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

    • 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 ...

    • Product "Price Match" Discounting on the mobile sales app

      Inzant can enable a setting to allow mobile sales users on the iPad to modify the price of items during the order process. Please note that this setting is not enabled by default, you should contact Inzant support if you would like it enabled. This ...

    • 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 ...