Order Summary Screen Overview

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 

  1. 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.
  1. 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:
  1. slide the line to the left as indicated by the arrow in the below image.
  2. 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
  1. Touch the relevant field and a popover will display, change the quantity and touch Save
  2. Use the + and - fields either side of the quantity or touch on the quantity to use the keypad.

Creating a PDF 

  1. 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

  1. 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.
  1. 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.
  1. Touch anywhere on the screen to close the calendar once the date has been selected.

To Change the status of the order
  1. 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
  1. Touch in the signature field highlighted below.

The signature pop over will appear
  1. Ask buyer to sign on the screen in this field.
  2. 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
  1. 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

  1. 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.

  1. Type the Order Note into the Note field, then touch the save. 

  1. 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. 
  1. 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

  1. 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

    • 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 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.  On the Order Summary page touch 'Edit Order' to ...
    • 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 ...
    • 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 ...