Consignment Inventory Check-In Process

Consignment Inventory Overview

The Consignment Inventory feature streamlines the management of trays that remain on-site at a facility for repeated use. Instead of checking trays in and out through the kiosk for every surgical case, approved consignment trays live on site at the facility and are stored in a digital "tray bank" that can be quickly accessed and uploaded directly into cases as needed.

Benefits of Using Consignment Inventory:

• Eliminate repetitive check-ins – Once approved, trays can be added to multiple cases without returning to the kiosk.
• Faster case preparation – Access your consignment tray bank directly from within a surgical case, from any device. 
• Maintain accurate tracking – All consignment trays remain documented with photos and weights

Before You Begin:

• Vendor approval required: You must be approved by the facility for consignment privileges and granted access to this feature in Settrax.
• Facility approval process: After you submit a tray for consignment, a facility staff member must review and approve the tray documentation before it becomes available for use in surgical cases.
• Documentation needed: Most facilities require an IFU (Instructions for Use) and Count Sheet before approving consignment trays.

Once your consignment trays are approved, they'll remain in the facility's tray bank and be readily available for quick upload into any assigned cases.

Setting Up Consignment Trays

1. Log in to your Settrax account
2. Click Consignment Inventory
3. On the next page, click Start Tray Check in
4. Update the “Tray Name” and enter the “Facility Identifier” *It’s the consign tray’s specific ID that correlates with the facility's internal tracking system. If you don’t have it, you can update it at a later time.
5. Next, click the camera icon to capture pictures and weights then hit Click to Capture.
6.  Tick Implants" if there are any in the tray and Hold if you want the tray wrapped at the beginning of surgery otherwise leave the box unchecked
7. Then, click Complete Tray Check In and the status will be pending. Most facilities require an IFU before they approve your tray.
   1. To upload an IFU and Count Sheet,
      1. 1. Click the IFU icon
         2. On the pop up window, click the dropdown, select the correct IFU document and then hit the add button
         3. Then, click the Count Sheet icon
         4. On the pop up window, click the dropdown, select the correct count sheet document and click the add button

A facility admin will need to log in to their Settrax account and review your request. Once they have reviewed yet, you will receive a text and email notification indicating if was approved or denied. 

Once the tray is approved, the tray's status will change from Pending Check-In to Approved and will immediately appear for use in your consignment tray popup window inside any assigned cases.

If you have further questions on this article or to learn more, please contact support at support@settrax.com. We're here to support your success!