Creating and Submitting a Quote

Creating and Submitting a Quote

This is a quick guide on creating a quote.
Touch 'New Order' on the left. 

The Retailer Selector pop-over will show. Use the search bar to search the Retailer by name. Alternatively touch 'Select' next to the chosen Retailer. 

You will now be able to view ALL products available. 
This view is the 'Basic List' view.  To change the way you view the products, touch 'Mode' in the top right of the screen.

You can choose to View the Product details in Five different viewing modes. Basic List, Detailed List, and Small, Medium and Large Image size.
For this article i have now chosen to explain how to order in 'Small Images' mode.

You can Search for a Product Name or Product Code by using the Search Icon.  
You can View Products in a designated Category.
You can Filter the Products by Types.
You can Sort the way the Products are viewed.

To ADD a Product touch the + Plus in the same window as the Product. 
Each touch on the +  will add another 1 of the product to the Order. 

Alternatively, touch into the Numeric field of the product and a popover will show.
You can now enter a number, press save and the desired amount will add to the order. 

Price Check:
When you have finished adding products, to view a Price Check on the ordered products, touch the 'Total' in the bottom right of the screen.
When the Order Summary window pop-up appears, touch 'Price Check'. If you no longer wish to conduct a price check, touch cancel. 

Order Note: These Notes will be on the Order that is exported to your accounts package.
If you would like to add a Note to the order, before completing Touch 'Notes' in the bottom left of the screen.

Enter the Note you would like attached to this Quote.
When you have finished, touch 'Save'.
IMPORTANT: This Note will be shipped on the order details.

If you would like to leave a Journal Entry on the Retailer or the Interaction - not specific to Order Details, we advise using the Journal.
Journal Entries can be seen by the Rep and the Management, this is where we suggest you put notes on the Retailer.
Example; 'Jules is painting a home made canvas- Take interest' or Had a Baby Boy

When you have finished the Quote and are ready to Submit or save for later, touch the 'Summary' in the bottom of the screen.

You will now view the 'Order Summary' screen.
Touch in the Customer Ref field shown. Here you can type Reference Number or Name if desired. 

As you can see in the top right of the screen, the Order Status is currently set to 'Draft'.
Touch into this field to see the Order options now available. To save the Order on your iPad, change the Status to either 'Draft' or 'Quote', 

The Order Status drop down menu will be available with more Ordering Status options. 

Touch 'Finish Order' on the left of the screen.

If the Order is in a Draft State you will view this Pop-up asking you to edit the Mode of the order. 
Touch Leave as Draft, Change to Submitted or Cancel.

    • Related Articles

    • Creating a Quote

      Uploading an order as a quote in Inzant Sales allows you to complete the sales process with the customer, whilst not committing to the order at that time. You can come back and edit the quote at a later time and submit it as an actual order when the ...
    • Converting a quote to an order

      To find a Quote you have previously made go to the home screen by touching the information button and you will see "Quotes summary" as an option in the menu bar on the left menu. This is the Quote Summary report screen here you can see all quotes you ...
    • Quick Guide - Creating / Editing Forward Dated Orders

      This is a Guide on Forward Dated Orders. Whilst creating a New Sales Order you can select to forward date orders. Use the Calendar Icon to select date of expected delivery, the status of your order will change to Pending. To Save your order, for ...
    • Submitting A Goods Return Order

      This is a Quick Guide On Submitting a Goods Return Order on the iPad. Log onto the Inzant Sales Plus App and select the Retailer. Tap the Interactions Icon in the top right of the screen. You will see a dropdown box, Tap 'New Return' to Start. adding ...
    • Quick Guide - Creating an Order using the Management Portal

      This is a Quick Guide on Creating a New Order using the Inzant Sales Management Portal  Starting your Order-Open the Dashboard, Select a Retailer to Start a new Order. Next navigate to the Retailer Details screen. From a selected retailers detail ...
    • 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 Retailer in question. This involves clicking the ...
    • 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 ...
    • 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 ...
    • Recent Articles

    • 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. ​​