To bulk edit on any screen whether you want to confirm a group of orders, change the date of a group of future dated orders, change a territory or edit a retail chain. The process is the same on all screens.
To do this you can now use the bulk edit function simply check the box in front of the rows you would like to edit or if you want to edit all retailer or orders in a search check the box in the header line
Then select bulk edit in the header bar and it will give you a selection box you can select the field to be edited.
Then a second drop down list will appear, select the option from this list and click on update and the change will be saved
It is a quick way to edit a group of orders or retailers.
· To bulk update your Product data you first need to get an export of the Product information from Inzant Sales. To do this you need to be logged into the Management portal, and open the Reporting screen. · Click on the “Export Reports” ...
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 ...
If you have the "Retailer Full Export" data export/import process enabled on your system (you can check this by getting in touch with Inzant support), then you will be able to export your entire retailer data into an Excel file, perform as many edits ...
This guide provides information on adding and editing Contacts for Retailers in the Inzant Sales management Portal. If you are looking for information on assigning a contact Website access, please see the dedicated guide below Setting a Retailer to ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
In this video, I will show you how to create a bespoke favorites list for a specific contact. Sometimes, certain contacts may have unique preferences, and it's important to cater to their needs. I will guide you through the process of selecting the ...
In this video, I will show you how to easily change the order of your favorites list on both the website and the iPad. By simply dragging and dropping, you can customize the order to your preference. No action is required from you, this is just a ...
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 ...