How do I request inventory in Beacon Mobile?

When a sales or distirbutor needs inventory for a case, they can submit an inventory request to the manufacturer for fulfillment using their app.

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

There are numerous ways 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)
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.
If applicable, select an Inventory Preference Card (Formerly Request Recipes) from the available dropdown menu. 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 from what was used in the case.
Use the Product lines/Loose Devices filter to request full product lines or loose devices. Just select the appropriate product line in the filters and, if applicable, choose Instruments or Implants.
Make any modifications to the quantities you are requesting using the +/- buttons, then Click Next
Review your request and enter the remaining information in the appropriate fields:
1. the Need By Date: Select when the inventory will ideally arrive by.
2. Shipping Address: The ship-to address will auto-default to the Requestor's shipping address, but may be changed if needed.
3. Request Notes: Add any additional context that may help in fulfilling or shipping the request.
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.