Video Library

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Navigation and General Updates

Updated Search Functions in Wizards

Updated March 2024

Dashboard, Users, Reports, and Settings Video Library

Dashboard: Overview

Users: Overview of Users and Roles

Users: Setting User Sales Targets

Admin Settings: Org Settings

Uploaded: November 2023

Admin Settings: User Settings

Updated: November 2023

Reports: Using Data Exports

Updated: December 2023

Views: Using the Board View in List Pages

Updated: December 2023

Reports: Vizualized Reporting

Updated December 2023

Messaging

Updated December 2023

Multi-Language Setting

Updated March 2024

Reports: Scheduling Feature

Reports: How to filter Total Sales for One Product

Events Video Library

Events: Scheduling an Event in the Console

Updated: November 2023

Events: Recording Sales and Submitting the Event for Billing

Updated: November 2023

Events Workflow: Sharing the Sales Order

Updated: November 2023

Events Workflow - Replenishment Request

Events: Adding the PO # to the Event

Updated: November 2023

Events: Billing for the Case, Invoicing and Payments

Updated: November 2023

Events: How to process a stocking order in the console

Events: Stocking Orders

Directory/Events: Add new Directory Records while Creating an Event

Events: Non-Users Scan Sales Order QR Code to Update PO Number for a Case

Updated March 2024

Directory Video Library

Directory: Using the Directory

Directory: Adding a Facility

Directory: Adding a procedure

Directory: Adding a Physician

Updated: November 2023

Directory: Upload Facility Contract Pricing

Updated November 2023

Users/Directory: Assigning User Directory Record Access

Directory: Adding a Manufacturer

Directory: Setting up Regions and Regional Managers

Updated: November 2023

Directory: Preference Cards

Updated December 2023

Directory: Facility Credit Hold

Updated March 2024

Inventory Video Library

Inventory: AI-Driven Device Use Marking

Coming Soon

Inventory: Integration with UDIdentify App

Updated March 2024

Inventory: Transfer Shipment Confirmation with QR Codes for Non-Users

Updated March 2024

Inventory: Pulling Inventory by Date Created

Updated March 2024

Inventory: Modifying Replenishment Requests

Updated March 2024

Inventory: Backstock and Fulfillment Process

Updated March 2024

Inventory: Notify a Facility of an Inbound Transfer Shipment

Updated March 2024

Inventory: Track a Transfer’s ‘Shipped’ Status

Updated March 2024

Inventory Audit (Deep Dive)

Updated December 2023

Inventory: Requesting Inventory Ad-Hoc

Updated: November 2023

Inventory: Use Auto-Select to Fulfill Inventory Requests

Updated: December 2023

Inventory: Assigning inventory audits to your field users and collecting count data

Updated: December 2023

Inventory: Making Inventory Requests from the Console (as a Sales User)

Inventory: Making Requests on Behalf of a User in the Console, associating it with an Event (As an Admin)

Inventory: Fulfilling an Inventory Request

Inventory: Inventory Transfers in the Console

Updated: November 2023

Inventory: Transferring Directly into a Container

Inventory: Reset Location during a Transfer

Inventory: Deactivating Inventory and Cascading Container Deactivations

Inventory: Locations

Inventory: Uploading an Inventory Import File

Inventory: Building an Inventory Import File - What do the Fields Mean?

Inventory: Understanding Single-Use, Reusable, Billable, and Unbillable inventory statuses

Inventory: Using Inventory Tags

Inventory: Creating Inventory Manually in the Console

Inventory: Formatting your inventory import file to load in the ConnectSx Console

Inventory: Requesting inventory for an upcoming Event

Inventory: Logging Field Device Movement in ConnectSx (Beyond Custody)

Inventory: Exporting Inventory from the ConnectSx Console

Inventory: Understanding Single Use vs. Reusable and Billable vs. Unbillable

vTrakr Video Library

Events: Requesting Inventory for a Case

Updated: September 2023

Events: Scheduling a Case in vTrakr

Updated: September 2023

Events: Recording Sales for a Case in vTrakr

Updated: September 2023

Events: Submitting for Billing and Sharing the Sales Order

Updated: September 2023

Events: Entering the PO for a Case in vTrakr

Updated: September 2023

Requesting Replenishment in vTrakr

Updated: September 2023

Video Library

Navigation and General Updates

Updated Search Functions in Wizards

Dashboard, Users, Reports, and Settings Video Library

Dashboard: Overview

Users: Overview of Users and Roles

Users: Setting User Sales Targets

Admin Settings: Org Settings

Admin Settings: User Settings

Reports: Using Data Exports

Views: Using the Board View in List Pages

Reports: Vizualized Reporting

Messaging

Multi-Language Setting

Reports: Scheduling Feature

Reports: How to filter Total Sales for One Product

Events Video Library

Events: Scheduling an Event in the Console

Events: Recording Sales and Submitting the Event for Billing

Events Workflow: Sharing the Sales Order

Events Workflow - Replenishment Request

Events: Adding the PO # to the Event

Events: Billing for the Case, Invoicing and Payments

Events: How to process a stocking order in the console

Events: Stocking Orders

Directory/Events: Add new Directory Records while Creating an Event

Events: Non-Users Scan Sales Order QR Code to Update PO Number for a Case

Directory Video Library

Directory: Using the Directory

Directory: Adding a Facility

Directory: Adding a procedure

Directory: Adding a Physician

Directory: Upload Facility Contract Pricing

Users/Directory: Assigning User Directory Record Access

Directory: Adding a Manufacturer

Directory: Setting up Regions and Regional Managers

Directory: Preference Cards

Directory: Facility Credit Hold

Inventory Video Library

Inventory: AI-Driven Device Use Marking

Inventory: Integration with UDIdentify App

Inventory: Transfer Shipment Confirmation with QR Codes for Non-Users

Inventory: Pulling Inventory by Date Created

Inventory: Modifying Replenishment Requests

Inventory: Backstock and Fulfillment Process

Inventory: Notify a Facility of an Inbound Transfer Shipment

Inventory: Track a Transfer’s ‘Shipped’ Status

Inventory Audit (Deep Dive)

Inventory: Requesting Inventory Ad-Hoc

Inventory: Use Auto-Select to Fulfill Inventory Requests

Inventory: Assigning inventory audits to your field users and collecting count data

Inventory: Making Inventory Requests from the Console (as a Sales User)

Inventory: Making Requests on Behalf of a User in the Console, associating it with an Event (As an Admin)

Inventory: Fulfilling an Inventory Request

Inventory: Inventory Transfers in the Console

Inventory: Transferring Directly into a Container

Inventory: Reset Location during a Transfer

Inventory: Deactivating Inventory and Cascading Container Deactivations

Inventory: Locations

Inventory: Uploading an Inventory Import File

Inventory: Building an Inventory Import File - What do the Fields Mean?

Inventory: Understanding Single-Use, Reusable, Billable, and Unbillable inventory statuses

Inventory: Using Inventory Tags

Inventory: Creating Inventory Manually in the Console

Inventory: Formatting your inventory import file to load in the ConnectSx Console

Inventory: Requesting inventory for an upcoming Event

Inventory: Logging Field Device Movement in ConnectSx (Beyond Custody)

Inventory: Exporting Inventory from the ConnectSx Console

Inventory: Understanding Single Use vs. Reusable and Billable vs. Unbillable

vTrakr Video Library

Events: Requesting Inventory for a Case

Events: Scheduling a Case in vTrakr

Events: Recording Sales for a Case in vTrakr

Events: Submitting for Billing and Sharing the Sales Order

Events: Entering the PO for a Case in vTrakr

Requesting Replenishment in vTrakr

Accepting or Declining a Transfer in Vtrakr

Billing for an Event in vTrakr: Sharing the Sales Order and Adding the PO

Tracking Events with Pending POs in vTrakr