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'.
Adding a new Retailer using the Inzant Sales app
This article provides a short walk-through tutorial on the steps required when creating a new Retailer Using the Inzant Sales Plus app. In the top left of the screen tap the Retailer icon shown, it will open a list of previously added retailers. Tap ...
Retailer Search Screen
The Retailer list screen allows you to view the complete list of retailers loaded on the iPad. This article discusses how to use the list screen to filter and sort retailers to find information. Online Help The help link will provide you with online ...
Adding & Editing Retailers using the Management Portal
This is a brief guide on Adding & Editing Retailers in the Inzant Sales Management Portal. Adding a Retailer You have two options regarding adding a Retailer, you can simply click the "Quick Actions" menu option, and select Add Retailer (this is the ...
Adding or Editing Retailer Contacts
Within Inzant Sales Retailers represent the customers you will be visiting and selling to, and Contacts represent the people you interact with whilst dealing with the Retailer. Contacts are stored and managed on the Retailers screen, under the ...
Retailer Type Overview
Overview Retailer Types enable you to classify your Retailers into distinct groups for many purposes, including but not limited to pricing rules, campaigns, tasks & reporting. This field offers a high degree of flexibility with these functions, but ...
There are two main areas within the CMS that hyperlinks can be created; In a specific content zone provided by a widget. In the CK Editor content entry zone. Both zones offer the same 3 basic link types, Internal URLs, External URLs and Mailto ...
Initialising & Resyncing the Inzant Sales App
If you need to reload your database the process is quite straight forward. Please be mindful that performing the below process will erase ALL information within Inzant Sales on the device, so please check and make sure all incomplete orders or quotes ...
Shutting down Apps running in the background
If you are noticing your iPad starting to run very slowly and Inzant starting to crash then your iPad may have all its resources being used by other applications running in the background. We'd recommend periodically closing all apps running in the ...
iOS 11.* - Keyboard Lag Issue
If you are seeing keyboard lag (i.e. ranging from a bit slow to non-responsive) on your iPad after downloading a new version of iOS you are not alone. We've had plenty of reports of this and it's not an Inzant specific issue, its an operating system ...
Checking Order History for a retailer
To view Order history of a retailer go to the specific retailer and touch the "Orders" icon.The "Order History" screen shows previous orders, quotes, pending orders, and goods returns for as far back as your system is configured for. Most systems are ...