Role Description:
The distributor has a hybrid role where they will most likely be making sales and processing cases on their own, while also managing the case schedule and inventory of a group of sales reps under their distributorship. For this reason they must learn the role of the sales rep as well as certain administrative functions.
Resources:
The following resources will help both jump-start and round out your understanding and skill set when using ConnectSx.
Introduction to the Platform: The distributor may be using both the Console and the Mobile app depending on what they are doing. The following documents will provide you with a general overview of both:
- How to get started in the Console
- How to get started in Beacon Mobile
- What can a sales user do in the console
- Sales Quick Start Guide (Important for Distributors too)
- Sales Training Outline
Surgical Case Workflow: Distributors must learn how to record sales and process cases in the mobile app as well as the console. Use the following to get an better understanding for how each app supports those activities:
- The Surgical Case Workflow
- Scheduling Cases and other Event Types
- Recording Sales from a Case
- Closing the Case and Sharing the Sales Order
- What info is on the ConnectSx Sales Order?
Inventory Management: As a distributor learning the system, you must learn how to manage inventory details and movement for your distributorship. The articles below will help you master these activities:
- Review your Inventory
- How to search your inventory
- Exploring the inventory detail screen to manage device information
- How distributors may manage the distributorship’s inventory as a pool
- How to transfer inventory in the console
- How to set location while transferring inventory
- How to transfer inventory directly into a container
- How to receive a transfer
- Viewing the transfer and request history
Directory: The directory is where your critical business data is stored. In some cases distributors may create directory records such as facilities and physicians, but for the most part this is managed by Operations users at the organization level. As a distributor, review your facilities and physicians to be sure you have access to the customers you need. You may also want to track your customer information in Preference Cards.
Reporting: Distributors may need to run inventory exports, sales reports, and commission reports and more to keep up with their account activity. User these articles to guide you through the process: