Settings - Add Customers to New Calls
This setting allows you to control if customers will automatically get an email notification of the next call when you book calls using the App.
- To change this setting, touch on the Utilities Cog icon in the top right of the screen.
- Touch Settings
- Touch Add Customers to New Calls
Note: this will display the current setting
This will display the options available
- You can cancel the change or touch on the desired selection
The Inzant Sales App allows you to customise the way you would like to use the App. This guide describes the different settings that are available. To access Settings navigate to the 'Utilities' icon in the top right of the Home Screen. You will now ...
Creating a new website Page
Note: To view any of the below walkthrough images in a larger size simply click on them - then click on the cross in the top right corner to close the image window. Creating a new website Page for your site can be easily done by navigating to the ...
Video Guide - Users - Creating a new user
This video explains how to add a new iPad user or a new admin user.
Favourite Lists - Configuring Favourites for Customers
Please note: Favourites are currently a customer facing feature only. This guide covers enabling this feature on the website. This guide contains lost of example configuration images. To view any of these images in a larger size just click on the ...
Taking an Order on the iPad using Add Items order mode
This guide will show you how to take an Order on the iPad using the Add Items order mode. To get started, tap the Retailer icon, then select the Retailer you'd like to raise the order on. To begin an order, tap the Interaction icon. Now tap the 'New ...
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 Retailer in question. This involves clicking the ...
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 ...
Shutting down Apps running in the background
If you are noticing your iPad starting to run very slowly and Inzant starting to crash then your iPad may have all its resources being used by other applications running in the background. We'd recommend periodically closing all apps running in the ...
Settings - KPI Data Source
KPOI Data Source settings allow you to change the information shown in the Home Screen Sales Panel. Touch the Utilities Icon Touch Settings To Change the Data Source Touch Sales KPI Data Source If you have selected a Fiscal Year data source, you can ...
Settings - Fixed Products per Row
Fixed Products per Row mode give you the option to set the number of products per row to be fixed when a device is rotated. Touch the Utilities Icon Touch Settings Touch Fixed Products per Row Select the option you prefer, this can be changed any ...
Settings - Show Bulk Discounts
Show Bulk Discounts mode give you the option to allow bulk discounts to be applied on the Order Review screen. Touch the Utilities Icon Touch Settings Touch Show Bulk Discounts Select the option you prefer, this can be changed any time. Once you ...
Video Guide - Subscription Management
Your Inzant Sales Subscription screen allows you to manage the total number of active User Licenses. The configured number of User Licenses is what calculates the total subscription cost each month. The Subscription screen allows you to modify the ...
Video Guide - Order Types Explained
This video covers the work flow from iPad to ERP and what each stage of an order is named.