Printing and Emailing Sales Orders from the iPad
The Quick Help Guide shows you how to Email And/or Print an order on the iPad.
Tap the PDF button on the Inzant Sales Plus App Order Review screen to view the order in PDF format.
Tap if you would like images included in the printed or emailed sales order.
Tap the Printer Icon in the Top right of the screen to print a paper copy
Select printer options first, then tap PRINT when complete.
To email your Sales order, Tap the Email Icon shown and you will get a drop down box that will automatically populate customers address if they are in the Inzant System.
Once details are verified correctly, Tap the 'Email' Button.
In the Preview email order screen you can manually type an Email address or add additional recipients, then press the send button. (Highlighted in green)
If you require further assistance with either of these functions please contact either your system administrator or the Support team for assistance.
Sales Order Email Confirmation Configuration
When an order is placed via Inzant there is the ability for a Sales order confirmation email to be sent to the Retailer, Sales Rep, both or no-one. By default your Inzant system will be set to not send these sales order confirmations, however you can ...
Video Guide Inzant Sales iPad - Ordering- Emailing a copy of the order
In this video on email a Sales Order Conformation , Quote or draft order from the Inzant Sales app We will give you a step by step guide on how easy it is to do this from the order summary screen. Please see links below for more information and ...
Emailing sales orders and quotes
To email a sales order or quote first touch the PDF button while viewing an order or quote. You will be asked if you would like images included on your PDF this is up to your own preference or company policy, select either to proceed to the view the ...
Taking an Order from the Inzant Sales Plus App / iPad
This Article shows how to Take an Order from the Inzant Sales Plus App. Open the Inzant Sales Plus App on your device, Tap the Retailer Icon highlighted to select the Retailer you would like to start an order for. Select the “Retailer” in the list ...
Pending (Forward Dated) Order Management
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Home Screen and Navigating the System
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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 ...
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 ...