Retailer Contact Type Overview
Overview
Retailer Contact Type enable you to classify your Retailer Contacts into distinct types for easier contact filtering. This field is highly visible on the mobile sales app so can be a valuable bit of information to start using in Inzant Sales.
Retailer Contact Type Search
You can reach the Retailer Contact Type search screen by clicking on the "Configuration" menu option in the sidebar menu, and then clicking on the "Retailer Contact Type" option under the "Lists" heading. If you cannot see this option, please confirm with your system administrator that your user role has sufficient permissions.
Once you have the Retailer Contact Type search screen open you can see all the available options in the tabular list. To search for a Retailer Contact Type, type the search term into the Search box and hit Enter.
If you'd like to review the inactive Retailer Contact Type, click the "More Filters" button. You'll then see a dropdown which will enable you to see "All types", "Inactive types" or "Active types". You can also do a search whilst this filter is active. To close these options click "Less Filters".
Adding a Retailer Contact Type
To add a Retailer Contact Type, click on the "New Retailer Contact Type" button which is located in the top right of screen (provided you have sufficient permissions). This will open a blank Retailer Contact Type Details screen ready for you to enter the new Retailer Contact Type name.
Once the Retailer Contact Type Details screen is open, enter the new Name and click the save button in the top right of screen.
Editing or Deactivating a Retailer Contact Type
To edit a Retailer Contact type click on the small edit icon in the far right column of the row. This will open the Retailer Contact Type Details screen.
The Retailer Contact Type details screen will only have the "Name" field. Provided you have sufficient permissions you can edit this name, and click save in the top right corner of the page.
If you'd like to deactivate a Retailer Contact Type, you can click on the "Deactivate" button - which will make the Retailer Contact Type inactive.
Related Articles
Retailer Type Overview
Overview Retailer Types enable you to classify your Retailers into distinct groups for many purposes, including but not limited to pricing rules, campaigns, tasks & reporting. This field offers a high degree of flexibility with these functions, but ...Management Portal - Contacts Screen
A new screen has been added called contacts. Contacts is located under retailers in the menu on the left-hand side of the screen to open contacts simply click on the word contacts, this will open the screen and give you your basic contact ...Adding or Editing Retailer Contacts
Within Inzant Sales Retailers represent the customers you will be visiting and selling to, and Contacts represent the people you interact with whilst dealing with the Retailer. Contacts are stored and managed on the Retailers screen, under the ...Adding or Editing Retailer Contacts in the Management Portal
This guide provides information on adding and editing Contacts for Retailers in the Inzant Sales management Portal. If you are looking for information on assigning a contact Website access, please see the dedicated guide below Setting a Retailer to ...Retailer Grade Overview
Overview Retailer Grades enable you to classify your Retailers into distinct groups for many purposes, including but not limited to pricing rules, campaigns, tasks & reporting. This field offers a high degree of flexibility with these functions, but ...
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 ...