Getting Started Training Play list

Getting Started Training Play list

Perfect for new employees or as a refresher to the team.

This is a step by step guide to using the Inzant Sales iPad app please check back and watch again from time to time as new videos will be added when new features are released and some features are enhanced.


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      Complete Training Play List. Perfect for new employees or as a refresher to the team. This is a step by step guide to using the Inzant Sales iPad app please check back and watch again from time to time as new videos will be added when new features ...
    • Video Play List - Inzant Sales iPad - Ordering Features

      This play list contains videos on: adding a line note in an order future dated or pending orders emailing a sales order conformation downloading a retailers complete order history. Click link for Ordering feature play list
    • Video Play List - Inzant Sales iPad - Call Cycle and Scheduling

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    • Getting Started - Loading the App

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    • Getting ready for a Tradeshow

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    • 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

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      The latest version (currently version 1.4) of the CMS User Manual is attached, which you can download and use as required.
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    • 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 ...
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      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 ...