This page contains release notes for ConnectSx applications. For additional information or questions about items contained in releases found here, please contact support.
Current Beacon Release
v6.4, July, 2026
To make delegating daily work easier, Distributors can now invite back-office staff into the system under the new Distributor Operations role. This role acts as a functional mirror of a Distributor profile, granting full visibility to manage inventory, transfers, requests, and directory updates on your behalf.
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.
Self-Service Facility & Physician Reactivation
Made a mistake when cleaning up your accounts? You no longer need to contact support to reverse it. A new Reactivate button has been added directly to both the Facility Detail and Physician Detail pages. With editing permissions, a single click will return a deactivated customer or provider profile right back to Active status.
If you want to assign audits to your field users but hide the expected quantities, you can now do this by creating Blind Audits.
Previously if a change needed to be made to a submitted stocking order, this required a support request. You may now re-open stocking orders as you would other event types to make revisions or cancel the order. This comes with caveats - Facility Stock Stocking Orders can only be reopened if none of the Facility Stock has been used. Be sure to read more about the requirements and implications in our Knowledge Base.
Case-Insensitive Password Resets
To prevent common login headaches in the field, the email field on the password reset screen is no longer case-sensitive. Accidental capitalization will no longer lock you out of a reset attempt.
Instead of clicking into items one by one, authorized users can now perform bulk operational changes. A new Bulk Update action on the main Inventory list page applies a single field change (such as toggling a hold status or adjusting base pricing) across all active records in your current filtered result set at once.
When utilizing the Scan UDI to Add workflow to intake products, the Product Line field on scanned items is now a fully interactive dropdown menu. If your company structures product brands differently than the public federal database (FDA GUDID), you can swap or assign the internal Product Line directly on the device card prior to confirming the import.
A multi-select Product Line filter chip has been integrated into the Inventory page filter panel. Slotted cleanly between the Catalog # and Manufacturer filters, it allows you to narrow down your inventory views to focus exclusively on the specific lines you manage.
Added Service and Disposable Instrument tags to the Inventory Device Type choices.
You can now define the Inventory Device Type, Price, Billable Status, and GTIN/DI directly on the Catalog template page. New or scanned items tied to that catalog record will automatically pull these default values, saving you significant manual data entry.
To align your digital workspace with how your warehouse speaks, Canonical Names (e.g., "Spine Set 1 of 3") have been surfaced with their own column and search filter, now called Container Group. You can now track, sort, and group similar sets on the All Inventory page container list and the Catalog Items page container tab using their recognizable operational name instead of hunting down exact container catalog numbers.
Organizations now have the option to enforce strict compliance sign-offs directly before a case is sent down the billing pipeline. When this administrative setting is turned on, a new mandatory checkbox displays within the electronic signature modal:
"I confirm that all compliance requirements have been met for this event."
Field reps or distributors must actively check this box before the Submit button becomes active. Once confirmed, a record of this compliance check is preserved on the right-hand panel of the closed event.
At-a-Glance "Locked, Sent to ERP" Status
When an event is successfully pushed to an external financial system (ERP) via custom integration, editing fields are frozen. To make this clear and prevent you from trying to click unalterable fields, a prominent yellow Locked, sent to ERP status chip now appears on both the general event list and the top of the event detail views.
ConnectSx now alters the behavior of the expiration filters based on the specific type of event you are conducting:
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.
Price lists have been upgraded to support a separate, dedicated Damaged/Waste Price column. If a rep marks a component as "Damaged/Waste" instead of "Used" during a surgical case, the system automatically pulls this specified rate from your price contract rather than standardizing it to full cost. Additionally, any item marked within a dedicated Damage Event will automatically default its status to "Damage/Waste."
For teams whose business model centers entirely on direct hand-offs rather than hospital consignment stock, a new profile toggle allows you to default all Stocking Orders to Direct Sale. When active, the system automatically checks this box, ensuring items are immediately deactivated upon event submission rather than converting into rolling "Facility Stock."
If a field inventory request came in that would normally prompt the creation of an external (or supplier) inventory request, you can now easily convert the field request rather than creating the new request manually.
One-Click Request Board Expansion
Managing high-volume orders from the warehouse is now faster. The headers for the Created and Partially Fulfilled columns on the Requests Board now feature Expand All and Collapse All controls. Toggling these buttons opens or closes all request details across every card in that column simultaneously, cutting out dozens of individual clicks.
Overdue Return Email Reminders
To protect field stock from sitting dormant, users can now opt into Overdue Inventory Email Notifications. If loaner trays or containers assigned to your custody are approaching or past their return due dates, a summary log will be sent directly to your inbox to complement standard mobile push alerts.
New Reports Added:
Inventory Transaction Report (Replaces Inventory Adjustment Report)
Expanded Visibility: The Inventory Adjustment Report has been upgraded to the new Inventory Transaction Report
Comprehensive Tracking: In addition to inventory additions (imports, integrations, manual additions) and removals (event usage, manual deactivations), the report now tracks custody transfers—displayed as paired removal and addition entries under the same Beacon ID.
Running Balance & Reconciliation: Includes transaction type, date, custodian, Beacon ID/source, quantity, and a dynamic running balance to make count reconciliation seamless.
Role Access: Available to Admin, Operations, Regional Manager, and Distributor roles.
Event-Level Payout Tracking: A new report designed to calculate and track event commission payouts across primary sales reps, sub-reps, and distributors.
Dynamic Split Parameter: Features an interactive split percentage selector allowing finance and operations users to adjust sub-rep splits on the fly.
Automated Logic: Incorporates physician override rates, base commission rates, distributor hierarchy lookups, and automatically filters out non-commissionable events.
Upcoming Beacon Release
Coming Soon
Past Beacon Releases
v6.3, June, 2026
"Scan to Move" and Logistics Enhancements
"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.
On-the-Fly Custom Location Creation: If your device camera scans an item outside a mapped 500-meter threshold, the app automatically prompts you to instantly name and spin up a brand new, geo-tagged custom location using your exact coordinates.
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.
Directory and Naming 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.
Strategic Role Additions & Access
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.
VP of Sales Financial Audit Purview: Executive users can now open and audit downstream user to review specific commission rates, calculated totals, and transaction payment statuses across all subordinate regional pipelines.
Corporate Hierarchy Looker Support: All enterprise Looker analytics explores have been upgraded with integrated coordinator filters, meaning selecting a single VP's ID automatically aggregates performance summaries for all reporting Regional Managers and Sales Reps.
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.
Billing & Case Management Refinements
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.
v6.2.0 Release Updates, February, 2026
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.
v6.1.0 Release Updates, January 2026
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.
In-App Physician Verification via Kevin AI: A new "Verify Physician via NPPES" link on the physician detail page allows our AI assistant, Kevin, to run an external lookup, map live registry values against your records to highlight mismatches, and let authorized users sync the data with a single click.
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.