What can I do as a sales user in ConnectSx?

Last Updated: June 2024

Although Beacon is primarily meant to be used by the Admin users of the Organization, Sales users can also now access their accounts via Beacon, our web console. There are some differences, however, in what the Rep will see vs. an Admin account. So what can the rep do in the console? 

1. Utilize the dashboard to view quick info and Pending PO #’s

2. View their pending and historical inventory requests and create new inventory requests

3. View their pending and historical transfers and initiate new transfers

4. View, create, and complete their Events and cases (marking sales, downloading sales order, enter PO number)

5. View and filter inventory and view inventory detail

6. View the product catalog

7. View the directory and add records for Physicians, Facilities, and Procedures. 

8. View account settings and notifications. 

9. View Sales statistics and performance against sales targets

10. Pull Inventory Export Reports