StockCount Order Mode - Navigating the StockCount screen

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 items that the customer has ordered from your previously. If the customer hasn't ordered an item from you, it wont be on this screen. If you need a total list of items, then you'll want to navigate across to one of the other order modes, like Add Items or Campaigns.

This guide will primarily cover navigating around the screen and the different functions available. To see related guides on StockCount Order mode please view;
  1. StockCount Order Mode - Filtering Customer Order History
  2. StockCount Order Mode - Stock Level Ordering

You can reach the Stockcount Order mode from any other order mode or from the Order Review screen by tapping the StockCount Order icon in the top menu bar. Its icon is a clipboard with a pencil, and is the first order mode icon in the list.

The navigation of this screen is very similar to add items, all the product categories are available in the left sidebar zone, in addition to a product search (which searches on name & code). You can easily refine the list of items in the "work zone" (right side of the screen) by using either the categories or a product search.

The "Show Uncounted Only" switch will modify the search results to exclude items you've done a stock count on, so if you have this enabled but would like to view all items again, then simply turn off the setting by tapping the switch.

This order mode can be used to do stock level re-ordering based on set "levels" of items, or it can simply be used to order as usual (keying in a qty), but with the customers previous order history close at hand. If opting for the latter, then a nifty feature to be aware of is that the "Level" column can be replaced by the "Bonus" column, simply by tapping it and selecting "bonus". If you provide bonus items, it means you wont need to exit this order mode to key them in.






    • Related Articles

    • StockCount Order Mode - Stock Level Ordering

      The StockCount Order mode allows for "Levels" to be setup for each and every customer, for all items they stock from you. You can then simply use this default "Level" to do quick and simple reordering in this order mode.  Important Note: Please be ...
    • StockCount Order Mode - Filtering Customer Order History

      On the StockCount Order mode there are 8 columns of information displayed on each product row. This information relates to products being "Ordered" (O) or "Stock counted" (S). Ordered refers to the the quantity of the item that was actually ordered, ...
    • Taking an Order from the Inzant Sales Plus App / iPad

      This Article shows how to Take an Order from the Inzant Sales Plus App. Open the Inzant Sales Plus App on your device, Tap the Retailer Icon highlighted to select the Retailer you would like to start an order for. Select the “Retailer” in the list ...
    • Barcode Scanning Ordering using the iPad Device Camera

      To use the iPad device camera for barcode scanning you first need to ensure that your system is enabled for barcode scanning, as well as ensuring that you’ve configured the default barcode scanning method to be “Device Camera”. See a quick guide on ...
    • Taking an Order on the iPad using Add Items order mode

      This guide will show you how to take an Order on the iPad using the Add Items order mode. To get started, tap the Retailer icon, then select the Retailer you'd like to raise the order on. To begin an order, tap the Interaction icon. Now tap the 'New ...
    • Popular Articles

    • 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 ...
    • Shutting down Apps running in the background

      If you are noticing your iPad starting to run very slowly and Inzant starting to crash then your iPad may have all its resources being used by other applications running in the background. We'd recommend periodically closing all apps running in the ...
    • iOS 11.* - Keyboard Lag Issue

      If you are seeing keyboard lag (i.e. ranging from a bit slow to non-responsive) on your iPad after downloading a new version of iOS you are not alone. We've had plenty of reports of this and it's not an Inzant specific issue, its an operating system ...
    • 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 ...
    • Recent Articles

    • Enabling PDFs for Smart Presenters using Adobe InDesign

      This is a quick guide on modifying your PDF presenters/catalogues/lookbooks/blads etc. to enable them for the Smart presentation mode. This mode enables the iPad user to simple tap on the zone you specify and they can order the products directly from ...
    • Settings - Notification Alerts

      This settings allows you to control when notifications are displayed. The options are to display the notifications after every sync, or just when new notifications are received. To change this setting, touch the Utilities Cog icon in the top right of ...
    • Settings - Add Customers to New Calls

      This setting allows you to control if customers will automatically get an email notification of the next call when you book calls using the App. To change this setting, touch on the Utilities Cog icon in the top right of the screen. Touch Settings ...
    • Settings - Order Starting View

      This setting allows you to fine tune how you the App works best for you when ordering. The setting will set the order mode that is displayed when you create a new order. To change this setting, touch the Utilities Cog icon in the top right of the ...
    • Share Log Files

      The Inzant Support team may request you provide log files from your device to assist with solving issues you may experience. If you don't use the Apple Email App, then we allow you to send the files to us by sharing them to another App. To Share Log ...