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Manage Customers

The Supplier Portal allows you to efficiently manage your current Pharmx connections with pharmacies. You can update or delete existing customer connections, or send new connection requests to stores on the Manage Customers page.

IMPORT CUSTOMERS

Request a Pharmx connection with your customers by importing your customers

into the Supplier Portal via a CSV file.

  1. Navigate to Manage Customers from the left sidebar.

  2. Click on the Import Customers button.

3. Download the CSV template & populate the required fields.

4. Once completed, you can bulk upload your pharmacy accounts by clicking ‘Add CSV file+’.

The system will process your file and will attempt to match your customer list with

stores connected on Pharmx. You will receive an email update within 24 hours.

  • If any customers could not be matched, you will be prompted to review and update details as required.

  • Once the accounts have been matched to a pharmacy, they will be loaded to the Pharmx Supplier Portal.

EDIT A CONNECTION

  1. Click on the Action button (three vertical dots) of the pharmacy request you wish to edit.

  2. Select edit.

3. You can edit the connection status, account roles and account number as needed.

4. Select the Save changes button.

DELETE A CONNECTION

  1. Click on the Action button (three vertical dots) of the pharmacy you wish to delete.

  2. Select delete & then confirm by pressing delete connection.

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