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 ...
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
The Inzant Sales Plus app allows mobile sales users to completely manage both their quotes and forward dated (Pending) orders. This guide covers the management of forward dated orders. To reopen a pending order you must first navigate to the Retailer ...
Creating a Quote
Uploading an order as a quote in Inzant Sales allows you to complete the sales process with the customer, whilst not committing to the order at that time. You can come back and edit the quote at a later time and submit it as an actual order when 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 ...
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 ...
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 ...