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
Please check back regularly as new videos will be added as new features and functions are introduced.
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 ...
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 ...
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 ...
Inzant Sales iPad - Dashboard
This play list gives you an overview of The Inzant Sales dashboard and quick links https://youtube.com/playlist?list=PLpk7RKJTyAWCtzZyqoeYGD6zxVjEI5BHl