Facility Stock can now be used in events with the even type: Return, if those items need to be returned to the Org.
NOTE: This will deactivate the facility stock when the return event is closed.Please note, Stocking Orders may not be reopened or changed after they have been submitted for billing. Because of the complex processes involved in creating facility stock, no changes may be made. Please take care when submitting a stocking order and if you run into issues, please submit a ticket to support.
- 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.
- However, sold inventory will become Facility Stock and will be forever associated with that Facility and the User who sold it, until it is deactivated.
- The key question is: when will this inventory be deactivated?
- Facility Stock may be deactivated immediately when the Stocking Order is submitted for billing (Direct Sale)
- Alternatively, Facility Stock may remain active (although already sold) so its inevitable use by the facility may be tracked in a case for traceability purposes. The sale will not be counted twice when the item is finally deactivated.
- 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.
To learn how to create a stocking order, check out this article.