In this section of the portal, you will see a list of all requests which are pending your approval. The type of request will be displayed in the “Request Type” column as “Connect”, “Remove” or “Update”.
Connections – Pharmacies requesting to connect their account which are pending your approval - this will enable POS ordering & e-invoicing.
Deletions – Account connection deletions made by a pharmacy which you are currently connected with - this will disable POS ordering & e-invoicing.
Updates – Requests to update an existing connection.
CONNECTIONS
Navigate to Customer Requests from the left sidebar to check requests made by pharmacies/stores which are pending your approval.
At this stage, you will want to ensure the account number of the pharmacy is correct.
3. Click on the Action button (three vertical dots) of the customer you wish to
approve and select ‘View details and approve’.
4. This will open the approval page. Review and confirm the account connection and
assign approved roles for this account, then click ‘Accept new connection request’.
Orders – Tick this role to enable the store to electronically order from you.
Invoices – Grant access to view and manage invoices.
5. The pharmacy is now approved and may send their orders via their POS (or the
Pharmx marketplace) & receive a Pharmx e-invoice once the order has been
processed.
6. To reject an account connection request (eg. the store has entered the incorrect
account number), click on the Action button and select “Reject”.
DELETIONS
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.
Click on the Action button (three vertical dots) of the pharmacy request you wish to action.
Click 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.
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.
