What can a Sales User do in the Console?

Although the Console is primarily meant to be used by the Admin users of the Organization, Sales users can also now access their accounts via the web Console. There are some differences, however, in what the Rep will see vs. an Admin account. So what can the rep do in the console? 

1. Utilize the dashboard to view quick info and Pending PO #’s

2. View their pending and historical inventory requests and create new inventory requests

3. View their pending and historical transfers and initiate new transfers

4. View, create, and complete their Events and cases (marking sales, downloading sales order, enter PO number)

5. View and filter inventory and view inventory detail

6. View the product catalog

7. View the directory and add records for Physicians, Facilities, and Procedures. 

8. View account settings and notifications. 

• Page:
  Closing the Case and Sharing the Sales Order
• Page:
  How to Get Started in the Console
• Page:
  How to Manage Users in the Console
• Page:
  How to Manage Your Events
• Page:
  How to Mark an Event as "Paid"
• Page:
  Recording Sales from a Case
• Page:
  User Assignments: How to Add Products, Facilities, Physicians, Locations, Recipes, and Manufacturers (Directory Access) to individual User Accounts