Inzant Sales iPad - Dashboard

• Related Articles

• Inzant Sales iPad - Ordering

  The link below will walk you through placing an order on the iPad.       Topics include: https://youtube.com/playlist?list=PLpk7RKJTyAWDzjxuGHkaQ3pdQEdzVKd4H 1. Dashboard and Quick links 2. Starting an order in basic order mode 3. Starting an order ...

• Dashboard - Overview

  The Dashboard is the default landing page you’ll hit after logging into the Inzant Sales Admin interface. The widgets (zones) on the page are designed to provide insightful, useful information at a glance and are made up from a combination of display ...

• Taking an Order from the Inzant Sales Plus App / iPad

  This Article shows how to Take an Order from the Inzant Sales Plus App. Open the Inzant Sales Plus App on your device, Tap the Retailer Icon highlighted to select the Retailer you would like to start an order for. Select the “Retailer” in the list ...

• 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 ...

• Linking Inzant Sales Plus to an additional Subscriber (Company)

  If you need to have more than one company on your Inzant Sales Plus app, you'll need to enable the "Multiple Subscribers" setting before you'll be able to link to the additional systems. You can easily do this by; Opening the Settings application. ...

• 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 ...

• Creating a Retailer

  This article provides a short walk-through tutorial on the steps required when creating a new Retailer Using the Inzant Sales app. To Create a New Retailer touch 'Retailers' on the left of the screen. You will now be able to view a list of previously ...

• 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.

• Creating Hyperlinks

  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 ...

• Recent Articles

• 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 ...

• Creating Bespoke Favorites Lists for a Contact

  In this video, I will show you how to create a bespoke favorites list for a specific contact. Sometimes, certain contacts may have unique preferences, and it's important to cater to their needs. I will guide you through the process of selecting the ...