Context
- The first step is the direct sale, which is done by creating a Stocking Order and occurs after the provider requests or orders inventory from the manufacturer.
- This first step will “sell” the inventory to the facility and render it no longer sellable, but allow it to remain as Facility Stock.
- Typically this step will be executed by a Manufacturer Admin user, but it can also be done by distributor or sales user.
- IMPORTANT: You must assign the user receiving the commission as the representative on the Stocking Order, which means the sold inventory must also be in their custody.
- To learn more about what stocking orders and facility stock are, check out this article.
Last Updated: May 2024
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Navigate to the Events screen in the Console
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Click Create Event
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Select Event Type “Stocking Order”
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Enter the Name, Date, and Facility implicated in the sale.
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Enter the Representative name for the direct sale to the provider.
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Note: This representative is the user who should be receiving the commission for this sale. This selection will also dictate which inventory is available to sell. So, if the inventory has not yet been transferred into the User’s custody, you should take that action now before attempting to add devices.
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Enter the Facility contact (if one has not been entered, then click the “Add New” button to create one.
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Enter the Manufacturer and Product line implicated in the sale.
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Click “Create”
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Next, Click on the ”Mark Used Inventory” tab and search/select your devices as you would in any other normal Event.
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When you’ve selected all of the inventory from the sale, you may “Submit For Billing” and process the rest of the billing process for an event as you would normally.
To continue through the Stocking Order workflow check out our next article on Recording Facility Stock Device Use.