Respond to a Pharmx connection request from a store
As a supplier connected on Pharmx, pharmacies may send you an account connection request to establish connection and enable trading. Here is how to review and respond to these requests.
Navigate to the Customer Requests page on the Pharmx Supplier Portal, to check requests made by pharmacies/stores which are pending your approval.
Viewing Customer requests:
You will see a list of All Requests which are pending your approval, and can filter to view requests categorised as:
Connections – Account connection requests which are pending your approval.
Deletions – Account connection deletions made by a pharmacy/store which you are currently connected with.
Updates – Requests to update an existing connection.
You can also use the search bar to find a specific pharmacy by pharmacy name or their Pharmx SiteID.
Review the store’s details, including Store Name, Address, Account Number, and Billing Account Number (if applicable) matches the details on your ERP or accounting software for that store, and respond to the request.
Responding to an Account Connection Request
Account Connection requests will appear in the Customer Requests page under the “Type” column as “Connect”.
Review the store’s details, including Store Name, Address, Account Number, and Billing Account Number (if applicable) matches the details on your ERP or accounting software.
Approve a Connection Request
Once details have been verified, and you are ready to approve a Pharmx connection with this store, click on the Action button and select “Approve”.
Review and confirm the account connection and assign approved roles for this account:
Orders – Tick this role to enable the store to electronically order from you.
Invoices – Grant access to view and manage invoices.
The pharmacy will now appear in your Approved Connections list.
Reject a Connection Request
To reject an account connection request eg. the store has entered the incorrect account number, click on the Action button and select “Reject”.
Confirm that the account connection request should be rejected. This action cannot be undone. The store will need to send you a new connection request if the account connection was rejected in error.
Responding to an Account Deletion Request
Occasionally, stores may request to delete an account connection with you. This may occur if the store has closed their account with you, or the store has had a change in ownership, hence the old account number needs to be closed and a new account opened.
Account Deletion requests from stores will appear in the Customer Requests page under the “Type” column as “Remove”.
Approve a Deletion Request
To confirm the account deletion request by the store, click on the Action button and select “Approve”.
Confirm the “Are you sure you want to delete this connection?” pop-up. This action cannot be undone. The store will need to send you a new account connection request if the account connection was deleted in error.
Reject a Deletion Request
If a store has requested an Account Deletion with you which you are not expecting, please contact the store to discuss and action the Account Deletion request.
If the store had requested an Account Deletion request in error, you can reject the Account Deletion request. To reject an Account Deletion requested by the store, click on the Action button and select “Reject” and confirm.
This will send a notification to the store’s POS vendor to action to Undo the Account Deletion request.
Troubleshooting & Help
If you experience any issues with connection requests, visit the Help Centre or contact support for assistance.