Improved change history for regulated data fields. Edits to regulated fields now keep both the old and the new value in an append-only history, rather than overwriting what was there. Inventory expiration date and lot number are covered first. Records cannot be altered or deleted, and are held under a retention policy.

A complete audit trail for user access. Role changes, permission changes, account activation and deactivation, and session events each write a permanent record of who did what, to whom, and when. Password changes and resets are recorded the same way.

Stronger password policy. Complexity and minimum length are now enforced by the server, so they hold no matter how a password is set. Passwords can be aged and required to rotate on a schedule you configure, and previous passwords are remembered so they cannot be reused.

New Customer Request type. Raise a request against a customer order and its PO, then fulfill it with multiple stocking orders instead of transfers, billing each one separately. Request types now carry tooltips, remember your default, and can be changed by an admin after the fact, as long as they haven’t been fulfilled.

See your fulfillment progress in real-time. We have updated the Transfer Inventory modal to show quantity selected and quantity remaining per catalog line, plus a status label and a progress bar, and flags when you have selected more than was requested. A summary at the top of the Requested tab shows how many lines are complete. When a line has been sent in full, it drops to the bottom of the list.

Enhanced backorder tracking. You can now mark a request as On Backorder. That will give it a chip on the request card and table row. It will also move that request to the In Fulfillment state, even if you haven’t sent inventory yet. Filter the board to show or hide backordered requests as needed.

Automatic due back dates are now available on request fulfillment. The option to set due back dates automatically, previously available only in the direct transfer flow, has been added to the request flow. Changing the event date now recalculates the due back, date instead of clearing it.

View Consignment status by source container. Replenishment request lines now show the container each item came from, its consignment status and the quantity used, pulled from the devices consumed on the linked event. Now it’s easier than ever to decide if you’re going to fulfill a replenishment request or hold it for a loaner return to be processed.

Containers just got easier to find. Search in the Create Request modal now matches a container's Group name, so you can search for what you see on screen. Requested Inventory shows a catalog number column. Device lists open in catalog number order and every column header is sortable, and device and BOM lists across transfers, requests and containers now hold a consistent order between page loads.

Enter shipping details in the Directory, use them in an Event. Facilities now have a Shipping Information section that can store carrier, carrier method, carrier account number and shipping instructions. Those values load into the Ship To section of a Stocking Order event, where you can override them for that event only. For integration customers, carrier and shipping type are now included in the REST and PubSub event payloads. The legacy "preferred shipping method" dropdown is unchanged in other sections of Beacon.

Shippo purchased shipping labels attach themselves. Buying a label in the Shippo widget attaches both the label and the packing slip to the transfer automatically, including when you buy several at once. The recipient can open them from the transfer.

Tracking information is easier to enter. Save is enabled as soon as you change any field, not only after a tracking number is entered. The button for adding another shipment has been relabelled Add Additional Tracking Info.

New Container tools in the transfer flow. Export a device list from any container row on the transfer detail page, so each packed box gets its own contents list. When creating a transfer, assign many loose items to a container in one action instead of one at a time.

Clearer packing slips. The device packing slip shows each container's catalog number and sorts device rows by it. The stocking order packing slip includes your organization's address.

Transfer from inactive users. Inactive users who still hold inventory can be selected as the Transfer From user in the transfer workflow, matching what was already possible from the inventory detail screen.

Reopen and cancel stocking orders yourself. Stocking orders can now be reopened and cancelled based on sale type and whether inventory has been consumed. Corrections that previously required a support request can be made in the application.

Correct events after they reach your ERP. A new organization setting, Allow ADMIN to reopen events already synced to ERP, lets administrators reopen or cancel a synced event. Separately, ship to address and the shipped and delivered checkboxes stay editable on a synced stocking order, because those fields are never sent to the ERP.

See when an event is being submitted. Events submitted through an integration now show that submission is in progress, so it is clear the event is moving rather than stalled.

Bill sheet upload fills in more for you. Uploading a bill sheet now populates the date it read from the document, names stocking orders automatically, and defaults the facility contact.

Container catalog numbers are now in Devices Used view. The Container ID column shows the catalog number above the description in the same cell, and shows only the catalog number when the two values match. The catalog number is also available in the individual device accordion.

Comments without an extra click. The comment box on an event is always visible, so you can type straight into it.

Hide Submit PO now closes the external route. When Hide Submit PO is enabled, the link to the external PO form is removed from the sales order PDF and from PO notification emails, not just the in-app button.

Facility tags for hospital systems. Tag facilities to group them under a parent system, filter the facility list by tag, and see each facility's tags in a new Tags column.

Credit holds with advance notice. Set a future start date on a credit hold so the users assigned to that facility are notified before it takes effect, instead of the hold starting immediately.

Payment terms say what they mean. Not set and Due on receipt are now separate options. A facility with no terms shows Not set rather than appearing to be due on receipt.

Bulk update device descriptions. Device Description joins the list of fields you can bulk update. Correcting a description across hundreds of devices is now one filtered update rather than a per-device edit.

Containers flag when they do not match their BOM. A yellow Review BOM chip appears in the Item status column on the containers list, and on the container detail page, when a container's contents no longer match its assigned BOM.

Deactivated users appear in the Custody filter. A deactivated user can have custody of inventory after deactivation, so they can now be selected in the Custody filter and inventory totals reconcile.

Hide inventory request scope options per product line. A product line setting has been added that removes the Implants only and Instruments only options from the inventory request and fulfillment screens.

Improvements to overdue and due back alerts. The overdue inventory email lists one line per item a user holds directly, and shows a count for what is inside a container or pack instead of a line per device. A container holding 106 devices added 106 lines before this change. Due back push notifications, in-app alerts and digest emails count the same way, so the numbers match what a user is actually holding.

Choose who receives integration error emails. Administrators can set the email addresses that receive failed integration message notifications for their organization. When the list is empty, delivery is unchanged, sending to ALL Admins.

Two new reports. Inventory Adjustment Report joins the Inventory section of the Reports page, directly after Inventory Aging. Facility Pricing Report joins the Directory section and surfaces contracted facility pricing that was previously only available on request.

Easier creation of Distributor Ops users. Administrators can now create users in the DISTRIBUTOR OPS role and link each one to the distributor they belong to. Previously it was up to the Distributor to create this user in their account.

Clearer wording on automatic due back dates. The description of the Automatically Set Due Back Dates for Loaned Inventory setting has been rewritten to describe what it actually does.

Larger working modals. Create Transfer, Modify Transfer, Create Request, Mark Used Inventory and Manage Inventory Fulfillment are significantly taller, with smaller increases across the other create and bulk update dialogs for ease of use.

Unsaved work is protected on back and forward. Beacon warns before you lose unsaved changes, and that warning now also applies when you navigate with the browser's back and forward controls.

Buttons show progress status. Actions that take a moment now show a loading state, so it is clear the request was received.

Kept Clean: To prevent administrative mix-ups, these back-office users are completely hidden from selections where they don't belong—such as active inventory custodians, transfer recipients, or surgical event representatives.

Clinical Safety Blocks: On events that strictly prohibit expired products—such as Cases, Loans, Stocking Orders, and Trials—the "Show Expired" checkbox is completely hidden from the screening view to avoid errors.

Operational Flexibility: The checkbox remains available only on non-surgical event types where handling expired items is intentional, such as Samples, Damage Logs, Returns, Subscriptions, and Stock Adjustments.

Day-Range Optimization: The expiration lookups within the "Mark Used" screen have also been modernized into a unified, shared day-range filter.

Inventory Transaction Report (Replaces Inventory Adjustment Report)

Commissions & Sub-Rep Split Calculation Report

"Scan to Move" Continuous Mobile Scanning: A dedicated, high-velocity mobile scanner mode designed exclusively for containers, allowing field reps to continuously scan multiple trays into a temporary memory bucket without being navigated away after a single scan.

Live GPS Proximity Matching: When opening the mobile scanning staging list via Scan to Move, the system automatically pulls your live GPS coordinates to match and auto-fill the nearest Facility or Location record within a configurable 100-meter radius.

Multi-Source Batch Custody Transfers: When the mobile "Take Custody" toggle is kept active, the system analyzes the current digital owners of your scanned bucket items and builds unique Quick Transfers from multiple source custodians to your account with a single sync tap.

Active Case & Pending Transfer Safeguards: Any container assigned to an active surgical case or involved in a parallel unaccepted transfer will display a Lock Icon, blocking ownership transfers while still permitting geographic map updates.

Instant Location Generation from Facilities: A new, permission-governed "Create Location" button has been added to the Facility detail page, pre-populating a new Location template with the facility’s address and coordinates while checking for duplicates nearby.

Standardized Naming for Inventory Requests: Added an optional custom request name field to the final step of creation, which defaults to a uniform, clean naming string (Date - Requester Name - Manufacturer) instead of a generic system ID if left blank.

Standardized Naming for Inventory Transfers: Similar to requests, you can now overwrite default transfer summaries with an optional custom name on the final preview screen, or let the app auto-populate it using a consistent format (YYYYMMDD hh:mm, transfer summary).

Inline Title Editing for Administrators: Users with the Admin role can now utilize a clean, minimal edit-in-place interaction to rename active Requests and Transfers directly from their detail page headers.

Item-Type Clarity Badges on Request Records: The Requested Inventory table has updated its column header to "Requested Item" and introduced distinct grey/purple inline type badges ("Container", "Product Line", and "Pack") to make it easier to scan and view complex mixed requests.

New "VP of Sales" Hierarchical Management Tier: To better support large corporate divisions, a new corporate tier has been deployed directly above Regional Managers, granting high-level structural visibility into downstream team activities, scheduled cases, and territory performance.

Expanded Reporting Dashboards for Sales Reps: Field users with the standard Sales role gain direct access to four sales-focused Looker dashboards inside the Console (Total Sales, Sales Data Export, Case Report, and Actual vs. Quoted Analysis) dynamically filtered to show only their assigned accounts.

Case-Insensitive Canonical Name Searching: The search and type-ahead fields for container canonical definitions now ignore capitalization completely, smoothing out matching and eliminating duplicate catalog entries caused by manual typos.

Dynamic "No PO Required" Link Shortcut: Authorized administrators can now click a "No PO Required" text link directly within the "Add PO Number" quick action card, bypassing manual placeholder data entry to move an event instantly to a Pending Payment status.

Credit Hold Blocking Modals: When an event is scheduled at a customer facility flagged on Credit Hold, the system now implements a prominent blocking modal that completely halts case progression rather than displaying standard toast notifications.

Interactive Filter Chips: Applied filter badges on your main list views now format dynamically by query count, incorporate visual dropdown arrows, and act as clickable triggers to instantly launch or adjust filter panels.

Expiration Sorting to Mark Used Inventory: The inventory selection pane inside open cases introduces an advanced expiration date filter and sorting logic, letting reps quickly isolate items expiring first to optimize clinical stock rotation.

Context-Aware "Expires in {nn} Days" Event Badges: Vague "Expiring Soon" text alerts on items loaded into an active event have been entirely replaced with active, context-aware chips tracking the exact number of days remaining until expiration.

"No Commission" Validation Checkboxes: A new "No Commission" checkmark can be toggled on non-commercial events (like samples, demos, or replacements) to lock the event from commission paid calculations while maintaining invoice status tracking.

Container Item Removals During Active Transfers: Senders and administrators can now directly edit an in-progress transfer to remove a specific inventory piece from a physical tray without needing to cancel or restart the entire movement workflow.

Four New Looker Analytics Logs: Expands Looker reporting framework capabilities by establishing four distinct auditing dashboards across the platform: the Inventory Adjustment Report, Transferred Inventory Tracking, Commission Report, and Rep Container Turns.

Overdue Loaner Utilization Histographies: Enhances reverse logistics tracking by logging full fields of loaner tray extension histories and introducing an analytics modal to evaluate container turns against the duration of active extensions.

Tags Field Added to Inbound Supplier Shipments: When receiving newly built or external stock from an outside supplier, a custom tags field has been built into the inventory receipt workflow to attach specific identifiers on intake.

Mobile App Version Number Tracking: The Beacon Mobile configuration module has added the active compiled software version number directly onto the "App Information" user interface screen to speed up field compatibility testing.

Geographical Inventory Restrictions: To ensure compliance, inventory items can now be restricted to Domestic or International use based on catalog/lot data, automatically filtering the available items during transfer or case creation so users only see and use products matching their approved region.

Soon-to-Expire Inventory Safeguard: Admins can now set a custom organization-level restriction window (e.g., 90 days) that automatically hides any inventory expiring within that timeframe from the item picker when a user attempts to transfer stock out of the organization.

Flexible Expiration Filters and Sorting: The rigid expiration status dropdown has been replaced with a dynamic day-range slider and a "Show Expired" checkbox when browsing inventory, alongside a new sorting tool that displays items expiring first.

Optional Procedure Field for Cases & Trials: To speed up event creation, the Procedure field is no longer strictly required for Case and Trial event types, allowing organizations that do not track procedures to skip this validation step entirely.

Pre-Authorization Signatures on Open Events: Users can now collect formal facility or physician sign-offs on open events prior to final documentation via a "Collect Pre-Auth Signature" button, which permanently saves the signature and prints it on the final Sales Order PDF.

"No PO Required" Shortcut for Admins: Administrative users managing external accounting pipelines can click a new "No PO Required" shortcut link to auto-populate system fields with a date-stamped placeholder, moving the event seamlessly from Pending PO straight to Pending Payment.

Organization-Level Request Routing: When generating replenishment or drop-ship requests from an Event, admins can route ownership to the core organization rather than an individual representative, shifting the fulfillment, PO, and payment workflows to the org while keeping a read-only link to the associated representative.

Request Containers by Canonical Name: In the request wizard, the "Loose devices" option has expanded to "Devices/Containers/Packs," allowing users to request a tray type by its overarching name (e.g., "Knee Replacement Tray") while leaving the logistics team to choose the specific numbered asset from available stock.

Non-Commissionable Event Flag: A new "No commission" checkbox allows users to mark specific events—such as adjustments, samples, and warranties—as non-commissionable, forcing commission values to zero and automatically stripping them out of Sales Targets and Performance calculations.

Advanced Manufacturer Sales Order Automations: Admins can now curate a dedicated recipient email distribution list on a manufacturer's detail page, ensuring that when a case is submitted, the split Sales Order data automatically routes to all designated stakeholders rather than just a single inbox.

Sub-Representative Commission Splitting: Users with event edit access can now utilize a dynamic search field to assign an active Sub-Representative from the same distributorship group to a case, linking them to the backend dataset for report tracking and printing their name on the final Sales Order paperwork.

Global Text Input Protections: Autocorrect, autocapitalize, and spellcheck have been disabled on critical reference fields (such as Barcodes, Serial/Lot numbers, UDI scans, and NPI fields) to eliminate broken search lookups caused by unintended mobile or browser text modifications.

New Looker Performance Dashboards: Three new reporting modules are available in the Reports section: BOM Availability & Reorder (tracks shelf volume vs. sales velocity to project dynamic restock timelines), BOM Container Reconciliation (compares live audited container sheets against master blueprints), and At-Risk Accounts (flags drops in facility/physician sales volume).

Native Device Calendar Alignment: The "Add to Calendar" tool has been rebuilt to ensure exported desktop calendar files (.ics) default to a clean 30-minute block with built-in system alarms and deep links, while the mobile app now prompts standard native device permissions to save events directly to your primary calendar app.

Federal NPI Registry Integration: You can now onboard or update physicians instantly by searching the public federal NPI registry (NPPES) by name or NPI number, which automatically populates standard address details and prompts you to select from multiple registered locations.

Inventory Transfer Location Overrides: When accepting incoming inventory transfers, a new pop-up allows you to assign a single inventory location to all incoming items at once, and the system will securely remember this preference for future shipments.

Smart Loan Tracking & Warnings: When creating an inventory transfer, item cards will explicitly display a "Loaned, return to: [Custodian Name]" label if an item is tied to a loan, showing a green checkmark if your recipient matches the custodian or a red warning icon with an explanatory tooltip if they do not.

Live Consignment Status Visibility: The Create Transfer window now displays the live consignment status for each item, automatically splitting grouping types into separate cards if individual items within them hold different statuses.

Single-Click Packing Slips: Exporting packing slips is now a true single-click download that automatically formats the complete document—including QR codes, partial items, and unshipped materials—without requiring you to navigate extra dropdown menus.

Interactive Events Workspace Rows: Navigating the Events desktop view is faster with full-row clickability to open an event's deep details, helpful row-hover highlights, and direct sub-links that bypass the row action to jump straight to nested Facility, Physician, or Procedure folders.

Upgraded Email Status Tooltips: Email status icons have been replaced with clean text chips (e.g., "Invoice", "Sales order") that display an interactive tooltip when hovered over, showing the exact type of communication and its precise delivery timeline.

Dynamic Search Filter Chips: Applied search filters now appear as visual badges under the search bar, showing aggregate counts for multi-select options (e.g., Status, allowing you to click a badge to adjust filter options, or click the "X" (or a "Clear All Filters" link) to instantly reset your workspace.

Mobile Multi-Select Dropdowns: When configuring settings on the mobile app, item dropdowns (like product lines or procedure details) now support checkboxes so you can tag multiple parameters at once and add them in bulk using a single button.