How to edit a retailer on the iPad

To edit a retailer on the iPad go to the retailer screen and select the specific retailer you would like to edit. Touch the pencil icon on the top right hand side of the screen this will now allow you to edit any data for this retailer. 

General Detail’s icon:
 This section lists details such as Street and Postal Address, General contact name, phone, fax and email. As well as the ability to give the Retailer an access to order on your Inzant Website and provide them with a username.

Dashboards icon.

Here is possible to view a list of tasks that are set as “Required” for the Retailer as well as 10 additional customer fields

Contacts icon.

This section contains the contact details for multiple contacts for this particular retailer. It can also store unlimited different contact types. These contact types can be configured from the Inzant Sales Management Website. Each contact can also be ticked to receive Marketing Emails and Calls.

Supplier Information icon

This section lists details such as internal account number, ABN and a list of all active suppliers with their associated account numbers and priority as an order supplier. Supplier priorities determine which supplier will be chosen should a product be available from multiple suppliers when placing an order

Information Icon

This Screen Contains a number of information fields such as retailer type, chain, grade, territory, availability and Visit cycle period. There are also 5 additional custom fields in this information zone.

Custom Fields Icon

The Custom fields’ page contains up to 10 entirely customizable fields. This is where any fields’ specific to Individual system set up will be located.

Financials Icon

This Screen Contains a number of financial information fields such as retailer terms, Credit Limit and Account Balance. There are also 5 additional custom fields the financial information zone.

Notes Icon

This section is a text editable zone where reps can store any relevant private notes pertaining to the selected Retailer.

Locations Icon 

This section displays an interactive map showing the physical location of the retailer. Tapping on the Retailer name in the whiter zone will launch the Apple Maps App and provide turn by turn navigation to the Retailer’s street address.

Journal Icon 

This section zone where any note recorded against the Retailer Interactions are viewable. You have the option of filtering the notes by Order or Call type. From the Order note screen you can also view whole order notes as well as any notes that were taken against individual line items.

Tasks Icon

This section displays an interactive list of tasks that have been completed against this retailer from here it is possible to View the previously completed tasks. The tasks can be filtered by Surveys, Promotions and Current. It is also possible to Edit tasks that are currently open for this retailer. Is also possible to view additional task history by selecting “Get All History”.

To save any changes you make press the cloud icon in the top right hand side of the screen. 

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