| Product | Lot # | Qty | Pricing Tier | Unit Price | Extended | Status | Damage Notes |
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Instrument Sets tab instead. Receiving a set through this screen only bumps a quantity number and breaks lot tracking.View BOM components and manage lot tracking for each instrument set. Print QR labels directly from here.
| Rank | Surgeon | Completed | Progress to 20 | Procedure Types | Last Submitted | Status |
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| Surgeon | Procedure | Facility | Date of Surgery | Submitted | Submission ID |
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Step-by-step guides for every ImplantOps workflow. Search any keyword, click any section to expand. Keep this tab open while processing orders.
Sign In. There is no separate username or password — just those two fields.Log Case. Fill in surgeon, facility, date of case, procedure, and all implants with LOT numbers. Set Stock Origin = Consignment or Loaner. Submit — Order Status becomes Open – Pending PO.Cases & POs. Click Log Transfer. This records inventory movement from HQ to facility. Status advances to Transferred.Shipping tab. Find the case and enter the tracking number. Apply tracking. Status advances to Restocked.PO Received.Submit to Accounting. Status becomes Pending Invoice, then Invoiced once accounting processes.Log Case. Fill everything as normal AND enter the PO Number in the PO field. Submit — Order Status becomes PO Received immediately (skips Pending PO).Cases & POs. Click Log Transfer. Status advances to Transferred.Shipping tab. Enter tracking number and apply. Status advances to Restocked.Submit to Accounting. Faster path since PO was already received at step 1.📦 Direct Order (No HQ Shipment).Log Case. Set Stock Origin = 📦 Direct Order (No HQ Shipment). Fill all other fields and submit.Log Transfer, Ship, and Restock buttons will NOT appear on this case. That is correct — do not look for them.Awaiting PO status until the hospital sends a purchase order. Enter PO when received.Submit to Accounting. Done.✈️ HQ → Facility Direct Ship instead of 📦 Direct Order. These are different. Direct Ship = HQ sends product. Direct Order = manufacturer ships direct, no HQ involvement.Cases & POs. Find and open the case you need to cancel.Cancel Order button is visible only to Admin and Customer Service roles. If you don't see it, you don't have the right role.Cases & POs list and is excluded from all revenue reports. It remains in Airtable for audit purposes.Distributor or Sales Rep — these roles cannot cancel. Contact Admin or Customer Service.Cases & POs. Find the case. Click to open the detail panel.Log Transfer button in the case detail. The transfer form opens pre-linked to this case.Ship Out. Fill From Location, To Location, Part Number, Lot Number, Qty. Transfer Status auto-sets to Pending.Transferred.Shipping in the left sidebar (under Inventory group). All pending transfers with no tracking number appear here.Apply Tracking. The tracking number is written to all selected transfer records and the linked Case Log records.↩ Undo. Click it within 5 seconds to remove tracking from all affected records. After 5 seconds the undo is gone.Received do not appear in this list. If you can't find an order, check whether it was already marked Received.Restock in the sidebar (under Inventory group). The orange badge shows pending count.Mark Restocked. Status advances to Restocked.🧾 Submit to Accounting button will appear immediately.Lot Number field. Every single line must be filled. You cannot leave any blank.Facility Owned Stock are exempt from the LOT# requirement. All other stock origins require it.Transferred or Restocked, it was already logged.↩ Undo. If you missed the window, an Admin must manually clear the tracking in Airtable, or re-apply with the correct number.Inventory tab directly, the system does not know which case to link it to — so no auto-advance happens. Always log transfers from inside the case detail in Cases & POs.Dashboard. Find the 📋 Pending Inventory Requests panel. Click 🖨 Print on the request card — a branded print window opens automatically. Print the form or save as PDF and use it as your pick list while pulling product from the shelf.✅ Fulfill on the request card. The Log Transfer modal opens pre-filled: From = SBM HQ, To = requesting distributor, Type = Ship Out, Status = Delivered, product + qty pre-loaded. Add the Lot Number and Tracking Number, then click Save Transfer.Instrument Sets in the left sidebar. Find the tray(s) going to the distributor. Click Transfer, select the destination distributor, set the transfer date, and click Save Transfer. The set's custody is updated and a Transfer Log record is created automatically.
Received status in ImplantOps.Instrument Sets in the left sidebar, then click the pill for the correct set (e.g. Menix Set, Black Demo Kit Case).↔ Transfer button to open the Transfer Instrument Set Lot window.SBM HQ (Return to stock). New Inventory Status = SBM Inventory. Transfer Date = today. Notes optional (tracking #, condition, etc.).Save Transfer. This clears the distributor link, sets status to SBM Inventory, logs a Transfer Log record, and syncs the Inventory tab automatically — all in one step.Instrument Sets in the left sidebar.📦 Receive New Set at the top of the screen.📦 Save Received Set. This creates one tracked set-instance record (using the Instrument Set Lot #) plus one Component Lot record per BOM line — the set lands at SBM HQ (EVO WH) and becomes visible on the Instrument Sets screen immediately, ready to transfer to a distributor as Consignment.Inventory → Recalls. Click 📤 New Recall Request. Select the distributor location and recall reason.+ Add Product to add multiple items to one recall. Add notes or instructions for the distributor if needed.📤 Send Recall Request. The system creates a transfer record for each line item (Type = Recall Request, Status = Pending), fires an email notification to the distributor via Make, and displays the recall card in the Recalls tab.🖨 Packing Slip on the recall card. A print window opens with the SBM USA header, product line items, lot numbers, quantities, and signature lines. Print it and send to the distributor to include with their return shipment.🚚 Mark In Transit. Status updates to In Transit on all line items for that recall.📦 Receive. For each line item enter the Qty Received and Lot # received. If there is a discrepancy between what was requested and what arrived, select the disposition: Leave remainder at distributor, Receive remainder → Mark Scrap, or Receive remainder → Mark Demo. Click ✅ Confirm Receipt & Move Inventory.Received (or Partially Received if there was a discrepancy). A full audit trail is kept in the Transfers tab.Inventory → Returns. Click + Log Return.Expired, Damaged, Wrong Size, Unused – Returned, Patient Specific – Unused, or Other. This is the permanent "why" on file.Destroy or Return to Vendor — item is gone for good, the system automatically removes it from the distributor's on-hand count. Return to Stock or Quarantine — item is still physically present, inventory count is not changed.Log Return.[Location] (Scrap) row in the Stock tab, so it stays fully visible and traceable. It just no longer counts as available/usable stock.Inventory → Stock and search or filter by location. You should see the original location's qty reduced, and a new (or incremented) row for [that location] (Scrap) holding the removed qty. The RMA record itself is visible under Inventory → Returns — that's your permanent reason-of-record.Destroy and Return to Vendor touch inventory. Return to Stock and Quarantine intentionally leave the qty untouched — the item hasn't left the location. Never manually zero out a row in the Stock tab to "scrap" it — always go through Log Return so the reason is kept on record; a manual edit leaves no audit trail of why.🎫 Support button in the bottom-right corner of any screen. Describe what you were trying to do, what happened, and attach a screenshot if possible. This creates a tracked ticket — an admin will follow up, and you'll see a Resolution Summary in your Tickets tab once it's fixed for you to confirm.orders@sbm-usa.com.