To create an inventory request using a surgeon preference card:
Navigate to the Movements-->Requests section to create a new Request
Select the “Request for” and the Manufacturer
Then select the Preference Card from the available dropdown options and proceed with the request.
In the next screen, select any additional Products/Sets or Loose Devices you’d like to add to the request
Complete the additional information on the request, such as:
Associated Rep
Associated Event
Need-By Date
Ship-To Address
Manufacturer Email
Request Notes
Click “Create”, and your request will be created.
Note that you can see the preference card and click the link on the Request detail page.
Consider checking out some of these related articles on surgeon preference cards:
To learn about creating your surgeon preference cards, check out this article.
To learn about creating quotes with your surgeon preference cards, check out this article.