This is a one stop shop for all of the functionality related to Events. Have questions? Want to learn about Events? Start here.
An Event is how inventory gets consumed in Beacon. There are various types of Events, but they are used when inventory gets sold, destroyed, adjusted out, or returned to a manufacturer.
Learn about searching for your Events
Here you'll learn more about how and when each Event type is used.
Understanding Event statuses will help you engage with your Events and improve your ability to search/filter to find events.
There are numerous types of events in Beacon suited to the type of sale or inventory deactivation event that is occurring. The most common sales scenario in Beacon is a Case, so the Event workflow is built around the common workflow for a surgical case.
Surgical Cases
The surgical case workflow is the primary way inventory is sold. This page will take you through the whole workflow from creation to billing.
Once you know a case was scheduled at a customer, go ahead and create the event in your account.
Marking device use when inventory is sold/used is how you build your sales order, which will be used for billing.
After all sales are entered, the case is ready to be submitted for billing. After it has been submitted, the sales order is available to be sent to the customer.
When the facility provides the PO number you can enter it into the case to move the event to a Pending Payment status when the invoice can be generated.
Send the invoice to the customer to get paid!
Using commission reporting, pay out commissions so you can mark the Event as Paid.
After the event has been paid and commissions have been paid, the event may be marked as Paid.
This article will show you how to create and bill for your case with a focus on Beacon Mobile.
Direct Sales and Stocking Orders
Direct sales follow a different streamlined workflow, designed to facilitate the tracking of your customer shipment.
Stocking orders don't only have to be used for direct sales, you can also convert inventory to "Facility Stock", which can be marked as used by this facility at a later date.
Learn more about stocking orders and how to use Facility stock here.
Editing your Events
After an event has been submitted for billing it is not editable. To make changes, the event must be reopened.
Under certain circumstances, the representative on an Event can be changed.
Make changes to the PO# on the Event detail screen.
When an event has been changed, you have the option of marking a credit memo or credit re-bill on this event.
Sometimes prices are updated/corrected after the fact, but it's good to know which ones have been edited.
Managing your Events
After you've done a lot of cases it can be a lot to manage, learn what tools you have available to you to keep track!
The event schedule can help you organize and prepare for your Events to ensure coverage.
When events are waiting to be paid it's a good idea to keep an eye on how much cash is tied up in those pending invoices so you make sure you're getting paid.
Multiple tools exist to help you track and notify about pending POs to stay up on payments.
There are useful timestamps on the Event detail page when the sales order and invoice have been sent.
Once you receive payment, make sure you mark your events as paid so you can keep track of outstanding income.
The event schedule can help you see which events do not have containers reserved.
Reserving containers can help you plan inventory coverage for your upcoming cases.
It can be extremely useful to link your events/requests/transfers together. If a request is for a particular event, then associate them. This will allow anyone in the organization to track the transfer back to that case.
Additional Event Functionality
There are lots of great extras to help you such as messaging/commenting, uploading images, and adding the event to your calendar.
Save time by copying similar events!
Quoting an Event can be a helpful tool when seeking approval prior to a case/sale. The quote can be used later to search for and request inventory.
Use a surgeon preference card to automatically build a quote for your case.
Upload images of patient stickers, device labels, and more.
If you know which specific device must be marked as sold, you can mark device use on the device detail screen instead of going to the Event.
Get some peace of mind by confirming inventory is ready for your case.
If the surgeon has not yet been assigned to the case, then you can schedule the event without a physician.
Learn how to designate that comments be printed on the sales order for extra context.
If signing with your finger isn't feasible, you can upload an image of your signature.