Quick Guide Reporting - Customer Website Access Status
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 folder
- Click on the Retailers Folder that is now available
- Click the edit icon in the Actions column to show the report popover.
This report does not have any filters available to you can just run the report
- Click Export and click on the file type you would like the file exported as
The report will be created and downloaded to your device.
Related Articles
Configuring retailers for website access (from iPad)
After opening the Inzant Sales Plus iPad app you'll need to navigate to the Retailer before you can provide website access. To find the Retailer; Tap the "Retailer" icon in the top menu Then you'll be able to either scroll down the list, use the ...User Password Management Overview
Customer (contact) website passwords are not visible to any Inzant users, only the contacts themselves know their password - this is designed to protect the users private data. With regard password management, there is the potential for an Inzant ...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 ...Sending Bulk Website Login Invite to Contacts
Inzant has the facility to send a bulk mail-out to the eligible Retailer Contacts in your Inzant system, welcoming them to start using your new Inzant website. Ask Inzant today about configuring this on your system, the text in the template email can ...Management Portal - Reset Password from Management Portal
To reset a customer’s password from the dashboard, navigate to the contact screen. Find the contact that you would like to reset the password for you can either search in the search box by retailer name or contact name or look for through the more ...
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 ...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 ...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 ...
Recent Articles
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 ...Changing the Order of Favorites Lists
In this video, I will show you how to easily change the order of your favorites list on both the website and the iPad. By simply dragging and dropping, you can customize the order to your preference. No action is required from you, this is just a ...How to Create and Manage Favourites List on iPhone
In this video, I will show you how to create and manage a favourites list on your iPhone. You can access, edit, and add items to your favourites list directly from the iPhone app. I will guide you through the steps of adding a favourites list, adding ...