Adding a supplier and editing account numbers
To add a supplier on an existing retailer open the retailer you would like to change.
Touch the "Supplier" icon here you will see all the suppliers this retailer has added currently to add a new supplier touch the "edit" icon.
Touch the "add" icon.
A scroll wheel will pop up select the desired supplier from the list and touch the "done" icon.
Now you will see the new supplier added in your suppliers list, however this change has not yet been saved.
To change an account number touch the bar containing the account number or TBA and a keyboard will pop up for you to input an account number touch "done" to complete this action. Once you are happy with your changes upload them by touching the cloud icon, this will save them.
Once your changes are uploaded you will see them in your supplier list.
Related Articles
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 ...
Inzant "Retailer Full Export" Excel Bulk Edit Process
If you have the "Retailer Full Export" data export/import process enabled on your system (you can check this by getting in touch with Inzant support), then you will be able to export your entire retailer data into an Excel file, perform as many edits ...
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 ...
Adding and Editing Products using the Management Portal
This guide provides information on Adding & Editing Products in the Inzant Sales Management Portal. Firstly you'll need to be logged into the Inzant Sales management / admin portal. Adding a Product The quickest way to Add a new Product is to use ...
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 ...
Popular Articles
Home Screen and Navigating the System
The Home Screen The home screen is the start up screen for the App. It contains links to all the other major screens and provides some KPI information and access to your schedule. In this article we will discuss all the links so you can navigate ...
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 ...
Setting a Retailer to have Website access from the Management Portal
To enable customers access to the B2B Portal or Website, you need to allow the Contact on a Retailer to have access. After logging into the Inzant Sales Management Portal you'll need to navigate to the Contact or Retailer in question. Finding a ...
Inzant Website CMS User Manual
The latest version (currently version 1.4) of the CMS User Manual is attached, which you can download and use as required.
Creating Hyperlinks
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 ...
Recent Articles
Management Portal - Adding a Pricing Rule Walk Through Video
Watch the linked video as we walk through creating a new pricing rule, set conditions for discounts, select products, choose applicable price lists, and schedule the rule for auto-publishing. Check out the detailed steps and explanations below to ...
Performing a Hard Reset on an iPad
Adding a Favourites List to a Retailer
In this video, I will show you how to add a favourites list to a retailer. I will guide you through the steps, including selecting the retailer, navigating to the favourites section, and adding a list. I will also explain how to choose the contact ...
Accessing and Managing Favourites Lists
In this video, I will show you how to access and manage your favourites lists on our platform. I will guide you through the steps to access your favourites list, apply filters, and view specific categories. Additionally, I will demonstrate how to add ...
Creating Bespoke Favorites Lists for a Contact
In this video, I will show you how to create a bespoke favorites list for a specific contact. Sometimes, certain contacts may have unique preferences, and it's important to cater to their needs. I will guide you through the process of selecting the ...