To add a new email address to the email notifications firstly go to configurations and select under the general heading email notifications At the top of the screen, you will see daily alerts If you want multiple people to have access to the daily alerts are separated by a semi colon For sales order confirmations you can add multiple email addresses separated a semi colon You can turn on who you would like to receive the email notifications, retailer, office rep or a combination of all three. When you have made the required changes, press save, and these changes will then be in affect.
Processing Order Confirmations While a order is being processed, until confirmed you will be sent a notification email with details of the pending order. You have the ability to edit if you would like to receive this notification and choose other ...
To edit your company details which appear on your sales and purchase order confirmations from the dashboard navigate to configuration. Then under general click on company details, here you'll find your company details including your company name, ...
· 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” ...
Overview The Email Notifications screen allows for configuring the content of automated system messages and the email addresses to which automated emails are sent Step 1 You will need to be logged into the Inzant Sales Management / Admin Portal. Open ...
In this video on call cycle and scheduling, I will show you haw to pre-set the visit cycle period for a customer/retailer. This will then automatically suggest a date for your next call saving time. Please see links below for more information and ...
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 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 ...
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 ...
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 ...
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 ...
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 ...
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 ...