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How can I submit an inventory request without logging into ConnectSx?

Last Upated: June 2024

We understand that there are many different configurations and workflows that can be designed using the ConnectSx system and that you may have users who have not yet been onboarded, but still need to request inventory. ConnectSx has a feature designed for that exact scenario.

TLDR: Now, you can send a link to your users to use to submit an inventory request without ever logging into ConnectSx. That request will be funneled to you via the system just as they would normally.

How to find the inventory request link in your account:

  1. Log into the ConnectSx console as an admin

  2. Navigate to the settings

  3. Navigate to the Organization tab

  4. Scroll down to the section called “Submit Inventory Request”

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  5. Copy this link to distribute to your Distributors and Sales Reps who may need to submit inventory requests outside of the system.

 

Note: Any user submitting a request via the inventory request link must still be created in the account as a user, even if they are not logging in to use the system. To learn more about how to add users without sending invitations, refer to this article.

This is important because it is the only way for ConnectSx to validate that the user submitting the inventory request is, in fact, a user. Additionally, the resulting transfer to fulfill the request needs a recipient to transfer the inventory to (even if they aren’t an active user of the system).

How to submit an inventory request using the inventory request link:

  1. Click on the inventory request link from the organization’s settings section

  2. Enter a valid email address. This will be validated against the existing users in the organization account (See note above).

  3. Next, select whether you are requesting complete sets or individual devices

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  4. Then select the Product Line and relevant Catalog Numbers of the inventory you’re requesting

  5. Modify the quantities of the inventory being requested and click “next”

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  6. Next, check the details of your request

  7. Associate an event, if relevant

  8. Enter the Ship-To Address if it is not populated already.

  9. Lastly, enter any request notes that are relevant

  10. Click “Create”

  11. When your request has been submitted, a notification email will be sent to you confirming your request and the manufacturer will also receive email notification that the request has been created.

To read more about fulfilling inventory requests, please reference this article.