Internal tools

Choose a dashboard

This page is only a launcher. Each dashboard opens directly so Cloudflare Access can handle the login/PIN flow normally.

Customer Portal

Customer-facing formulary, stock search, order history, and P21 order request workflow.

Data pipeline runs, portal diagnostics, and the full customer/contact/ship-to directory with P21 write-back. Restricted to admin emails.

Reps submit new-item requests for purchasing to create in P21, or flag existing items to stock up (increase demand).

Customer relationship management — accounts, contacts, opportunities pipeline, tasks, order history, and product catalog.

Rep-facing item stock search with GPO pricing, customer lookup, order cart, and P21 .txt export.

Search customer, practice, address, city, or state to verify Vizient roster status and return the LIC/member ID for rebate workflows.

Full-screen TV leaderboard for sales reps with MTD rankings, today totals, recent sales, animations, and sale sounds.

Streamlined order builder with customer history, item search, last-price add-to-cart, and P21 export.

Purchaser movement dashboard with supplier/category filters, QOH, period usage, and item movement detail.

Accounts payable invoice tracker for vendors, due dates, paid status, and priority invoice review.

Accounts receivable dashboard using open invoice and receipt exports, with customer balances, aging, collections, and credit visibility.

Generate customer statements and printable invoice copies from live P21 A/R data.

Browse and watch training videos by category. Admins can add YouTube or Vimeo links; reps click to play.

Security reminder: keep Cloudflare Access policies on all portal routes.