some cases this may be correct, but in other situations you may want the inventory to still be billed by the organization, such as in the event of a white label relationship.
With the release of v4.2.0, you will be able to designate certain manufacturers in your account to be billed as your organization.
Bill third party manufacturers as the Organization
With release 4.2.0 you will now be able to bill inventory from a third party manufacturer as your organization, meaning your organization’s information will appear at the top of the billing documents. To set up a manufacturer to be billed by the organization, follow these steps:
Log into the Console as an admin
Navigate to your settings
Click on the Organization tab
Scroll down to the Section that reads “Manufacturers Billed as [Your Organization’s Name]”
In the field below type ahead to select the manufacturer to bill as the org
Select as many manufacturers as needed
Save before leaving the page
After setting this up, when inventory from those manufacturers are sold, the sales order will still display your Organizations information and logo, keeping your organization as the billing entity to be paid.