Inzant Sales iPad - Retailers

• Related Articles

• Configuring retailers for website access (from iPad)

  After opening the Inzant Sales Plus iPad app you'll need to navigate to the Retailer before you can provide website access. To find the Retailer; Tap the "Retailer" icon in the top menu Then you'll be able to either scroll down the list, use the ...

• Adding a new Retailer using the Inzant Sales app

  This article provides a short walk-through tutorial on the steps required when creating a new Retailer Using the Inzant Sales Plus app. In the top left of the screen tap the Retailer icon shown, it will open a list of previously added retailers.  Tap ...

• Retailer Search Screen

  The Retailer list screen allows you to view the complete list of retailers loaded on the iPad. This article discusses how to use the list screen to filter and sort retailers to find information. Online Help The help link will provide you with online ...

• Configuring Retailer Creation using Device Camera Barcode Scanning

  Inzant supports the creation of Retailers directly from a tradeshow 2D barcode – which should contain enough information to create the customer. To configure this feature you’ll need to follow the below instructions. To use the iPad device camera for ...

• Retailer Type Overview

  Overview Retailer Types enable you to classify your Retailers into distinct groups for many purposes, including but not limited to pricing rules, campaigns, tasks & reporting. This field offers a high degree of flexibility with these functions, but ...

• 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 ...

• 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 ...

• 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 ...

• 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 ...