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ConnectSx Basic Support Tier
How-to articles
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Adding Inventory in vTrakr
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Preparing Your "Go-Live" Inventory Load
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Managing Inventory in vTrakr
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How to Deactivate Inventory
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How to Get Started in the Console
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How to Get Started in vTrakr
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How to Manage Your Events
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Saving Image Files and PDF Documents to an Event
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How to View and Filter Inventory in the Console
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Adding Manufacture Date to your inventory
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How can I remove reusable inventory from my account?
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Exploring the Inventory Detail Screen to manage Device Information
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Unique Device Identifiers (UDIs)
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How to Set Inventory Due Back Dates in the Console
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How to Use the Directory
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How to Fulfill Inventory Requests in the Console
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Managing Facility Contacts in the Console
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How to manage Facility contracts and pricing in ConnectSx
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Using Directory Selection When Creating Events in vTrakr 2023
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Set up Missing PO Email notifications for your Organization
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Send Users email reminders about Events with missing POs
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How to Manage Users in the Console
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How to Import Inventory into the Console
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Using Bills of Materials to Manage Custom Trays and Surgeon Preferences
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How to Log In to UDIdentify
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How to Scan Barcodes with UDIdentify
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How to Group Your Scan History in Folders with UDIdentify
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How to Scan Duplicate Barcodes and Increment Inventory in UDIdentify
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Change the Color Theme of your app
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How to Share Your Scan History in UDIdentify
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How to Navigate UDIdentify
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How to keep track of how much is in your inventory
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Understanding Event Statuses
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What is an event?
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How to fix inventory inaccuracies
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Entering Cost of Goods
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How to create external Inventory requests (ex. Supplier Orders), process receipt, and create new received inventory
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How to Export Your Inventory
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How to look up your transfer's shipment tracking info
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ConnectSx introduces WYSIWYG and Emoji support to Comments/Notes!
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Console Account Settings
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How to Mark an Event as "Paid"
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Additional Event Options
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How to Manage Audits and Cycle Counts in ConnectSx
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How to Add Inventory Manually in the Console
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How to Add/Remove Items from a Container in the Console
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Scheduling Cases and Other Event Types ( a.k.a. How to create an Event)
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Requesting Inventory in vTrakr
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Receiving a Transfer
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Closing the Case and Sharing the Sales Order
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How to create and use Regions in ConnectSx
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How to process an Event as a Credit Memo or Credit Re-bill
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Surgical Case Workflow: Entering the PO and Generating the Invoice
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How to set up Commission Rates and Track them for your Users
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Surgical Case Workflow
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Mark Inventory Use from Detail Page
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Viewing the Transfer and Inventory Request History in vTrakr
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How to Transfer Inventory Directly into a Container
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Attach Implant Stickers to Sales Order Form in vTrakr
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Physician Assignments: Add your Procedures, Facilities, and Products to your Physicians in the Directory
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New Customer Setup Checklist
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User Assignments: How to Add Products, Facilities, Physicians, Locations, Recipes, and Manufacturers (Directory Access) to individual User Accounts
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How to Review Your Inventory Levels in vTrakr
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How to Manage Your Event Schedule in vTrakr
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The Value of Keeping it "Real Time"
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How to Stay Up to Speed on Activity in the Console
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Reviewing Inventory Levels in the Console
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What are Tags and how do you leverage their power?
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How to Log Device Movement in vTrakr
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How to view Device Movement History
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How to Use Hold Status on your Inventory
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Understanding Organizational Hierarchies in ConnectSx (Regional Managers, Distributors, and Sales Users)
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ConnectSx Key Terms and Concepts
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Admin Training Guide
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Inventory Manager Training Guide
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Sales Quick Start Guide
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Using Custom Locations to Manage your Inventory
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Search in ConnectSx: Auto-search vs. Entering a Search
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How to use Exact Search (Less results) in ConnectSx
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Print a Packing Slip noting the items that were not fulfilled from a request
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How to Transfer Inventory
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Adding Inventory in vTrakr
Adding Inventory in vTrakr
Brendan Sweeney
Owned by
Brendan Sweeney
Last updated:
Mar 04, 2024
3 min read
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