How do I request inventory in Beacon Mobile?

When the rep needs inventory for a case, they submit an inventory request to the manufacturer for fulfillment using their app. 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.

1. There are numerous locations to initiate an inventory request in Beacon Mobile. Go to one of these locations and click “Request Inventory” or “Request Replenishment”

   1. The Event Detail screen, by clicking on the "More" or kabob menu and selecting the create request option.

      

   2. The Movement → Requests section of the console, by clicking the new request button

   3. When submitting an Event for Billing and selecting Request replenishment (Replenishment Request)

2. After you have started creating your request, Select the Manufacturer you are requesting inventory from using the dropdown menu that appears when you click into the field.

    

   

3. If applicable, select an Inventory Request Recipe from the available dropdown menu. To learn more about Request Recipes, check out this article. Then click Next.

4. Next select the inventory you would like to request.

5. 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 from what was used in the case.

6. Switch to the Complete Sets filter to select containers. Just select the appropriate product line in the filters and, if applicable, choose Instruments or Implants.

7. Make any modifications to the quantities you are requesting using the +/- buttons, then Click Next

    

8. Review your request and enter the remaining information in the appropriate fields:

   1. the Need By Date

   2. Shipping Address

   3. Request Notes

       

9. Then click “Create”