Implemented features to allow users to connect with more than 120 third-party tools, including Quickbooks, Sage, Xero, Dynamics 365, Slack, Salesforce, Hubspot, and others.

Added the ability to execute a "quick transfer", allowing authorized field users to transfer inventory to their custody from designated Quick Transfer locations, such as forward stocking locations.

Added the ability to select which version of the Sales Order PDF is included in the system-generated email to facility contacts.

Added "Quick Actions" to top of events, inventory, and movements pages to reflect the most common/likely actions to be taken based on the current state of the page a user is on

Added an OCR option to inventory scanning to allow a user to scan text to execute an inventory search

Multiple UI/UX updates to the existing inventory audit feature

Updated "Return" events to allow a user to select facility stock, in the event those items need to be returned to the Org.

Updated the Case event type to allow for creating of an event WITHOUT a physician

Updated the Stocking Order event type to allow a user to designate the event "Direct Sale" which will immediately deactivate all inventory associated to the sales event when the event is submitted for billing

Added "Facility Name" to facility stock inventory to show which facility the item was sold to

Updated the Container Calendar to display container reservations

Performance improvements for transfer details load times

Updated the current Container Turn report

Added a new UDI report to the Inventory reporting section

Added a Case Readiness report to the Sales reporting section

Added a Days of Inventory On Hand report to the Inventory reporting section

Added an ABC Classification report to the Inventory reporting section

Added a PO # Added report to the Events reporting section

General

Dashboard

Events

Inventory

Reporting

Movements

Users

Notifications

Added a new widget to the dashboard to show the 10 most recent notifications

Added the ability to schedule containers for upcoming cases/events

Added the ability for sales and distributor users to request an extension for inventory with assigned due-back dates

Added the ability to add multiple custodians and catalog IDs when setting inventory search filters

Added the ability to scan a barcode and when only one matching item is found, the user will be taken directly to that item’s detail page

Added multiple UI/UX improvements to the Inventory Audits feature

Added auto-reconciliation features to the Inventory audits, allowing users to automatically move inventory when reconciling discrepancies from an audit

Added a “deactivated on” timestamp to all inactive inventory (does not apply to inventory deactivated before the implementation of this feature)

Added the ability to automatically set due-back dates on containers based on a predefined number of days after a scheduled case

Multiple UI/UX improvements to the BOM detail

Added the ability to create a replenishment request from a container BOM when that container is not stocked to par levels

Added the ability select product types when associating inventory to a preference card

Added a validation control that will disable the ability to change a reusable inventory item's status (“Reusable” or “Single Use”) once that “Reusable” has been selected.

Added the ability to add new catalog #'s to a product line from the Product Line detail page

Added the ability to pull relevant manufacturer data from a scanned barcode when creating a new manufacturer (using our GUDID integration)

Added the ability to select a default email address for sending sales orders and invoices

Added access to reports for Sales and Distributor roles

Replaced the legacy inventory export with a new Looker-based inventory stock export and full inventory export

Removed the legacy Stock Report Scheduling tool

Added the ability for an operations user to change the hold status of all items contained in an outgoing transfer

Added a setting for admin users to require Sales and Distributors confirm to confirm that they have followed company decontamination and other procedures before transferring devices

Added the ability to change consignment status when executing a transfer

Added the ability to show a transfer as a “loaner” status transfer

Added the ability to mark an inventory request as “In Progress”

Added a timestamp to show when a user last logged in

Performance improvements for multiple application components

Code refactoring and code cleanup

Framework and library version updates

Hid the “All Sets Confirmed at Facility, Ready for Use” checkbox when it is unchecked AND inventory has been marked in the event

Increased the number of items that can be simultaneously removed from an event from 50 to 1,500

Added the ability to “Add New” inventory for AI Parsed items that have a catalog # in the system but are not found in the custody of the event rep.

Added the ability to “select all” inventory if a user is filtering by a single container, allowing them to select all items inside the container at the same time.

Updated the Regional Manager role to allow them to create in-feld transfers for their reps and distributors, and create cases and events for their assigned regional users

Added AI-based feature that allows a user to upload an image of a hand-written bill sheet and have the devices used automatically assigned to the event in ConnectSx

Added a filter to show Cases that have used “Facility Stock Inventory”

Backend improvements to performance for queries looking for similar inventory (same catalog/lot combination)

Added a timestamp in Facility Detail to show the date/time “Pricing last updated”

Added report to show admin and operations users all Loaner containers*

UI Improvements to page-level navigation to be more consistent across the platform

Removed auto-search from all sections in the app. Search is now triggered by clicking submit after entering text *or* by changing a filter

Implemented multi-language support for English, French, German, Spanish, and Vietnamese

Added currency support for $NZ (for default Org currency)

Added a QR code to the Sales Order to allow anyone with the bill sheet to enter the PO without logging in

Integrated UDIdentify functionality into the Console to allow you to add inventory into the system by scanning UDI barcodes

Added a feature that will store imported catalog descriptions if a catalog description does not already exist

Added a feature to Inventory Requests that allows a user to indicate which requested items have not been included in the transfer

Added a feature to the Transfer packing slip that shows which requested items have not been sent (backordered)

Added a feature to the Transfer packing slip that includes QR codes to allows anyone with the packing slip to scan using their phone and accept or report an issue with the transfer

Added a setting to allow a user to add additional devices to a replenishment request

Added a feature to allow an admin to send an email notification to a facility contact when inventory is being shipped direct to the facility

Added the Preference Card reference to the Inventory Request detail page

Added a feature on Transfer Detail pages to allow an admin/operations user to mark the transfer as “Shipped”. Transfers are automatically marked “Shipped” when a tracking # is added.

Added the ability to change a shipping address on a transfer BEFORE the transfer is marked as “Shipped”

Added “Credit Hold” flag to facility detail page. When on Credit Hold, cases cannot be assigned to those facilities until the hold is removed

Added report to the Requests page for “Partially Fulfilled Requests”

Added a setting to allow an admin to automatically send bill sheet to Xero or Quickbooks when PO is added OR when case is submitted for billing

AI Enhancements