Starting an Order from a Product

Starting an Order from a Product

This article describes how to quickly start an order whilst viewing a product.

To Start an Order from a Product, find the selected product you wish to order. 
  1. Touch the Product Information icon shown.



You will now be able to view the Product details in more detail.
  1. Touch 'New Order' in the top left of the screen.


The Retail selector will appear showing you your available retailers.

  1. You can select a Retailer from the list or use the search bar to type the name. 


After you have selected the Retailer, a pop up box will appear showing you any existing orders for the retailer.  

  1. To Start a new Order, touch 'Start New Order'. 
  2. To continue an existing touch on Edit for the order you wish to change



The Order screen will now appear filtered to that product ready for ordering.



More detailed information related to Ordering can be found in this guide



    • Related Articles

    • Taking an Order using Product Image Campaigns

      This Quick Help Guide shows you how to take an order using the product image presentation mode on the iPad. Tap the 'Retailer' Icon Find the required Retailer using the filters or search on Suburb or Name. If you are using the 'Call cycle' filters ...
    • Product Search Screen

      The products list screen allows you to view the complete list of products loaded onto the iPad. This article discusses how to use the list screen to filter and sort products to find information. Online Help The help link will provide you with online ...
    • Settings - Order Starting View

      This setting allows you to fine tune how you the App works best for you when ordering. The setting will set the order mode that is displayed when you create a new order. To change this setting, touch the Utilities Cog icon in the top right of the ...
    • Order Summary Screen Overview

      This article outlines how to use the Order History screen to submit quotes, return orders, and place quotes. Online Help The help link will provide you with access to our knowledge base with the articles filtered by relevance. The Order Summary ...
    • Order Modes - Add Items Explained

      This article coves the Add Items modes of ordering in the Inzant Sales App. It is important to note that every Inzant Sales System can be customised to provide a different experience. Your company may have the ordering views setup differently to our ...
    • 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 ...