- Stocking order is an Event type built to accommodate situations where inventory is ordered by a healthcare provider and fulfilled directly by the manufacturer in a one-time direct sale, outside of the surgical case setting.
- Rather than being deactivated, however, sold inventory will become Facility Stock and will be forever associated with that Facility and the User who sold it, until the point at which it is used in a case.
- Facility stock is already considered sold and cannot be sold again. When it is used in a Case, after the sale, it will be considered unbillable. This allows the usage to be tracked without duplicating sales in your account.
- When the Facility Stock item is used in a Case at a later date, it will be deactivated.
Prior to the creation of this event type, you could process a direct sale to a provider with the Event Type, “Case” or "Other". However, how would you keep track of what was still on the shelf at the provider (their current stock) or what was being used in each case if the inventory was already deactivated in your account (for traceability and regulatory purposes)? Well that’s why we created the event type “Stocking Order”.
This new Event Type allows you to hold the inventory as useable stock, assigned to the Facility it was sold to, even though it has already been sold. This is the only situation where single use inventory from an Event is not consumed and deactivated after a case.
To learn how to create a stocking order, check out this article.