To enable PowerBI reporting you will need to setup an account with Microsoft. When you initially set up the account you will need to supply us with the login username and password, so please use a temporory password you don't mind us seeing. Once the ...
The Campaign report allows you to determine how well your campaigns have delivered against required outcomes and as a result feed this back into strategic planning for future campaigns. Click on Reporting in the Side Bar Menu to see the available ...
To get a list of your existing Retailers & Contacts with the state of their website access you can run a simple report from the Management Portal Reporting Module Click on Reporting in the Side Bar Menu to see the available reports. Click the Website ...
This Quick Help Guide shows you how to access reporting on the iPad. Tap the 'Information' icon then you will see under “Reports”. Tap the Summary Report you wish to view. The range of information available is Weekly, Monthly, Ad hoc reporting, Quote ...
The set of Stockist's reports allows you to drill down into the products that retailers, and groups of retailers are actually stocking (and not stocking). This enabled you to make better strategic decisions on Marketing and Sales processes. Click on ...
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 ...
To get a list of your existing Retailers & Contacts with the state of their website access you can run a simple report from the Management Portal Reporting Module Click on Reporting in the Side Bar Menu to see the available reports. Click the Website ...
Inzant Sales supports Master and Variation products. these products appear in the App slightly different to normal products. This article describes how Master and variation products are displayed in the App. When viewing product lists, on the Product ...
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 ...
This article describes the process of editing a retailer. More detailed information on retailer information can be found at the following article (Retailer Detail Screen) To Edit a Retailer touch 'Retailers' on the left of the Home Screen. Touch the ...
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 ...
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 ...
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 ...
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 ...