Order Detail Screen

Order Detail Screen

The Retailer Detail Screen allows you to view all the information associated with a Order.

This screen may be accessed from a number of locations in the App however once on the screen the operation is much the same.



Order Detail Buttons

At the top of the screen, 
  1. Close Button - this will close this display and return you to the previous screen
  2. 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, 
  1. Touching the Close button (X) 
  2. Swiping down on the screen
The Options Menu provides the following selections:
  1. View Order Notes - will display a screen with any notes that were entered for the order
  1. Create PDF
  2. Create PDF with Images
Both these options will create a PDF version of the Order than can be shared to customers via Email and other supported Share Applications



Order Detail Zones

Header Information Zone

When the screen is first loaded, the top part of the screen will display general information regarding the Order including:
  1. Order No.
  2. Customer Details
  3. Order Date
  4. Status
  5. Customer Reference No.
  6. Signature (if obtained)


If the order being viewed is in a state that allows editing , an Edit Order button is displayed in the Header zone.
  1. Touching the Edit Order button will change the screen to Edit mode.

Line Information Zone

The Bottom part of the screen will contain the order lines that are on the order in a scrollable list.
  1. The top of the Lines section will have a header row that details the heading of the columns.
  2. The rows below this contain al the products added to the order



Header / Lines Selector

There is a selector that allow you to change the screen so it will display the list of lines in a full screen view.


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
  1. Long Touch the order row until you get the selected feedback (haptic tap and sound)
  2. Release the long touch

This will display the order touched and the options available.
  1. Touch the option to perform the function




Order Total and Summary


The Order Total is displayed at the bottom of the screen



If you touch on the Order Total, a popover screen will be presented that gives you additional information regarding the order in a summary format.





    • Related Articles

    • Video Guide - Ordering - Order Screen View

      This video covers the various ways you can view the order screen so you can find what works for your business. ​
    • Order Summary Screen Overview

      This article outlines how to use the Order History screen to submit quotes, return orders, and place quotes. Online Help The help link will provide you with access to our knowledge base with the articles filtered by relevance. The Order Summary ...
    • Quick Guide - Flip / Full screen Campaign View

      This is a Quick Guide on Using the Flip / Full screen Campaign View- Whilst in Campaign Order Mode, Inzant offers a feature where by, you can continue showing the retailer the Campaign in a Easier, more detailed view whilst placing the order as you ...
    • Call Notes Detail Screen

      The Call Notes Detail Screen allows you to view all the information associated with a Call Note. This screen may be accessed from a number of locations in the App however once on the screen the operation is much the same. Depending on the type of ...
    • Contact Detail Screen

      The Contact Detail Screen allows you to view all the information associated with a Retailers Contact. If you navigate to the Contact Details screen while a Retailer is in Edit Mode the Contact Detail screen will automatically be in Edit Mode. Also ...
    • 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 ...
    • Creating a Retailer

      This article provides a short walk-through tutorial on the steps required when creating a new Retailer Using the Inzant Sales app. To Create a New Retailer touch 'Retailers' on the left of the screen. You will now be able to view a list of previously ...
    • 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 ...
    • Recent Articles

    • Management Portal - Adding a Pricing Rule Walk Through Video

      Watch the linked video as we walk through creating a new pricing rule, set conditions for discounts, select products, choose applicable price lists, and schedule the rule for auto-publishing. Check out the detailed steps and explanations below to ...
    • Performing a Hard Reset on an iPad

    • 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 ...