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 one after the other automatically. If you strike any issues viewing the videos below you can view the playlist here on Youtube.
This video shows how to add Line Notes to an order for both in the order and on the summary screen. Order Notes Adding Notes to Orders (inzant.com.au)
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 ...
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 ...
This play list contains videos on: adding a line note in an order future dated or pending orders emailing a sales order conformation downloading a retailers complete order history. Click link for Ordering feature play list
The StockCount Order mode allows for "Levels" to be setup for each and every customer, for all items they stock from you. You can then simply use this default "Level" to do quick and simple reordering in this order mode. Important Note: Please be ...
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 ...
This article details how to management supplier accounts and pricelist selection for retailers. To Access Supplier / Pricelist Management touch on retailers Select a retailer by touching on the i icon Open the Accounts information by touching on ...
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 ...
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 ...
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 ...
Please see link below for configuring a task in the management portal for the feild team to complete in Inzant Feild. https://www.loom.com/share/5d70530219ab43a68513d2e77bf21641
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 ...
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 ...