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Can I create an alternate catalog # for an item? 

Create an alternate catalog # for a Facility to manage pricing-based exceptions

Last Updated: May 2024

Not all hospital systems and facilities are the same, sometimes you may use an alternate catalog number for an item in your business to reflect a particular pricing structure or sales opportunity at that Facility. So how can you manage these types of exceptions in ConnectSx?

We allow you to manage an alternate catalog # for an item at a given Facility to help with these particular situations, learn more below:

Turn on Alternate Catalog #'s for your Facility

Create an Alternate Catalog # for your Item

Using the Alternate Catalog # in an Event

Turn on Alternate Catalog #'s for your Facility

If you would like to use alternate catalog #s on your Sales Orders and Invoices, when available, you’ll need to turn on this setting for that Facility.

  1. Navigate to the Directory as an Admin

  2. Open the detail for the Facility

  3. Scroll down to the Billing Information section

  4. Turn on the setting for “Use Alternate Catalog #s on billing documentation”

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  5. Now, when you generate Sales Orders or Invoices for this Facility, any Alternate Catalog #s that you’ve assigned will be used in place of the original in the Catalog # field.

Create an Alternate Catalog # for your Item

The alternate catalog number is created at the Facility level for the particular item you are trying to manage:

  1. Navigate to the Directory screen as an Admin

  2. Locate the Facility you’d like to enter the Alternate Catalog # for

  3. Click on the Pricing button and select the option for “View, Edit, or manually add prices”. At this time, Alternate Catalog #'s are not available to be imported and must be created manually.

     
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  4. Select the Manufacturer

  5. Click “Add Item”

  6. Next, Select the Catalog # from the drop down menu

  7. Enter the Alternate Catalog #

  8. Enter the Price

    image (4)

  9. Click “Save” and the price, including the Alternate Catalog # will be saved for this Facility

  10. If a Catalog # already has a price entered, you may need to remove it and re-add it in order to add the Alternate Catalog #

Using the Alternate Catalog # in an Event

  1. Create your Event for the given Facility

  2. When marking inventory as used, you will still search for the inventory using the Original Catalog #

  3. The Event Detail page will still only show the Original Catalog #, but the Alternate Catalog # will be used for any Facilities and Items you’ve created one for (as long as that setting is enabled for that Facility).