How do I make a direct sale to a customer?

If you need to make a direct sale to a customer, you will likely need to record different information than a typical case. So how do you record this in Beacon? 

To process a direct sale, you'll want to create a Stocking Order. A stocking order is how you may sell inventory directly to a customer, which will convert the inventory to Facility Stock. In special cases, Facility Stock may be used and recorded in cases after it has been sold, read more about that here. If you will not be tracking the use of the sold inventory, then you will choose to deactivate the sold inventory when the event is submitted.

To Make the Direct Sale: 

1. Navigate to the Events Screen and click "New Event"
2. Select the Event Type: Stocking Order
3. Enter the remaining relevant details for your Event, including:
   1. Representative (who has custody of the inventory to be sold and will receive the commission)
   2. Name of the Event
   3. Facility
   4. Facility Contact
   5. Date
4. Click Next
5. Select the Manufacturer and any Product Lines that will be sold on this Stocking Order
6. Click "Create"
7. Next, Click "Mark Used Inventory" 
8. Search and select the items to sell in the pop-up window, making sure to modify quantity, if necessary
9. Click "Mark as Used" to add them to the Event
10. Review the items selected for detail and price
11. When the event is ready to go and all inventory to be sold has been added, click "Submit"
12. In the screen that pops up, check the box for "Direct Sale (Deactivates inventory)"
13. Then click "Submit for Billing". Your sale will be submitted for billing and the sold inventory will be deactivated and will be unavailable for further use.
    
    

To learn about using Stocking Orders and Facility Stock to record device use, check out this article.