# ConnectSx Help Center

> Everything you need to master Beacon.

## AI and Automation

- [How can I auto-refill a container after devices have been used?](https://kb.connectsx.com/en/articles/13663598-how-can-i-auto-refill-a-container-after-devices-have-been-used.md)
- [What is Beacon AI?](https://kb.connectsx.com/en/articles/13663333-what-is-beacon-ai.md)
- [How can the Beacon AI agent, Kevin, help me get more value out of my Beacon Account?](https://kb.connectsx.com/en/articles/13827253-how-can-the-beacon-ai-agent-kevin-help-me-get-more-value-out-of-my-beacon-account.md)

## Announcements

- [2025 Release Notes History](https://kb.connectsx.com/en/articles/13663366-2025-release-notes-history.md)
- [2024 Beacon Release Note History](https://kb.connectsx.com/en/articles/13663348-2024-beacon-release-note-history.md)
- [Console Release Notes v4.2 and earlier](https://kb.connectsx.com/en/articles/13663324-console-release-notes-v4-2-and-earlier.md)
- [vTrakr Release Notes \(History\)](https://kb.connectsx.com/en/articles/13663323-vtrakr-release-notes-history.md)
- [Beacon Current and Upcoming Version Information and Release Notes](https://kb.connectsx.com/en/articles/13663322-beacon-current-and-upcoming-version-information-and-release-notes.md)
- [2023 Console Release Notes](https://kb.connectsx.com/en/articles/13663347-2023-console-release-notes.md)

## Best Practices

- [How can I log device movement other than transfers of Custody?](https://kb.connectsx.com/en/articles/13663597-how-can-i-log-device-movement-other-than-transfers-of-custody.md)
- [How do I link my Events, Requests, and Transfers so I which are related?](https://kb.connectsx.com/en/articles/13663589-how-do-i-link-my-events-requests-and-transfers-so-i-which-are-related.md)
- [What inventory controls and tracking capability do I have in Beacon?](https://kb.connectsx.com/en/articles/13663408-what-inventory-controls-and-tracking-capability-do-i-have-in-beacon.md)
- [How do I manage my trunk stock inventory in Beacon?](https://kb.connectsx.com/en/articles/13663395-how-do-i-manage-my-trunk-stock-inventory-in-beacon.md): All the tools needed to give yourself total inventory visibility into your trunk stock
- [Inventory Creation Checklist](https://kb.connectsx.com/en/articles/13663377-inventory-creation-checklist.md): Your inventory data is critical to your success and hard to edit en masse, so best to get it right the first time!
- [How can I use Quick Actions in Beacon?](https://kb.connectsx.com/en/articles/13663353-how-can-i-use-quick-actions-in-beacon.md)
- [Why should I keep my account live in "real time"?](https://kb.connectsx.com/en/articles/13663256-why-should-i-keep-my-account-live-in-real-time.md)
- [What is the relationship between regional managers, distributors, and sales users in ConnectSx?](https://kb.connectsx.com/en/articles/13663242-what-is-the-relationship-between-regional-managers-distributors-and-sales-users-in-connectsx.md)
- [What controls and settings do I have over my organization account \(Admins\)?](https://kb.connectsx.com/en/articles/13661640-what-controls-and-settings-do-i-have-over-my-organization-account-admins.md)
- [Saving your work in Beacon](https://kb.connectsx.com/en/articles/16209416-saving-your-work-in-beacon.md)

## Directory

- [How can I track more Physician data in ConnectSx?](https://kb.connectsx.com/en/articles/13663587-how-can-i-track-more-physician-data-in-connectsx.md)
- [How can I upload one price list and apply it to many facilities?](https://kb.connectsx.com/en/articles/13663571-how-can-i-upload-one-price-list-and-apply-it-to-many-facilities.md): Reusable Global Price Lists enable you to manage less lists, and assign them to the relevant facilities instead of on a 1-1 basis.
- [Can I use stored customer preferences to request inventory?](https://kb.connectsx.com/en/articles/13663560-can-i-use-stored-customer-preferences-to-request-inventory.md): Yes! Use your preference cards to generate inventory requests...
- [How can I create surgeon preference cards in Beacon?](https://kb.connectsx.com/en/articles/13663556-how-can-i-create-surgeon-preference-cards-in-beacon.md): Create surgeon preference cards to save customer preference and automate your workflow
- [When a customer doesn't pay, what can I do?](https://kb.connectsx.com/en/articles/13663553-when-a-customer-doesn-t-pay-what-can-i-do.md): Place a delinquent customer \(Facility\) on credit hold
- [How do I create a procedure in the Beacon directory?](https://kb.connectsx.com/en/articles/13663382-how-do-i-create-a-procedure-in-the-beacon-directory.md)
- [How do I create a Physician in Beacon?](https://kb.connectsx.com/en/articles/13663381-how-do-i-create-a-physician-in-beacon.md)
- [How do I create a Facility \(hospital, ASC, customer, etc.\)?](https://kb.connectsx.com/en/articles/13663326-how-do-i-create-a-facility-hospital-asc-customer-etc.md)
- [How do I use the Directory?](https://kb.connectsx.com/en/articles/13663299-how-do-i-use-the-directory.md)
- [How do I manage facility contacts in ConnectSx?](https://kb.connectsx.com/en/articles/13663276-how-do-i-manage-facility-contacts-in-connectsx.md)
- [How do I manage facility contracts and pricing in ConnectSx?](https://kb.connectsx.com/en/articles/13663275-how-do-i-manage-facility-contracts-and-pricing-in-connectsx.md)
- [How do I set up a region and assign it to a regional manager?](https://kb.connectsx.com/en/articles/13663262-how-do-i-set-up-a-region-and-assign-it-to-a-regional-manager.md)
- [How do I assign my facilities to my physicians?](https://kb.connectsx.com/en/articles/13663259-how-do-i-assign-my-facilities-to-my-physicians.md)
- [How can I view more Physician information at one time?](https://kb.connectsx.com/en/articles/13663152-how-can-i-view-more-physician-information-at-one-time.md)
- [How can I deactivate a manufacturer?](https://kb.connectsx.com/en/articles/13661810-how-can-i-deactivate-a-manufacturer.md)
- [How can I create a manufacturer in my Directory?](https://kb.connectsx.com/en/articles/13661783-how-can-i-create-a-manufacturer-in-my-directory.md): Create manufacturers for any entities you purchase inventory from or sell on behalf of.
- [Can I create a preference card from a bill of materials?](https://kb.connectsx.com/en/articles/13661673-can-i-create-a-preference-card-from-a-bill-of-materials.md)
- [How can I track which of my facilities are international?](https://kb.connectsx.com/en/articles/13661615-how-can-i-track-which-of-my-facilities-are-international.md): International facilities may require different management than your domestic customers
- [What do you need to do to set up a new customer?](https://kb.connectsx.com/en/articles/13661545-what-do-you-need-to-do-to-set-up-a-new-customer.md)
- [How to create a location from a Facility in Beacon](https://kb.connectsx.com/en/articles/15349417-how-to-create-a-location-from-a-facility-in-beacon.md)
- [How can I use an NPI Number to create my Physician Records?](https://kb.connectsx.com/en/articles/15950984-how-can-i-use-an-npi-number-to-create-my-physician-records.md)
- [How to Manage and Enforce Request Restrictions using Price Sheet Restriction Flags in Beacon](https://kb.connectsx.com/en/articles/16024293-how-to-manage-and-enforce-request-restrictions-using-price-sheet-restriction-flags-in-beacon.md)

## Events & Sales

- [How do I mark an Event as 'Paid'?](https://kb.connectsx.com/en/articles/13663632-how-do-i-mark-an-event-as-paid.md)
- [What options do I have in an Event, other than marking inventory as used?](https://kb.connectsx.com/en/articles/13663631-what-options-do-i-have-in-an-event-other-than-marking-inventory-as-used.md)
- [How do I add the Purchase Order to my case?](https://kb.connectsx.com/en/articles/13663630-how-do-i-add-the-purchase-order-to-my-case.md)
- [How do I submit a case for billing and share the sales order?](https://kb.connectsx.com/en/articles/13663619-how-do-i-submit-a-case-for-billing-and-share-the-sales-order.md)
- [How can I process a Credit Memo or a Credit Rebill for a Case?](https://kb.connectsx.com/en/articles/13663618-how-can-i-process-a-credit-memo-or-a-credit-rebill-for-a-case.md)
- [How do I get my invoice?](https://kb.connectsx.com/en/articles/13663617-how-do-i-get-my-invoice.md)
- [How do I mark a device as used in a case from the device detail screen?](https://kb.connectsx.com/en/articles/13663616-how-do-i-mark-a-device-as-used-in-a-case-from-the-device-detail-screen.md)
- [How do I manage my event schedule?](https://kb.connectsx.com/en/articles/13663615-how-do-i-manage-my-event-schedule.md)
- [How do I process a stocking order, so the inventory use can be tracked after the sale?](https://kb.connectsx.com/en/articles/13663601-how-do-i-process-a-stocking-order-so-the-inventory-use-can-be-tracked-after-the-sale.md)
- [How can I associate containers with the Cases they are present in?](https://kb.connectsx.com/en/articles/13663593-how-can-i-associate-containers-with-the-cases-they-are-present-in.md)
- [How do I know if the sales order or invoice has been sent for a case?](https://kb.connectsx.com/en/articles/13663590-how-do-i-know-if-the-sales-order-or-invoice-has-been-sent-for-a-case.md)
- [Can I modify or remove a PO \# from an Event?](https://kb.connectsx.com/en/articles/13663578-can-i-modify-or-remove-a-po-from-an-event.md)
- [Can I create an Event by copying an existing Event?](https://kb.connectsx.com/en/articles/13663573-can-i-create-an-event-by-copying-an-existing-event.md): Duplicating a case can save a lot of time, as long as the setup info is the same
- [Can I generate a quote for an upcoming case?](https://kb.connectsx.com/en/articles/13663570-can-i-generate-a-quote-for-an-upcoming-case.md): Quote the case and, once approved, use the quote to mark devices as used in the case
- [How do I know if a price in a case has been edited?](https://kb.connectsx.com/en/articles/13663565-how-do-i-know-if-a-price-in-a-case-has-been-edited.md): Pricing is critical, make sure it's correct
- [How can I use customer preferences to quote a case?](https://kb.connectsx.com/en/articles/13663558-how-can-i-use-customer-preferences-to-quote-a-case.md): Use the preference cards in your Directory to create quotes for a case and even generate the sales order
- [How can non-users submit PO numbers?](https://kb.connectsx.com/en/articles/13663550-how-can-non-users-submit-po-numbers.md): Non-Users can scan QR codes to add the PO\# for a Case
- [How can you mark devices used with AI?](https://kb.connectsx.com/en/articles/13663549-how-can-you-mark-devices-used-with-ai.md): Upload device labels or even a handwritten bill-sheet to mark used inventory in a case
- [What does this yellow triangle symbol in my case mean \(Warning icon\)?](https://kb.connectsx.com/en/articles/13663496-what-does-this-yellow-triangle-symbol-in-my-case-mean-warning-icon.md)
- [How do I know when an Event was last edited?](https://kb.connectsx.com/en/articles/13663476-how-do-i-know-when-an-event-was-last-edited.md)
- [How can I create inventory in a case if I can't find what I need?](https://kb.connectsx.com/en/articles/13663456-how-can-i-create-inventory-in-a-case-if-i-can-t-find-what-i-need.md)
- [How do I look up a PO \(purchase order\) in Beacon?](https://kb.connectsx.com/en/articles/13663455-how-do-i-look-up-a-po-purchase-order-in-beacon.md)
- [How can I review cases from a deactivated user?](https://kb.connectsx.com/en/articles/13663454-how-can-i-review-cases-from-a-deactivated-user.md)
- [What should I do if I need to enter an old case but the inventory has expired in Beacon?](https://kb.connectsx.com/en/articles/13663440-what-should-i-do-if-i-need-to-enter-an-old-case-but-the-inventory-has-expired-in-beacon.md)
- [What do I do if I have old facility stock cases to enter, but the inventory has since expired?](https://kb.connectsx.com/en/articles/13663439-what-do-i-do-if-i-have-old-facility-stock-cases-to-enter-but-the-inventory-has-since-expired.md)
- [I made a mistake in a case, how can I fix it?](https://kb.connectsx.com/en/articles/13663431-i-made-a-mistake-in-a-case-how-can-i-fix-it.md)
- [How can I create an invoice for missing inventory or other charges?](https://kb.connectsx.com/en/articles/13663429-how-can-i-create-an-invoice-for-missing-inventory-or-other-charges.md)
- [How can I add and remove images and files in an Event?](https://kb.connectsx.com/en/articles/13663420-how-can-i-add-and-remove-images-and-files-in-an-event.md)
- [How can I get my sales order/invoice to say X, Y, Z...](https://kb.connectsx.com/en/articles/13663419-how-can-i-get-my-sales-order-invoice-to-say-x-y-z.md)
- [What's the difference between a Quote and a Sales Order?](https://kb.connectsx.com/en/articles/13663410-what-s-the-difference-between-a-quote-and-a-sales-order.md)
- [How can I select all inventory in someone's custody in an Event?](https://kb.connectsx.com/en/articles/13663406-how-can-i-select-all-inventory-in-someone-s-custody-in-an-event.md): Use the 'select all' button to select everything in view, prompting more inventory to load in the search window.
- [Surgical Case Workflow Checklist](https://kb.connectsx.com/en/articles/13663376-surgical-case-workflow-checklist.md): This checklist is a handy tool when you're getting started to remember the steps in the surgical case process, with some lifelines along the way if you need a refresher.
- [How can I manage my stocking order or direct sale shipment in my Event?](https://kb.connectsx.com/en/articles/13663373-how-can-i-manage-my-stocking-order-or-direct-sale-shipment-in-my-event.md)
- [How can I keep track of the value of my pending Events?](https://kb.connectsx.com/en/articles/13663359-how-can-i-keep-track-of-the-value-of-my-pending-events.md)
- [How do I send a sales order with no replenishment address?](https://kb.connectsx.com/en/articles/13663358-how-do-i-send-a-sales-order-with-no-replenishment-address.md)
- [How do I return Facility Stock?](https://kb.connectsx.com/en/articles/13663352-how-do-i-return-facility-stock.md)
- [Can I create an Event without a physician?](https://kb.connectsx.com/en/articles/13663351-can-i-create-an-event-without-a-physician.md)
- [How do I make a direct sale to a customer?](https://kb.connectsx.com/en/articles/13663350-how-do-i-make-a-direct-sale-to-a-customer.md)
- [How can I find an Event I'm looking for?](https://kb.connectsx.com/en/articles/13663345-how-can-i-find-an-event-i-m-looking-for.md)
- [How can I print Event comments on a Sales Order?](https://kb.connectsx.com/en/articles/13663342-how-can-i-print-event-comments-on-a-sales-order.md)
- [How can you create an Event with AI?](https://kb.connectsx.com/en/articles/13663337-how-can-you-create-an-event-with-ai.md): Upload a typed or handwritten bill-sheet to create an Event
- [How do I handle commissions for my cases in Beacon?](https://kb.connectsx.com/en/articles/13663313-how-do-i-handle-commissions-for-my-cases-in-beacon.md)
- [How do I know if the invoice or commission on a case have been paid?](https://kb.connectsx.com/en/articles/13663308-how-do-i-know-if-the-invoice-or-commission-on-a-case-have-been-paid.md)
- [How do I save image files and PDFs to my cases?](https://kb.connectsx.com/en/articles/13663302-how-do-i-save-image-files-and-pdfs-to-my-cases.md)
- [How do I use directory auto-selection when creating an Event?](https://kb.connectsx.com/en/articles/13663298-how-do-i-use-directory-auto-selection-when-creating-an-event.md)
- [What are the various event Statuses from the case workflow?](https://kb.connectsx.com/en/articles/13663294-what-are-the-various-event-statuses-from-the-case-workflow.md)
- [How do I manage my Events?](https://kb.connectsx.com/en/articles/13663283-how-do-i-manage-my-events.md)
- [How do I send users email reminders about missing Purchase Orders?](https://kb.connectsx.com/en/articles/13663273-how-do-i-send-users-email-reminders-about-missing-purchase-orders.md)
- [How do I schedule a case \(or other event type\), in ConnectSx?](https://kb.connectsx.com/en/articles/13663263-how-do-i-schedule-a-case-or-other-event-type-in-connectsx.md): This is the first step in billing for a surgery
- [How do I create a case and bill for my sales?](https://kb.connectsx.com/en/articles/13663261-how-do-i-create-a-case-and-bill-for-my-sales.md): How to create a case, record sales, and bill the provider...
- [How do I attach pictures of implant stickers to my sales order forms?](https://kb.connectsx.com/en/articles/13663260-how-do-i-attach-pictures-of-implant-stickers-to-my-sales-order-forms.md)
- [How do I record sales from a case and build a sales order?](https://kb.connectsx.com/en/articles/13663248-how-do-i-record-sales-from-a-case-and-build-a-sales-order.md)
- [How can I export invoices as .CSVs to import to my financial system?](https://kb.connectsx.com/en/articles/13663194-how-can-i-export-invoices-as-csvs-to-import-to-my-financial-system.md)
- [What are Stocking Orders and what is Facility Stock?](https://kb.connectsx.com/en/articles/13663157-what-are-stocking-orders-and-what-is-facility-stock.md): This Event type lets you sell inventory direct to a customer, outside of a surgical case setting
- [How can I sell inventory to a facility for them to use as needed \(vs. selling on-site in a surgical case\)?](https://kb.connectsx.com/en/articles/13663151-how-can-i-sell-inventory-to-a-facility-for-them-to-use-as-needed-vs-selling-on-site-in-a-surgical-case.md): This allows you to sell inventory up-front, but track its consumption when it is used in a case.
- [How do I generate a sales order and send it to the facility?](https://kb.connectsx.com/en/articles/13661775-how-do-i-generate-a-sales-order-and-send-it-to-the-facility.md)
- [How do I edit an Event after it has been submitted for billing \(Reopening an Event\)?](https://kb.connectsx.com/en/articles/13661659-how-do-i-edit-an-event-after-it-has-been-submitted-for-billing-reopening-an-event.md)
- [What is each Event Type good for?](https://kb.connectsx.com/en/articles/13661643-what-is-each-event-type-good-for.md): This article breaks down the purposes of each event type and the different pieces of information associated with each type.
- [How can I confirm that all inventory is ready for the upcoming case?](https://kb.connectsx.com/en/articles/13661636-how-can-i-confirm-that-all-inventory-is-ready-for-the-upcoming-case.md)
- [How can I bill 3rd party manufactured inventory as my Organization?](https://kb.connectsx.com/en/articles/13661625-how-can-i-bill-3rd-party-manufactured-inventory-as-my-organization.md): This can be helpful for managing inventory from white-label or distribution agreements
- [How can I keep track of cases with missing purchase orders?](https://kb.connectsx.com/en/articles/13661621-how-can-i-keep-track-of-cases-with-missing-purchase-orders.md)
- [Can I automatically send Purchase Order reminders to a customer facility?](https://kb.connectsx.com/en/articles/13661616-can-i-automatically-send-purchase-order-reminders-to-a-customer-facility.md)
- [Can I automatically send the invoice to the facility when the PO is entered?](https://kb.connectsx.com/en/articles/13661611-can-i-automatically-send-the-invoice-to-the-facility-when-the-po-is-entered.md): You can automatically trigger an email to the customer when the PO is entered.
- [How can I upload an image of a signature on an Event instead of signing digitally?](https://kb.connectsx.com/en/articles/13661606-how-can-i-upload-an-image-of-a-signature-on-an-event-instead-of-signing-digitally.md)
- [How do I record when Facility Stock is used by the healthcare facility?](https://kb.connectsx.com/en/articles/13661600-how-do-i-record-when-facility-stock-is-used-by-the-healthcare-facility.md): The purpose of facility stock is to track its use after the sale and to manage the facility stock levels
- [What information is available on the sales order and invoice in ConnectSx?](https://kb.connectsx.com/en/articles/13661520-what-information-is-available-on-the-sales-order-and-invoice-in-connectsx.md)
- [How can I change the representative on an Event after it has been created?](https://kb.connectsx.com/en/articles/13661430-how-can-i-change-the-representative-on-an-event-after-it-has-been-created.md)
- [What is a Sales Order?](https://kb.connectsx.com/en/articles/14709787-what-is-a-sales-order.md)
- [How to Manage Construct Pricing in Beacon](https://kb.connectsx.com/en/articles/15139479-how-to-manage-construct-pricing-in-beacon.md)
- [How can I replace Facility Stock inventory with fresh stock?](https://kb.connectsx.com/en/articles/15544788-how-can-i-replace-facility-stock-inventory-with-fresh-stock.md)
- [Can I collect signatures early for pre-authorization before submitting my case for billing?](https://kb.connectsx.com/en/articles/14357425-can-i-collect-signatures-early-for-pre-authorization-before-submitting-my-case-for-billing.md)
- [How can I assign a sub-representative to an Event?](https://kb.connectsx.com/en/articles/14360445-how-can-i-assign-a-sub-representative-to-an-event.md)
- [How do I add my events to my calendar?](https://kb.connectsx.com/en/articles/14425825-how-do-i-add-my-events-to-my-calendar.md)
- [How do I create a Sale Event if inventory from two Sales users will be used in one Event/Case?](https://kb.connectsx.com/en/articles/15569293-how-do-i-create-a-sale-event-if-inventory-from-two-sales-users-will-be-used-in-one-event-case.md)
- [How do I create an Event with no commissions?](https://kb.connectsx.com/en/articles/14425578-how-do-i-create-an-event-with-no-commissions.md)
- [How do I manage my manufacturer contacts for sharing billing documents?](https://kb.connectsx.com/en/articles/14425672-how-do-i-manage-my-manufacturer-contacts-for-sharing-billing-documents.md)
- [Can I turn on the Direct Sale Checkbox on a Stocking Order by Default?](https://kb.connectsx.com/en/articles/15972800-can-i-turn-on-the-direct-sale-checkbox-on-a-stocking-order-by-default.md)
- [What if we don't want our Sales Reps/Distributors to Enter the Purchase Order?](https://kb.connectsx.com/en/articles/15979418-what-if-we-don-t-want-our-sales-reps-distributors-to-enter-the-purchase-order.md)
- [How can I reopen a Stocking Order to make revisions?](https://kb.connectsx.com/en/articles/15972645-how-can-i-reopen-a-stocking-order-to-make-revisions.md)

## Frequently Asked Questions

- [Events & Sales FAQ](https://kb.connectsx.com/en/articles/13663386-events-sales-faq.md)
- [Inventory FAQ](https://kb.connectsx.com/en/articles/13663380-inventory-faq.md): This article is your one stop shop for all things related to inventory detail, creation, and management.
- [Inventory Movement FAQ](https://kb.connectsx.com/en/articles/13663378-inventory-movement-faq.md)
- [Directory FAQ](https://kb.connectsx.com/en/articles/13663383-directory-faq.md): This article is your one stop shop for all information related to the directory.

## General

- [Statement on 21 CFR Part 11 Compliance](https://kb.connectsx.com/en/articles/13663649-statement-on-21-cfr-part-11-compliance.md)
- [How can the Beacon AI agent, Kevin, help me get more value out of my Beacon Account?](https://kb.connectsx.com/en/articles/13729735-how-can-the-beacon-ai-agent-kevin-help-me-get-more-value-out-of-my-beacon-account.md): Learn how Kevin, Beacon's AI-powered analytics agent, can provide instant insights into your inventory and sales performance.
- [How can I save documents in my Beacon account?](https://kb.connectsx.com/en/articles/13663643-how-can-i-save-documents-in-my-beacon-account.md)
- [How do I reset my ConnectSx Password?](https://kb.connectsx.com/en/articles/13663574-how-do-i-reset-my-connectsx-password.md)
- [How do I use type ahead to select my addresses?](https://kb.connectsx.com/en/articles/13663362-how-do-i-use-type-ahead-to-select-my-addresses.md)
- [ConnectSx Key Terms and Concepts](https://kb.connectsx.com/en/articles/13663240-connectsx-key-terms-and-concepts.md)

## Getting started

- [How do I navigate ConnectSx?](https://kb.connectsx.com/en/articles/13663595-how-do-i-navigate-connectsx.md)
- [How do I access my account for the first time?](https://kb.connectsx.com/en/articles/13663594-how-do-i-access-my-account-for-the-first-time.md)
- [Role Study Guide: Sales](https://kb.connectsx.com/en/articles/13663394-role-study-guide-sales.md)
- [Role Study Guide: Distributor](https://kb.connectsx.com/en/articles/13663392-role-study-guide-distributor.md)
- [Role Study Guide: Operations](https://kb.connectsx.com/en/articles/13663391-role-study-guide-operations.md)
- [Training Outline: Distributor](https://kb.connectsx.com/en/articles/13663385-training-outline-distributor.md): This outline reflects an example of a training plan for a distributor user, who must be trained on all aspects of ConnectSx.
- [Training Outline: Operations User](https://kb.connectsx.com/en/articles/13663384-training-outline-operations-user.md): This outline reflects an example of a training plan for a general administrator user, who must be trained on all aspects of ConnectSx.
- [Welcome to your Beacon Free Trial!](https://kb.connectsx.com/en/articles/13663379-welcome-to-your-beacon-free-trial.md): We're glad you're here. This article will give you the basics you need to get started.
- [I'm a new user, where should I start?](https://kb.connectsx.com/en/articles/13663375-i-m-a-new-user-where-should-i-start.md): It's great that you're here. The tools on this page will launch you towards success with Beacon!
- [What should I do to get started in Beacon?](https://kb.connectsx.com/en/articles/13663303-what-should-i-do-to-get-started-in-beacon.md)
- [What should I do to get started in Beacon Mobile?](https://kb.connectsx.com/en/articles/13663284-what-should-i-do-to-get-started-in-beacon-mobile.md)
- [What can I do as a sales user in ConnectSx?](https://kb.connectsx.com/en/articles/13661663-what-can-i-do-as-a-sales-user-in-connectsx.md)
- [What do I do first as a new sales user?](https://kb.connectsx.com/en/articles/13661537-what-do-i-do-first-as-a-new-sales-user.md)
- [Field Sales 101 in Beacon](https://kb.connectsx.com/en/articles/14626835-field-sales-101-in-beacon.md): Below are core workflows for sales users to use in their day to day.
- [Helpful Training Documents for you and your Users](https://kb.connectsx.com/en/articles/14657085-helpful-training-documents-for-you-and-your-users.md)
- [DIY Setup: Your Inventory](https://kb.connectsx.com/en/articles/14826900-diy-setup-your-inventory.md)
- [DIY Setup: Your Directory](https://kb.connectsx.com/en/articles/14810975-diy-setup-your-directory.md): Set up where all of your critical business data will live so your operation flows smoothly and seamlessly
- [DIY Setup: Users](https://kb.connectsx.com/en/articles/14892883-diy-setup-users.md)
- [DIY Setup: Your Extras](https://kb.connectsx.com/en/articles/14894846-diy-setup-your-extras.md): This article focuses on "Extras", they are your next tier of setup after the core data requirements needed when onboarding. Setting these up correctly and promptly will help you take your Beacon op...

## Integrations

- [How can I connect my account to Quickbooks to push invoices to the financial system?](https://kb.connectsx.com/en/articles/13663603-how-can-i-connect-my-account-to-quickbooks-to-push-invoices-to-the-financial-system.md)
- [How do I disconnect ConnectSx from my Quickbooks Account?](https://kb.connectsx.com/en/articles/13663585-how-do-i-disconnect-connectsx-from-my-quickbooks-account.md)
- [Can I integrate ConnectSx with Xero for billing?](https://kb.connectsx.com/en/articles/13663569-can-i-integrate-connectsx-with-xero-for-billing.md): Integrate for advanced invoice export functionality
- [How do I integrate Beacon with your Shippo account?](https://kb.connectsx.com/en/articles/13663397-how-do-i-integrate-beacon-with-your-shippo-account.md)
- [What information can I push and pull with Beacon's 3rd party software integrations?](https://kb.connectsx.com/en/articles/13663374-what-information-can-i-push-and-pull-with-beacon-s-3rd-party-software-integrations.md)
- [How do I integrate my Beacon Account with my other tools?](https://kb.connectsx.com/en/articles/13663368-how-do-i-integrate-my-beacon-account-with-my-other-tools.md)
- [How can I use custom fields with the ConnectSx Quickbooks integration?](https://kb.connectsx.com/en/articles/13663170-how-can-i-use-custom-fields-with-the-connectsx-quickbooks-integration.md): Custom fields provide some advanced connectivity option with Quickbooks

## Inventory

- [What are container canonical names?](https://kb.connectsx.com/en/articles/13663650-what-are-container-canonical-names.md)
- [How can I view all of our backordered items?](https://kb.connectsx.com/en/articles/13663640-how-can-i-view-all-of-our-backordered-items.md): Back ordered items can be viewed in the context of partial and unfulfilled requests, or in relation to catalog par levels
- [How can I audit my inventory if I don't want to use Beacon Audits?](https://kb.connectsx.com/en/articles/13663638-how-can-i-audit-my-inventory-if-i-don-t-want-to-use-beacon-audits.md): If you have your own proprietary methods of processing your audits, Beacon still may be able to help. Regardless, here are some concepts to consider as you plan your process.
- [What are Unique Device Identifiers \(UDIs\)?](https://kb.connectsx.com/en/articles/13663637-what-are-unique-device-identifiers-udis.md)
- [How do I import inventory to the console?](https://kb.connectsx.com/en/articles/13663636-how-do-i-import-inventory-to-the-console.md)
- [How do I use Bills of Materials to manage custom trays and surgeon preferences?](https://kb.connectsx.com/en/articles/13663635-how-do-i-use-bills-of-materials-to-manage-custom-trays-and-surgeon-preferences.md)
- [How do I manage my inventory detail information?](https://kb.connectsx.com/en/articles/13663628-how-do-i-manage-my-inventory-detail-information.md)
- [How do I create inventory manually?](https://kb.connectsx.com/en/articles/13663622-how-do-i-create-inventory-manually.md)
- [How do I add/remove items from a container?](https://kb.connectsx.com/en/articles/13663621-how-do-i-add-remove-items-from-a-container.md)
- [How can I create a Bills of Materials to manage container Stock Levels?](https://kb.connectsx.com/en/articles/13663613-how-can-i-create-a-bills-of-materials-to-manage-container-stock-levels.md)
- [How do I maintain the product catalog?](https://kb.connectsx.com/en/articles/13663611-how-do-i-maintain-the-product-catalog.md)
- [What is inactive inventory?](https://kb.connectsx.com/en/articles/13663609-what-is-inactive-inventory.md)
- [How do I manage expiring inventory in ConnectSx?](https://kb.connectsx.com/en/articles/13663608-how-do-i-manage-expiring-inventory-in-connectsx.md)
- [What are Tags and how do you leverage their power?](https://kb.connectsx.com/en/articles/13663606-what-are-tags-and-how-do-you-leverage-their-power.md)
- [How can I track where my inventory is geographically?](https://kb.connectsx.com/en/articles/13663604-how-can-i-track-where-my-inventory-is-geographically.md)
- [How do I set par levels for my inventory?](https://kb.connectsx.com/en/articles/13663600-how-do-i-set-par-levels-for-my-inventory.md)
- [How do I create containers?](https://kb.connectsx.com/en/articles/13663596-how-do-i-create-containers.md)
- [Can I group inventory by the import that created it?](https://kb.connectsx.com/en/articles/13663588-can-i-group-inventory-by-the-import-that-created-it.md)
- [How can I adjust out, remove, or correct inventory from my account with a stock adjustment?](https://kb.connectsx.com/en/articles/13663586-how-can-i-adjust-out-remove-or-correct-inventory-from-my-account-with-a-stock-adjustment.md): You can remove inventory from your account with a Stock Adjustment Event
- [How do I manage inventory inspections in ConnectSx?](https://kb.connectsx.com/en/articles/13663581-how-do-i-manage-inventory-inspections-in-connectsx.md)
- [Can I change a container's catalog \#?](https://kb.connectsx.com/en/articles/13663572-can-i-change-a-container-s-catalog.md): Catalog numbers are tightly controlled, but can be modified in certain circumstances
- [How can I manage inventory audits in Connectsx?](https://kb.connectsx.com/en/articles/13663567-how-can-i-manage-inventory-audits-in-connectsx.md): Admins may trigger audit requests for custodians throughout their organization so they can return audit results within Beacon.
- [Can I create an alternate catalog \# for an item?](https://kb.connectsx.com/en/articles/13663564-can-i-create-an-alternate-catalog-for-an-item.md): Create an alternate catalog \# for a Facility to manage pricing-based exceptions
- [How can I create inventory by scanning the UDI to populate product info?](https://kb.connectsx.com/en/articles/13663562-how-can-i-create-inventory-by-scanning-the-udi-to-populate-product-info.md): Save time and headaches by using the UDI to pull inventory information in from the FDA GUDID Database.
- [As a distributor, how does shared inventory work for me?](https://kb.connectsx.com/en/articles/13663494-as-a-distributor-how-does-shared-inventory-work-for-me.md)
- [How can I make changing locations on lots of inventory easier on myself?](https://kb.connectsx.com/en/articles/13663441-how-can-i-make-changing-locations-on-lots-of-inventory-easier-on-myself.md)
- [I accidentally created my container as a device, what should I do?](https://kb.connectsx.com/en/articles/13663438-i-accidentally-created-my-container-as-a-device-what-should-i-do.md)
- [How can I view all inventory tags in use in my system?](https://kb.connectsx.com/en/articles/13663432-how-can-i-view-all-inventory-tags-in-use-in-my-system.md)
- [How does custody work and how can my reps use inventory outside of their custody?](https://kb.connectsx.com/en/articles/13663430-how-does-custody-work-and-how-can-my-reps-use-inventory-outside-of-their-custody.md)
- [How can I track inventory Par Levels in Beacon?](https://kb.connectsx.com/en/articles/13663428-how-can-i-track-inventory-par-levels-in-beacon.md)
- [How can I use an External Barcode Scanner in Beacon?](https://kb.connectsx.com/en/articles/13663427-how-can-i-use-an-external-barcode-scanner-in-beacon.md)
- [How can I easily find my expiring/expired inventory?](https://kb.connectsx.com/en/articles/13663426-how-can-i-easily-find-my-expiring-expired-inventory.md)
- [Why can't I see my inventory?](https://kb.connectsx.com/en/articles/13663423-why-can-t-i-see-my-inventory.md)
- [Does Beacon automatically use FIFO or LIFO when selecting inventory?](https://kb.connectsx.com/en/articles/13663421-does-beacon-automatically-use-fifo-or-lifo-when-selecting-inventory.md)
- [How can you \(a sales or distributor user\) Audit your own inventory without being assigned an Audit?](https://kb.connectsx.com/en/articles/13663407-how-can-you-a-sales-or-distributor-user-audit-your-own-inventory-without-being-assigned-an-audit.md)
- [How can I set up my product lines to simplify fulfilling requests for complete sets \(containers/trays\) and product lines? \(Using container canonical names\)](https://kb.connectsx.com/en/articles/13663405-how-can-i-set-up-my-product-lines-to-simplify-fulfilling-requests-for-complete-sets-containers-trays-and-product-lines-using-container-canonical-names.md): If a user requests a product \(rather than individual devices\), the manufacturer can determine what items or containers are required to fulfill that product request in the Catalog.
- [How do I keep track of my loaner trays in Beacon?](https://kb.connectsx.com/en/articles/13663370-how-do-i-keep-track-of-my-loaner-trays-in-beacon.md)
- [How do I save a weight for my inventory items?](https://kb.connectsx.com/en/articles/13663364-how-do-i-save-a-weight-for-my-inventory-items.md)
- [How can I use OCR to search my inventory  by scanning text?](https://kb.connectsx.com/en/articles/13663355-how-can-i-use-ocr-to-search-my-inventory-by-scanning-text.md)
- [How do I look up Facility Stock by Custodian or Facility?](https://kb.connectsx.com/en/articles/13663354-how-do-i-look-up-facility-stock-by-custodian-or-facility.md)
- [How can I reserve containers for upcoming events? How does it differ from Assigning a container?](https://kb.connectsx.com/en/articles/13663346-how-can-i-reserve-containers-for-upcoming-events-how-does-it-differ-from-assigning-a-container.md)
- [How do I use or sell Packs?](https://kb.connectsx.com/en/articles/13663344-how-do-i-use-or-sell-packs.md)
- [How can I manage groups of inventory that are packaged and sold together \(Packs\)?](https://kb.connectsx.com/en/articles/13663341-how-can-i-manage-groups-of-inventory-that-are-packaged-and-sold-together-packs.md)
- [How do I deactivate a catalog number so it cannot be used or selected anymore?](https://kb.connectsx.com/en/articles/13663331-how-do-i-deactivate-a-catalog-number-so-it-cannot-be-used-or-selected-anymore.md)
- [How can I tell when a device was deactivated?](https://kb.connectsx.com/en/articles/13663328-how-can-i-tell-when-a-device-was-deactivated.md)
- [How do I scan barcodes to search and sell my inventory?](https://kb.connectsx.com/en/articles/13663327-how-do-i-scan-barcodes-to-search-and-sell-my-inventory.md)
- [How can I auto-reconcile my inventory audit discrepancies with Beacon?](https://kb.connectsx.com/en/articles/13663316-how-can-i-auto-reconcile-my-inventory-audit-discrepancies-with-beacon.md)
- [How can I remove reusable inventory from my account \(Deactivate reusable inventory\)?](https://kb.connectsx.com/en/articles/13663310-how-can-i-remove-reusable-inventory-from-my-account-deactivate-reusable-inventory.md)
- [How do I prepare an inventory import?](https://kb.connectsx.com/en/articles/13663304-how-do-i-prepare-an-inventory-import.md)
- [How do I view, search, and filter my inventory?](https://kb.connectsx.com/en/articles/13663301-how-do-i-view-search-and-filter-my-inventory.md)
- [How do I add the manufacture date to my inventory?](https://kb.connectsx.com/en/articles/13663300-how-do-i-add-the-manufacture-date-to-my-inventory.md)
- [How do I keep track of how much is in my inventory?](https://kb.connectsx.com/en/articles/13663295-how-do-i-keep-track-of-how-much-is-in-my-inventory.md)
- [How do I create new inventory in Beacon Mobile?](https://kb.connectsx.com/en/articles/13663288-how-do-i-create-new-inventory-in-beacon-mobile.md)
- [How do I manage my inventory using Beacon Mobile?](https://kb.connectsx.com/en/articles/13663287-how-do-i-manage-my-inventory-using-beacon-mobile.md)
- [How do I deactivate inventory?](https://kb.connectsx.com/en/articles/13663285-how-do-i-deactivate-inventory.md)
- [How do I enter the cost of my items?](https://kb.connectsx.com/en/articles/13663267-how-do-i-enter-the-cost-of-my-items.md)
- [How do I manage cycle counts in the system?](https://kb.connectsx.com/en/articles/13663264-how-do-i-manage-cycle-counts-in-the-system.md)
- [How do I review my inventory levels in Beacon Mobile?](https://kb.connectsx.com/en/articles/13663257-how-do-i-review-my-inventory-levels-in-beacon-mobile.md)
- [How do I use hold statuses to manage my inventory in ConnectSx?](https://kb.connectsx.com/en/articles/13663254-how-do-i-use-hold-statuses-to-manage-my-inventory-in-connectsx.md)
- [Is facility stock included in the All Inventory view? What about Exports?](https://kb.connectsx.com/en/articles/13663183-is-facility-stock-included-in-the-all-inventory-view-what-about-exports.md)
- [How do I know if inventory has moved in and out of a container?](https://kb.connectsx.com/en/articles/13663173-how-do-i-know-if-inventory-has-moved-in-and-out-of-a-container.md)
- [How can I use a Bill of Materials to request replenishment?](https://kb.connectsx.com/en/articles/13661781-how-can-i-use-a-bill-of-materials-to-request-replenishment.md)
- [How do I fix inventory inaccuracies in my account?](https://kb.connectsx.com/en/articles/13661718-how-do-i-fix-inventory-inaccuracies-in-my-account.md)
- [How can I save an image of a container and print it on a Device List?](https://kb.connectsx.com/en/articles/13661671-how-can-i-save-an-image-of-a-container-and-print-it-on-a-device-list.md)
- [How can I plan and manage my containers \(Sets\) to cover my upcoming case schedule?](https://kb.connectsx.com/en/articles/13661668-how-can-i-plan-and-manage-my-containers-sets-to-cover-my-upcoming-case-schedule.md)
- [How do I generate a barcode in the Console for one of my devices?](https://kb.connectsx.com/en/articles/13661667-how-do-i-generate-a-barcode-in-the-console-for-one-of-my-devices.md)
- [How can I track which cases containers have been used in?](https://kb.connectsx.com/en/articles/13661666-how-can-i-track-which-cases-containers-have-been-used-in.md)
- [How do I know when an item's lot number has been changed?](https://kb.connectsx.com/en/articles/13661661-how-do-i-know-when-an-item-s-lot-number-has-been-changed.md)
- [Do changes I make to a container affect the devices in the container?](https://kb.connectsx.com/en/articles/13661652-do-changes-i-make-to-a-container-affect-the-devices-in-the-container.md)
- [How do I find and use inventory that is shared with me by my distributor? \(For Sales Users\)](https://kb.connectsx.com/en/articles/13661610-how-do-i-find-and-use-inventory-that-is-shared-with-me-by-my-distributor-for-sales-users.md): If your distributor shares inventory, you'll need to pay attention to which inventory you're selecting
- [How can I manage the container return and check-in process in ConnectSx?](https://kb.connectsx.com/en/articles/13661474-how-can-i-manage-the-container-return-and-check-in-process-in-connectsx.md)
- [Can I track warehouse locations in ConnectSx?](https://kb.connectsx.com/en/articles/13661466-can-i-track-warehouse-locations-in-connectsx.md)
- [Can I set inventory par levels for a Facility?](https://kb.connectsx.com/en/articles/13661462-can-i-set-inventory-par-levels-for-a-facility.md)
- [How can I store lead times for my products in ConnectSx?](https://kb.connectsx.com/en/articles/13661443-how-can-i-store-lead-times-for-my-products-in-connectsx.md): Save your lead times to help your team manage reorders
- [How do I use Beacon if I'm a distributor and my manufacturer is selling me inventory as Facility Stock?](https://kb.connectsx.com/en/articles/15554693-how-do-i-use-beacon-if-i-m-a-distributor-and-my-manufacturer-is-selling-me-inventory-as-facility-stock.md)
- [Enabling and Managing Pooled Inventory for Distributorships](https://kb.connectsx.com/en/articles/13827254-enabling-and-managing-pooled-inventory-for-distributorships.md)
- [How can I use geographical restrictions in Beacon to manage where inventory is sold?](https://kb.connectsx.com/en/articles/14328235-how-can-i-use-geographical-restrictions-in-beacon-to-manage-where-inventory-is-sold.md)
- [How can I make Bulk Updates to my Inventory?](https://kb.connectsx.com/en/articles/15981451-how-can-i-make-bulk-updates-to-my-inventory.md)
- [How can I assign Blind Audits to my field users?](https://kb.connectsx.com/en/articles/16072707-how-can-i-assign-blind-audits-to-my-field-users.md)
- [Understanding and Using the Inventory Type Field in ConnectSx Beacon](https://kb.connectsx.com/en/articles/16021502-understanding-and-using-the-inventory-type-field-in-connectsx-beacon.md)
- [How do I manage Global Catalog Defaults for Inventory Device Type, Pricing, and Billable Status?](https://kb.connectsx.com/en/articles/16020369-how-do-i-manage-global-catalog-defaults-for-inventory-device-type-pricing-and-billable-status.md)

## Movement

- [How do I easily return my loaned inventory?](https://kb.connectsx.com/en/articles/13663648-how-do-i-easily-return-my-loaned-inventory.md)
- [How can I easily get replacement fresh inventory for my expired inventory? \(Replenishment\)](https://kb.connectsx.com/en/articles/13663646-how-can-i-easily-get-replacement-fresh-inventory-for-my-expired-inventory-replenishment.md)
- [How can I use return to custodians to set up easy returns for my loan inventory?](https://kb.connectsx.com/en/articles/13663642-how-can-i-use-return-to-custodians-to-set-up-easy-returns-for-my-loan-inventory.md)
- [How can I create an external inventory request or supplier order in ConnectSx and process a receipt of inventory?](https://kb.connectsx.com/en/articles/13663633-how-can-i-create-an-external-inventory-request-or-supplier-order-in-connectsx-and-process-a-receipt-of-inventory.md)
- [How can I transfer inventory directly into the container it will be physically added to?](https://kb.connectsx.com/en/articles/13663629-how-can-i-transfer-inventory-directly-into-the-container-it-will-be-physically-added-to.md)
- [How do I receive an inbound pending transfer?](https://kb.connectsx.com/en/articles/13663620-how-do-i-receive-an-inbound-pending-transfer.md)
- [How do I log device movement other than transfers in vTrakr?](https://kb.connectsx.com/en/articles/13663614-how-do-i-log-device-movement-other-than-transfers-in-vtrakr.md)
- [How do I request more inventory?](https://kb.connectsx.com/en/articles/13663599-how-do-i-request-more-inventory.md)
- [How can I submit an inventory request without logging into ConnectSx?](https://kb.connectsx.com/en/articles/13663592-how-can-i-submit-an-inventory-request-without-logging-into-connectsx.md)
- [How do I edit a transfer?](https://kb.connectsx.com/en/articles/13663579-how-do-i-edit-a-transfer.md)
- [How do I request replenishment inventory?](https://kb.connectsx.com/en/articles/13663575-how-do-i-request-replenishment-inventory.md): This is the easiest way to request inventory to replace what was used in a case
- [How can I communicate to a Facility that a shipment is inbound?](https://kb.connectsx.com/en/articles/13663557-how-can-i-communicate-to-a-facility-that-a-shipment-is-inbound.md): Let your customers know when a shipment is going to arrive so non-users can intercept and receive it
- [How can non-users accept transfers without logging into ConnectSx?](https://kb.connectsx.com/en/articles/13663551-how-can-non-users-accept-transfers-without-logging-into-connectsx.md): Non-Users can Use Packing Slip QR Codes to Report on a Transfer
- [How can I notify users they have inbound shipments/incoming inventory?](https://kb.connectsx.com/en/articles/13663437-how-can-i-notify-users-they-have-inbound-shipments-incoming-inventory.md)
- [How can I see what inventory is available for me to Quick Transfer?](https://kb.connectsx.com/en/articles/13663365-how-can-i-see-what-inventory-is-available-for-me-to-quick-transfer.md)
- [How do I create a Quick Transfer to get inventory FAST?](https://kb.connectsx.com/en/articles/13663357-how-do-i-create-a-quick-transfer-to-get-inventory-fast.md): Creating a quick transfer allows a user to transfer designated inventory to themselves quickly from a Quick Transfer Custodian.
- [How can I set up Quick Transfers for my users?](https://kb.connectsx.com/en/articles/13663356-how-can-i-set-up-quick-transfers-for-my-users.md): Quick transfers function like forward stocking locations, allowing users to transfer themselves certain designated inventory.
- [How do I send a request fulfillment to a different user than requested it? \(Selecting the recipient of an inventory request fulfillment\)](https://kb.connectsx.com/en/articles/13663335-how-do-i-send-a-request-fulfillment-to-a-different-user-than-requested-it-selecting-the-recipient-of-an-inventory-request-fulfillment.md)
- [How do I request an extension on overdue loaned inventory if I can't send it back in time?](https://kb.connectsx.com/en/articles/13663317-how-do-i-request-an-extension-on-overdue-loaned-inventory-if-i-can-t-send-it-back-in-time.md)
- [How do I find my shipment's tracking info?](https://kb.connectsx.com/en/articles/13663293-how-do-i-find-my-shipment-s-tracking-info.md)
- [How do I request inventory in Beacon Mobile?](https://kb.connectsx.com/en/articles/13663291-how-do-i-request-inventory-in-beacon-mobile.md)
- [How do I view my transfer and inventory request history in Beacon Mobile?](https://kb.connectsx.com/en/articles/13663289-how-do-i-view-my-transfer-and-inventory-request-history-in-beacon-mobile.md)
- [How do I set due back dates for my loan inventory shipping out to the field? \(managing loaner inventory\)](https://kb.connectsx.com/en/articles/13663281-how-do-i-set-due-back-dates-for-my-loan-inventory-shipping-out-to-the-field-managing-loaner-inventory.md)
- [How do I fulfill an inventory request?](https://kb.connectsx.com/en/articles/13663279-how-do-i-fulfill-an-inventory-request.md)
- [How do I view inventory movement history?](https://kb.connectsx.com/en/articles/13663255-how-do-i-view-inventory-movement-history.md)
- [How do I print a packing slip that also communicates what request items were not fulfilled?](https://kb.connectsx.com/en/articles/13663251-how-do-i-print-a-packing-slip-that-also-communicates-what-request-items-were-not-fulfilled.md)
- [How do I manage inventory by geographic, custom location in ConnectSx?](https://kb.connectsx.com/en/articles/13661677-how-do-i-manage-inventory-by-geographic-custom-location-in-connectsx.md)
- [How do I transfer inventory?](https://kb.connectsx.com/en/articles/13661676-how-do-i-transfer-inventory.md)
- [What do I do If I'm partially fulfilling an inventory request?](https://kb.connectsx.com/en/articles/13661651-what-do-i-do-if-i-m-partially-fulfilling-an-inventory-request.md)
- [How do I request replenishment on behalf of another user as an Admin?](https://kb.connectsx.com/en/articles/13661639-how-do-i-request-replenishment-on-behalf-of-another-user-as-an-admin.md)
- [How can I change the location for a group of inventory all at once? \(hint: when its transferred\)](https://kb.connectsx.com/en/articles/13661556-how-can-i-change-the-location-for-a-group-of-inventory-all-at-once-hint-when-its-transferred.md)
- [How do I request inventory to arrive by a certain date?](https://kb.connectsx.com/en/articles/13661455-how-do-i-request-inventory-to-arrive-by-a-certain-date.md)
- [How can I communicate items that aren't being fulfilled on a request to the field?](https://kb.connectsx.com/en/articles/13661425-how-can-i-communicate-items-that-aren-t-being-fulfilled-on-a-request-to-the-field.md): If a user requested inventory that won't be arriving, let them know using this method.
- [How can my users Request and Fulfill Containers by Product Line using Container Canonical Name?](https://kb.connectsx.com/en/articles/14426342-how-can-my-users-request-and-fulfill-containers-by-product-line-using-container-canonical-name.md)
- [How can I filter my Supplier Orders from my Field Inventory Requests?](https://kb.connectsx.com/en/articles/15366934-how-can-i-filter-my-supplier-orders-from-my-field-inventory-requests.md)
- [How do I remove items from a container transfer when they aren't physically in the shipment?](https://kb.connectsx.com/en/articles/15350604-how-do-i-remove-items-from-a-container-transfer-when-they-aren-t-physically-in-the-shipment.md)
- [How to View Loaner Extension History and Utilization Metrics](https://kb.connectsx.com/en/articles/15364617-how-to-view-loaner-extension-history-and-utilization-metrics.md)
- [How to use the 'Scan to Move' feature to process Containers](https://kb.connectsx.com/en/articles/15264255-how-to-use-the-scan-to-move-feature-to-process-containers.md)
- [Can I request replenishment for the Organization?](https://kb.connectsx.com/en/articles/14425609-can-i-request-replenishment-for-the-organization.md)
- [How can I add attachments to my inventory requests?](https://kb.connectsx.com/en/articles/14425648-how-can-i-add-attachments-to-my-inventory-requests.md)
- [How can I convert a field inventory request to a supplier request \(org request\)?](https://kb.connectsx.com/en/articles/14425629-how-can-i-convert-a-field-inventory-request-to-a-supplier-request-org-request.md)
- [How can I Restrict Transfers of Expiring Inventory?](https://kb.connectsx.com/en/articles/14354642-how-can-i-restrict-transfers-of-expiring-inventory.md)
- [How can I select specific inventory by expiration date in a transfer or during request fulfillment?](https://kb.connectsx.com/en/articles/14356708-how-can-i-select-specific-inventory-by-expiration-date-in-a-transfer-or-during-request-fulfillment.md)

## Overview

- [What is an Event?](https://kb.connectsx.com/en/articles/13663623-what-is-an-event.md)
- [Training Outline: Facility Manager](https://kb.connectsx.com/en/articles/13663390-training-outline-facility-manager.md): This outline reflects an example of a training plan for a Facility Manager user, who must be trained on all aspects of ConnectSx.
- [Training Outline: Regional Manager](https://kb.connectsx.com/en/articles/13663389-training-outline-regional-manager.md): This outline reflects an example of a training plan for a regional manager user, who will primarily oversee the activity of distributor and sales users within their region.
- [Training Outline: Sales User](https://kb.connectsx.com/en/articles/13663388-training-outline-sales-user.md): This outline reflects an example of a training plan for a sales user, who must be trained on all aspects of ConnectSx.
- [ConnectSx Background](https://kb.connectsx.com/en/articles/13663387-connectsx-background.md)
- [What will my PDF downloads look like?](https://kb.connectsx.com/en/articles/13663372-what-will-my-pdf-downloads-look-like.md): Beacon produces a lot of documents that your team will use, get a glimpse of what each one offers.
- [What can each role do in Beacon?](https://kb.connectsx.com/en/articles/13663360-what-can-each-role-do-in-beacon.md)
- [Support SLAs](https://kb.connectsx.com/en/articles/13663329-support-slas.md)
- [What can a distributor user do in the Console?](https://kb.connectsx.com/en/articles/13663211-what-can-a-distributor-user-do-in-the-console.md)

## Reports

- [How can I run a report of additional cost adjustments added to my cases?](https://kb.connectsx.com/en/articles/13663644-how-can-i-run-a-report-of-additional-cost-adjustments-added-to-my-cases.md)
- [How can I review inventory levels in ConnectSx?](https://kb.connectsx.com/en/articles/13663607-how-can-i-review-inventory-levels-in-connectsx.md)
- [ConnectSx Reports and Visualizations](https://kb.connectsx.com/en/articles/13663577-connectsx-reports-and-visualizations.md)
- [How can I keep track of Facility Stock, Sales, and Commissions?](https://kb.connectsx.com/en/articles/13663561-how-can-i-keep-track-of-facility-stock-sales-and-commissions.md): Keep track of device use and Facility Stock so you can manage sales and ensure Facilities stay stocked-up
- [Why does my report export seem incomplete?](https://kb.connectsx.com/en/articles/13663554-why-does-my-report-export-seem-incomplete.md): Make sure your export settings are set up to export the entire data set
- [What reports can I run as a distributor in Beacon?](https://kb.connectsx.com/en/articles/13663495-what-reports-can-i-run-as-a-distributor-in-beacon.md)
- [What reports can I run as an Operations user in Beacon?](https://kb.connectsx.com/en/articles/13663493-what-reports-can-i-run-as-an-operations-user-in-beacon.md)
- [How can I export a list of my users?](https://kb.connectsx.com/en/articles/13663492-how-can-i-export-a-list-of-my-users.md)
- [How can I export a list of my Facilities?](https://kb.connectsx.com/en/articles/13663491-how-can-i-export-a-list-of-my-facilities.md)
- [How can I analyze the inventory need before fulfilling my inventory requests?](https://kb.connectsx.com/en/articles/13663490-how-can-i-analyze-the-inventory-need-before-fulfilling-my-inventory-requests.md)
- [How do I export my Physicians list?](https://kb.connectsx.com/en/articles/13663489-how-do-i-export-my-physicians-list.md)
- [How can I pull a report of all of the inventory items in my catalog?](https://kb.connectsx.com/en/articles/13663488-how-can-i-pull-a-report-of-all-of-the-inventory-items-in-my-catalog.md)
- [How can I compare how my inventory has changed over time?](https://kb.connectsx.com/en/articles/13663487-how-can-i-compare-how-my-inventory-has-changed-over-time.md)
- [How do I keep tabs on partially fulfilled requests and backorders in Beacon?](https://kb.connectsx.com/en/articles/13663486-how-do-i-keep-tabs-on-partially-fulfilled-requests-and-backorders-in-beacon.md)
- [How can I see all inventory activity related to a user?](https://kb.connectsx.com/en/articles/13663485-how-can-i-see-all-inventory-activity-related-to-a-user.md)
- [How can I export all of my product line information?](https://kb.connectsx.com/en/articles/13663483-how-can-i-export-all-of-my-product-line-information.md)
- [How do I keep track of my loaned and due-back inventory?](https://kb.connectsx.com/en/articles/13663482-how-do-i-keep-track-of-my-loaned-and-due-back-inventory.md)
- [How can I track my facility par levels to keep hospitals in-stock?](https://kb.connectsx.com/en/articles/13663481-how-can-i-track-my-facility-par-levels-to-keep-hospitals-in-stock.md)
- [How can I track my weighted average costs of my inventory in Beacon?](https://kb.connectsx.com/en/articles/13663480-how-can-i-track-my-weighted-average-costs-of-my-inventory-in-beacon.md)
- [How can I report on what inventory was created during an Event?](https://kb.connectsx.com/en/articles/13663479-how-can-i-report-on-what-inventory-was-created-during-an-event.md)
- [How can I report on which prices have been modified by users?](https://kb.connectsx.com/en/articles/13663478-how-can-i-report-on-which-prices-have-been-modified-by-users.md)
- [Can I get a historical snapshot of my inventory as of a certain date in the past \(inventory history\)?](https://kb.connectsx.com/en/articles/13663474-can-i-get-a-historical-snapshot-of-my-inventory-as-of-a-certain-date-in-the-past-inventory-history.md)
- [How do I easily access insights and analytics about my inventory?](https://kb.connectsx.com/en/articles/13663473-how-do-i-easily-access-insights-and-analytics-about-my-inventory.md)
- [How do I analyze my Quotes vs. Actual Sales for forecast accuracy?](https://kb.connectsx.com/en/articles/13663472-how-do-i-analyze-my-quotes-vs-actual-sales-for-forecast-accuracy.md)
- [How do I pull a sales report in Beacon?](https://kb.connectsx.com/en/articles/13663471-how-do-i-pull-a-sales-report-in-beacon.md)
- [How can I get a list of all inventory that has been adjusted in Beacon?](https://kb.connectsx.com/en/articles/13663470-how-can-i-get-a-list-of-all-inventory-that-has-been-adjusted-in-beacon.md)
- [How can I track which Events have unpaid commissions?](https://kb.connectsx.com/en/articles/13663468-how-can-i-track-which-events-have-unpaid-commissions.md)
- [How can I pull a report of all of my cases?](https://kb.connectsx.com/en/articles/13663467-how-can-i-pull-a-report-of-all-of-my-cases.md)
- [How do I keep track of my past due invoices?](https://kb.connectsx.com/en/articles/13663466-how-do-i-keep-track-of-my-past-due-invoices.md)
- [How can I report on my revenue by item?](https://kb.connectsx.com/en/articles/13663464-how-can-i-report-on-my-revenue-by-item.md)
- [How can I get insights and analytics about my sales in Beacon?](https://kb.connectsx.com/en/articles/13663463-how-can-i-get-insights-and-analytics-about-my-sales-in-beacon.md)
- [How can I get insights and details about my facility stock?](https://kb.connectsx.com/en/articles/13663457-how-can-i-get-insights-and-details-about-my-facility-stock.md)
- [How can I analyze my data to understand which items are high performing, so I can order more?](https://kb.connectsx.com/en/articles/13663452-how-can-i-analyze-my-data-to-understand-which-items-are-high-performing-so-i-can-order-more.md)
- [How can I keep track of Days on Hand to make sure I have enough in stock?](https://kb.connectsx.com/en/articles/13663450-how-can-i-keep-track-of-days-on-hand-to-make-sure-i-have-enough-in-stock.md)
- [How do I see what inventory needs to be inspected and plan for upcoming inspections?](https://kb.connectsx.com/en/articles/13663449-how-do-i-see-what-inventory-needs-to-be-inspected-and-plan-for-upcoming-inspections.md)
- [How can I get a report of all of the requests of a particular user?](https://kb.connectsx.com/en/articles/13663447-how-can-i-get-a-report-of-all-of-the-requests-of-a-particular-user.md)
- [How can I keep track of PO\#'s getting added, invoicing, and the status of my payments?](https://kb.connectsx.com/en/articles/13663446-how-can-i-keep-track-of-po-s-getting-added-invoicing-and-the-status-of-my-payments.md)
- [How can I ensure that I have inventory required to cover regular procedure demand?](https://kb.connectsx.com/en/articles/13663445-how-can-i-ensure-that-i-have-inventory-required-to-cover-regular-procedure-demand.md): The case readiness report
- [How can I get a report of all of my UDIs?](https://kb.connectsx.com/en/articles/13663444-how-can-i-get-a-report-of-all-of-my-udis.md)
- [How can I keep track of inventory velocity and reordering in Beacon?](https://kb.connectsx.com/en/articles/13663433-how-can-i-keep-track-of-inventory-velocity-and-reordering-in-beacon.md)
- [How can I report on Stocking Orders and Facility Stock Cases?](https://kb.connectsx.com/en/articles/13663425-how-can-i-report-on-stocking-orders-and-facility-stock-cases.md)
- [How do I use the inventory aging report?](https://kb.connectsx.com/en/articles/13663422-how-do-i-use-the-inventory-aging-report.md): The inventory aging report helps you manage the lifecycle of your inventory to move old or new inventory out of the warehouse
- [How can I calculate variable commissions on my cases?](https://kb.connectsx.com/en/articles/13663416-how-can-i-calculate-variable-commissions-on-my-cases.md): \(hint: The Variable Commission Rate Report\)
- [How do I use the reports in Beacon to export my inventory?](https://kb.connectsx.com/en/articles/13663402-how-do-i-use-the-reports-in-beacon-to-export-my-inventory.md): When you need to review your inventory, you have a few options depending on what your needs are
- [How do I schedule a report to send to my email inbox at regular intervals?](https://kb.connectsx.com/en/articles/13663321-how-do-i-schedule-a-report-to-send-to-my-email-inbox-at-regular-intervals.md)
- [How can I export Reports in Beacon?](https://kb.connectsx.com/en/articles/13663318-how-can-i-export-reports-in-beacon.md)
- [How do I export my inventory from Beacon?](https://kb.connectsx.com/en/articles/13663309-how-do-i-export-my-inventory-from-beacon.md)
- [How do I use the Beacon Intelligence Dashboards?](https://kb.connectsx.com/en/articles/13663266-how-do-i-use-the-beacon-intelligence-dashboards.md)
- [How can I generate a container contents device list?](https://kb.connectsx.com/en/articles/13663186-how-can-i-generate-a-container-contents-device-list.md)
- [How can I report on transfers in ConnectSx?](https://kb.connectsx.com/en/articles/13661489-how-can-i-report-on-transfers-in-connectsx.md): Use the Transfers Report
- [How do I track container turns in ConnectSx?](https://kb.connectsx.com/en/articles/13661464-how-do-i-track-container-turns-in-connectsx.md)
- [How can I track sales by rep or distributor?](https://kb.connectsx.com/en/articles/13661435-how-can-i-track-sales-by-rep-or-distributor.md): Use the Sales Data Export
- [How do I use the Transferred Inventory Tracking Report to investigate or audit my ORG's transfer history?](https://kb.connectsx.com/en/articles/15349492-how-do-i-use-the-transferred-inventory-tracking-report-to-investigate-or-audit-my-org-s-transfer-history.md)
- [How do I Track Rep Container Utilization with the Rep Container Turns Report?](https://kb.connectsx.com/en/articles/15368356-how-do-i-track-rep-container-utilization-with-the-rep-container-turns-report.md)
- [How do I use the Inventory Adjustment Report to track how my inventory has changed over time?](https://kb.connectsx.com/en/articles/15349935-how-do-i-use-the-inventory-adjustment-report-to-track-how-my-inventory-has-changed-over-time.md)
- [How do I use the Commissions Report in Beacon?](https://kb.connectsx.com/en/articles/15368330-how-do-i-use-the-commissions-report-in-beacon.md)
- [Sales Rep Guide to Beacon Reports & Analytics](https://kb.connectsx.com/en/articles/15281571-sales-rep-guide-to-beacon-reports-analytics.md)
- [How do I use the At-Risk Accounts Report to preemptively identify at-risk or potential lost revenue?](https://kb.connectsx.com/en/articles/14425730-how-do-i-use-the-at-risk-accounts-report-to-preemptively-identify-at-risk-or-potential-lost-revenue.md)
- [How do I use the BOM Availability & Reorder Report to manage shortages in my BOMs and reorder inventory?](https://kb.connectsx.com/en/articles/14425710-how-do-i-use-the-bom-availability-reorder-report-to-manage-shortages-in-my-boms-and-reorder-inventory.md)
- [How do I use the BOM Container Reconciliation Report to identify containers that need to be replenished?](https://kb.connectsx.com/en/articles/14425719-how-do-i-use-the-bom-container-reconciliation-report-to-identify-containers-that-need-to-be-replenished.md)
- [How do I use the Commissions Report with Sub-Rep Split Calculations?](https://kb.connectsx.com/en/articles/14425743-how-do-i-use-the-commissions-report-with-sub-rep-split-calculations.md)
- [How do I use the Inventory Transaction Report in Beacon?](https://kb.connectsx.com/en/articles/16100289-how-do-i-use-the-inventory-transaction-report-in-beacon.md)
- [How do I use the Commissions Report with Sub-Rep Split Calculations?](https://kb.connectsx.com/en/articles/16074623-how-do-i-use-the-commissions-report-with-sub-rep-split-calculations.md)

## Security

- [Why do I have to log into ConnectSx?](https://kb.connectsx.com/en/articles/13661654-why-do-i-have-to-log-into-connectsx.md)
- [How do I log into Beacon?](https://kb.connectsx.com/en/articles/13661638-how-do-i-log-into-beacon.md)

## Settings, Messaging, and Organization

- [How can I communicate with other users in ConnectSx?](https://kb.connectsx.com/en/articles/13663612-how-can-i-communicate-with-other-users-in-connectsx.md)
- [How can I view my organization in ConnectSx?](https://kb.connectsx.com/en/articles/13663610-how-can-i-view-my-organization-in-connectsx.md)
- [How do I use the Beacon Dashboards?](https://kb.connectsx.com/en/articles/13663605-how-do-i-use-the-beacon-dashboards.md)
- [How do I control my users' permissions in ConnectSx \(User Settings\)?](https://kb.connectsx.com/en/articles/13663591-how-do-i-control-my-users-permissions-in-connectsx-user-settings.md)
- [How can I use the ConnectSx Chrome Extension?](https://kb.connectsx.com/en/articles/13663582-how-can-i-use-the-connectsx-chrome-extension.md)
- [How can I navigate a detail screen in ConnectSx?](https://kb.connectsx.com/en/articles/13663568-how-can-i-navigate-a-detail-screen-in-connectsx.md): Expand and hide accordion sections on-screen to avoid scrolling for the field you're looking for
- [How can I leverage comments to communicate with my team?](https://kb.connectsx.com/en/articles/13663566-how-can-i-leverage-comments-to-communicate-with-my-team.md): The comments sections throughout ConnectSx allow you to message your team with enduring updates in-context of the event, request, transfer etc. that the comment applies to.
- [How can I message a specific user in ConnectSx?](https://kb.connectsx.com/en/articles/13663563-how-can-i-message-a-specific-user-in-connectsx.md): Use @mentions with your comments to send messages to other users.
- [Can I view my ConnectSx account in another language?](https://kb.connectsx.com/en/articles/13663552-can-i-view-my-connectsx-account-in-another-language.md)
- [What settings are available to set for each User Role?](https://kb.connectsx.com/en/articles/13663460-what-settings-are-available-to-set-for-each-user-role.md)
- [How can I close all of my active sessions?](https://kb.connectsx.com/en/articles/13663369-how-can-i-close-all-of-my-active-sessions.md)
- [How do I change users' permissions to view Reporting?](https://kb.connectsx.com/en/articles/13663349-how-do-i-change-users-permissions-to-view-reporting.md)
- [How do I navigate Beacon to do what I need to do?](https://kb.connectsx.com/en/articles/13663314-how-do-i-navigate-beacon-to-do-what-i-need-to-do.md)
- [How do I change the color theme of my app?](https://kb.connectsx.com/en/articles/13663296-how-do-i-change-the-color-theme-of-my-app.md)
- [How do I change my account settings?](https://kb.connectsx.com/en/articles/13663292-how-do-i-change-my-account-settings.md)
- [How do I set up missing purchase order notifications for my organization?](https://kb.connectsx.com/en/articles/13663274-how-do-i-set-up-missing-purchase-order-notifications-for-my-organization.md)
- [How do I use WYSIWYG and Emoji in my Comments and Notes?](https://kb.connectsx.com/en/articles/13663265-how-do-i-use-wysiwyg-and-emoji-in-my-comments-and-notes.md)
- [How do I search when selecting an item to use, request, or transfer?](https://kb.connectsx.com/en/articles/13663253-how-do-i-search-when-selecting-an-item-to-use-request-or-transfer.md)
- [How do I use exact search instead of partial search?](https://kb.connectsx.com/en/articles/13663252-how-do-i-use-exact-search-instead-of-partial-search.md)
- [What email notifications does ConnectSx send?](https://kb.connectsx.com/en/articles/13663249-what-email-notifications-does-connectsx-send.md)
- [How do I use the in-app messaging window?](https://kb.connectsx.com/en/articles/13663153-how-do-i-use-the-in-app-messaging-window.md)
- [How can I require our users to confirm that they have followed company decontamination procedures before transferring inventory?](https://kb.connectsx.com/en/articles/13661793-how-can-i-require-our-users-to-confirm-that-they-have-followed-company-decontamination-procedures-before-transferring-inventory.md)
- [How do I stay up to date on activity in ConnectSx?](https://kb.connectsx.com/en/articles/13661687-how-do-i-stay-up-to-date-on-activity-in-connectsx.md)
- [What is the Primary Admin role?](https://kb.connectsx.com/en/articles/13661660-what-is-the-primary-admin-role.md)
- [Who receives inventory request notifications?](https://kb.connectsx.com/en/articles/13661628-who-receives-inventory-request-notifications.md)
- [How do I set up inventory request email notifications for admin users?](https://kb.connectsx.com/en/articles/13661500-how-do-i-set-up-inventory-request-email-notifications-for-admin-users.md)
- [How do I change the date format for my account?](https://kb.connectsx.com/en/articles/13661487-how-do-i-change-the-date-format-for-my-account.md)
- [How do I set a specific sales order form number for my sales orders?](https://kb.connectsx.com/en/articles/13661456-how-do-i-set-a-specific-sales-order-form-number-for-my-sales-orders.md): The sales order is a controlled document and may be assigned a form number for the quality system
- [How can I enforce a compliance check on cases before they are submitted?](https://kb.connectsx.com/en/articles/15951142-how-can-i-enforce-a-compliance-check-on-cases-before-they-are-submitted.md)

## Troubleshooting

- [I made a mistake, can I undo my recent inventory import?](https://kb.connectsx.com/en/articles/13663584-i-made-a-mistake-can-i-undo-my-recent-inventory-import.md): You can undo an import, but only under certain circumstances
- [Why won't this barcode scan?](https://kb.connectsx.com/en/articles/13663583-why-won-t-this-barcode-scan.md)
- [Known issue when adding a new BOM from the Container Detail Screen](https://kb.connectsx.com/en/articles/13663576-known-issue-when-adding-a-new-bom-from-the-container-detail-screen.md)
- [I'm having trouble logging in to Beacon, what do I do?](https://kb.connectsx.com/en/articles/13663435-i-m-having-trouble-logging-in-to-beacon-what-do-i-do.md)
- [The forgot password link isn't working for me, what should I do?](https://kb.connectsx.com/en/articles/13663434-the-forgot-password-link-isn-t-working-for-me-what-should-i-do.md)
- [How do I use the Beacon AI Helper?](https://kb.connectsx.com/en/articles/13663334-how-do-i-use-the-beacon-ai-helper.md)
- [How do I deal with duplicate containers?](https://kb.connectsx.com/en/articles/13663330-how-do-i-deal-with-duplicate-containers.md)
- [How can I be a part of multiple organizations in ConnectSx?](https://kb.connectsx.com/en/articles/13663224-how-can-i-be-a-part-of-multiple-organizations-in-connectsx.md)
- [How can I fix Corrupted Characters when Saving a .CSV with Excel?](https://kb.connectsx.com/en/articles/13663207-how-can-i-fix-corrupted-characters-when-saving-a-csv-with-excel.md)
- [Can I use ConnectSx if I don't have an internet connection?](https://kb.connectsx.com/en/articles/13663171-can-i-use-connectsx-if-i-don-t-have-an-internet-connection.md): Offline mode is helpful to download the assets you need to do your work, even when you don't have a live connection
- [What are these warning messages about?](https://kb.connectsx.com/en/articles/13661669-what-are-these-warning-messages-about.md)
- [What do I do if I need to change a user's role?](https://kb.connectsx.com/en/articles/13661655-what-do-i-do-if-i-need-to-change-a-user-s-role.md)
- [Why am I receiving a 5020 Error when trying to export an invoice to Quickbooks?](https://kb.connectsx.com/en/articles/13661632-why-am-i-receiving-a-5020-error-when-trying-to-export-an-invoice-to-quickbooks.md)
- [What should I do if I don't think my facility emails are being delivered?](https://kb.connectsx.com/en/articles/13661501-what-should-i-do-if-i-don-t-think-my-facility-emails-are-being-delivered.md)
- [How do I fix my import when it returns an 'internal error' message?](https://kb.connectsx.com/en/articles/15879015-how-do-i-fix-my-import-when-it-returns-an-internal-error-message.md)

## UDIdentify

- [How do I navigate UDIdentify?](https://kb.connectsx.com/en/articles/13663634-how-do-i-navigate-udidentify.md)
- [How do I scan barcodes with UDIdentify?](https://kb.connectsx.com/en/articles/13663626-how-do-i-scan-barcodes-with-udidentify.md)
- [How can I group my scan history in UDIdentify?](https://kb.connectsx.com/en/articles/13663625-how-can-i-group-my-scan-history-in-udidentify.md)
- [How do I share my scan history in UDIdentify?](https://kb.connectsx.com/en/articles/13663624-how-do-i-share-my-scan-history-in-udidentify.md)
- [How do I log into UDIdentify?](https://kb.connectsx.com/en/articles/13663271-how-do-i-log-into-udidentify.md)
- [How do I scan duplicates of a UDI in UDIdentify?](https://kb.connectsx.com/en/articles/13663269-how-do-i-scan-duplicates-of-a-udi-in-udidentify.md)

## Uncategorized

- [How can I manage Multiple Manufacturer Events and Billing for them individually?](https://kb.connectsx.com/en/articles/13663654-how-can-i-manage-multiple-manufacturer-events-and-billing-for-them-individually.md)
- [How can Kevin \(Beacon's in-app chat helper\) help me create reports and analyze my data?](https://kb.connectsx.com/en/articles/13663653-how-can-kevin-beacon-s-in-app-chat-helper-help-me-create-reports-and-analyze-my-data.md)
- [Playbook: Diagnosing and Correcting Inventory Problems](https://kb.connectsx.com/en/articles/13663639-playbook-diagnosing-and-correcting-inventory-problems.md)
- [How can I reconcile inventory changes over time in Beacon?](https://kb.connectsx.com/en/articles/13663475-how-can-i-reconcile-inventory-changes-over-time-in-beacon.md)
- [How can I pull a report of my Facility Stock Inventory?](https://kb.connectsx.com/en/articles/13663443-how-can-i-pull-a-report-of-my-facility-stock-inventory.md)
- [How can I audit my Facility Stock?](https://kb.connectsx.com/en/articles/13663442-how-can-i-audit-my-facility-stock.md)
- [How do I decide what inventory to use to fulfill a request?](https://kb.connectsx.com/en/articles/13663415-how-do-i-decide-what-inventory-to-use-to-fulfill-a-request.md): \(hint: Inventory Optimization/Utilization for Request Fulfillment Report\)

## Users

- [How can I set up teams in Beacon?](https://kb.connectsx.com/en/articles/13663645-how-can-i-set-up-teams-in-beacon.md)
- [How do I invite, create, and manage my users? \(Admins\)](https://kb.connectsx.com/en/articles/13663627-how-do-i-invite-create-and-manage-my-users-admins.md)
- [How can I view my users' activity?](https://kb.connectsx.com/en/articles/13663580-how-can-i-view-my-users-activity.md)
- [How can I delete a user?](https://kb.connectsx.com/en/articles/13663418-how-can-i-delete-a-user.md)
- [What do I do if a user was created with the wrong email or role?](https://kb.connectsx.com/en/articles/13663417-what-do-i-do-if-a-user-was-created-with-the-wrong-email-or-role.md)
- [How do I set up a distributorship in my Beacon environment?](https://kb.connectsx.com/en/articles/13663404-how-do-i-set-up-a-distributorship-in-my-beacon-environment.md): Creating distributorships and connecting sales reps in Beacon can help you to manage cases and inventory
- [What does the Facility Manager role do?](https://kb.connectsx.com/en/articles/13663361-what-does-the-facility-manager-role-do.md)
- [How do I create inventory custodians who will not be Beacon Users? \(custodian-only users\)](https://kb.connectsx.com/en/articles/13663320-how-do-i-create-inventory-custodians-who-will-not-be-beacon-users-custodian-only-users.md)
- [How do I assign sales users to a distributor group?](https://kb.connectsx.com/en/articles/13663307-how-do-i-assign-sales-users-to-a-distributor-group.md): Build a distributor group to group sales and share inventory
- [How do I set up commission rates for my distributors and sales users? \(Admins\)](https://kb.connectsx.com/en/articles/13663290-how-do-i-set-up-commission-rates-for-my-distributors-and-sales-users-admins.md)
- [How do I assign directory records to my users so they can use them?](https://kb.connectsx.com/en/articles/13663258-how-do-i-assign-directory-records-to-my-users-so-they-can-use-them.md)
- [How can I add users to my organization without sending email invitations?](https://kb.connectsx.com/en/articles/13663245-how-can-i-add-users-to-my-organization-without-sending-email-invitations.md)
- [How can I keep track of my users' business names in ConnectSx?](https://kb.connectsx.com/en/articles/13663158-how-can-i-keep-track-of-my-users-business-names-in-connectsx.md): Admins can keep track of their users' business names with the Company field for Sales and Distributor Users
- [How do I set up a new user?](https://kb.connectsx.com/en/articles/13661612-how-do-i-set-up-a-new-user.md): It's more than just creating a user, make sure a user is set up for success!
- [How do I let a distributor share inventory among the reps in their group?](https://kb.connectsx.com/en/articles/13661548-how-do-i-let-a-distributor-share-inventory-among-the-reps-in-their-group.md)
- [What is a regional manager user?](https://kb.connectsx.com/en/articles/13661502-what-is-a-regional-manager-user.md)
- [Complete Guide to the VP of Sales Role](https://kb.connectsx.com/en/articles/15265025-complete-guide-to-the-vp-of-sales-role.md)