Management Portal - Standard Page Zones

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 you’ll come across whilst using the application are:

Page Title & Breadcrumbs

The Page Title and Breadcrumbs are displayed on all pages in the application. They are designed to provide “at a glance” context as to location and path of the page currently being viewed. The Breadcrumbs have a dual purpose, as they also function as links, so you can easily return one or more levels back with a single click.


Action Buttons

These buttons will appear in the top right of the screen and may or may not appear on a page; they are totally contextual to the entity being viewed, in addition to their visibility often being contingent on the user having Write level role permission.
Action buttons typically represent one or two of the most important actions on a screen. Some common Action buttons would be “Add”, “Save”, “Deactivate”, “Reactivate”, “Close” and “Cancel”.


More Options Dropdown

When there are too many actions to perform on a screen to fit into the Action buttons, the More Options dropdown menu will appear and will contain the less critical functions. The dropdown is opened by hovering the mouse over it (in desktop mode) or tapping it (in mobile mode).
Some common options in the dropdown include Table Export options, Table Column display options, Refresh sSreen and Close Screen.


Search Screens

Most sections within Inzant require search and details screens due to the amount of information within each section. The Search screens in Inzant have a search section at the top of the page – which will typically include simple search and advanced search – and the results table underneath.


The simple search section allows the user to enter text and perform a search across the relevant entity. Typically the search will be fairly broad, searching across multiple fields (i.e. product name and code, or user name and email etc.).


On most search screens you will have the option of opening “More Filters” and doing anadvanced search. This will add additional filterable options on the page, which will perform a restrictive search on the basis of all parameters. This means the search results will meet all filter parameters.


Results Table

The results table will contain the results of the search parameters in the simple/advanced search. Depending on the entity being viewed, the columns may be editable in the “More Options” menu, in addition to containing export options. A record is opened to be viewed by clicking the Edit icon in the far right column.


Detail Screens

Detail screens in Inzant are arrived at via Search screens, and will contain all the details required to Add/Edit/Deactivate the entity being viewed. For entities with lots of information stored (like Users), the details screen will have several tabs with editable zones across each of the tabs.
Action buttons and More Options will be located in the top right section of the screen.


    • Related Articles

    • 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 ...
    • 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 ...
    • Creating a new website Page

      Note: To view any of the below walkthrough images in a larger size simply click on them - then click on the cross in the top right corner to close the image window. Creating a new website Page for your site can be easily done by navigating to the ...
    • 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 ...
    • 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 ...