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 Screen can be access by
- To get to the order summary screen from any uncompleted order, touch on 'Order Summary' on the ribbon at the bottom of the screen.
If you have arrived at the Summary screen from the history screen and wish to edit an order, you will need to change the order to edit mode.
Tip: This is only allowed for orders that have not be processed.
- Touch the 'Edit Order' highlighted below.
To add a note to a line, see product details or delete a product touch on the line there are two options:
- slide the line to the left as indicated by the arrow in the below image.
- Double tap the Information Icon (or blue link field).
A single tap on the Information icon (or blue link field) will display the Product Details screen.
This function is available from all screens within Inzant Sales.
To add a note to an order line, see product details or delete a product touch on the field wanted highlighted below.
This note will only be related to the product on the order.
If you wish to edit quantities or pricing on the order
- Touch the relevant field and a popover will display, change the quantity and touch Save
- Use the + and - fields either side of the quantity or touch on the quantity to use the keypad.
Creating a PDF
- To create a PDF to email or print touch 'Create PDF' in the top left hand corner. Touch here for more details on emailing or printing PDF's
Cloning an Order
- To Clone an order touch on the Clone Order in the upper left hand corner.
An order can be cloned for the retailer after the original order has been placed or another retailer can be selected.
Here is the guide explaining 'Cloning an Order' in more detail.
Order State and Date
The date the order will be processed is highlighted in the box below.
- To change the date touch in the date field and the a calendar will pop over to allow date selection.
Select the date from the Calendar you would like the order to process.
- Touch anywhere on the screen to close the calendar once the date has been selected.
To Change the status of the order
- Touch on the status field highlighted below.
The order status options are Draft, Quote, Quote with email, Pending, and submitted.
To add a customer signature
- Touch in the signature field highlighted below.
The signature pop over will appear
- Ask buyer to sign on the screen in this field.
- Touch on save when complete.
The buyers signature will be displayed on the summary screen once the signature has been saved.
To add a Purchase Order Number or an Order reference
- Touch in the Customer Ref field.
The key board will pop up and allow you to type the information required.
This field is often used to add the buyers name in case the order is questioned
- To add a Note to the order touch on the notes field in the ribbon at the bottom of the screen.
Tip: This note will go through with the order into the ERP/ Accounts or all suppliers with products on this order. If you are using multiple supplier mode ( pharmacy or brokerage model) be wary of this fact.
- Type the Order Note into the Note field, then touch the save.
- If you would like to add a Journal entry touch 'Journal' in the bottom left of the screen.
The Journal entry will not be shown on the order, but in the Journal History.
Price Check
You may complete a Price Check at any stage though out the order, or alternatively at the end of completing the order.
If you have any discretionary discounts set up for that product and quantity, the rule will be applied.
- To view a Price Check on the ordered products, touch the 'Total' in the bottom right of the screen.
When the Order Summary window pop-up appears, touch 'Price Check'. If you no longer wish to conduct a price check, touch cancel.
Finishing an Order
- To submit the order to the cloud for processing, touch 'Finish Order' in the top left of the screen.
You will now view a window popup touch 'Change to Submitted' to submit the order.
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. Dashboard - Overview
The Dashboard is the default landing page you’ll hit after logging into the Inzant Sales Admin interface. The widgets (zones) on the page are designed to provide insightful, useful information at a glance and are made up from a combination of display ...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 ...Converting a quote to an order
To find a Quote you have previously made go to the home screen by touching the information button and you will see "Quotes summary" as an option in the menu bar on the left menu. This is the Quote Summary report screen here you can see all quotes you ...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 ...
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 ...