From sales orders to pick lists, there are a lot of documents you rely on Beacon for. Which is why we have worked hard with our customers to understand what information you need to see and how to display it concisely.
Here's a look at our PDF downloads as of May 2025.
A Quote is generated in an Event, before marking inventory as used. It provides an opportunity to present a proposal for what will be used in the case and can then be used to select items to use later on.
The Quote PDF includes:
Organization contact info
Manufacturer contact info
Facility contact info
Event Details
Proposed Items and Pricing
The sales order is the document or "bill sheet" that results from a case. This document is provided to healthcare facilities in order to initiate the billing process for what was used in the case.
The Sales Order PDF includes:
Organization and Manufacturer Details
Purchase Order Information (Once available)
Replenishment Contact
Billed to Contact info
Shipped to Contact info
Event Details
Used Items and their Product information (Catalog, Desc., Lot, Container, Qty, Price)
Signatures
Uploaded label images
Scannable QR Code to submit PO
Event Notes
The invoice is a billing document generated after the healthcare facility/customer provides a PO#. The invoice is then sent to the customer to intiate payment.
The invoice contains:
Organization and Manufacturer Details
Invoice # and Invoice Date
Bill to and Ship to Contact Info
Event Details
Used/Sold Items and Product Information
Price Adjustments
Customer Signature section
This pick list is able to be generated from an inventory request. It is intended to be used to reference when selecting items to fulfill the inventory request.
The Inventory request pick list contains:
User who requested the inventory
Request details such as date, ID, need by date, associated event and facility, preference card, and notes
Requested Items and their requested quantities
The packing slip document is generated from an inventory transfer and is intended to be included with the shipment when it ships.
The Packing Slip includes:
Transfer identification details (date, associated request #s, ID #, recipient, sender)
Tracking Information
Shipping Address
Included inventory and product information
Items Partially Fulfilled or Not Fulfilled
Request Notes
Scannable QR Codes to accept the shipment or report a problem
The Stocking Order Pick List is generated as a result of a stocking order which includes a product shipment to a customer. It is intended to be used as a reference to physically pick the items to be included in the shipment.
The Stocking Order Pick List includes:
Sales Representative/User
Ship to Contact Details
Event Details
Sold Inventory listed by Manufacturer
The Packing Slip for a Stocking Order is also generated from a Stocking Order Event that includes a product shipment to a customer. This document is generated after inventory has been picked and is meant to be included in the shipment to the customer.
The Stocking Order Packing Slip includes:
Event Details
Sales Rep/User
Tracking Information
Shipping Address
Included Inventory and Product Information
Scannable QR Codes to Accept Shipment or Report a Problem
The Purchase Order Request PDF is generated when a Request is sent by a Beacon Organization to one of their suppliers or 3rd party manufacturers to order inventory.
The Purchase Order Request includes:
Order Date and ID
Payment Terms
Shipper Information
Buyer Information
Ordered Items, Product Info, and Order Price
Additional Notes
The container device list is a contents list of all items included in a container. It may be downloaded to help in checking/inspecting a container or to ship alongside a container to help convey what is inside.
The container device list includes:
timestamp
Included items and product information
Included device label images
