How do I request replenishment on behalf of another user as an Admin?

Last Updated: June 2024

If you have users who are inactive in the system or are not able to access their account for some reason, you may now enter an inventory request for an Event on their behalf as long as you have Admin credentials. Check out how:

1. Navigate to the Events Screen

2. Select the Closed or Completed event, assigned to the sales or distributor user, requiring the inventory request.

3. Under the “More…” Menu in the upper right corner, select “Request Replenishment”.

4. Select the Manufacturer (This will be the organization in most cases)

5. The inventory that was used in the case will be automatically added to the request

6. Click “Request Additional Inventory” if you need to add additional devices.

7. Enter any request notes, then click “Done”

8. You will receive a popup asking you if you want to set the event representative as the requester - click yes.

   

9. The inventory request will then be linked to the Event record.