Home Screen and Navigating the System

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 around the App.



The home icon in the top left hand corner will return you to the home page from other pages in the app.



Inline Help

All major screens include online help that can be accessed using the Question Mark Icon in the top right of the screen. 
Touching the icon will load information that is relevant to the screen you are currently on.


Quick Links as the name suggest take you to a new screen that is touched.


Home Screen Buttons 

The main buttons on the home screen give quick access to a screen below is the list of screens touching on the button will open.
  1. Touch on the New Order button to launch a new order

  1. Use either the search bar (highlighted) or the filters to find the retailer you want to place the order for you.
  2. Touch on Select to start ordering.
More information on Ordering can be found in this Article 
Creating a New Order



  1. Touch on the Retailer button to access the Retailers screen. 

  1. From the retailer screen you can use filters, sort modes and to search for retailers or a group of retailers e.g. Retailers, close to me etc.
More information regarding the Retailer screens can be found using the link below



  1. Touch on the Reports button to open the Reports dashboard.


The link below explains reporting further.



  1. Touch on the Product button to open the Product screen. 


More information on the Product screen can be found on the link below



  1. Touch on the Catalogue button to open the Catalogue dashboard.

  1. To view a catalog touch the View button
  2. To open a folder touch on the folder icon



Utilities

Utilities includes settings and features you are able to use to manage and personalise Inzant Sales including the below list each of which will be a link to separate guide:-
  1. Sync Now
  2. Connect to a system
  3. Delete a system
  4. Multiple Connections
  5. Settings
  6. Database Tasks
  7. Email Log Files
  8. Share Log Files
  9. Shutdown App
  10. Open Management Portal
  11. Visit Inzant Support

Sales

Sales provides quick links to sales reports and a totals for week to date, month to date and year to date sales.



Orders

At a glance list of todays orders, draft orders, quotes and pending orders.
Touching on the labels (i.e. Today) will take you to a filtered report of the actual orders


Schedule


The schedule function uses the calendar on your iPad, it shows what calls are scheduled for today. Calls or appointments can be added to the schedule by pressing the plus icon.
Touching the word Schedule will open the iPad Calendar App to allow a more detailed view of your calendar.


The link below explains operating the call schedule in more detail
Call Schedule / Book an Appointment







    • Related Articles

    • Home Screen and Navigating the System

      The Home Screen The home screen is the start up screen for the App. It contains quick start buttons and links to all the other major screens. In this article we will discuss all the links so you can navigate around the App. Home Screen Buttons The ...

    • Creating Mobile Home Screen Icons for your website

      A Mobile home screen icon is the icon that gets used on the device when someone saves your website to their home screen. It's designed to allow your website to look more like an app on their device, furthering your brand recognition with the user. To ...

    • 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 ...

    • 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 ...

    • Navigating the Product Search Screen

      The Product Search screen will display all the active Products that are in the system. It allows you to select a Product to check the details of the Product. You can filter the list of products to quickly find what you are looking for and there 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 ...