Management Portal - The Sidebar Menu

The sidebar in the Inzant Sales Admin user interface is the main navigation method – it allows you to quickly swap between the various screens. The sidebar will always be located in the far left zone of your screen.

The Sidebar will contain various links to the different screens, or groups of screens, in the admin site. Where a link in the menu has multiple options, an arrow will be pointing to the right in the menu. Clicking on a menu item with sub-menu options will expand and show the available options, from there you can click on the sub-menu item and you will be redirected to that screen.

Clicking on a menu item without sub-menu options will redirect you to that screen.

The Sidebar allows you to collapse it. This allows what you are viewing in the main section of the screen to have a bit more width, so can be useful when viewing large tables of information or large blocks of text. You can collapse the sidebar by clicking the modified hamburger symbol in the top right section of the sidebar – next to the Inzant logo. You can click this again whilst in collapsed mode to expand the sidebar.

When hovering over a menu item with sub-menu options a popup with the options will display.

Sidebar in Responsive (Mobile) Mode

The entire user interface functions just as well on responsive mobile or tablet screen sizes as it does on a desktop.

The sidebar works in a very similar fashion whilst in responsive mode. By default it is hidden (to maximise screen space on the main page content). To display the sidebar tap the modified hamburger icon in the top bar (icon closest to the Inzant logo).

Once the Sidebar is open it works exactly the same as it would whilst in desktop mode;

• Tapping options without sub-menu links will redirect you to that screen,
  
• Tapping options with sub-menu links will expand to show sub-menu options, which can then be tapped.
  

To close the sidebar you’ll need to tap the cross icon in the top right corner of the sidebar section.

• Related Articles

• Management Portal - Standard Page Zones

  The Inzant Sales Admin interface utilises a standard set of controls to ensure a consistent and repeatable user experience. This helps us develop and maintain a system that is both easy to learn and quick to master. Some of the fairly common zones ...

• Management Portal - The Top Menu bar

  The top menu bar in the Inzant Sales Admin user interface allows for both quick navigation links as well as providing administrative functions. The top menu bar will always be located along the top of your screen, and on pages that require scrolling ...

• 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 ...

• User Details - Reassigning System Owner

  The User Details screen contains a “more options” drop-down menu which allows the current system owner user to reassign the System Owner property to a different user. The system owner will only be able to transfer this to other Admin or Dual Access ...

• 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 ...

• Popular Articles

• 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 ...

• Recent Articles

• Adding a Favourites List to a Retailer

  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 ...

• Accessing and Managing Favourites Lists

  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 ...

• Creating Bespoke Favorites Lists for a Contact

  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 ...

• Changing the Order of Favorites Lists

  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 ...

• 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 ...