ConnectSx

<a href="https://intercom.help/connectsx/en/articles/13663263-how-do-i-schedule-a-case-or-other-event-type-in-connectsx" rel="nofollow noopener noreferrer" target="_blank">Creating the Event (case)</a>

<a href="https://intercom.help/connectsx/en/articles/13663248-how-do-i-record-sales-from-a-case-and-build-a-sales-order" rel="nofollow noopener noreferrer" target="_blank">Recording Sales</a>

<a href="https://intercom.help/connectsx/en/articles/13663575-how-do-i-request-replenishment-inventory" rel="nofollow noopener noreferrer" target="_blank">Replenishment</a>

<a href="https://intercom.help/connectsx/en/articles/13663619-how-do-i-submit-a-case-for-billing-and-share-the-sales-order" rel="nofollow noopener noreferrer" target="_blank">Submit for Billing and Sharing Sales Order</a>

<a href="https://intercom.help/connectsx/en/articles/13663630-how-do-i-add-the-purchase-order-to-my-case" rel="nofollow noopener noreferrer" target="_blank">Adding PO#</a>

<a href="https://intercom.help/connectsx/en/articles/13663350-how-do-i-make-a-direct-sale-to-a-customer" rel="nofollow noopener noreferrer" target="_blank">Direct Sales?</a>

<a href="https://intercom.help/connectsx/en/articles/13661610-how-do-i-find-and-use-inventory-that-is-shared-with-me-by-my-distributor-for-sales-users" rel="nofollow noopener noreferrer" target="_blank">Shared Distributor Inventory?</a>​

- <a href="https://intercom.help/connectsx/en/articles/13663263-how-do-i-schedule-a-case-or-other-event-type-in-connectsx" rel="nofollow noopener noreferrer" target="_blank">Creating the Event (case)</a>
- <a href="https://intercom.help/connectsx/en/articles/13663248-how-do-i-record-sales-from-a-case-and-build-a-sales-order" rel="nofollow noopener noreferrer" target="_blank">Recording Sales</a>
- <a href="https://intercom.help/connectsx/en/articles/13663575-how-do-i-request-replenishment-inventory" rel="nofollow noopener noreferrer" target="_blank">Replenishment</a>
- <a href="https://intercom.help/connectsx/en/articles/13663619-how-do-i-submit-a-case-for-billing-and-share-the-sales-order" rel="nofollow noopener noreferrer" target="_blank">Submit for Billing and Sharing Sales Order</a>
- <a href="https://intercom.help/connectsx/en/articles/13663630-how-do-i-add-the-purchase-order-to-my-case" rel="nofollow noopener noreferrer" target="_blank">Adding PO#</a>
- <a href="https://intercom.help/connectsx/en/articles/13663350-how-do-i-make-a-direct-sale-to-a-customer" rel="nofollow noopener noreferrer" target="_blank">Direct Sales?</a>
- <a href="https://intercom.help/connectsx/en/articles/13661610-how-do-i-find-and-use-inventory-that-is-shared-with-me-by-my-distributor-for-sales-users" rel="nofollow noopener noreferrer" target="_blank">Shared Distributor Inventory?</a>​

Inventory Movement (on behalf of other users)

<a href="https://intercom.help/connectsx/en/articles/13663279-how-do-i-fulfill-an-inventory-request" rel="nofollow noopener noreferrer" target="_blank">Requests</a>

<a href="https://intercom.help/connectsx/en/articles/13661676-how-do-i-transfer-inventory" rel="nofollow noopener noreferrer" target="_blank">Transfers</a>

<a href="https://intercom.help/connectsx/en/articles/13663620-how-do-i-receive-an-inbound-pending-transfer" rel="nofollow noopener noreferrer" target="_blank">Receiving Transfers</a>​

- <a href="https://intercom.help/connectsx/en/articles/13663279-how-do-i-fulfill-an-inventory-request" rel="nofollow noopener noreferrer" target="_blank">Requests</a>
- <a href="https://intercom.help/connectsx/en/articles/13661676-how-do-i-transfer-inventory" rel="nofollow noopener noreferrer" target="_blank">Transfers</a>
- <a href="https://intercom.help/connectsx/en/articles/13663620-how-do-i-receive-an-inbound-pending-transfer" rel="nofollow noopener noreferrer" target="_blank">Receiving Transfers</a>​

<a href="https://intercom.help/connectsx/en/articles/13663273-how-do-i-send-users-email-reminders-about-missing-purchase-orders" rel="nofollow noopener noreferrer" target="_blank">PO reminders</a>

<a href="https://intercom.help/connectsx/en/articles/13663249-what-email-notifications-does-connectsx-send" rel="nofollow noopener noreferrer" target="_blank">Email notifications</a>

<a href="https://intercom.help/connectsx/en/articles/13661628-who-receives-inventory-request-notifications" rel="nofollow noopener noreferrer" target="_blank">Transfers and Requests</a>

- <a href="https://intercom.help/connectsx/en/articles/13663273-how-do-i-send-users-email-reminders-about-missing-purchase-orders" rel="nofollow noopener noreferrer" target="_blank">PO reminders</a>
- <a href="https://intercom.help/connectsx/en/articles/13663249-what-email-notifications-does-connectsx-send" rel="nofollow noopener noreferrer" target="_blank">Email notifications</a>
- In-app notifications
- <a href="https://intercom.help/connectsx/en/articles/13661628-who-receives-inventory-request-notifications" rel="nofollow noopener noreferrer" target="_blank">Transfers and Requests</a>

<a href="https://intercom.help/connectsx/en/articles/13663628-how-do-i-manage-my-inventory-detail-information" rel="nofollow noopener noreferrer" target="_blank">Inventory Detail</a> (High Level Coverage)

<a href="https://intercom.help/connectsx/en/articles/13663383-directory-faq" rel="nofollow noopener noreferrer" target="_blank">Directory</a> (High Level Coverage)

<a href="https://intercom.help/connectsx/en/articles/13663309-how-do-i-export-my-inventory-from-beacon" rel="nofollow noopener noreferrer" target="_blank">Inventory Exports</a>

<a href="https://intercom.help/connectsx/en/articles/13663309-how-do-i-export-my-inventory-from-beacon" rel="nofollow noopener noreferrer" target="_blank">Stock Reports</a>

<a href="https://intercom.help/connectsx/en/articles/13663471-how-do-i-pull-a-sales-report-in-beacon" rel="nofollow noopener noreferrer" target="_blank">Sales Reports</a>

- <a href="https://intercom.help/connectsx/en/articles/13663309-how-do-i-export-my-inventory-from-beacon" rel="nofollow noopener noreferrer" target="_blank">Inventory Exports</a>
- <a href="https://intercom.help/connectsx/en/articles/13663309-how-do-i-export-my-inventory-from-beacon" rel="nofollow noopener noreferrer" target="_blank">Stock Reports</a>
- <a href="https://intercom.help/connectsx/en/articles/13663471-how-do-i-pull-a-sales-report-in-beacon" rel="nofollow noopener noreferrer" target="_blank">Sales Reports</a>

This outline reflects an example of a training plan for a regional manager user, who will primarily oversee the activity of distributor and sales users within their region.

Training Outline: Regional Manager

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Training Outline: Regional Manager

Session 1 - Building Blocks

45-60 Minutes

Introduction to the Platform

Events Workflow

Inventory Movement (on behalf of other users)

Notifications

Session 2 - Questions and Review

Inventory Detail (High Level Coverage)

Directory (High Level Coverage)

Exports and Reports

Additional Sessions Available as Needed