Navigating the Order History Screen
The Order History screen will display all the Sales Orders that are loaded on the device. It allows you to select an Order to check the details of the Order and where appropriate you can edit the order further. You can filter the list of orders to quickly find what you are looking for and there are also shortcuts on the screen to assist with getting what you need quickly.
To open the Order History Search screen select the Order History option in the Home Screen Options menu.
This will load the Order History Screen
Order History Header Buttons
At the top of the screen,
- Close Button - this will close this display and return you to the Home screen
- Options Button - this displays the Options Menu with additional operations that are related to this screen
Options Menu
This screen may be cancelled by either,
- Touching the Close button (X)
- Swiping down on the screen
The Options Menu provides the following selections:
Show All Orders
This will return you to the Home Screen
Show All Orders
This will remove all filter applied to the screen and display all orders.
Sorting Options
Selecting one of the Sort options will return you to the Order History screen with the Orders resorted accordingly
Order Filtering
The next zone allow you to search for Orders and apply addition Filtering to the list of Orders
- Touching in the Search Zone will allow you to type in a term to search on. The search will match partial entries for Retailer Names, Account Numbers and Suburbs and full matches of Sales Order No.'s
- Touching on the Filter button (Funnel) will load the filtering Options screen
SHORTCUT
- Clicking the x icon in the Search Zone will Clear the Search term and return to All Orders (Filters still applied)
Order Filtering Screen
The Order Filtering Options screen allows displays all the available Filters with the current values. You can then change the applied filters to further refine the list of Orders.
- The list of Filters will change depending on the setup of your system and which, if any, Custom fields have been enabled.
- Filters will operate on the current Order Search applied.
- The Order Filters are cumulative i.e. If both Sugar Free and Gluten Free filters are applied, only orders that contains products that are Sugar Free and Gluten Free will be in the Orders list.
- Filters are broken into three groups, Order related, Retailer related and Product related
There is the Option to quickly Clear any Filters currently applied.
To Clear any Applied Filters
- Touch the Clear filters option
To Apply or remove a Filter
- Touch the Filter Option desired
- This will display a list of Filter Options for that Filter that you can then touch on to apply the Filter
After closing the Order Filtering Screen you will be returned to the Order History screen. The Filter Button will now indicate a filter is applied by showing a green tint to the button.
List
The bulk of the screen is for the actual list of Orders.
Inzant Sales Allows for the customisation of the way Orders are displayed so you system make look different, however the operation of the screen is much the same.
- There is a header at the top of the List that displays the name of the columns of information in the order rows.
- All Orders are in a list of rows beneath the header
- The list is scrollable, using the swipe up and swipe down
To view the details of a Order in the List, there will normally be a blue Link field you can tap on, or an information Icon to touch. This is dependent on your system configuration.
To show a Order details
- Touch the Blue link field
Context Menu
We have provided a Context Menu on the Order History screen to allow you to quickly access some functions that are on the Order Detail screen.
To Access the Contact Menu
- Long Touch the order row until you get the selected feedback (haptic tap and sound)
- Release the long touch
This will display the order touched and the options available.
- Touch the option to perform the function
Related Articles
Refreshing a Retailers History
When you initially load Inzant, your iPad will automatically download your Company's default set amount of History. History will be kept on the iPad going forward however if you want to look back further you can force the iPad to get all history for ...Call History Search Screen
The Call History Screen allows you to review history and report on Calls and Journal entries. This article describes how to use the Call History screen. Online Help The help link will provide you with online access to our knowledge base with the ...Downloading a Retailer's complete order history
This a Quick Guide on Viewing Retailers History- Log onto Inzant Sales Plus App and Select the Retailer. To View your Order History, Tap the 'Orders' icon highlighted in the top of the screen. Tap the 'Get All History' button at the bottom of the ...StockCount Order Mode - Navigating the StockCount screen
The StockCount order mode in Inzant Sales Plus is a hybrid order mode, incorporating both the customers ordering history & a stock level based ordering method into the screen. The first thing to understand is that this screen will only ever show ...Checking Order History for a retailer
To view Order history of a retailer go to the specific retailer and touch the "Orders" icon.The "Order History" screen shows previous orders, quotes, pending orders, and goods returns for as far back as your system is configured for. Most systems are ...
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 ...