Adding Notes to Orders

Adding Notes to Orders

This article describes how to add Notes to an order for both the complete order (i.e. general notes) and also individual lines on an order (i.e. product specific).

Order Notes 

You can add a note to the order in different stages of placing the order. 
  1. Touch 'Notes' in the bottom left of the screen.

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

Line Notes 

  1. You can add a line note by swiping right on the product you would like to add a note to.

  1. You can now add a line note on this product., touch Save when finished. 


Journal Notes

  1.  You can add notes relating to the Retailer. Touch 'Journal in the bottom left of the screen to Add a Journal Note. 


    • Related Articles

    • Journal Notes for Retailers

      Adding a Journal Note This article covers how to create a Journal note on the iPad. Journal notes are the notes captured during an interaction with a Retailer.  Journal Notes are taken during an interaction with a customer, and are designed to ...

    • Adding & Editing Retailers using the Management Portal

      This guide provides information on Adding & Editing Retailers in the Inzant Sales Management Portal.  Adding a Retailer Retailers Can be added to two ways. From the Actions Menu in the Top Menu Bar  or Using the New Retailer button on the Retailer ...

    • Video Guide - Inzant Sales iPad - Ordering- Adding a line item note

      This video shows how to add Line Notes to an order for both in the order and on the summary screen. Order Notes Adding Notes to Orders (inzant.com.au)​​

    • Video Play List - Inzant Sales iPad - Ordering Features

      This play list contains videos on: adding a line note in an order future dated or pending orders emailing a sales order conformation downloading a retailers complete order history. Click link for Ordering feature play list

    • Adding a new Retailer using the Inzant Sales app

      This article provides a short walk-through tutorial on the steps required when creating a new Retailer Using the Inzant Sales Plus app. In the top left of the screen tap the Retailer icon shown, it will open a list of previously added retailers.  Tap ...

    • Popular Articles

    • Home Screen and Navigating the System

      The Home Screen The home screen is the start up screen for the App. It contains links to all the other major screens and provides some KPI information and access to your schedule. In this article we will discuss all the links so you can navigate ...

    • Creating a Retailer

      This article provides a short walk-through tutorial on the steps required when creating a new Retailer Using the Inzant Sales app. To Create a New Retailer touch 'Retailers' on the left of the screen. You will now be able to view a list of previously ...

    • 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 Contact or Retailer in question. Finding a ...

    • Inzant Website CMS User Manual

      The latest version (currently version 1.4) of the CMS User Manual is attached, which you can download and use as required.

    • 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 ...

    • 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 ...