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 guide provides information on Adding & Editing Retailers in the Inzant Sales Management Portal. Adding a Retailer Retailers Can be added to two ways. From the Actions Menu in the Top Menu Bar or Using the New Retailer button on the Retailer ...
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 ...