Quick Guide Editing a Quote on Inzant Sales Plus

Quick Guide Editing a Quote on Inzant Sales Plus

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.



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