This is a Quick Guide Editing a Quote-
A Quote can be edited as many times as needed before being uploaded to the Cloud.
To edit a quote, Log onto Inzant Sales Plus App and select the Retailer, then Click 'Orders'.
This list will appear showing if the retailer has any Current/Pending Orders, Returns or Quotes.
Find the Quote you would like to edit then, Click 'Edit'.
To Edit the Quote, click the 'Pencil' in the top right of the screen.
You can add Items to your order using 'Add Items Mode' by Clicking the plus highlighted. You may still Add Items from Campaign mode, Stock Count Order Mode and barcode scanning mode.
On the completion of the quote/order you may want to email the customer a PDF version of the new and updated quote, here is a quick guide on that process.
Once you are finished, tap on the upload to the cloud icon in the top right of the screen. You can reset this Order as a quote or Edit to change to current or pending Sales Order date.
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 ...