Customer Accounts
Customer companies and their portal logins. Each account maps to one account number.
Salesperson:
All
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+ New Customer Account
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New customer account
Account number
Company name
Contact name
Contact email
Contact phone
Salesperson
— None —
Customer type
— Select —
Independent Pharmacy
Retail Pharmacy Chain
Hospital Pharmacy
Hospital / Health System
Clinic
Long-Term Care Facility
Compounding Pharmacy
Veterinary Clinic
Physician Office
Surgical Center
Wholesaler / Distributor
Government / Military
Mail-Order Pharmacy
Other…
Customer markup %
Other customer type
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Create account
Account
Close
Pricing & display settings
Account mode
Catalog only
Browse the catalog without prices, stock, or ordering.
Order
Place real orders. Prices resolved via the pricing chain.
Quote-only
Every order lands as a quote request for staff to confirm.
Salesperson
— None —
Customer markup %
Customer type
— Select —
Independent Pharmacy
Retail Pharmacy Chain
Hospital Pharmacy
Hospital / Health System
Clinic
Long-Term Care Facility
Compounding Pharmacy
Veterinary Clinic
Physician Office
Surgical Center
Wholesaler / Distributor
Government / Military
Mail-Order Pharmacy
Other…
Other customer type
What the customer sees
Show prices
Show stock on hand
Show lot detail
Expiration dates
Quantity per lot
Shortest dating only
(also enables Expiration dates)
Ordering
Allow backorder on contracted products that are out of stock
Allow quote requests on visible unpriced products
Auto-send real orders to MDS on placement (cXML)
When on, this customer's orders go straight to MDS with no staff review. Quotes are never auto-sent.
Pricing behaviour
Keep customer-specific price even when the markup rule is lower
When an inline price expires
Revert to markup rule
Block ordering this product
When no markup rule applies
Fall to list / general %
Ask for quote
Block ordering
Lot cost fallback override (blank = inherit from salesperson / general)
— Inherit —
Hard cutover
Use max vendor cost
Apply a rule template
— Choose a template —
Apply template
Cancel
Save settings
Add login
Email
Full name
Role
Buyer — can place orders
Account Admin — can order & manage logins
Viewer — documents & history only
Cancel
Add login
Password setup link
Done