Events & Sales
Understanding the Capabilities of Events & Sales
80 articles
- How do I mark an Event as 'Paid'?
- What options do I have in an Event, other than marking inventory as used?
- How do I add the Purchase Order to my case?
- How do I submit a case for billing and share the sales order?
- How can I process a Credit Memo or a Credit Rebill for a Case?
- How do I get my invoice?
- How do I mark a device as used in a case from the device detail screen?
- How do I manage my event schedule?
- How do I process a stocking order, so the inventory use can be tracked after the sale?
- How can I associate containers with the Cases they are present in?
- How do I know if the sales order or invoice has been sent for a case?
- Can I modify or remove a PO # from an Event?
- Can I create an Event by copying an existing Event?Duplicating a case can save a lot of time, as long as the setup info is the same
- Can I generate a quote for an upcoming case?Quote the case and, once approved, use the quote to mark devices as used in the case
- How do I know if a price in a case has been edited?Pricing is critical, make sure it's correct
- How can I use customer preferences to quote a case?Use the preference cards in your Directory to create quotes for a case and even generate the sales order
- How can non-users submit PO numbers?Non-Users can scan QR codes to add the PO# for a Case
- How can you mark devices used with AI?Upload device labels or even a handwritten bill-sheet to mark used inventory in a case
- What does this yellow triangle symbol in my case mean (Warning icon)?
- How do I know when an Event was last edited?
- How can I create inventory in a case if I can't find what I need?
- How do I look up a PO (purchase order) in Beacon?
- How can I review cases from a deactivated user?
- What should I do if I need to enter an old case but the inventory has expired in Beacon?
- What do I do if I have old facility stock cases to enter, but the inventory has since expired?
- I made a mistake in a case, how can I fix it?
- How can I create an invoice for missing inventory or other charges?
- How can I add and remove images and files in an Event?
- How can I get my sales order/invoice to say X, Y, Z...
- What's the difference between a Quote and a Sales Order?
- How can I select all inventory in someone's custody in an Event?Use the 'select all' button to select everything in view, prompting more inventory to load in the search window.
- Surgical Case Workflow ChecklistThis checklist is a handy tool when you're getting started to remember the steps in the surgical case process, with some lifelines along the way if you need a refresher.
- How can I manage my stocking order or direct sale shipment in my Event?
- How can I keep track of the value of my pending Events?
- How do I send a sales order with no replenishment address?
- How do I return Facility Stock?
- Can I create an Event without a physician?
- How do I make a direct sale to a customer?
- How can I find an Event I'm looking for?
- How can I print Event comments on a Sales Order?
- How can you create an Event with AI?Upload a typed or handwritten bill-sheet to create an Event
- How do I handle commissions for my cases in Beacon?
- How do I know if the invoice or commission on a case have been paid?
- How do I save image files and PDFs to my cases?
- How do I use directory auto-selection when creating an Event?
- What are the various event Statuses from the case workflow?
- How do I manage my Events?
- How do I send users email reminders about missing Purchase Orders?
- How do I schedule a case (or other event type), in ConnectSx?This is the first step in billing for a surgery
- How do I create a case and bill for my sales?How to create a case, record sales, and bill the provider...
- How do I attach pictures of implant stickers to my sales order forms?
- How do I record sales from a case and build a sales order?
- How can I export invoices as .CSVs to import to my financial system?
- What are Stocking Orders and what is Facility Stock?This Event type lets you sell inventory direct to a customer, outside of a surgical case setting
- How can I sell inventory to a facility for them to use as needed (vs. selling on-site in a surgical case)?This allows you to sell inventory up-front, but track its consumption when it is used in a case.
- How do I generate a sales order and send it to the facility?
- How do I edit an Event after it has been submitted for billing (Reopening an Event)?
- What is each Event Type good for?This article breaks down the purposes of each event type and the different pieces of information associated with each type.
- How can I confirm that all inventory is ready for the upcoming case?
- How can I bill 3rd party manufactured inventory as my Organization?This can be helpful for managing inventory from white-label or distribution agreements
- How can I keep track of cases with missing purchase orders?
- Can I automatically send Purchase Order reminders to a customer facility?
- Can I automatically send the invoice to the facility when the PO is entered?You can automatically trigger an email to the customer when the PO is entered.
- How can I upload an image of a signature on an Event instead of signing digitally?
- How do I record when Facility Stock is used by the healthcare facility?The purpose of facility stock is to track its use after the sale and to manage the facility stock levels
- What information is available on the sales order and invoice in ConnectSx?
- How can I change the representative on an Event after it has been created?
- What is a Sales Order?
- How to Manage Construct Pricing in Beacon
- How can I replace Facility Stock inventory with fresh stock?
- Can I collect signatures early for pre-authorization before submitting my case for billing?
- How can I assign a sub-representative to an Event?
- How do I add my events to my calendar?
- How do I create a Sale Event if inventory from two Sales users will be used in one Event/Case?
- How do I create an Event with no commissions?
- How do I manage my manufacturer contacts for sharing billing documents?
- Can I turn on the Direct Sale Checkbox on a Stocking Order by Default?
- What if we don't want our Sales Reps/Distributors to Enter the Purchase Order?
- How can I reopen a Stocking Order to make revisions?
- How Expiration Filtering Works in ConnectSx Events