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.
- Touch the Product Information icon shown.
You will now be able to view the Product details in more detail.
- Touch 'New Order' in the top left of the screen.
The Retail selector will appear showing you your available retailers.
- 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.
- To Start a new Order, touch 'Start New Order'.
- 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
Starting an Order within a New Call
Touch new call on the left of the home screen. Select the Retailer from the pop-over menu. 2. Second Option: Touch the 'Quick Links' in the top left of the screen. In the drop down menu touch 'New Call'. You will now be able to view the Call ...Creating a New Order
This guide describes how to quickly get started with ordering using the Inzant Sales App. The App has a number of different ways of completing orders however we will just focus on the quickest way to order items in this Article. We will provide links ...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 ...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 ...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 ...
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 ...Editing a Retailer
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 ...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 ...Master and Variation Products
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 ...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 ...
Recent Articles
End to End Video Guide on Using Smart Catalogues
We've put together a pretty comprehensive video on using Smart Catalogues here, which covers the salesperson user experience (and how to edit that if you wish), how to create the PDF, and then how to create the smart catalogue in Inzant Sales. If you ...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 ...