How do I request more inventory?

Create an Inventory Request in Beacon Mobile

Create an Inventory Request in the Beacon

Associate Existing Transfers with the Request

When the rep needs inventory for a case, they submit an inventory request to the manufacturer for fulfillment, an admin may also create a request on behalf of a field user.

Create an Inventory Request in Beacon Mobile

They may submit a request at any time, but they can trigger the inventory request from the Event detail screen of a scheduled case, which will create a link between that case and that request.

There are numerous locations to initiate an inventory request in vTrakr. Go to one of these locations and click “Request Inventory” or “Request Replenishment”
1. The Event Detail screen, by clicking on the Kabob or "More" menu and selecting "Create request"
2. The Movement → Requests section of the console, by clicking on the new request button
3. When submitting an Event for Billing by checking the option for Requesting Replenishment (Replenishment Request)
After you've started creating your request, Select the Manufacturer you are requesting inventory from using the drop down menu that appears when you click into the appropriate field.
If applicable, select a Preference Card to use to create the request by using the dropdown menu that appears when you click into that field. To learn more about Preference Cards, check out this article. Then click Next.
Next select the inventory you would like to request.
Search and filter your inventory using the filters at the top of the screen. If this is a replenishment request, the inventory from the Event will already be populated for you.
Switch to the Complete Sets filter to select containers. Just select the appropriate product line and, if applicable, choose Instruments or Implants.
Make any modifications to the quantities you are requesting using the +/- buttons for each item, then Click Next
Review your request and enter the remaining information in the appropriate fields:
1. the Need By Date
2. Shipping Address
3. Request Notes
Then click “Create”

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. Consider creating specific product lines if you need to be more specific about which container from a set you are needing to request.

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

Create an inventory request in the Console

To request inventory in ConnectSx using the Console, follow these steps:

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

You may initiate a request on the Event Detail page or in the Movements → Requests page
Click “Create Request”
Select the user in the "Request for" field (Who is the request on behalf of):
1. If you are requesting inventory as a sales user, your account will be selected automatically
2. If you are requesting on behalf of another user, select their account from the dropdown menu in that field
3. Note: If you associate an event with the request, then the requestor will be updated to the Rep associated with the Event.
Select the Manufacturer from the dropdown menu in that field (This will be the organization in most cases)
If applicable, select the Preference Card you will use to create this request. Learn more about Preference Cards in this article.
Select if you are requesting complete sets or individual devices using the filters along the left side
1. If you select complete sets, you may designate if you want Instruments or Implants only
If you are selecting a complete set, be careful to select the product line with the correct product modifier as it may affect the inventory that is selected for fulfillment (left, right, proximal, etc.)
If you selected individual devices, select your product line
Select the devices and containers you are looking to request by clicking on the "Select" button next to each item
Modify quantities, if necessary, using the +/- buttons next to each item
If your request is related to an existing event you can assign the Event to the request
Enter a “Need by Date” to communicate when the inventory should arrive
You may also check “Saturday delivery”
Enter any request notes, then click “Done”
If you are an Admin and the request is tied to an Event, you will receive a popup asking you if you want to set the event representative as the requester - click yes.
If an Event was selected, then the inventory request will then be linked to the Event record.

Associate Existing Transfers with the Request

Once a request has been created, you may also associate existing transfers with that Request. Navigate to the detail screen for that request by clicking on it in the Request List view.
Click on the "More" menu in the upper right corner, then select "Assign Transfers" from the dropdown menu.
Select the transfer from the drop down menu in the pop-up window
Click “Save” or “Save and Fulfill”
1. “Save” will associate the transfer with the request and keep the request open
2. “Save and Fulfill” will associate the transfer with the request and complete the request as “Fulfilled”