Quick Guide - Creating an Order using the Management Portal

Quick Guide - Creating an Order using the Management Portal

This is a Quick Guide on Creating a New Order using the Inzant Sales Management Portal

Starting your Order-
Open the Dashboard, Select a Retailer to Start a new Order. Next navigate to the Retailer Details screen.
From a selected retailers detail screen click the'New Order' Icon.

On the new order panel enter any comments or modify the order date if necessary.

Adding, Editing and removing the Items for a New Order

  • Find the desired Products with either the Search bar or the product category tree; 
    1. If using the search you only need to type the first few letters of the product code or name, and the system will suggest products to include. Click on the item in the suggested list to add it to the Order.
    2. If using the Category tree, select the desired category & sub categories to refine the list of items, and then click the Add to Order icon (or double click on the product) to add it to the Order.  
    3. The product will then appear in the products table, here you will see Details about the Product (ex. Supplier, Stock , Qty, Bonus, Discount and Price.

    4. Select the Supplier for each product using the drop down list (this will default to the most appropriate Supplier/Pricelist, however you can overwrite it if you wish).
    5. Enter the currently stocked quantity (only if relevant)
    6. Enter the quantity to be ordered
    7.  Enter the quantity for bonus items
    8. Select a % Discount from the drop down list (if one is relevant)
    9. Once all desired products have been added and you are finished with the order, there are three options;

    The order may be saved in 'Draft' status by clicking the save icon located in the top right of the panel to submit the order. This will save the order as a quote, and will be visible/editable by iPad users as well as admin users - it will not get exported to the accounts / ERP system as a completed order until someone resubmits it as an order.

    The order may be submitted to the cloud for processing by clicking the submit icon located in the top right of the panel to submit the order. This is the standard "Complete Order" button which you would typically use. This Order type will get exported as your standard order export regimes (email or exported to accounts / ERP package or an external supplier).

    The order may be submitted to the cloud as an external order by clicking 'Submit external order' icon located in the top right of the panel to submit the order. This will automatically save the order but no purchase orders will be generated - and the order will not get exported. Orders like this are typically raised to provide context in the system for orders that weren't raised by Inzant, so on the website or the iPad the order history sections look more complete.

      • Related Articles

      • Management Portal - Orders

        The Management Portal play list includes the following topics; 1.Order Screen views 2.Using Advanced Searches 3.Order types Explained 4.Veiwing and editing an order 5. Taking an order 6. Managing web carts ...
      • Quick Guide - Resubmitting a Purchase Order

        When a Purchase Order in Inzant Sales goes into the "OnHold" state it will require manual intervention to progress. This means you will need to login to the Inzant Sales Web Client, find the order and manually submit it again.  If your Purchase ...
      • Quick Guide - Confirming a Purchase Order

        To Confirm a Purchase Order you will need to login to the Inzant Sales backend system, find the order & manually confirm the order. If your purchase orders are normally emailed to you, then you can confirm a purchase order at any time by simply ...
      • 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 ...
      • Quick Guide - Viewing Order Delivery Details

         This is a Quick Guide to Viewing Order Delivery Details- ​ After logging on to the Inzant Sales Web Client click the “Purchase/Credit Order” icon.  Click the 'Purchase/Credit order'  Widget to open the full Purchase  details screen. Once on 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 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 ...
      • 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 ...
      • Recent Articles

      • 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 ...
      • Changing the Order of Favorites Lists

        In this video, I will show you how to easily change the order of your favorites list on both the website and the iPad. By simply dragging and dropping, you can customize the order to your preference. No action is required from you, this is just a ...