Inzant Sales Mobile App Release Notes

Inzant Sales Mobile App Release Notes


Release 8.0.x

Whats New

This version of Inzant Sales brings with it a new look on key popover screens that better highlight important information. This release also includes a number of new features that are detailed below. If you have any questions regarding the new features, please do not hesitate to contact Inzant Support.

This version of Inzant Sales enabled the product wide integration of website Favourite Lists. Favourite lists can now be created and edited in the Inzant Sales App to assist customers using the website. Favourite lists have also been integrated into the ordering process as additional filters so orders can be driven by the Favourites Lists. Items can also simply be added to new or existing Favourite Lists while actually creating an order. Lists can also be cloned for the same Customer or onto different customers. It is also possible to generate a PDF document listing the Favourite List information that can then be printed or emailed to clients for their records.

We have improved the existing workflows for booking and viewing customer call cycle information. It is now possible to select different calendars in Inzant Sales for the Inzant specific appointments to be stored in. This still allows full integration with the iPad Calendar App however now you can manage Inzant Appointments separately from other appointments if you wish. We have also extended the Scheduled Calls filter on the retailer screen by adding additional modes for todays, tomorrows and weekly appointments. Navigation routing information for the daily and weekly string of calls is also displayed on the Customer Map View based on the appointment schedule. These views are provided as quick links in the App Reports, with todays calls also being available from he Hone screen link.

We have added A new Map highlight mode that allows customers to be highlighted by Customer Status. This along with the other highlights available allows you to drill down to specific customer groups to improve productivity and performance.

We have improved the Sync status screen so it now provided a more graphic display of the sync progress, thus providing an improved indication of the time left to complete a sync.

We have added additional cells to the order screen that allow products that have been previously ordered to be highlighted on all ordering screens as well as on Smart Presenter PDF documents.

We have integrated Exclusive Product Rules into the iPad ordering so it now possible to assign products as exclusive that can only be ordered by certain customers that have appropriate rules configured.

We have added functionality to allow order totals to be calculated for selected items when bulk edit mode is selected.

We have changed the Stock Count cell on Ordering screens to make it available when a product is marked Not Available for ordering on iPad.

We have added alternatives for pricing when automatically applying Last Order prices that are below the Minimum Price set on a product.

We have included the option to update quick sync fields on Products and Customers when uploading information so the iPad is more up to date with stocking and account information. We have also extended the price check to return stocking information as well.

There have been a number of other 'background' performance improvements and additional changes as required for iOS 17. Although we don't specifically mention it, the Inzant Sales App is M1/M2 Mac ready.


Release 7.13.x
Whats New
  1. We have expanded on the ability to block orders when on credit hold
  2. We have added the ability to copy order history to ordered quantity on Stockcount screens

Release 7.9.x
Whats New
  1. We have made changes to better accommodate long product category names.
  2. We have added more Retailer validation checks to ensure the correct information is gathered.
  3. We have improved the user experience when updating your device so you can now replace old devices
  4. We have added the ability to dynamically display Stock on Hand values from warehouses assigned to retailers.
  5. Sales Order line custom fields that have assigned list values are now editable in the table or grid views
  6. The New Retailer wizard now allows for multiple price lists to be added, depending on your operations mode.
Issues Resolved
  1. We have remedied some minor issues

Release 7.7.x
Whats New
  1. This version provides support for the, soon to be released, table cell configuration tool in the Management Client
  2. A number of additional Product and Retailer information fields have been added to the database.
  3. Product keywords, that were only supported by Inzant Websites and Portals are now also included for iPad searches.
  4. Related Products, that were only supported on Inzant Websites and Portals are now included on the Product Detail screens, with shortcut links
  5. The Product Detail screen has been modified to better highlight inactive products
  6. We have added links to Related Products on the Product Search Screen, these are accessed by the Link or Content Menus so now allow viewing of companion products.
  7. We have added links to Related Products on the Ordering Screens, these are accessed by the Link or Content Menus so now allow ordering of companion products.
  8. We have added more information cells for inclusion on the tabular and image cells for most search and ordering screens.
Issues Resolved
  1. We have remedied an issue on the Presenter screen that was causing products that were not orderable due to price lists not being available being omitted. The products are now shown, however the order controls are replaced with not available indicators.
  2. We have also remedied an issue with filtering Tasks by Sales Territory
Release 7.5.0
Whats New
  1. We have added new settings for ordering modes that allow the following
  2. Hide the order total when in order edit mode
  3. Set the image mode views in Ordering and Product List to scroll a page at a time.

Release 7.4.0
Whats New
  1. This version brings a number of new features to the iPad App and also brings the Inzant Sales and Inzant Sales Lite common features into "sync".
  2. Sync speed has been improved.
  3. Cumulative filtering is now available on all search screens.
  4. Image cells in product and sales screens are now fully configurable with regard fields and layout.
  5. Additional fields have been added to the available list.
  6. Stock count history now includes dates fro previous orders and invoices.
  7. Bulk Edit capabilities on the Order Summary screen have been extended.
  8. Quick Link menus have been extended.
  9. Additional PDF templates are available.
  10. Numerous other small changes to improve usability.

Release 7.3.4
Whats New
  1. In this version we have added an additional setting to the App. The new setting allows users to fix the number of product in each row when in image modes. 
    1. This might present a more consistent view for users if they tend to rotate devices frequently.
Issues Resolved
  1. We have also remedied an annoying issue that crept in sometime where the keyboard could hide some of the text fields when editing retailer information.
Release 7.3.3
What's New
  1. we have included a new option in the Order Review sorting mode tso you can use the default sort mode for your system on this screen
Issues Resolved
  1. we have remedied a minor issue with discretionary discount start dates
  2. we have remedied an issue where downloaded images were being marked for backup in iCloud
Release 7.3.2
What's New
  1. We have updated this version for iOS 15 and found a couple of small changes that were required.
  2. We have changed the Order Screen Footer buttons to use the same colours as the Header
Issues Resolved
  1. resolved an issue with the Clear button on the Order Notes popover.
  1. resolved an issue with thumbnail creation on image updates
Release 7.3.1
Issues Resolved
  1. We have resolved an issue with pricing indication on the campaign and catalogue screens when multiple suppliers are configured.
Release 7.3.0
What's New
  1. This version prepares the App for the release of the Inzant Sales Lite iPhone App that will be released shortly. It addresses security issues so both and iPad and iPhone App can be connected concurrently to each user.
  2. This release allows the bulk editing of discounts on the Order Summary screen
Issues Resolved
  1. A number of minor issues have been resolved since version 7.2.8
Release 7.2.8
What's New
  1. Auto capitalise on the text entry fields for many of the retailer edit zones.
  1. Keypad a little friendlier now, when changing values, no need to touch clear first.
  2. Adjusted the size of the ordering stepper control stepper to allow larger target zone
  3. Improved performance by using different image sizes
Issues Resolved
Remedied issue with appointments made before new customers are uploaded. 
Remedied an issue that was causing the list views to progressively scroll slower and slower the more they were used.
Remedied an issue with the add price list and add contacts button not showing when certain colour combinations were chosen for branding.
Remedied an issue with doing stock counts on variation items
Notes field was removing new lines on upload so making things a little difficult to read - this has been remedied.

Release 7.2.7
What's New
  1. added some new Date filters to the Order History screen
  2. changed Address fields to capitalise words
  3. changed the Finish Order function so it doesn't ask if you want to change Pending orders to Submitted
Issues Resolved
  1. remedy a minor issue with updating quantities on Product List and Specials order modes
  2. stopped the Numeric keypad using the header background colour
  3. changed sort order of campaigns in folders to be easier to use
  4. resolved an issue where there is no default calendar on a device


Release 7.2.6
Issues Resolved
This release addresses an issue that could cause the App to crash at random times whilst in ordering modes.
  1. We have slightly changed the workflow around changing order dates. Previously if an order was in draft or quoted, changing the order date made the state change to submitted. This has been removed.
  1. The list of presenters shown in the order mode selector only shows the types configured on the system. If none are available then it shows "none available". Additionally if a customer doesn't have access to presenters due to campaign filtering then this is respected
  2. We have improved the campaign selector popover performance. Previously if many folders were configured then scrolling back up through the list could be slow when folders were opened or closed. The search of campaigns has also been improved such that folders are better respected
  1. We have added the ability to search for products whilst in campaign mode. All campaigns, including Smart Presenters, now have a "Find a product" link. This allows you to search on a SKU, name. barcode etc. It also supports multiple terms and partial searches. The result set is a listing of all campaigns and presenters the products can be found in. Matches in the existing campaign are preferenced by being placed at the top of the list
  1. We have improved moving between image and list order modes in that previously the location in the list of products wasn't being resolved very well so when changing from images to lists it appeared to jump to different products. This is much better now
  1. Similar to above, when in image mode and rotating the device, the list appeared to jump to a new location. This is much better now also.
  1. We have resolved the shortcut link on the call history screen not allowing call ups of the retailer details correctly. 
  1. We have expanded the contacts phone number field slightly to better allow for longer phone numbers
  1. When a phone number link is touched, if a suitable App to pass the number too doesn't exist on the iPad we now display the phone number in the popover and also provides the option to copy the phone number from the popover.
  1. We have remedied an issue with connecting to Zebra bluetooth printers
  1. We have also marked the Notifications popover content as non editable
Release 7.2.5
Issues Resolved
  1. remedy issue where description field did not show the complete description
Release 7.2.4
What's New
  1. added the ability for multiple upload rules to apply
Issues Resolved
  1. housekeeping tasks and general bug fixes
  2. allow lines with notes added but no ordered quantity to upload.
Release 7.2.2
What's New
  1. added the new stock count order mode column for orders placed 12 months ago
  2. added new discount options for net value and net percentage
  3. added image mode presenters to the presenter list on the home page
  4. added Image presenter types to the view modes on the products screen
  5. added last order price as an optional column on the order screens
  6. added multi term searching to the product and order screens
  7. added new stock level alerting on order screens
  8. added new financial alerts on order submission
Issues Resolved

  1. housekeeping tasks and general bug fixes
  2. improved stability when changing suppliers
  3. improved stability when entering notes
Release 7.2.0
What's New
  1. This release brings inline access to our Help centre, all major screens in the App now include a link to the help centre that will provide articles that are contextual.
  2. This release also brings improvements to the Call Management capabilities of the App, with much tighter integration with Calendar and Mapping functions.
  3. This version improves the Smart Presenter order mode by providing more product information during the order process.
  4. This version allows presenters to be shared with customers during the order process.
  5. This version now allows custom field data to be shown in the image modes to assist with the sales process.
Issues Resolved
  1. We have resolved some issues on the ordering screens where a double tap in some locations could close the order screen. 
  2. We have resolved an issue with default price lists that could sometimes cause products to not show correctly.
  3. We have improved error messaging on sync fails related to user security issues.
Release 7.1.6
Issues Resolved
  1. in this version we have resolved an issue with Retailer Brand discounts
  2. We have also addressed the refreshing of the customer list when a new customer is added without an immediate upload.
Release 7.1.5
What's New
  1. In this release we have added support for orders that are automatically held for editing in the office when submitted for processing to external parties.
Release 7.1.4
Issues Resolved
  1. In this version we have remedied an issue with syncing order signatures

Release 7.1.3
What's New
  1. In this release we have added the ability to total drinks levy in the Price Check for beverage wholesalers.
Release 7.1.2
What's New
  1. In this release we have added an option to turn off the auto calculate function on the Stock Count ordering mode. This allows you to do stock counts and not affect the order quantity.
  2. We have added an option to automatically re-date orders that were started on previous days when an order is edited or when submitted.
  3. We have also added an option that enforces the collection of a signature before an order can be submitted.
Issues Resolved
  1. Resolved an issue where an order quantity could be set negative when a stock count was completed.
Release 7.1.1
What's New
  1. In this release we have modified how the products set to be Not Available On Ipad are displayed. You can choose to have:
    1. the products always displayed as they are now
    2. the products always hidden from view
    3. hidden in the ordering screens
Issues Resolved
  1. Resolved issue with Invoice notes not being viewable.
  2. Resolved issue of screen footer not changing branding when swapping between systems.
  3. Resolved an issue when deleting Pending Orders
  4. Resolved a sync issue when journals become malformed.

Release 7.1.0
What's New
  1. This update adds additional modes for temporarily out of stock items.
Issues Resolved
  1. Changed the background colour of the call type selector as it was hard to read on some colour schemes
  2. Changed the calculation of "next meeting" setups as it could make very long meetings.
  3. Remedied issues with bad table cell configurations
  4. Changes to Journal entries to stop multiple entries being created during one interaction
  5. Remedied issue causing Approved Product Lists (APL's) to sometimes not be applied correctly
Release 7.0.3
Issues Resolved
  1. Resolved issues when creating new customers
Release 7.0.2
What's New
  1. Move to case insensitive Image and PDF naming.
  2. Move to adding Invoice totals to header information rather than calculating on the fly (accuracy issue when products no longer exist)
Issues Resolved
  1. Remedy issue found with images deleted from data store removing addition images
  2. Remedy issue found with Price check adjustment where products are subject to levies
  3. Remedy issue of quote symbol not being processed correctly in retailer searches
  4. Improvements to sync when multiple systems are configured
  5. Corrected issue when viewing invoices from the Retailer Order History tab
  6. Remedy issue with rounding of invoice totals
  7. Remedy issue with Journal Types not being selected correctly occasionally 
Release 7.0.1
What's New
  1. We have improved the sync experience by changing how the App deals with being sent to the back ground whilst syncing. The App now cancels the sync when it has completed the current task. It will restart if required when it returns to the foreground.
  2. We have added the ability to view invoice history from the Retailer Order History pane.
  3. We have added partial carton quantity ordering
Issues Resolved
  1. We have removed the enforced Minimum Order Quantity on the Goods Return ordering screen.
  2. There was no length checking of information entered into the Customer Purchase Order Field. This could cause an issue when uploading orders. This has been remedied.
  3. The number of quotes on the Home Screen statistics was reporting incorrectly, this has been remedied.
  4. The Retailer Web Password reset was not operating correctly in some circumstances, this has been remedied.
Release 7.0.0
What's New
This version of the App is a ground up redesign that takes advantage of the many enhancements introduced with later versions of iOS. It brings with it a fresh appearance and super easy new user interface to save you time and make using the App so much easier and more rewarding.

As well as a number of new features, we have included all the features from Inzant Sales Plus, however we now allow you to tailor how many, or how few, of the features you take advantage of, thus allowing you to have the App fit the way you wish to use it.




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