Inzant Sales iPad - Ordering
The link below will walk you through placing an order on the iPad.
1. Dashboard and Quick links
2. Starting an order in basic order mode
3. Starting an order in Advanced order made
4. Adding an order note
5. Adding a line note
6. Emailing a copy of the order
7. Future dating the order
8. Support on every screen.
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 ...
Barcode Scanning Ordering using the iPad Device Camera
To use the iPad device camera for barcode scanning you first need to ensure that your system is enabled for barcode scanning, as well as ensuring that you’ve configured the default barcode scanning method to be “Device Camera”. See a quick guide on ...
Inzant Sales iPad - All videos in one play list.
Complete Training Play List. Perfect for new employees or as a refresher to the team. This is a step by step guide to using the Inzant Sales iPad app please check back and watch again from time to time as new videos will be added when new features ...
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 ...
Video Guide - Inzant Sales iPad - Ordering- Future dating or Pending orders
In this video on forward dating an order we will show you a step by step guide on how to schedule an order placed today process on a future date selected by you. This save you ever having to remember to process an order placed by a customer that has ...
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 ...