Order History Search Screen

Order History Search Screen

The Order History Screen allows you to review history and report on ordering processes. This article describes how to use the Order History screen.

Online Help

The help link will provide you with online access to our knowledge base with the articles filtered in relevance


 

Accessing the Order History Screen

  1. To Access Order History touch the 'Quick Links' drop down menu in the top left of the screen. 



  1. Touch 'Order History' in the drop down menu.



Order History Search Screen - Filtering 

Filters are provided for Order specific, Retailer Specific and Product Specific purposes. All the filters are cumulative so it is possible to "zero" in on the reporting requirements you may have.

Order Specific Filtering 

The top row of filters relate to Order Specific filters, the Category Zone is replaced with a date selection.
Date selection can be set to filter in two modes.
  1. When orders were placed
  2. The actual Order date on the order
There are a number of preset date selectors and also the option to set a custom date range.
  1. To apply a date filter touch on the Order filter selector 'All Dates'.  
This drop down menu will appear giving you date range options.



You will now be able to select to view your orders by the Placed date (Completed the Order), Ordered date (Started the Order) or All dates.



The pop-over will appear showing Date ranges. There is now an option to view by custom date range.



Filter options related to Order Specific fields can be set using the Filter zone
  1. Touch on the 'Filter: All' selector.
This drop down menu will appear giving options to filter Order fields, touching the field will display the options.



The Sort field allows the Order listing to be sorted a variety of ways. 
  1. Touch 'Sort' to view the order in which you would like the list shown by. 
Depending on what view mode is selected, different sort options may be provided.



Retailer Specific Filtering 

The Retailer Specific selections operate similar to the Retailer Search Screen with one difference.
The Search Icon raises the Retailer Selector Popover where you can select an individual Retailer to report on.

This article describes the Retailer Filter Fields in much more detail. (Retailer Search Screen)



Filter options related to Order Specific fields can be set using the Filter zone
  1. Touch on the 'Filter: All' selector. This drop down menu will appear giving options to filter Retailer fields, touching the field will display the options.



Product Specific Filtering 

The Product Specific selections operate similar to the Product Search Screen with one difference. 
The Search Icon raises the Product Selector Popover where you can select an individual Product to report on.

This article describes the Product Filter Fields in much more detail. (Retailer Search Screen)


 
  1. Touch the Category filter to show the different product categories.

 

  1. Touch 'Filter;All' to set product filters




Viewing and Summary Options

  1. Touch 'Order List' to show the list viewing options.



In the drop down menu, you can select to view the Order History by the following options below. 




Viewing Order Details 

  1. Touch the Information icon or blue link field to view the actual order details.  



You will now be able to view the selected Order Summary screen. 





    • Related Articles

    • 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 ...
    • 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 ...
    • Product Search Screen

      The products list screen allows you to view the complete list of products loaded onto the iPad. This article discusses how to use the list screen to filter and sort products to find information. Online Help The help link will provide you with online ...
    • Retailer Search Screen

      The Retailer list screen allows you to view the complete list of retailers loaded on the iPad. This article discusses how to use the list screen to filter and sort retailers to find information. Online Help The help link will provide you with online ...
    • 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 ...
    • 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 Retailer in question. This involves clicking the ...
    • 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 ...