Creating a Retailer
This article provides a short walk-through tutorial on the steps required when creating a new Retailer Using the Inzant Sales app.
To Create a New Retailer touch 'Retailers' on the left of the screen.
You will now be able to view a list of previously added Retailers.
Touch the 'Add' icon in the top right of the screen to Create a New Retailer.
You will view the Retailer Set up Wizard.
Enter the New Retailer details.
Upon entering details you will view set fields are required before saving the retailer is complete.
The Retailer set-up wizard will include fields such as Categories.
This will include details such as the Status, Type, Grade and Territory.
You will be asked to select a Price List from any previous set price lists. To add a price list touch 'Add Account'.
This is a required field.
Enter the average payment period for the retailer.
This is a required field.
When you have finished entering the details into the Retailer Wizard, click out of the box.
To cancel the set up at any time, touch the X in the top right of the wizard window.
You will now be on the 'Retailer Details' screen.
The Retailer information that was entered in the wizard will now be viewable on the screen.
You can now add further details to that Retailer or touch the 'Save'.