Home Screen and Navigating the System

Home Screen and Navigating the System


The Home Screen


The home screen is the start up screen for the App. It contains quick start buttons and links to all the other major screens. In this article we will discuss all the links so you can navigate around the App.



Home Screen Buttons

The Home screen buttons allow you to quickly start a new Order or access Customer and Product information.



More information on the button links can be found here
  1. Start an Order
  2. Viewing Customers
  3. Viewing Products - Navigating the Product Search Screen

Options

The Option Menu Icon in the top left hand corner will provides links to History screens.



The Options Menu provides context relevant links on each screen.
On the Home screen it provides access to the Notifications and History screens.


 

Utilities

The Utilities button is located in the top right of the Home screen.
Utilities includes functions and controls settings and features you are able to use to manage and personalise Inzant Sales Lite App.



For more information on all the Utilities options, please see the linked guide
  1. Sync Now  - Starting a Manual Sync
  2. Connect to a System - Manually Connecting a System
  3. Settings - App Settings
  4. Database Tasks - ( Database Task - Clear and Reload the Database , Database Tasks - Initialising the Media )
  5. Email Log Files - Emailing Log Files
  6. Share Log Files - Share Log Files
  7. Shutdown App - Shutdown App
  8. Open Management Portal - Open the Management Portal
  9. Visit Inzant Support - Visit Inzant Support


    • Related 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 ...
    • Navigating the Retailer Search Screen

      The Retailer Search screen will display all the active Retailers that are in the system. It allows you to select a Retailer to check the details of the Retailer. You can filter the list of retailers to quickly find what you are looking for and there ...
    • Navigating the Product Search Screen

      The Product Search screen will display all the active Products that are in the system. It allows you to select a Product to check the details of the Product. You can filter the list of products to quickly find what you are looking for and there are ...
    • Navigating the Call History Screen

      The Call History screen will display all the Calls and Journal Entries that are loaded on the device. It allows you to select a Call to check the details of the Call. You can filter the list of Calls to quickly find what you are looking for and there ...
    • Navigating the Order History Screen

      The Order History screen will display all the Sales Orders that are loaded on the device. It allows you to select an Order to check the details of the Order and where appropriate you can edit the order further. You can filter the list of orders to ...
    • 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 ...
    • Editing a Retailer

      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 ...
    • Order History Search Screen

      The Order History Screen allows you to review history and report on ordering processes. This article describes how to use the Order History screen. Online Help The help link will provide you with online access to our knowledge base with the articles ...
    • Quick Guide Reporting - Customer Website Access Status

      To get a list of your existing Retailers & Contacts with the state of their website access you can run a simple report from the Management Portal Reporting Module Click on Reporting in the Side Bar Menu to see the available reports. Click the Website ...
    • Master and Variation Products

      Inzant Sales supports Master and Variation products. these products appear in the App slightly different to normal products. This article describes how Master and variation products are displayed in the App. When viewing product lists, on the Product ...
    • Recent Articles

    • End to End Video Guide on Using Smart Catalogues

      We've put together a pretty comprehensive video on using Smart Catalogues here, which covers the salesperson user experience (and how to edit that if you wish), how to create the PDF, and then how to create the smart catalogue in Inzant Sales. If you ...
    • 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 ...
    • 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 ...