Events & Sales
Understanding the Capabilities of Events & Sales
67 articles
How do I mark an Event as 'Paid'?
What options do I have in an Event, other than marking inventory as used?
How do I add the Purchase Order to my case?
How do I submit a case for billing and share the sales order?
How can I process a Credit Memo or a Credit Rebill for a Case?
How do I get my invoice?
How do I mark a device as used in a case from the device detail screen?
How do I manage my event schedule?
How do I process a stocking order, so the inventory use can be tracked after the sale?
How can I associate containers with the Cases they are present in?
How do I know if the sales order or invoice has been sent for a case?
Can I modify or remove a PO # from an Event?
Can I create an Event by copying an existing Event?Duplicating a case can save a lot of time, as long as the setup info is the same
Can I generate a quote for an upcoming case?Quote the case and, once approved, use the quote to mark devices as used in the case
How do I know if a price in a case has been edited?Pricing is critical, make sure it's correct
How can I use customer preferences to quote a case?Use the preference cards in your Directory to create quotes for a case and even generate the sales order
How can non-users submit PO numbers?Non-Users can scan QR codes to add the PO# for a Case
How can you mark devices used with AI?Upload device labels or even a handwritten bill-sheet to mark used inventory in a case
What does this yellow triangle symbol in my case mean (Warning icon)?
How do I know when an Event was last edited?
How can I create inventory in a case if I can't find what I need?
How do I look up a PO (purchase order) in Beacon?
How can I review cases from a deactivated user?
What should I do if I need to enter an old case but the inventory has expired in Beacon?
What do I do if I have old facility stock cases to enter, but the inventory has since expired?
I made a mistake in a case, how can I fix it?
How can I create an invoice for missing inventory or other charges?
How can I add and remove images and files in an Event?
How can I get my sales order/invoice to say X, Y, Z...
What's the difference between a Quote and a Sales Order?
How can I select all inventory in someone's custody in an Event?Use the 'select all' button to select everything in view, prompting more inventory to load in the search window.
Surgical Case Workflow ChecklistThis checklist is a handy tool when you're getting started to remember the steps in the surgical case process, with some lifelines along the way if you need a refresher.
How can I manage my stocking order or direct sale shipment in my Event?
How can I keep track of the value of my pending Events?
How do I send a sales order with no replenishment address?
How do I return Facility Stock?
Can I create an Event without a physician?
How do I make a direct sale to a customer?
How can I find an Event I'm looking for?
How can I print Event comments on a Sales Order?
How can you create an Event with AI?Upload a typed or handwritten bill-sheet to create an Event
How do I handle commissions for my cases in Beacon?
How do I know if the invoice or commission on a case have been paid?
How do I save image files and PDFs to my cases?
How do I use directory auto-selection when creating an Event?
What are the various event Statuses from the case workflow?
How do I manage my Events?
How do I send users email reminders about missing Purchase Orders?
How do I schedule a case (or other event type), in ConnectSx?This is the first step in billing for a surgery
How do I create a case and bill for my sales?How to create a case, record sales, and bill the provider...
How do I attach pictures of implant stickers to my sales order forms?
How do I record sales from a case and build a sales order?
How can I export invoices as .CSVs to import to my financial system?
What are Stocking Orders and what is Facility Stock?This Event type lets you sell inventory direct to a customer, outside of a surgical case setting
How can I sell inventory to a facility for them to use as needed (vs. selling on-site in a surgical case)?This allows you to sell inventory up-front, but track its consumption when it is used in a case.
How do I generate a sales order and send it to the facility?
How do I edit an Event after it has been submitted for billing (Reopening an Event)?
What is each Event Type good for?This article breaks down the purposes of each event type and the different pieces of information associated with each type.
How can I confirm that all inventory is ready for the upcoming case?
How can I bill 3rd party manufactured inventory as my Organization?This can be helpful for managing inventory from white-label or distribution agreements
How can I keep track of cases with missing purchase orders?
Can I automatically send Purchase Order reminders to a customer facility?
Can I automatically send the invoice to the facility when the PO is entered?You can automatically trigger an email to the customer when the PO is entered.
How can I upload an image of a signature on an Event instead of signing digitally?
How do I record when Facility Stock is used by the healthcare facility?The purpose of facility stock is to track its use after the sale and to manage the facility stock levels
What information is available on the sales order and invoice in ConnectSx?
How can I change the representative on an Event after it has been created?