Order Status Modes Explained

Order Status Modes Explained


This guide will explain how to access and edit the different order modes.

Changing Order Status Modes

Note: You may only edit orders that have not been submitted. You CAN NOT edit the 'Ordered' status. 

  1. On the Order Summary page touch 'Edit Order' to change the Status of the order. If the order is already processed the 'Edit Order' button will appear in grey and unable to use. 



  1. Touch into the 'Status' field in the top right of the screen.
The 'Order Status' window pop over will appear showing you Order options. 


Order Status Modes

Draft

Draft orders are orders that have not been completed and uploaded.
These can be edited at any time before being submitted.
When you have finished with the Order, touch 'Finish Order' the Draft will sync to the Management Portal.

Quote
‚Äč
Quotes are orders that show the estimated cost for Order. These can later be edited, deleted or changed into orders. 
You may save a Quote Order on the Retailer for later use, touch 'Finish Order' the Draft will sync to the Management Portal.

Quote (with email)

Quotes (with email) are quotes that have been generated show the estimated cost for Order, and notify the retailer upon submitting. These can later be edited, cancelled or changed into orders. 
You may save a Quote Order (with email) on the Retailer for later use, touch 'Finish Order' the Draft will sync to the Management Portal.

Pending

Pending Orders are orders with Future dates. Depending on how your system is configured the pending order will either sit in the cloud until the order is ready for processing, the order will appear in the Management Portal as 'Submitted'. The second configuration is that Inzant allows to order to process giving you a Purchase Order Number shortly after processing.
Pending orders will not be processed until the pending date.  Touch into the Status and select Pending, you will view a date range calendar to select from. 

Submitted

Submitted Order have already been sent to the cloud for processing.
Once Submitted these are not editable. 

Cancel

Cancel will completely cancel your order from processing.
Note: once selected you are not able to reinstate the order. 
    • Related Articles

    • Order Modes - Add Items Explained

      This article coves the Add Items modes of ordering in the Inzant Sales App. It is important to note that every Inzant Sales System can be customised to provide a different experience. Your company may have the ordering views setup differently to our ...
    • Order Modes - Replenishment Modes Explained

      This article describes the different Replenishment order modes. Online Help The help link will provide you with access to our knowledge base with the articles filtered by relevance. ​ Stock Count Stock count modes allow you a view of only the ...
    • Ordering Modes Explained

      This article gives a quick explanation of the different ways you can process an order using the App. Links are provided for more detailed explanations of all the different modes. Online Help The help link will provide you with access to our knowledge ...
    • Order Modes - Presenters and Specials Explained

      In this guide we will discuss briefly the different Presenters and Specials now available. Tip: Links to additional articles will be provided for each different mode  Product List The Product List mode is designed to provide a super quick method of ...
    • 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 ...
    • 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 ...