Emailing sales orders and quotes
To email a sales order or quote first touch the PDF button while viewing an order or quote. You will be asked if you would like images included on your PDF this is up to your own preference or company policy, select either to proceed to the view the PDF.
Here is the PDF viewer screen. To email the PDF touch the envelope icon.
A drop down menu will appear. Here you can select the pages you would like to send by touching on the option appropriate. By touching page range you will be given the option to select the specific pages you would like to send. To change the email address you are sending the document to touch the email address listed, this will open another drop down menu.
Here you will see all the available options to sent the document to, the email addresses listed will be pulled from your retailer information to select an email address touch the X to turn it into a tick and to unselect an email address touch the tick to turn it in to a cross. To go back to the previous menu touch back.
To send the email touch "email" at the bottom of the first drop down menu the following screen will pop up. To add a message touch in the email body to and they keyboard will appear, you can also change the subject and add a CC or BCC by touching the space next to these zones. Once you are happy with your email touch send and it will send.
Creating a Quote
Uploading an order as a quote in Inzant Sales allows you to complete the sales process with the customer, whilst not committing to the order at that time. You can come back and edit the quote at a later time and submit it as an actual order when the ...
Sales Order Email Confirmation Configuration
When an order is placed via Inzant there is the ability for a Sales order confirmation email to be sent to the Retailer, Sales Rep, both or no-one. By default your Inzant system will be set to not send these sales order confirmations, however you can ...
Printing and Emailing Sales Orders from the iPad
The Quick Help Guide shows you how to Email And/or Print an order on the iPad. Tap the PDF button on the Inzant Sales Plus App Order Review screen to view the order in PDF format. Tap if you would like images included in the printed or emailed sales ...
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 ...
Video Guide Inzant Sales iPad - Ordering- Emailing a copy of the order
In this video on email a Sales Order Conformation , Quote or draft order from the Inzant Sales app We will give you a step by step guide on how easy it is to do this from the order summary screen. Please see links below for more information and ...
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.
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 ...
Video Guide Inzant Sales iPad - Ordering - Stock Count Screen Configuration
On the Stock count screen, the 4 previous orders and invoices now have the date – day and month – as the column heading. The stock counted on a previous order can also be displayed in the cell the first value is the previous stock count and is ...
Inzant Sales - App - 7.4 Update Playlist
The Inzant Sales App 7.4 Update Playlist contains all the information you will need to make the very most of the new features released in this update. We know the below link looks like a single video - however it'll play the list of 7 short videos ...
Navigating the Contacts Search Screen
The Retailer Search screen provides you will a complete list of the Retailer Contacts in the system. It allows simple and advanced searching of contacts and also provides a number of views of the data. The screen also allows you to export displayed ...
Using Google reCAPTURE with the Inzant Web Site
The Inzant website uses reCAPTURE V2 from Google to prevent bots from posting comments on blog articles. More information of reCAPTCHA can be found here https://www.google.com/recaptcha/about/ To enable reCAPTURE 1. Register with Google for ...
Inzant Sales iPad - Call Cycle and Scheduling
This play list contains all you need to know about call cycle planning and scheduling, including: 1. Dash board overview 2. feature overview 3.Planning a call at the end of an order 4. Recurring appointments 5. Using map mode 6. Managing call cycle ...