The Facility Shipping Info section establishes a dedicated, centralized location for managing customer delivery addresses, shipping contacts, and logistics preferences within ConnectSx Beacon. Separating physical and billing details from shipping logistics ensures that inventory transfers, stocking orders, and replenishment shipments arrive at the correct hospital dock or surgery center department without manual re-entry.
What is the Facility Shipping Info Section?
The Facility Shipping Info section expands the Directory > Facilities record by separating delivery logistics from general contact and billing details. Previously, shipping destinations were often inferred from physical or billing addresses, leading to delivery discrepancies during direct sales or field transfers.
Feature / Field | Purpose & Function |
Dedicated Shipping Address | Captures specific dock, department, or receiving street address details (separate from physical/billing addresses). |
Shipping Contact Details | Stores the primary receiving contact’s name, phone number, and direct email address. |
Delivery Preferences & Notes | Holds special receiving instructions (e.g., "Deliver to OR Receiving Dock 3", "Attn: SPD Lead"). |
Auto-Population Workflow | Automatically populates ship-to fields across Stocking Orders, Transfers, and Requests when selecting the facility. |
Document Synchronization | Automatically formats the "Shipped To" section on Sales Orders, Invoices, Packing Slips, and Shipping Labels. |
How to Set Up and Edit Facility Shipping Info
Organization Admins and Operations users can configure shipping details directly within the directory.
Step-by-Step Setup:
Navigate to Directory > Facilities in the left navigation menu.
Select an existing facility or click the "+" (Create New) button to add a new customer.
Scroll down to the Shipping Information section.
Enter the Shipping Street Address, City, State, and ZIP Code using the Google Places type-ahead feature to ensure address validation.
Enter the Shipping Contact Name, direct Phone Number, and Email Address.
Add any Shipping Notes / Instructions required by the facility's receiving dock.
Toggle the "Default Shipping Address for Orders & Transfers" switch to ON.
Click Save.
How Facility Shipping Info is Used Across Beacon
1. Stocking Orders & Direct Sales
When processing a Stocking Order or direct sale to a hospital or surgery center, navigate to the Ship tab on the Event Detail screen.
Use the "Autofill from Facility Primary Address" button to instantly load the saved shipping address, recipient contact, and instructions.
Generate pick lists, export PDF packing slips, or create carrier shipping labels via integrated tools (e.g., Shippo) with pre-validated delivery data.
2. Inventory Transfers & Request Fulfillment
When transferring loaner sets or fulfilling replenishment requests for a customer case:
The system checks the associated facility record and defaults the transfer destination to the saved Facility Shipping Address.
Packing slips automatically print with the designated shipping contact and delivery instructions, allowing non-system users at hospital docks to receive and route shipments correctly.
3. Sales Orders and Billing Documentation
During billing workflows, Beacon separates billing accounts from physical ship-to destinations:
Billed To: Populates the facility’s AP/Billing contact and billing address.
Shipped To: Displays the exact shipping address and contact captured in the Shipping Info section.
Best Practices for Facility Shipping Info
Validate Addresses with Type-Ahead: Always use the Google Places type-ahead lookup when creating or updating shipping addresses to ensure standard formatting for carrier integrations.
Include Specific Receiving Notes: Add department details (e.g., "Materials Management, 2nd Floor") to prevent misplaced field inventory.
Review Contacts Periodically: Keep shipping email addresses up to date so inbound shipment notifications reach the proper hospital personnel.