How can I create an external inventory request or supplier order in ConnectSx and process a receipt of inventory?

Last Updated: June 2024

ConnectSx offers a way for distributors or manufacturers to generate inventory requests, or purchase orders, in Beacon. This allows our customers to generate and send these documents to order new inventory from organizations that are not connected via the ConnectSx platform.

Create a supplier order

How to create inventory via inventory request receipt

How to create newly received inventory from an in bound request

Create a Supplier Order

To generate a PO/Inventory Request in the Console, navigate to the Inventory Requests page and click on “Request Inventory” in the upper right corner.
Next, Select your manufacturer
Select if you are requesting Complete Sets or individual Devices, then click Next
Select your product line and any individual devices that you are trying to request
Next enter the quantity of items you’d like to request. If you need to remove any items from the request, click on the red garbage can icon. Then click “Next Step”.
In the next screen, enter the email address of the manufacturer representative you’d like to send the inventory request to.
If this inventory will be shipped directly to one of your sales or distributor users. You may select and assign a representative to this request.
Next add any notes or comments and click “Done”.
Then your inventory request will be sent to the email address you’ve entered. View the detail of your request in the “Requests” screen.

Currently, when selecting a complete set, you select based on Product Line. We understand that some trays from a product line may have different designations or purposes and that you’d like to request a specific tray from a product line. For instance, an instrument tray as opposed to an implant tray. In the status quo, you’d need to create a different product line for these distinctions. So in the instance mentioned above, you’d end up with one product line “Product A Implant Set” and a product line “Product A Instrument Set” with the corresponding devices assigned to those product lines.

You can also coach your users to use Notes in the inventory request, signifying the type of tray they need.

How to create inventory via inventory request receipt

When the inventory request has been created and the order document sent off to the supplier, you are playing the waiting game until your product arrives. When it arrives you can mark how much was received:

Access the inventory request screen and click “Mark Received”
Enter the amount of inventory that was received.
If you would like to create this new inventory at this point then keep following the next steps. However, it is not required - if you would rather stop after recording what was received you may.

How to create newly received inventory from an in bound request

If you have an outstanding inventory request with pending inventory, you may create the inventory when you are marking it as received.

First, follow the above steps, then when you are marking inventory received, instead click “Add Inventory”
Next, enter all of the relevant product information for these devices, including the intended custody (it doesn't automatically have to be the Org.)
1. We do recommend starting all inventory in the Org custody at its creation so you will build a transfer history as it moves through your sales pipeline.

Note: This inventory will be created under the Manufacturer/Supplier it was ordered from, meaning when it is sold that manufacturer will appear on the Billing Documents. You may establish certain manufacturers to be billed by the ORG, however.

3. Click “Done” and your inventory will be received and created.