Management Portal - Orders

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• Management Portal - Orders

  The Management Portal play list includes the following topics; 1.Order Screen views 2.Using Advanced Searches 3.Order types Explained 4.Veiwing and editing an order 5. Taking an order 6. Managing web carts ...

• Open the Management Portal

  The Management portal can be accessed by selected Inzant Users however your office will need to give you access to use this feature. To open the Management Portal touch the 'Utilities' icon in the top right of the Home Screen. Navigate down to 'Open ...

• Quick Guide - Creating an Order using the Management Portal

  This is a Quick Guide on Creating a New Order using the Inzant Sales Management Portal  Starting your Order-Open the Dashboard, Select a Retailer to Start a new Order. Next navigate to the Retailer Details screen. From a selected retailers detail ...

• Adding & Editing Retailers using the Management Portal

  This guide provides information on Adding & Editing Retailers in the Inzant Sales Management Portal.  Adding a Retailer Retailers Can be added to two ways. From the Actions Menu in the Top Menu Bar  or Using the New Retailer button on the Retailer ...

• Pending (Forward Dated) Order Management

  The Inzant Sales Plus app allows mobile sales users to completely manage both their quotes and forward dated (Pending) orders. This guide covers the management of forward dated orders. To reopen a pending order you must first navigate to the Retailer ...

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• 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.

• 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 ...

• 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 ...

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• Adding a Favourites List to a Retailer

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• Accessing and Managing Favourites Lists

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• Creating Bespoke Favorites Lists for a Contact

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• Changing the Order of Favorites Lists

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• How to Create and Manage Favourites List on iPhone

  In this video, I will show you how to create and manage a favourites list on your iPhone. You can access, edit, and add items to your favourites list directly from the iPhone app. I will guide you through the steps of adding a favourites list, adding ...