In many surgical scenarios, a single case requires inventory from multiple manufacturers. Beacon is designed to handle these complex events seamlessly by allowing you to associate multiple manufacturers with one event and, subsequently, generate distinct billing documents for each.
How Multi-Manufacturer Logic Works
When you create or edit an event, you have the option to add more than one manufacturer. This setting acts as the foundation for how the system organizes your documentation.
Document Splitting: The system automatically categorizes every item used in the case based on its manufacturer.
Unique Sales Orders: Instead of one massive list, Beacon enables you to generate and print individual sales orders for each manufacturer represented in the case.
PO Attribution: You can track and record separate Purchase Order (PO) numbers for each manufacturer to ensure billing accuracy.
Step 1: Setting Up the Event
To ensure your billing documents split correctly, you must define the manufacturers during the event setup:
Navigate to the Event Screen and click New Event
Follow the manual setup until you reach the secondary details screen.
In the Manufacturer field, select your primary manufacturer.
Use the Add Manufacturer option to include any additional entities whose inventory will be used.
Click Create.
Note: While the system will update product lines and containers automatically as inventory is consumed, the manufacturer must be added to the event record for the sales order to generate correctly.
Step 2: Marking Inventory and Generating Documents
As you scan or search for inventory to mark as "Used," Beacon references the manufacturer assigned to each catalog number.
Once all items are added, click Submit for Billing
Navigate to the More menu on the event details page
Under the Sales Order options, you will see the ability to download or email PDFs.
The Split: When multiple manufacturers are present, the system provides separate PDF downloads for each, ensuring the facility receives a clean document for each vendor.
Step 3: Entering Multiple Purchase Orders
Facilities often issue separate PO numbers for different manufacturers even if they were part of the same surgical event. Beacon accommodates this in the Add PO Number workflow:
Individual Fields: When you click Add PO Number, the system displays individual entry fields for each manufacturer associated with the case.
Submission: Enter the specific PO number and date for each manufacturer.
Status Update: Once all PO numbers are submitted, the event status will transition from Pending PO to Pending Payment.
Frequently Asked Questions
What if the facility issues one PO for the entire case? If the facility uses a single PO for all manufacturers, you can simply enter that same PO number into each manufacturer field before submitting.
Can I send the Sales Orders separately? Yes. Using the Send as Email Attachment feature, you can select specific facility contacts and send the relevant manufacturer's sales order directly from the console.