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 Search Screen
For more information on the Retailer Search Screen please see this guide
Either method will Open a blank Retailer Details Screen where you can add the required details and save the new retailer.
Editing a Retailer
To edit an existing Retailer,
- Locate the retailer on the Retailer Search screen and click the Edit button
Once on the Retailer list screen, search for the Retailer and double click on the row to open the Details screen.
This Opening screen displays the Account number, Name and Credit Status in the header zone, and a number of Tabbed panes in the bottom section of the screen.
The default Pane on screen load if the General tab.
- Clicking on the Tab headings will change to that pane (details below).
Please note: Your system may include different fields as many of the fields are customisable
- You can add or edit the information in the fields on the different tabs
Once all information is entered,
- Click the save the retailer using the Save (or Save and Close) button.
There are some data fields that must be completed to be able to save a retailer. If you have missed any a prompt will highlight the missing data.
- Once you have entered the missing dat you can Save again
The information Tabs Available are:
General
The general information included basic retailer contact information, categorisation information and custom statistical information
Address
The Address information includes both street (delivery) and Postal Address field. There is a copy button to copy form one to the other
Contacts
The Contacts information provides a summary list of all contacts associated with the retailer. You can view, edit and also add new Contacts.Please see the following guide for information on Contacts Adding or Editing Retailer Contacts in the Management Portal
Price Lists
The Price List information works a little different for different systems.
- If you are a Single supplier with Multiple Price Lists configured, this screen will indicate which price list the customer is assigned to.
- If you are an agent that represents multiple suppliers, the screen will indicate all the supplier price lists the retailer can order from.
In either case, it is also possible to assign discounts to for price lists on a brand and ordered quantity basis from this screen as well.
Notes
The Notes are designed to be general notes that will be available across the system. These should not be used for call or journal notes as these are treated separately.
Custom Fields
Custom fields will vary from system to system depending upon needs.
Financial
Financial Fields group together this type of information, please note there are a number of custom financial fields available if you need to load additional information.
Loyalty
Inzant Sales can be linked with external Loyalty systems, where this is the case the loyalty information is displayed on this tab
Journal
This tab displays a full record of all interactions with retailers. You can also add new journal entries from this tab.
Related Articles
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 ...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 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 ...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 ...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 ...
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
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 ...How to Create and Manage Favourites List on iPhone
In this video, I will show you how to create and manage a favourites list on your iPhone. You can access, edit, and add items to your favourites list directly from the iPhone app. I will guide you through the steps of adding a favourites list, adding ...