Supplier / Pricelist Management
This article details how to management supplier accounts and pricelist selection for retailers.
- To Access Supplier / Pricelist Management touch on retailers
- Select a retailer by touching on the i icon
- Open the Accounts information by touching on accounts
- To add a supplier or new price list touch on Edit Retailer
- Touch on the Plus icon in the accounts / Price list header bar
- Select the new Account or Price List from the popover list
- Use the Arrows to change the priority order of the account/supplier
- To edit an account number touch in the account field highlighted below and the keyboard will pop up and allow editing
- To see brand discounts associated with an account/price list touch on the i icon on the list line
- To delete an Account or Price List touch on the red bin icon on the list line.
- When you are finished touch Save.
Supplier Chain Overview
Overview Supplier Chains enable you to classify your Suppliers into distinct groups. You can then use the Supplier Chain field in reporting to aggregate sales from all the assigned Suppliers. This allows you to avoid running multiple reports and ...
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 ...
Adding & Editing Retailers using the Management Portal
This guide provides information on Adding & Editing Retailers in the Inzant Sales Management Portal. Adding a Retailer Retailers Can be added to two ways. From the Actions Menu in the Top Menu Bar or Using the New Retailer button on the Retailer ...
Adding a supplier and editing account numbers
To add a supplier on an existing retailer open the retailer you would like to change. Touch the "Supplier" icon here you will see all the suppliers this retailer has added currently to add a new supplier touch the "edit" icon. Touch the "add" icon. ...
Open the Management Portal
The Management portal can be accessed by selected Inzant Users however your office will need to give you access to use this feature. To open the Management Portal touch the 'Utilities' icon in the top right of the Home Screen. Navigate down to 'Open ...
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.