This article describes the process of editing a retailer.
More detailed information on retailer information can be found at the following article (Retailer Detail Screen
- To Edit a Retailer touch 'Retailers' on the left of the Home Screen.
- Touch the information icon next to the Retailer you would like to edit.
- Touch 'Edit Retailer' to open the Retailer Details.
Example: Touch into the field you would like to edit. The keyboard will pop up for you to type in the edit. When you have finished touch 'Done'.
You can make edits to most fields from this screen. Some of the retailer details are set by the office and cannot be changed.
- When you have finished editing the Retailer, touch 'Save' in the top left of the screen.
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 Editing a Quote on Inzant Sales Plus
This is a Quick Guide Editing a Quote- A Quote can be edited as many times as needed before being uploaded to the Cloud. To edit a quote, Log onto Inzant Sales Plus App and select the Retailer, then Click 'Orders'. This list will appear showing if ...
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 ...
Retailer Type Overview
Overview Retailer Types enable you to classify your Retailers into distinct groups for many purposes, including but not limited to pricing rules, campaigns, tasks & reporting. This field offers a high degree of flexibility with these functions, but ...
Retailer Grade Overview
Overview Retailer Grades enable you to classify your Retailers into distinct groups for many purposes, including but not limited to pricing rules, campaigns, tasks & reporting. This field offers a high degree of flexibility with these functions, but ...