2024 Beacon Release Note History

Dashboard

Inventory

Added the ability to schedule containers for upcoming cases/events
Added the ability for sales and distributor users to request an extension for inventory with assigned due-back dates
Added the ability to add multiple custodians and catalog IDs when setting inventory search filters
Added the ability to scan a barcode and when only one matching item is found, the user will be taken directly to that item’s detail page
Added multiple UI/UX improvements to the Inventory Audits feature
Added auto-reconciliation features to the Inventory audits, allowing users to automatically move inventory when reconciling discrepancies from an audit
Added a “deactivated on” timestamp to all inactive inventory (does not apply to inventory deactivated before the implementation of this feature)
Added the ability to automatically set due-back dates on containers based on a predefined number of days after a scheduled case
Multiple UI/UX improvements to the BOM detail
Added the ability to create a replenishment request from a container BOM when that container is not stocked to par levels
Added the ability select product types when associating inventory to a preference card
Added a validation control that will disable the ability to change a reusable inventory item's status (“Reusable” or “Single Use”) once that “Reusable” has been selected.
- An item can be changed from single use to reusable, but NOT the other way around

Directory

Added the ability to add new catalog #'s to a product line from the Product Line detail page
Added the ability to pull relevant manufacturer data from a scanned barcode when creating a new manufacturer (using our GUDID integration)
Added the ability to select a default email address for sending sales orders and invoices

Reporting

Added access to reports for Sales and Distributor roles
Replaced the legacy inventory export with a new Looker-based inventory stock export and full inventory export
Removed the legacy Stock Report Scheduling tool
- This is replaced by the ability to schedule any of our new reports to be delivered via email using any duration

Movements

Added the ability for an operations user to change the hold status of all items contained in an outgoing transfer
Added a setting for admin users to require Sales and Distributors confirm to confirm that they have followed company decontamination and other procedures before transferring devices
Added the ability to change consignment status when executing a transfer
Added the ability to show a transfer as a “loaner” status transfer
Added the ability to mark an inventory request as “In Progress”

Users

General

Events

Hid the “All Sets Confirmed at Facility, Ready for Use” checkbox when it is unchecked AND inventory has been marked in the event
Increased the number of items that can be simultaneously removed from an event from 50 to 1,500
Added the ability to “Add New” inventory for AI Parsed items that have a catalog # in the system but are not found in the custody of the event rep.
Added the ability to “select all” inventory if a user is filtering by a single container, allowing them to select all items inside the container at the same time.

Users

Updated the Regional Manager role to allow them to create in-feld transfers for their reps and distributors, and create cases and events for their assigned regional users

Events

Added AI-based feature that allows a user to upload an image of a hand-written bill sheet and have the devices used automatically assigned to the event in ConnectSx
Added a filter to show Cases that have used “Facility Stock Inventory”

Inventory

Backend improvements to performance for queries looking for similar inventory (same catalog/lot combination)

Directory

Added a timestamp in Facility Detail to show the date/time “Pricing last updated”

Reporting

*Pending release

General

UI Improvements to page-level navigation to be more consistent across the platform
Removed auto-search from all sections in the app. Search is now triggered by clicking submit after entering text *or* by changing a filter
Implemented multi-language support for English, French, German, Spanish, and Vietnamese
Added currency support for $NZ (for default Org currency)

Events

Added a QR code to the Sales Order to allow anyone with the bill sheet to enter the PO without logging in
- Person scanning the QR code is taken to a non-authenticated page to add PO Number

Inventory

Integrated UDIdentify functionality into the Console to allow you to add inventory into the system by scanning UDI barcodes
- UDIs must be known to FDA GUDID in order to be successfully imported
- Current version required one scan per device. Future versions will allow changing the quantity manually
- NOTE: This is a premium feature. Please contact us for details on enabling this feature for your account.
Added a feature that will store imported catalog descriptions if a catalog description does not already exist

Movements

Added a feature to Inventory Requests that allows a user to indicate which requested items have not been included in the transfer
Added a feature to the Transfer packing slip that shows which requested items have not been sent (backordered)
Added a feature to the Transfer packing slip that includes QR codes to allows anyone with the packing slip to scan using their phone and accept or report an issue with the transfer
- Person scanning the QR code is taken to a non-authenticated page to accept or report issue
Added a setting to allow a user to add additional devices to a replenishment request
Added a feature to allow an admin to send an email notification to a facility contact when inventory is being shipped direct to the facility
Added the Preference Card reference to the Inventory Request detail page
Added a feature on Transfer Detail pages to allow an admin/operations user to mark the transfer as “Shipped”. Transfers are automatically marked “Shipped” when a tracking # is added.
Added the ability to change a shipping address on a transfer BEFORE the transfer is marked as “Shipped”

Directory

Added “Credit Hold” flag to facility detail page. When on Credit Hold, cases cannot be assigned to those facilities until the hold is removed

Reporting

General User Settings

Added a setting to allow an admin to automatically send bill sheet to Xero or Quickbooks when PO is added OR when case is submitted for billing

AI Enhancements
- Add AI support to auto-fill the most frequently used values in Event details, including event type, procedure, etc.