How-to articles
- Brendan Sweeney
Owned by Brendan Sweeney
This page gives you a bird's eye view of the articles we've created in our Knowledge Base including articles and videos that explain concepts, feature sets, and workflows in ConnectSx. Access the Search page to look for articles on a specific subject.
- Adding Inventory in vTrakr
- Preparing Your "Go-Live" Inventory Load
- Managing Inventory in vTrakr
- How to Deactivate Inventory
- How to Get Started in the Console
- How to Get Started in vTrakr
- How to Manage Your Events
- Saving Image Files and PDF Documents to an Event
- How to View and Filter Inventory in the Console
- Adding Manufacture Date to your inventory
- How can I remove reusable inventory from my account?
- Exploring the Inventory Detail Screen to manage Device Information
- Unique Device Identifiers (UDIs)
- How to Set Inventory Due Back Dates in the Console
- How to Use the Directory
- How to Fulfill Inventory Requests in the Console
- Managing Facility Contacts in the Console
- How to manage Facility contracts and pricing in ConnectSx
- Using Directory Selection When Creating Events in vTrakr 2023
- Set up Missing PO Email notifications for your Organization
- Send Users email reminders about Events with missing POs
- How to Manage Users in the Console
- How to Import Inventory into the Console
- Using Bills of Materials to Manage Custom Trays and Surgeon Preferences
- How to Log In to UDIdentify
- How to Scan Barcodes with UDIdentify
- How to Group Your Scan History in Folders with UDIdentify
- How to Scan Duplicate Barcodes and Increment Inventory in UDIdentify
- Change the Color Theme of your app
- How to Share Your Scan History in UDIdentify
- How to Navigate UDIdentify
- How to keep track of how much is in your inventory
- Understanding Event Statuses
- What is an event?
- How to fix inventory inaccuracies
- Entering Cost of Goods
- How to create external Inventory requests (ex. Supplier Orders), process receipt, and create new received inventory
- How to Export Your Inventory
- How to look up your transfer's shipment tracking info
- ConnectSx introduces WYSIWYG and Emoji support to Comments/Notes!
- Console Account Settings
- How to Mark an Event as "Paid"
- Additional Event Options
- How to Manage Audits and Cycle Counts in ConnectSx
- How to Add Inventory Manually in the Console
- How to Add/Remove Items from a Container in the Console
- Scheduling Cases and Other Event Types ( a.k.a. How to create an Event)
- Requesting Inventory in vTrakr
- Receiving a Transfer
- Closing the Case and Sharing the Sales Order
- How to create and use Regions in ConnectSx
- How to process an Event as a Credit Memo or Credit Re-bill
- Surgical Case Workflow: Entering the PO and Generating the Invoice
- How to set up Commission Rates and Track them for your Users
- Surgical Case Workflow
- Mark Inventory Use from Detail Page
- Viewing the Transfer and Inventory Request History in vTrakr
- How to Transfer Inventory Directly into a Container
- Attach Implant Stickers to Sales Order Form in vTrakr
- Physician Assignments: Add your Procedures, Facilities, and Products to your Physicians in the Directory
- New Customer Setup Checklist
- User Assignments: How to Add Products, Facilities, Physicians, Locations, Recipes, and Manufacturers (Directory Access) to individual User Accounts
- How to Review Your Inventory Levels in vTrakr
- How to Manage Your Event Schedule in vTrakr
- The Value of Keeping it "Real Time"
- How to Stay Up to Speed on Activity in the Console
- Reviewing Inventory Levels in the Console
- What are Tags and how do you leverage their power?
- How to Log Device Movement in vTrakr
- How to view Device Movement History
- How to Use Hold Status on your Inventory
- Understanding Organizational Hierarchies in ConnectSx (Regional Managers, Distributors, and Sales Users)
- ConnectSx Key Terms and Concepts
- Admin Training Guide
- Inventory Manager Training Guide
- Sales Quick Start Guide
- Using Custom Locations to Manage your Inventory
- Search in ConnectSx: Auto-search vs. Entering a Search
- How to use Exact Search (Less results) in ConnectSx
- Print a Packing Slip noting the items that were not fulfilled from a request
- How to Transfer Inventory
- Set Location while Transferring Inventory
- How to Manage Stock Levels with Bills of Materials
- Our Emails have a new look!
- Recording Sales from a Case
- Using @Mentions to communicate with Comments in ConnectSx
- How to Maintain the Product Catalog
- The User Tree
- Using the ConnectSx Dashboards
- Allow Distributorship to manage a Pool of Inventory
- What to Understand about your Inactive Inventory
- How to add users without sending invitations
- Managing Expiring Inventory
- Using the Location Map View Feature in ConnectSx
- How to connect your ConnectSx account to QuickBooks and push invoices to Quickbooks
- How to process a Stocking Order in ConnectSx
- How to Set Par Levels in the Console
- How to create a Request Recipe from a Bill of Materials (BOM)
- How can ConnectSx help me plan my container availability to support upcoming cases?
- What information is on the Sales Order and Invoice in ConnectSx?
- Saving an Image of a Container and Include them on Device Lists
- Creating a Request in the Console
- WARNING! Messages!
- Using Request Recipes to Create Inventory Requests
- How to manage being a part of multiple organizations
- How to log device movement in the Console
- How to generate a barcode in the Console
- How to track which Events certain Containers have been used in
- Restock Containers using the Auto-Fill Function in the Console
- How to Create your Containers
- Changing the date format for your account
- Distributor Training Guide
- How to fix Corrupted Characters when Saving a .CSV with Excel
- What can a Sales User do in the Console?
- Navigating the Console
- How to know when a lot number has been changed
- Primary Admin Role and Advanced User Settings
- Administrative User Controls and Settings
- How to know if the sales order or invoice has been sent?
- What if I need to make changes to an Event after it has been closed (reopening an event)?
- Introducing the new Regional Manager Role
- Comparing Different Event Types
- Exporting Invoices as .CSV to Import to Quickbooks
- What to do when you're not sure you're receiving responses to your ConnectSx Emails to the Facility
- How to set up Inventory Request Email Notifications for Admin and Org Users
- Administrative Controls and Settings
- What to do when you need to change the role of a user
- Linking Events, Requests, and Transfers
- Request Replenishment as an Admin, on behalf of a Sales or Distributor User for their Event
- How to Claim Your ConnectSx Account
- How to Log In to Connectsx
- Why do you have to log in to ConnectSx?
- Cascading Container Changes
- Assigning Containers to Events
- The new ConnectSx Inventory Movements Navigation
- How to submit an inventory request without logging in
- What to do when a request will not be entirely fulfilled
- How do you confirm if all necessary inventory is ready for the case?
- What can a distributor user do in the Console?
- Using the ConnectSx Transfer Report
- Using the Container Turn Report
- Using the Container Check-In Workflow
- Inspecting Inventory and Tracking Inventory Inspections
- Set Inventory Par Levels by Facility
- Searching and Filtering your inventory
- How to view user activity in the Console
- How to modify a Transfer
- How to bill 3rd party manufacturer inventory to your Organization
- How to get a container contents list
- Associating items with the imports which created them
- Modifying or removing a Purchase Order # from an Event
- Introducing Physician Tags
- Setting the Sales Order Form Number
- Request Need-By Dates and Calendar View
- Using the ConnectSx Support Portal
- Managing Events with Pending Purchase Orders
- How to adjust inventory with a Stock Adjustment
- How to disconnect ConnectSx from your Quickbooks Account
- What to do if you are receiving a 5020 Error when trying to export an invoice to Quickbooks
- How to Un-Do an Inventory Import if there was a data issue
- ConnectSx Reports and Visualizations
- Known issue when adding a new BOM from the Container Detail Screen
- The difference between inventory list view and inventory exports: Facility Stock
- Requesting Replenishment
- How to use ConnectSx to track the Warehouse Location of your Inventory
- Why am I having trouble scanning my barcode? And aspects to consider when deciding how to label your products.
- Is the Invoice Paid? Is the Commission paid?
- Who receives Inventory Request email notifications?
- Introducing the ConnectSx Chrome Extension
- How to Reset your ConnectSx Password
- Offline Mode comes to vTrakr and ConnectSx Mobile!
- How to copy an Event to schedule a new Event
- How to set up the Premium Quickbooks Integration
- Edit a Container's Catalog Number
- How to upload Global (reusable) Price Lists
- Quoting a case in ConnectSx
- Using Inventory in your Custody vs. Using Inventory Shared with You by a Distributor
- How to integrate your ConnectSx Account with Xero
- How to automatically send PO reminders directly to the Facility
- How to track International Facilities
- Set Lead Times for your Catalog Items
- Notice: Historical Reports being Phased Out in 2024
- Hate Scrolling? Well we took care of that.
- How to assign Inventory Audits to your Users
- New User Setup Checklist
- Automatically send the Invoice via Email when the PO is submitted
- How to track sales by user and distributor group
- How to tell if a price has been edited in a Case
- How to use Facility-Specific Catalog Numbers for Contract Pricing (Alternate Catalog #'s)
- Leveraging Comments in ConnectSx
- How to change the user assigned to an Event (Admin Only)
- Keep track of your users' business names with the Company field for Sales and Distributor Users
- How to upload an image of a signature on an Event instead of signing digitally
- Create inventory using the UDI with the UDIdentify Integration
- How to mark which items are not being fulfilled in a request
- Notify a Facility that a transfer shipment is inbound to their location
- Using Preference Cards in ConnectSx for Quotes and Requests
- Board View and the Views Button
- Try the Physicians Cards View
- Using the ConnectSx In-App Messaging Widget
- Selecting your Data Export range and understanding Looker Row Caps
- How to place a customer on Credit Hold
- Edit Transfers and Track a Transfer's Shipment Status
- How to change the language of your ConnectSx account
- Non-Users can Use QR codes to add the PO# for a Case
- Non-Users can Use Packing Slip QR Codes to Report on a Transfer
- CSX Artificial Intelligence: Upload device labels or even a handwritten bill-sheet to mark used inventory in a case
- How do I use the Beacon Intelligence Dashboards?
- How can I auto-reconcile my inventory audit discrepancies with Beacon?