Events Master Page
This is a one stop shop for all of the functionality related to Events. Have questions? Want to learn about Events? Start here.
An Event is how inventory gets consumed in Beacon. There are various types of Events, but they are used when inventory gets sold, destroyed, adjusted out, or returned to a manufacturer.
How can I find an Event I'm looking for?
Learn about searching for your Events
What is each Event type good for?
Here you'll learn more about how and when each Event type is used.
What are the various Event statuses from the Case Workflow?
Understanding Event statuses will help you engage with your Events and improve your ability to search/filter to find events.
There are numerous types of events in Beacon suited to the type of sale or inventory deactivation event that is occurring. The most common sales scenario in Beacon is a Case, so the Event workflow is built around the common workflow for a surgical case.
Surgical Cases
Surgical Case Workflow Checklist
The surgical case workflow is the primary way inventory is sold. This page will take you through the whole workflow from creation to billing.
How do I schedule a case (or other event) in Beacon?
Once you know a case was scheduled at a customer, go ahead and create the event in your account.
How do I record sales in a case and build the sales order?
Marking device use when inventory is sold/used is how you build your sales order, which will be used for billing.
How do I submit a case for billing and share the sales order?
After all sales are entered, the case is ready to be submitted for billing. After it has been submitted, the sales order is available to be sent to the customer.
How do I add the PO to my case?
When the facility provides the PO number you can enter it into the case to move the event to a Pending Payment status when the invoice can be generated.
How do I invoice for my Event?
Send the invoice to the customer to get paid!
How do I handle commissions for my cases?
Using commission reporting, pay out commissions so you can mark the Event as Paid.
How do I mark an Event as paid?
After the event has been paid and commissions have been paid, the event may be marked as Paid.
How do I create a case and bill for it in Beacon Mobile?
This article will show you how to create and bill for your case with a focus on Beacon Mobile.
How can you create an Event using AI?
Direct Sales and Stocking Orders
How to sell inventory directly to a Facility
Direct sales follow a different streamlined workflow, designed to facilitate the tracking of your customer shipment.
How to sell inventory directly to a Facility and record usage at a later date
Stocking orders don't only have to be used for direct sales, you can also convert inventory to "Facility Stock", which can be marked as used by this facility at a later date.
What are Stocking Orders and What is Facility stock?
Learn more about stocking orders and how to use Facility stock here.
Editing your Events
How do I edit/reopen an Event after it has been submitted for billing?
After an event has been submitted for billing it is not editable. To make changes, the event must be reopened.
How can I change the assigned representative on an Event?
Under certain circumstances, the representative on an Event can be changed.
Make changes to the PO# on the Event detail screen.
How can I process a credit memo or credit re-bill for an Event?
When an event has been changed, you have the option of marking a credit memo or credit re-bill on this event.
How do I know if a price in an Event has been modified?
Sometimes prices are updated/corrected after the fact, but it's good to know which ones have been edited.
Managing your Events
After you've done a lot of cases it can be a lot to manage, learn what tools you have available to you to keep track!
How do I manage my Event Schedule?
The event schedule can help you organize and prepare for your Events to ensure coverage.
How can I keep track of the value of my pending Events
When events are waiting to be paid it's a good idea to keep an eye on how much cash is tied up in those pending invoices so you make sure you're getting paid.
How to keep track of Events with pending POs?
Multiple tools exist to help you track and notify about pending POs to stay up on payments.
How do I know if the Sales Order or Invoice has been sent for an Event?
There are useful timestamps on the Event detail page when the sales order and invoice have been sent.
How do I know if the commission or invoice for an Event have been paid?
Once you receive payment, make sure you mark your events as paid so you can keep track of outstanding income.
How can I plan my sets/containers to ensure coverage of my case schedule?
The event schedule can help you see which events do not have containers reserved.
How can I reserve containers for upcoming events?
Reserving containers can help you plan inventory coverage for your upcoming cases.
How do I link my events, requests, and transfers so I know which are related?
It can be extremely useful to link your events/requests/transfers together. If a request is for a particular event, then associate them. This will allow anyone in the organization to track the transfer back to that case.
Additional Event Functionality
What other options do I have in an Event other than marking inventory as used?
There are lots of great extras to help you such as messaging/commenting, uploading images, and adding the event to your calendar.
How to create an Event by duplicating/copying an existing Event
Save time by copying similar events!
How to generate a quote for an Event
Quoting an Event can be a helpful tool when seeking approval prior to a case/sale. The quote can be used later to search for and request inventory.
How can I use customer preferences to generate a quote?
Use a surgeon preference card to automatically build a quote for your case.
How to save images and files to an Event
Upload images of patient stickers, device labels, and more.
How to mark device use from the device detail screen
If you know which specific device must be marked as sold, you can mark device use on the device detail screen instead of going to the Event.
How can I confirm that all inventory is ready for my upcoming Event?
Get some peace of mind by confirming inventory is ready for your case.
How to create an Event without a Physician
If the surgeon has not yet been assigned to the case, then you can schedule the event without a physician.
How can I print Event comments on the sales order?
Learn how to designate that comments be printed on the sales order for extra context.
How can I upload an image of a signature instead of signing off on the Event?
If signing with your finger isn't feasible, you can upload an image of your signature.