Overview
When executing a Stocking Order (selling inventory outright to a hospital or distributor outside of a surgical case), users must choose how the system handles the sold items:
Facility Stock: Items remain active in the system to track their ultimate patient consumption down the line without double-counting sales.
Direct Sale: Items are immediately depleted and deactivated upon billing submission because tracking downstream clinical use isn't required.
To optimize workflow efficiency for companies operating primarily under the direct consumption model there is a global administrative configuration that sets the Direct Sale preference automatically.
How it Works
Rather than requiring field representatives or operations users to manually check the "Direct Sale" box every single time they submit a stocking order, the system now supports two layers of default persistence:
Global Admin Override: Organization Administrators can configure a setting that forces the Direct Sale checkbox to default to ON for every new Stocking Order created across the company.
User-Level Sticky State: If no global rule is strictly enforced by the organization, the interface will remember the individual user's last-known action from their active browser session. If your last submission was a Direct Sale, the checkbox will remain ticked on your next order.
Admin Configuration: Turning "Direct Sale" ON by Default
If your company strictly uses Stocking Orders as a straight-to-depletion billing mechanism and does not track post-sale shelf inventory, follow these steps to enable the default state:
Log into the web Console as an Organization Administrator.
Navigate to Settings from the main navigation sidebar.
Click on the Organization Settings tab.
Scroll down to the billing and event adjustments section.
Locate the toggle named "Default Stocking Orders to Direct Sale" and switch it to ON (the toggle will highlight purple).
Click Save.
Once active, all sales reps and distributors will find the Direct Sale (Deactivates inventory) checkbox automatically pre-selected when they click Submit for Billing on a Stocking Order.
Field User Impact
For field representatives submitting orders, the selection process remains completely flexible:
If the default is ON: When you click Submit for Billing, the Direct Sale box will be pre-checked. If you explicitly need this specific order to become trackable Facility Stock instead, simply uncheck the box before executing your signature.
If the default is OFF: The box will remain unchecked by default, but checking it once will preserve the selection for any subsequent stocking orders processed during that active login session.
⚠️ Important Reminder: Submitting an event as a Direct Sale immediately depletes and deactivates the items from active stock records. Always double-check your item counts and pricing metrics prior to finalizing signatures, as completed direct sales cannot be reversed.