Events & Sales
These articles are related to Events, Cases, Sales, and the related workflows.
- How can you mark devices used with AI?
- How can non-users submit PO numbers?
- How do I use the in-app messaging window?
- How can I use customer preferences to quote a case?
- How can I change the representative on an Event after it has been created?
- How can I upload an image of a signature on an Event instead of signing digitally?
- How do I know if a price in a case has been edited?
- Can I automatically send the invoice to the facility when the PO is entered?
- Can I create an Event by copying an existing Event?
- How can I keep track of cases with missing purchase orders?
- Can I modify or remove a PO # from an Event?
- How can I confirm that all inventory is ready for the upcoming case?
- How can I export invoices as .CSVs to import to my financial system?
- What is each Event Type good for?
- How do I know if the sales order or invoice has been sent for a case?
- How can I associate containers with the Cases they are present in?
- How do I edit an Event after it has been submitted for billing (Reopening an Event)?
- What information is available on the sales order and invoice in ConnectSx?
- How do I process a stocking order?
- How can I view my organization in ConnectSx?
- How do I record sales from a case and build a sales order?
- How do I manage my event schedule?
- How do I attach pictures of implant stickers to my sales order forms?
- How do I mark a device as used in a case from the device detail screen?
- What are the steps in the surgical case sales workflow?
- How do I get my invoice?
- How can I process a Credit Memo or a Credit Rebill for a Case?
- How do I submit a case for billing and share the sales order?
- How do I schedule a case (or other event type), in ConnectSx?
- What is an Event?
- How do I send users email reminders about missing Purchase Orders?
- How do I manage my Events?
- How do I add the Purchase Order to my case?
- What options do I have in an Event, other than marking inventory as used?
- How do I mark an Event as 'Paid'?
- What are the various event Statuses from the case workflow?
- How do I use directory auto-selection when creating an Event?
- How do I generate a sales order and send it to the facility?
- How do I know if the invoice or commission on a case have been paid?
- How do I handle commissions for my cases in Beacon?
- How can you create an Event with AI?
- How can I find an Event I'm looking for?
- How do I save image files and PDFs to my cases?
- How can I print Event comments on a Sales Order?
Stocking Orders
- How can I sell inventory to a facility for them to use as needed (vs. selling on-site in a surgical case)?
- How do I record when Facility Stock is used by the healthcare facility?
- What are Stocking Orders and what is Facility Stock?
- How can I keep track of Facility Stock, Sales, and Commissions?