Adding and Editing Price Lists using the Management Portal
This guide provides information on Adding & Editing Price Lists in the Inzant Sales Management Portal.
Price Lists are used in the system to configure pricing for Products and to assign Retailers to the correct pricing.
Price List can also be configured to allow product from different supplier to be included in your system and have them automatically sent to the correct end location.
For more information of configuration of Products and Retailers in relation to Price Lists, please see the following guides
Firstly you'll need to be logged into the Inzant Sales management / admin portal
Adding a Price List
The quickest way to Add a new Price List is to use the Price List Search screen
To view the Price List Search screen
- click Price Lists in the Side Bar Menu
At the top of the screen are the New Product
- Click the Add Price List button
Viewing and Editing Price List details
This Price List Detail screen will be displayed when creating a new Price List or selecting to View or Edit a Price List.
This screen contains all the configuration details for the Price List. The information is displayed on a number of Tabs that group like information together.
The top section of the screen, contains the Price List Name and Buttons to Deactivate or Reactivate the Price List depending on its current state.
The Tabs are below this
Information Tab
The Information tab will be selected by default. This tab contains configuration, contact and tax code information.
Note: this will initially be setup by the On boarding team. If you need to add additional Price Lists, the settings of existing Price Lists will provide a guide however if you have any questions, please contact Inzant Support
Address Tab
This tab contains street and postal address information
Order Processing Tab
This tab contains important information that will control the workflows of Orders as they are processed through the system.
Note: this will initially be setup by the On boarding team. If you need to add additional Price Lists, the settings of existing Price Lists will provide a guide however if you have any questions, please contact Inzant Support
Sales Order Processing
Sales Orders that are uploaded from mobile devices may be set to enter a Held Draft state in the system. This allows staff to check and edit orders for correctness before actually processing.
- To set order to enter the Held state change the Default Sales Order State using the drop down selector.
- If you would like to receive an email when a new order enters the Held state add an email address to the email Send Notification Email to field
Purchase Order Processing
The Inzant Sales order processing workflow will create Purchase Orders from the Sales Orders in the system. It is the Purchase Orders that are actually sent to ERP, Accounts or emailed to external suppliers.
This section contains configuration related to the format of Purchase Orders in the system.
Note: Depending on the type of integration used to transfer orders in your system these fields may look slightly different.
- If the standard email integration is used, you can set the contact details that will be sent with an order email
- The orders lines will be added to a Purchase Order can be set
- It is possible to include Sales Orders with products that have zero quantities, there is a setting to stop these being transferred to Purchase Orders
- The Export Method can be chosen. The options are to use the standard email processor or an EDI integration.
- Where the email processor is chosen, there will be a field for the email address
Credit Order Processing
- The Export Method can be chosen. The options are to use the standard email processor or an EDI integration.
- Where the email processor is chosen, there will be a field for the email address
Following any changes you will need to Save the Price List
Click the Save or Save & Close Button
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