Adding or Editing Retailer Contacts

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 "Contacts" tab. 

To add or edit a Contact you'll first need to put the Retailer into Edit mode, so tap on the pencil icon in the top right hand corner or the screen.

The "Contact Type" is a required field, so please ensure this is always filled out for any Contacts you add.

Once this is selected, details about each contact are then able to be added or edited, including;
  1. Name (First name + Surname)
  2. Position title
  3. Email Address
  4. Business phone
  5. Mobile
  6. Fax
  7. D.O.B.
  8. Address
  9. Social media accounts
To fill this information in tap on the field and type in the information, then tap on the next field (etc.). 


Progress through the different tabs to fill in additional information. Note that the Address and Social tabs are not required (so they can be left blank).




The last tab is the website access tab, which allows (or disables) website access for the contact. You can manage a contacts website access right from within the app. Here is a guide covering this process in more detail: Configuring retailers for website access (from iPad)


Once you are finished adding or editing the retailer don't forget to tap the "Save" or "Upload" icon in the top right of screen to save your changes.
    • Related Articles

    • Adding or Editing Retailer Contacts in the Management Portal

      This guide provides information on adding and editing Contacts for Retailers in the Inzant Sales management Portal.  If you are looking for information on assigning a contact Website access, please see the dedicated guide below Setting a Retailer to ...
    • 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 ...
    • Retailer Contact Type Overview

      Overview Retailer Contact Type enable you to classify your Retailer Contacts into distinct types for easier contact filtering. This field is highly visible on the mobile sales app so can be a valuable bit of information to start using in Inzant ...
    • Sending Bulk Website Login Invite to Contacts

      Inzant has the facility to send a bulk mail-out to the eligible Retailer Contacts in your Inzant system, welcoming them to start using your new Inzant website. Ask Inzant today about configuring this on your system, the text in the template email can ...
    • Configuring retailers for website access (from iPad)

      After opening the Inzant Sales Plus iPad app you'll need to navigate to the Retailer before you can provide website access. To find the Retailer; Tap the "Retailer" icon in the top menu Then you'll be able to either scroll down the list, use 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 ...
    • 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 Retailer in question. This involves clicking the ...
    • 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 ...
    • 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 ...
    • Recent Articles

    • Settings - KPI Data Source

      KPOI Data Source settings allow you to change the information shown in the Home Screen Sales Panel. Touch the Utilities Icon Touch Settings  To Change the Data Source Touch Sales KPI Data Source If you have selected a Fiscal Year data source, you can ...
    • Settings - Fixed Products per Row

      Fixed Products per Row mode give you the option to set the number of products per row to be fixed when a device is rotated. Touch the Utilities Icon Touch Settings  Touch Fixed Products per Row Select the option you prefer, this can be changed any ...
    • Settings - Show Bulk Discounts

      Show Bulk Discounts mode give you the option to allow bulk discounts to be applied on the Order Review screen. Touch the Utilities Icon Touch Settings  Touch Show Bulk Discounts Select the option you prefer, this can be changed any time. Once you ...
    • Video Guide - Subscription Management

      Your Inzant Sales Subscription screen allows you to manage the total number of active User Licenses. The configured number of User Licenses is what calculates the total subscription cost each month. The Subscription screen allows you to modify the ...
    • Video Guide - Order Types Explained

      This video covers the work flow from iPad to ERP and what each stage of an order is named. ​​