Taking an Order from the Inzant Sales Plus App

Taking an Order from the Inzant Sales Plus App / iPad

This Article shows how to Take an Order from the Inzant Sales Plus App.

Open the Inzant Sales Plus App on your device, Tap the Retailer Icon highlighted to select the Retailer you would like to start an order for.

Select the “Retailer” in the list that you wish to create the Order for. 

To begin an interaction with the retailer select the 'interaction' Icon.

Choose an 'Interaction type' and press 'Done'.

Tap the 'New Order" button to start an order.


To see more comprehensive guides on using each order mode view our more targeted guides here;
  1. Add Items Mode 
  2. Campaign Order Mode
  3. Stockcount Order Mode

Select the Order Quantities for the desired items then Tap “Done”

When finished ordering, Tap the "Order Review" icon in the Top right of the screen.

Once on the Order Review screen, to complete the order, Tap the “Upload to Cloud” icon.


On this pop-up screen you can;
  1. Upload the order as a future dated order (or "indent" order) by tapping "Delayed" (and entering a future processing date)
  2. Submit the order as a quote by tapping "Quote"
  3. Submit the order as a normal Sales Order by tapping "Today" (which will be processed instantly)
  4. Capture a Customer Reference Number (not required)
  5. Capture a Customer Signature (not required)
When you've completed this process, tap the "Submit" button.


The Interactions screen, will the reappear displaying the completed “Sales Order” To Upload the Sales order select the “Complete and Upload" icon.



The order is now complete, to upload to the cloud tap on the 'Complete and Upload' button on the interaction.If you'd like to do additional orders, tasks or capture a journal entry whilst in the same call, feel free to complete all of those on the same interaction, and tap the 'Complete and Upload' at the end of the call.

The App will then begin to sync with the Cloud and upload the completed order


    • Related Articles

    • Inzant Sales iPad - Ordering

      The link below will walk you through placing an order on the iPad.       Topics include: https://youtube.com/playlist?list=PLpk7RKJTyAWDzjxuGHkaQ3pdQEdzVKd4H 1. Dashboard and Quick links 2. Starting an order in basic order mode 3. Starting an order ...
    • Linking Inzant Sales Plus to an additional Subscriber (Company)

      If you need to have more than one company on your Inzant Sales Plus app, you'll need to enable the "Multiple Subscribers" setting before you'll be able to link to the additional systems. You can easily do this by; Opening the Settings application. ...
    • Video Guide Inzant Sales iPad - Ordering- Emailing a copy of the order

      In this video on email a Sales Order Conformation , Quote or draft order from the Inzant Sales app We will give you a step by step guide on how easy it is to do this from the order summary screen. Please see links below for more information and ...
    • Printing and Emailing Sales Orders from the iPad

      The Quick Help Guide shows you how to Email And/or Print an order on the iPad. Tap the PDF button on the Inzant Sales Plus App Order Review screen to view the order in PDF format. Tap if you would like images included in the printed or emailed sales ...
    • 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 ...
    • 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 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 ...
    • 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 ...
    • Recent Articles

    • Navigating the Contacts Search Screen

      The Retailer Search screen provides you will a complete list of the Retailer Contacts in the system. It allows simple and advanced searching of contacts and also provides a number of views of the data. The screen also allows you to export displayed ...
    • Using Google reCAPTURE with the Inzant Web Site

      The Inzant website uses reCAPTURE V2 from Google to prevent bots from posting comments on blog articles.  More information of reCAPTCHA can be found here  https://www.google.com/recaptcha/about/ To enable reCAPTURE 1. Register with Google for ...
    • Inzant Sales iPad - Call Cycle and Scheduling

      This play list contains all you need to know about call cycle planning and scheduling, including: 1. Dash board overview 2. feature overview 3.Planning a call at the end of an order 4. Recurring appointments 5. Using map mode 6. Managing call cycle ...
    • Inzant Sales iPad - Dashboard

      This play list gives you an overview of The Inzant Sales dashboard and quick links https://youtube.com/playlist?list=PLpk7RKJTyAWCtzZyqoeYGD6zxVjEI5BHl
    • Management Portal - Orders

      The Management Portal play list includes the following topics; 1.Order Screen views 2.Using Advanced Searches 3.Order types Explained 4.Veiwing and editing an order 5. Taking an order 6. Managing web carts ...