Control whether customer users can see margin percentages in this portal.
Stock Display
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By default every item shows as "In stock" and can always be ordered (the rep handles backorder / drop-ship). Turn this on to show real availability from qty on hand — items at zero show "Out of stock" but stay orderable.
Customer Lists
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Create and manage saved item lists for this customer.
Item Image Manager
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Search the complete item catalog, preview the current image, and upload or link a replacement. Reverting an override restores the generated catalog image.
Product Group Margin Overrides
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Set margin overrides for a product group when the standard customer pricing needs a rep-specific adjustment.
Manufacturer Margin Overrides
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Use manufacturer overrides when a brand needs a consistent customer-specific margin.
Office Admins
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Admins can approve received invoices and export the approved-to-pay CSV. Everyone else for this customer can only check off received lines.
GPO Membership
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Live from P21 customer maintenance (customer_ud). Enroll this customer in Vizient, Provista, or NuEdge and store their member numbers; saving writes the changes back to P21.
Open settings to load GPO membership.
Job Contracts
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P21 job-contract prices are edited at the UOM on each contract line. If P21 leaves a line UOM blank, the portal falls back to the item's highest UOM. The per-selling-unit equivalent is shown for reference.
Upload a job contract from Excel
For a customer with no P21 job contract. The file needs a QMED item ID column plus a Price and/or Margin % column (UOM optional). It is saved to the portal as the customer's contract and selectable below — never written to P21.
Open settings to load job contracts.
Debug / Diagnostics ▸
Pricing Flowchart
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How the portal resolves a customer price — each source is tried in order; the first one that produces a valid price wins.
① P21 Job Contract Price
Live contract price from P21's job-contract tables, keyed to this customer. Wins over everything — overrides any margin override, history, or estimate price. Editable and write-back capable from the Job Contracts panel above.
↓ if no job contract
② Rep Margin Override
Product-group or manufacturer override set in Rep Settings. Replaces history and estimate prices when no job contract is active.
↓ if no override
③ Sales / Order History Price
Most recent price this customer was charged in P21 order history. Includes contract prices embedded in historical orders.
↓ if no history
④ Base Library Estimate
Cost × margin % from the Sales Rep Pricing Guide. Shown with an "Estimated" badge — not a confirmed customer price. Can use supplier cost, GPO cost, or primary supplier invoice as the cost basis.
↓ if no cost data
⑤ "Review" — No Price Available
No price source found for this item / customer combination. Displayed as "Review" on the card.
GPO Cost Overlay (Rep-only)
Vizient, NuEdge, and Provista costs from the Pricing Guide are shown as separate tiles alongside any pricing source above. These inform the rep's margin math but do not replace the customer price. GPO costs scale with UOM changes on cards.
Add To Customer List
Request a New Item
Capture the key details purchasing needs to create this item in P21. It will appear on the Purchasing dashboard.
Customer Portal