Navigating the Retailer Search Screen
The Retailer Search screen will display all the active Retailers that are in the system. It allows you to select a Retailer to check the details of the Retailer. You can filter the list of retailers to quickly find what you are looking for and there are also shortcut on the screen to assist with getting what you need quickly.
To open the Retailer Search screen touch the Retailers button on the Home screen. (this may be labeled differently for your system (e.g. Customers)
This will load the Retailer Search Screen
Retailer 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 Retailers
This will remove all filtering applied to the screen and display all Retailers.
New Retailer
This will create a new Retailer in the system and load the Detailer Details screen for you to complete the process.
Scan a Barcode
This allows you to filter the screen to a list of Retailers by scanning a barcode using the internal Device Camera.
If a matching retailer is not found you will have the option to add a new retailer using the scanned information.
If you have a supported Bluetooth scanner you can scan the barcode without selecting this option and the App will automatically perform the search.
Note: you must setup the barcode scanning to recognise the barcode format using the Settings for the App.
Sorting Options
Selecting one of the Sort options will return you to the Retailer Search screen with the Retailers resorted accordingly
Retailer Filtering
The next zone allow you to select Retailer Categories and apply addition Filtering to the list of Retailers
- Touching in the Search Zone will load the Category Selector screen
- Touching on the Filter button (Funnel) will load the filtering Options screen
Retailer Category Selector Screen
This screen may be cancelled by either,
- Clicking the Close button (X)
- Swiping down on the screen
Selecting a Category
The Retailer Category Selector screen allows you to quickly drill down to the correct range of Retailers you are looking for.
Touching on a retailer category will apply the filter to the Retailer Search screen.
If there are sub categories under the selected category, these will be displayed to allow you to drill down further and refine the list of retailers.
Once you have selected the Category you want, you can close the screen to return to the list of Retailers.
SHORTCUT
- Clicking the > in the category row will allow you to select the category and close the screen in one operation
Searching For a Retailer
To Search for a Retailer
- Touch in the Search Zone
- Type the desired text
- Touch Search on the Keypad
This will close the Retailer Category Selector and return you to the list of searched Retailers.
The Search will look are a match on the Name, Account Number and Suburb fields. The Search supports matching partial information i.e. "cob" will find retailers that contain "cobden".
Additionally by default you can provide multiple words in the search and Retailers that match all words entered will be listed.
After closing the Retailer Category Selector you will be returned to the Retailer Search screen. The Search Zone will now indicate the current Retailer Category or Search text.
SHORTCUT
- Clicking the x icon in the Search Zone will Clear the Category or Search term and return to All Retailers (Filters still applied)
Retailer Filtering Screen
The Retailer 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 Retailers.
- 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 Retailer Category selected.
- The Retailer Filters are cumulative i.e. If both Chain and Type filters are applied, only retailers that are the correct Chain and Type will be in the Retailers list.
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 Retailer Filtering Screen you will be returned to the Retailer Search 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 Retailers.
Inzant Sales Allows for the customisation of the way Retailers 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 product rows.
- All Retailers 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 Retailer in the List, there will normally be a blue Link field you can tap on, or an information Icon to touch. This is pendant on your system configuration.
To show a Retailer's details
- Touch the Blue link field
Context Menu
We have provided a Context Menu on the Retailer Search screen to allow you to quickly access some functions that are on the Retailer Detail screen.
To Access the Contact Menu
- Long Touch the retailer row until you get the selected feedback (haptic tap and sound)
- Release the long touch
This will display the retailer touched and the options available.
- Touch the option to perform the function
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